Back when I bought Bitcoin, people thought I was crazy.
Today they look at me the same way when I tell them Iâve bought over 3 tonnes of physical copper in the last two months.
Yes, you read that right.
I rented a separate storage unit just to store copper.
And from now on, Iâm buying 1 tonne every single month.
This isnât a trade.
This is a generational position.
Those who understand why copper matters now
already know where the world is heading.
⥠THE AI ENERGY SHOCK NO ONE IS READY FOR
Copper demand isnât rising because of EVs alone.
AI is the real explosion.
AI data centers are power-hungry monsters.
They rely on:
massive transmission upgrades
dense wiring networks
transformers
liquid cooling systems filled with copper plates, tubing, and piping
A 2026 projection says global data-center capacity could grow 10Ă by 2040.
You cannot plug that into the existing grid.
The grid must be rebuilt.
And the bloodstream of that new grid is copper.
đ THE GREEN ENERGY TRANSITION IS ACCELERATING
Even without AI, the demand picture is massive:
An EV uses 3Ă more copper than a combustion car
Wind turbines and solar farms are extremely copper-intensive
Battery storage and charging networks rely heavily on copper
The world is trying to rebuild its entire energy system in ~25 years
And most of the copper needed for that rebuild
hasnât even been mined yet.
đ THE SUPPLY CLIFF â WHERE THE REAL ALPHA LIVES
This is where the comparison to Bitcoin becomes literal.
There are no fast solutions on the supply side.
It takes 17â20 years to discover, permit, and build a major copper mine.
Meaning:
Even if the world found the biggest copper deposit today,
it wouldnât produce meaningful supply until the 2040s.
Meanwhile:
Ore grades are declining
Costs are rising
The âeasy copperâ is gone
And forecasts show a multi-million-ton annual deficit in the 2030s
You cannot solve this with higher prices alone.
Because the metal simply doesnât exist yet.
đ WHY IâM BUYING PHYSICAL COPPER
I didnât buy mining stocks.
Because:
Stocks = political risk + dilution + accounting tricks.
I bought real scarcity.
In a world of:
unlimited fiat
unlimited leverage
unlimited code
true wealth is the matter that is physically limited.
Copper is not optional.
There is no scalable substitute.
Industries will pay whatever it takes to secure supply.
If they canât, they shut down.
When that squeeze begins,
copper wonât just be treated as an industrial metal.
It will be valued as a strategic asset.
đ MY VIEW â AND WHY IâM EARLY
The current price of copper is a gift.
The panic comes laterâ
when inventories run dry
and demand becomes non-negotiable.
Iâm positioning before that.
Quietly.
Relentlessly.
See you in 2030.$BTC
