Copper.
Over the past two months, I’ve bought more than 3 tonnes of physical copper.
Not paper. Not exposure. Real metal.
I rented a storage unit specifically for this.
And I plan to add 1 tonne every single month going forward.
This isn’t a trade.
This isn’t a hedge.
This is generational positioning.
If you understand why copper matters right now, you understand where the world is heading next.
THE AI ENERGY SHOCK NO ONE IS PRICING IN
Copper demand isn’t exploding because of EVs alone.
It’s exploding because AI runs on electricity — and electricity runs on copper.
AI data centers are not lightweight tech toys.
They are power-hungry, heat-intensive industrial machines.
They require:
Massive grid upgrades
Dense internal wiring
Transformers and substations
Advanced cooling systems using copper plates, pipes, and tubing
One 2026 projection estimates global data-center capacity could grow 10× by 2040.
You cannot plug that into today’s grid.
The grid must be rebuilt.
And copper is the bottleneck.
THE GREEN TRANSITION IS ACCELERATING — NOT SLOWING
Even if AI didn’t exist, the math already breaks.
An EV uses roughly 3× more copper than a combustion car
Wind turbines, solar farms, batteries, and charging networks are all copper-heavy
The world is attempting to rebuild its entire energy system in ~25 years
Using a metal that has not yet been mined.
Let that sink in.
THE SUPPLY CLIFF (THIS IS THE REAL ALPHA)
This is where the Bitcoin comparison becomes literal.
There is no fast supply response.
It takes 17–20 years to permit and build a major copper mine
A discovery today doesn’t help until the 2040s
Ore grades are declining
Mining costs are rising
The “easy copper” is already gone
Multiple forecasts show a multi-million-ton annual copper deficit by the 2030s.
This deficit cannot be solved with higher prices alone —
because the metal doesn’t exist yet.
WHY I BOUGHT PHYSICAL COPPER
I didn’t buy mining stocks.
Equities are abstractions layered on:
Political risk
Dilution
Management incentives
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 copper price 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.#MarketRebound #BTC100kNext? #StrategyBTCPurchase #USDemocraticPartyBlueVault #WriteToEarnUpgrade $BTC
