btcvsgold

Copper.
I’ve bought over 2 tonnes in the last 2 months.
I rented a storage unit specifically for this.
Anyone who actually understands this tweet will do extremely well.
Here’s why I’m buying 1 tonne of copper every month:
1. THE AI ENERGY SHOCK
Copper demand isn’t surging because of cars.
It’s surging because AI needs power, cooling, and massive amounts of wiring.
A 2026 report projects global data-center capacity will 10x by 2040.
You can’t just plug AI into the existing grid.
AI servers consume extreme power and require liquid-cooling systems that rely heavily on copper plates and piping.
Upgrading the grid to handle this load requires millions of miles of new copper transmission lines.
2. THE GREEN TRANSITION ISN’T SLOWING
Even without AI, the electrification numbers are insane.
An EV uses ~3x more copper than a gas car
(≈80kg vs ≈23kg).
Wind and solar farms are massive copper sinks.
We’re trying to rebuild the entire global energy infrastructure in 25 years…
Using a metal that hasn’t been mined yet.
3. THE SUPPLY CLIFF (THE REAL ALPHA)
This is where the Bitcoin comparison becomes literal.
There are no new major copper mines.
It takes 17–20 years to permit and build one.
Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s.
Grades are declining. The easy copper is gone.
We’re digging deeper for lower-quality ore.
S&P Global projects a 10 MILLION TONNE annual copper deficit by 2040.
That’s ~25% of global demand that simply cannot be met at current prices.
WHY I BOUGHT OVER 3 TONNES IN TWO MONTHS
I didn’t buy mining stocks. Their valuations are largely fiction.
I bought physical copper.
In a world of digital abundance
(unlimited fiat, unlimited code)…
The only real wealth is physical scarcity.
I treat these tonnes as a generational hedge.
When the supply squeeze hits in the late 2020s and early 2030s…
Copper won’t just be an industrial metal.
It becomes a strategic asset.
Manufacturers will bid aggressively just to keep factories running.
I’m front-running that panic.
Copper prices today are a gift.
See you in 2030.
#TrumpNewTariffs #BTCVSGOLD #TokenizedRealEstate #BTC100kNext? #BTCMiningDifficultyIncrease

#btcvsgold You know I’m a bitcoin bear, so you know which of the following trajectories I think is coming. I have no material position, so I’m not “talking my book,” unless you feel that having negligible skin in the game is a position in its own right.
$BTC Bitcoin is for flight, but it would seem that Venezuelans no longer need to consider a fast exit, and the Iranian troubles that might shatter the regime appear to have come to a bloody ending – for now. So who is on the horizon that might need to consider going on the lam? To me, the answer is no one obvious, which in turn means bitcoin price weakness in my model given its role as the key driver of crypto prices.
So these are the two main scenarios:

On balance, there is more downside than upside, even if you are neutral. Of course, you have to believe in voodoo charts – but as someone who has been rewarded heavily for being a disciple, I take it as foundational.
However, the upside is certainly helped by the entropy coming out of the U.S., though the next leg of that seems to be Europe-focused, which would not elevate bitcoin.
Meanwhile, the focus of financial-market meme-chasing appears to have shifted from bitcoin to gold. Simply put, the FOMO mindset that has driven crypto for so long has landed in the precious metals arena. This is certainly a drain on bitcoin and will continue for an extended period, as gold is likely to remain exciting for a long time ahead.
The moon crew and their bags are now ogling instant “generational wealth” through a precious-metal lens, which is great for precious-metal stackers but not so great for the diamond-hand HODLers of bitcoin.

Meanwhile, the main risk in the markets is that the current U.S. geopolitical chaos will hole stock markets below the waterline. The equity haven for this is precious-metal proxies, but the mainstream won’t be able to hide so easily in crypto if the Magnificent Seven get damaged by a rupture in the Western consensus.
However, all this guessing will be pre-empted by the price action in bitcoin and gold, because those closest to the reality of what’s coming next will move prices long before they move headlines. I see metals up, crypto down.
So we draw our own lines in the sand and wait.

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