🚨 I BOUGHT BITCOIN EARLY — HERE’S WHAT I’M BUYING NOW
Not stocks.
Not bonds.
Not crypto.
Physical metals.
Copper. Silver.
People who are actually paying attention to metals right now will be the next millionaires.
Here’s why I’m accumulating physical copper and silver 👇
Copper demand isn’t exploding because of EVs alone.
It’s exploding because AI needs power, cooling, and miles of wiring.
Data center capacity is projected to multiply by 2040 — and AI can’t run on an outdated power grid.
AI servers consume massive electricity and rely on liquid cooling systems packed with copper plates, pipes, and wiring.
Upgrading global grids to support this load requires millions of miles of new copper transmission lines.
At the same time, silver demand is accelerating everywhere:
• AI & semiconductors
• 5G networks
• Solar panels
• Medical devices
These industries have zero price sensitivity.
They don’t care what silver costs.
They’ll buy it at any price.
Even without AI, electrification alone is staggering:
• EVs use ~3x more copper than gas cars
• Wind & solar farms are massive copper sinks
• Silver is consumed in solar panels and electronics — and rarely recovered
We’re trying to rebuild the entire global energy system in ~25 years using metals that haven’t been mined yet.
This is where the Bitcoin comparison becomes literal.
There are no new copper mines coming online in time.
It takes 15–20 years to permit and build a major mine.
Even if a massive deposit were discovered today, production wouldn’t start until the 2040s.
Ore grades are falling.
The easy copper is gone.
Silver is already in a multi-year supply deficit:
• Mining production has peaked
• Recycling can’t fill the gap
• Above-ground inventories are being drained
Silver isn’t stored like gold.
Gold sits in vaults.
Silver disappears into the economy.
Solar panels get installed — that silver is gone.
Electronics get discarded — recycling rates are low.
Now add export restrictions on critical materials.
When trade barriers rise, spot markets break.
Premiums explode.
Physical supply becomes scarce at any price.
That’s why I’m not buying paper claims.
In a world of unlimited fiat and unlimited code, the only real wealth is physical scarcity.
I don’t want exposure.
I want inventory.
When shortages hit, manufacturers won’t argue over price.
They’ll pay whatever it takes to keep factories running.
Production lines don’t shut down over a few dollars of copper or silver.
That industrial demand puts a hard floor under prices.
This isn’t a trade.
It’s positioning ahead of a structural shortage already unfolding in slow motion.
Prices today are still cheap.
I’ve called market tops and bottoms for over 10 years.
And I’ll do it again.
Follow me to know when it’s time to sell. 📈$ETH
