I Bought Bitcoin in 2013. Here’s What I’m Buying No$BTC

Copper

This isn’t a trade.

It’s long-term positioning.

AI runs on electricity.

Electricity runs on copper.

Data centers, EVs, renewables, and global grid upgrades are driving demand to levels the world is not prepared for.

At the same time:

New mines take 17–20 years

Ore grades are falling

Supply cannot respond fast enough

This is physical scarcity in a digital world.

When inventories disappear, copper won’t be treated as just a metal —

it will be treated as a strategic asset.

I’m positioning early.

See you in 2030.