AlphaLabs

AlphaLabs

By Mike ElliottBusinessInvesting
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AlphaLabs episodes

  • AlphaLabs Podcast: The Copper Supercycle's Forgotten District: Why Grizzly Discoveries (GZD) Is the Ultimate Hidden Gem

    We explore the story of Grizzly Discoveries (TSXV: GZD), which AlphaLabs Research identifies as potentially the most asymmetric copper-gold exploration play left in North America.

    This overlooked opportunity centers on the Greenwood Mining Camp in southern British Columbia, a region that was once the largest copper producer in the entire British Dominion in 1905. The historic camp produced over 1.3 billion lbs of copper and millions of ounces of gold in the early 1900s, including high-grade skarn ore from the Motherlode Mine.

    Key Discussion Points:

    • The Land Package: Grizzly controls a massive, consolidated land package of ~180,000 acres (72,700 ha) in this historic area, a size significantly larger than typical BC Copper Junior Peers (10,000–50,000 acres). Crucially, GZD recently acquired the Motherlode Crown Grants, which retain full subsurface rights—a rarity that offers legal precedence.

    • Macro Tailwinds: We examine why this district is perfectly positioned for the 2025–2030 Copper Tsunami. The global refined copper deficit is exploding due to the demands of the AI/Data Center/Power Chokepoint Supercycle. BC is highlighted as a Tier-1 jurisdiction desperate for domestic supply.

    • Asymmetric Valuation: Despite the historic production on its ground (77M lbs Cu + 173k oz Au), GZD is trading at a "microscopic" market cap of approximately C4–6M.Thisvaluationisdescribedas"laughablycheap"comparedtotypicalpeersvaluedatC50–300M+.

    • Near-Term Catalysts: Grizzly has secured drilling and trenching permits for multiple targets (Midway, Sappho, Copper Mountain, and Imperial) and is launching an aggressive fall/winter program (Sept 2025). With permits in hand and a tiny float, the sources suggest that "one good drill hole could send this stock 10–50× from current levels", echoing the violent rerates seen across other BC copper juniors in 2024–2025.

    Listen in to understand why Grizzly is being defined as "the ultimate lottery ticket on the next major copper-gold skarn/porphyry discovery" and an overlooked story that could become a "2026 legend".

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    14 min
  • Chokepoint Supercycle: Week 46 Deep Dive – IEA’s 1,000 TWh AI Bomb, Tariff Reroutes, & PLTR’s $2T Rails

    In this week-ending AlphaLabs Deep Dive, we unpack the macro fireworks that just supercharged the Chokepoint Supercycle thesis. The IEA’s World Energy Outlook 2025 drops a 1,000 TWh AI power shock, US grids lag 45 GW, and tariffs carve exemptions while slamming 60% walls on China—rerouting billions to North American juniors.

    • Power Crunch: CCJ +2.1%, UROY +4.3%, OKLO +1.8% as nuclear/SMRs become the AI grid lifeline.
    • Resource Rerate: SCZ.V +5.2%, GZD.V +8.1% on tariff-proof silver/Zn feeds.
    • Rails Revolution: PLTR +4.7% after hiking FY26 guidance 25%—tokenizing $2T in royalties.
    • Verdict: Thesis intact and accelerating—340% base case by EOY 2026, -14% max drawdown hedged.

    No breaks. Only bottlenecks getting tighter.

    Subscribe to AlphaLabs Pro ($20/mo) for daily scans, buy/sell lists, limit orders, and real-time alerts:
    👉 https://investorconnectai.com/pro-members

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    12 min
  • AlphaLabs Macro Brief: The 2026 Resource Chokepoint Supercycle – How AI Power Hunger, Tokenization, and 60% Tariffs Will Ignite a $10 Trillion North American Rerate

    AI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined.
    BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026.
    Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1.

    This isn’t a cycle.
    It’s the biggest structural resource + infrastructure squeeze in two decades — and it’s lifting everything from $6M polymetallic juniors to $200B utilities.

    In this emergency AlphaLabs Macro Brief, Mike Elliott breaks down:

    • The exact copper/silver/PGM shortages (with 2025 deficit numbers from Goldman, S&P, CRU)
    • Why BC and Yukon explorers are about to 10x faster than Bitcoin did in 2020
    • The non-mining winners nobody’s talking about: data-center REITs, turbine makers, grid giants (NEE, DLR, ETN, GEV)
    • How RWA tokenization turns a $6M drill play into an on-chain cash machine overnight
    • The 2026 catalyst calendar + exact allocation cheat codes (20% micros, 30% infra, 20% REITs)

    Plus the first three names on the Chokepoint Watchlist (including the 299 g/t silver beast at $6M cap that just went live in AlphaLabs Special Situation).

    If you only listen to one macro episode before 2026, make it this one.

    Drop your top AI-infra or tariff-proof pick in the comments — best reply gets shouted out in tomorrow’s GZD trenching update.

    #ResourceSupercycle #AI #RWA #Tariffs #PowerGrid

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    20 min
  • AlphaLabs Podcast: Grizzly Discoveries ($GZD.V): The 299 g/t Silver Bonanza Nobody’s Talking About – Yet

    In this 15-minute AlphaLabs deep dive, we rip open the $6M micro-cap that just hit 299 g/t silver in British Columbia and still trades at 0.25x NAV.

    Grizzly Discoveries ($GZD.V) is fully funded, zero-debt, and sitting on 160,000 acres of polymetallic firepower: high-grade silver, gold, copper, and PGEs in the heart of Canada’s next mining camp.

    We break down:

    • Why the 200 Moz silver deficit + $2,500 gold is about to light this fuse
    • Exact Q4 trenching catalysts that could double the stock before Christmas
    • How $0.06 base target (100% upside) is conservative once assays hit

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    16 min
  • AlphaLabs Podcast: $DOG Versus $DOGE: Bitcoin Runes Outpaces Dogecoin

    The source is an investment report from Alpha Labs DeFi, authored by Mike Elliott, which outlines why the Bitcoin-native meme coin $DOG is positioned to structurally outperform and potentially eclipse the market capitalization of the older, nostalgia-driven Dogecoin ($DOGE). The report asserts that $DOG's foundation on the Bitcoin Runes protocol gives it a significant technological advantage for seamless DeFi integration and real-world asset (RWA) tokenization, while $DOGE remains isolated and inflationary. Quantitative metrics are provided to demonstrate that $DOG has superior momentum, holder growth, and a fixed supply, contrasting with the stagnation and infinite supply of $DOGE. Ultimately, the analysis gives $DOG a high-conviction score and advises investors to accumulate the token before projected exchange listings and DeFi catalysts drive a massive price increase.

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    12 min
  • Tokenized T-Bills Hit $8B: Unlocking Q4’s DeFi Yield Revolution with $TBH

    Dive into the TradFi-DeFi convergence shaking up Q4 2025! Tokenized T-Bills have surged to $8.41B in TVL, blending regulatory-grade security with DeFi’s composable yields—some hitting 12% APY. AlphaLabs’ Mike Elliott breaks down how Layer-2 innovations and protocols like Ondo Finance and BlackRock’s BUIDL are supercharging returns, with $TBH’s $DOGE treasury pivot as a prime example. From tokenized sports RWAs to ETF-like pools, explore the hybrids driving DeFi’s $1T potential. Risks, rewards, and a bold call to action—don’t miss this deep dive into the yield revolution! Follow @mikeelliott on X for more. #TBHDeFi

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    17 min
  • Title: $TBH Week in Review: Dogecoin Treasury & Sports Surge (Oct 24, 2025)

    Join the AlphaLabs team for the October 24, 2025, wrap-up of Brag House Holdings ($TBH)! This week, $TBH held steady at $1.11 despite a $200-300M Dogecoin treasury and blockbuster sports moves—U.S. Triestina soccer and HC Sierre hockey grabs by House of Doge. We unpack the merger buzz, Gen Z potential, and why next week could ignite with merger updates or a DOGE pump. Bullish insights from AlphaLabs—tune in and share your $TBH predictions! Follow @mikeeliot on X for live takes. 

    Disclosure

    This analysis is sponsored by InvestorConnectAI and highlights $TBH as a potential investment opportunity in the Convergence Series. It is not financial advice—always do your own research (DYOR) and consult a financial advisor. Data as of October 21, 2025; crypto markets are highly volatile.

    This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. after AI Profit Lab was engaged by Outside The Box Capital Inc. to advertise for CleanCore Solutions, Inc. (NYSE: ZONE).

    For our full disclaimer, please visit: https://bit.ly/4o08vtQ

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    13 min
  • AlphaLabs Decodes: House of Doge’s $TBH Play – Soccer, Hockey, and the RWA Revolution

    In this episode of AlphaLabs, we dive deep into House of Doge’s latest moves with $TBH, exploring how their acquisitions of U.S. Triestina 1918 and HC Sierre are not just sports plays, but a strategic bet on the $100 billion real-world asset (RWA) market. Join host Mike Elliott as he unpacks Italy’s crypto sponsorship trends, Switzerland’s $50M arena upgrades, and the implications for Dogecoin’s $837M treasury. 

    We’ll analyze $TBH’s undervaluation at 0.06x NAV, the potential for 10x returns, and what this means for institutional inflows. Plus, get insights on Gen Z’s adoption, tokenized fan ownership, and the broader macro picture shaping the future of TradFi-DeFi convergence. Whether you’re an investor or a crypto enthusiast, this episode will arm you with the alpha to navigate the next big opportunity. Tune in, and don’t forget to check out the full blog at investorconnectai.com for a deeper dive. #AlphaLabs #TradFiDeFi


    Disclosure

    This analysis is sponsored by InvestorConnectAI and highlights $TBH as a potential investment opportunity in the Convergence Series. It is not financial advice—always do your own research (DYOR) and consult a financial advisor. Data as of October 21, 2025; crypto markets are highly volatile.

    This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. after AI Profit Lab was engaged by Outside The Box Capital Inc. to advertise for CleanCore Solutions, Inc. (NYSE: ZONE).

    For our full disclaimer, please visit: https://bit.ly/4o08vtQ

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    12 min
  • AlphaLabs Podcast: Micro-Cap Moonshots: $SBET’s Ethereum Gambit vs. $TBH’s Dogecoin Dynasty – Unlocking 10x Potential in the TradFi-DeFi Convergence

    In this electrifying episode of the AlphaLabs Convergence Series, we dive into the explosive world of Digital Asset Treasury Companies (DATCOs), where traditional finance (TradFi) and decentralized finance (DeFi) collide. With 228 public firms now holding $148 billion in crypto treasuries, micro-caps like SharpLink Gaming ($SBET) and Brag House Holdings ($TBH) are stealing the show. We unpack $SBET’s bold pivot to a $3.5B Ethereum treasury, up 180% in October on ETF inflows, and contrast it with $TBH’s $200M Dogecoin war chest—trading at a jaw-dropping 0.06x NAV—fueled by its game-changing U.S. Triestina Calcio stake. From DeFi yields to real-world assets (RWAs), discover why $TBH could be the meme-powered 10x play for risk-takers. Join us to explore the future of crypto-stock hybrids and why Q3 earnings (Nov 20) could ignite $TBH’s rocket.

    Sponsored by InvestorConnectAI; not financial advice—DYOR! Get the full scoop: [https://investorconnectai.com/blog/alphalabs-research-note-micro-cap-moonshots-sbet-eth-vs-tbh-doge]. #TBH #DOGE #CryptoTreasury


    Disclosure

    This analysis is sponsored by InvestorConnectAI and highlights $TBH as a potential investment opportunity in the Convergence Series. It is not financial advice—always do your own research (DYOR) and consult a financial advisor. Data as of October 21, 2025; crypto markets are highly volatile.

    This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. after AI Profit Lab was engaged by Outside The Box Capital Inc. to advertise for CleanCore Solutions, Inc. (NYSE: ZONE).

    For our full disclaimer, please visit: https://bit.ly/4o08vtQ

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    13 min
  • AlphaLabs Convergence Zone Report: Tokenized Assets: Wall Street's $73 Trillion Bridge to Web3 – RWA Growth, 24/7 Markets, and the $TBH/ZONE Treasury Model

    In this episode of AlphaLabs Podcast special series on the convergence of traditional finance and decentralized finance or DeFi, dive into the explosive rise of Real-World Assets (RWAs), reshaping finance by bridging $100T+ TradFi markets with DeFi's programmable infrastructure. From $1.5B TVL in Jan 2024 to $10B by Oct 2025—a 566% surge—explore key categories like tokenized U.S. Treasuries ($2.3B+), private credit, and real estate, fueled by giants like BlackRock's BUIDL and Franklin Templeton's BENJI. Uncover RWAs' killer feature: 24/7 trading, unlocking $4-7T in global liquidity by ditching settlement delays.

    Plus, a deep case study on House of Doge ($TBH on NASDAQ) and partner CleanCore Solutions ($ZONE on NYSE)—publicly traded wrappers for a 730M+ DOGE treasury. Beyond holding, they drive yields and utility via inKind's 15,000+ merchant network for DOGE payments, positioning this hybrid model as a high-risk, high-reward bet on Web3 convergence.

    Hosted by InvestorConnectAI | Duration: 45 min | #RWAs #CryptoVanguard #AlphaLabs $TBH $ZONE $DOGE

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions. Past performance does not guarantee future results. All data sourced from public filings and market data as of October 20, 2025.

    This distribution was conducted on behalf of CleanCore Solutions, Inc. (NYSE: ZONE) and was funded by Outside The Box Capital Inc. Full disclosure: bit.ly/4o08vtQ

    Podcast Disclaimer

    This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.

    Contact AlphaLabs:

    [email protected]
    x.com/mikeelliott

    13 min

About AlphaLabs

From the publisher's feed

Dive into the world of high-potential stocks and smart investing with the AlphaLabs Podcast, hosted by Mike Elliott of InvestorConnectAI. Each episode builds on the in-depth analyses from our…