Crypto Lover 007

Copper.
Over the last two months, I’ve purchased more than 3 tonnes of physical copper.
I rented a storage unit specifically for this.
And I plan to buy 1 tonne every single month going forward.
This is not a trade.
This is a generational positioning.
Those who understand why copper matters now will understand where the world is heading.
THE AI ENERGY SHOCK NO ONE IS PRICING IN
Copper demand isn’t exploding because of electric cars alone.
It’s exploding because AI runs on electricity — and electricity runs on copper.
AI data centers are power-hungry, heat-intensive machines.
They require massive transmission upgrades, dense wiring, transformers, and increasingly liquid cooling systems that rely on copper plates, tubing, and piping.
A recent 2026 projection estimates global data-center capacity could grow 10× by 2040.
You cannot plug that into the existing grid.
The grid must be rebuilt — and copper is the bottleneck.
THE GREEN TRANSITION IS ACCELERATING, NOT SLOWING
Even without AI, the numbers are staggering.
An EV uses roughly 3× more copper than a combustion vehicle
Wind turbines, solar farms, battery storage, and charging infrastructure are all copper-intensive
The world is attempting to rebuild its entire energy system in ~25 years
Using a metal that has not yet been mined.
THE SUPPLY CLIFF (THIS IS THE REAL ALPHA)
This is where the Bitcoin comparison becomes literal.
There are no fast solutions on the supply side.
It takes 17–20 years to permit and build a major copper mine.
Even if a massive discovery were made today, it wouldn’t produce meaningful supply until the 2040s.
Meanwhile:
Ore grades are declining
Mining costs are rising
The “easy copper” is already gone
By some forecasts, the world faces a multi-million-ton annual copper deficit by the 2030s.
That deficit cannot be solved with higher prices alone — because the metal simply doesn’t exist yet.
WHY I BOUGHT PHYSICAL COPPER
I didn’t buy mining stocks.
Equities are financial abstractions layered on top of political risk, dilution, and accounting games.
I bought physical scarcity.
In a world of unlimited fiat, unlimited leverage, and unlimited code,
real wealth is constrained matter.
Copper is not optional.
You cannot substitute it away at scale.
Manufacturers will pay whatever is required to secure supply — or they shut down.
When the squeeze hits, copper won’t be treated as just an industrial metal.
It will be treated as a strategic asset.
MY VIEW
The current price of copper is a gift.
The panic comes later — when inventories are gone and demand becomes non-negotiable.
I’m positioning early.
Quietly.
Relentlessly.
See you in 2030.

🇺🇸 The Federal Reserve is preparing to unleash $55.3 BILLION into financial markets over the next three weeks — and this is not just another routine operation. This is liquidity re-entering the bloodstream of the global financial system 💉💵
After months of tight conditions, the money valves are finally opening. When liquidity flows, markets breathe again — and risk assets are always the first to feel the pulse. 📊⚡

🔥 Why this matters:
• More liquidity = easier financial conditions
• Easier conditions = stronger risk appetite
• Stronger appetite = capital flows into stocks, crypto, and high-beta assets 🚀
Historically, whenever the Fed turns on the liquidity tap, volatility follows — but so do opportunities. Smart money watches the balance sheet, not the headlines. 🧠📈
This isn’t just about billions — it’s about momentum. The shift from scarcity to abundance can change market psychology fast. Sentiment turns, narratives flip, and capital starts moving again. 🌊
👀 Risk assets are awake. Liquidity is knocking.
The next few weeks could be far more explosive than most expect.
Stay sharp. Stay ready.
The market tide may be turning. 🔄🔥
#MarketRebound #WriteToEarnUpgrade #USTradeDeficitShrink #Powell
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