It was just in a passing conversation but I'll try to reproduce it minimally and akwardly here. Regarding the whole lithium thing, Bolivia is supposed to be one of three countries (along with Argentina and Chile) in that area that produce a lot of lithium (they're called the lithium triangle), and Bolivia's lithium is actually not very economical to produce because it's mixed in with a bunch of other shit, while the other two places have relatively easily produced Lithium. So actually it's not a very convincing reason for the coup.
However, blaming this whole thing on lithium undermines the fact that people were actually really unhappy with Evo even on the left. Evo's authoritarian leftism fucked up anti-authoritarian forms autonomy-building and resistance-building, basically paving way for a right-wing uprising that couldn't be stopped by a weakened left (I say "left" for lack of a better word). I've been told that anarchists out there have been pointing to Evo's being shit and his policies undermining autonomy for ages, how this is pretty much what they were expecting would happen.
Even that graph going around showing the rise in Tesla stocks that week had an interesting alternate explanation. If I remember it I'll post it in the comments.
If anybody's heard or read anything like this I'd be interested to hear more.