đš I BOUGHT BITCOIN ($BTC )IN 2013. HEREâS WHAT IâM BUYING NOW.
Copper.
This isnât a trade.
Itâs generational positioning.
Iâve already accumulated 3+ tonnes of physical copper and plan to keep adding monthly. Why? Because the world is heading into a copper supply shock almost no one is pricing in.
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⥠AI + ENERGY = COPPER
AI runs on electricity â and electricity runs on copper.
Exploding AI data centers require:
Massive grid upgrades
Heavy wiring, transformers, and cooling systems
Global data-center capacity could grow up to 10Ă by 2040. The current grid canât handle that. It must be rebuilt â with copper.
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đ± THE GREEN TRANSITION
EVs use ~3Ă more copper than gas cars
Solar, wind, batteries, and charging networks are copper-intensive
The world is rebuilding its energy system in ~25 years using a metal that hasnât been mined yet.
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âïž THE SUPPLY CLIFF
New copper mines take 17â20 years
Ore grades are falling, costs are rising
Major deficits are projected by the 2030s
Higher prices wonât solve it. The metal simply isnât there.
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đ WHY PHYSICAL COPPER
Not stocks. Not paper claims.
Real scarcity.
Copper canât be replaced at scale. When supply tightens, it becomes a strategic asset, not just an industrial metal
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đ§ FINAL THOUGHT
Todayâs copper price is a gift.
The panic comes later â when inventories are gone.
Iâm early.
Iâm patient.
See you in 2030.