futureinfrastructure

Bitcoin was my first high-conviction idea. Copper is the next.

Years ago, I supported Bitcoin not because of the noise around it, but because demand was clearly going to outpace supply. I’m seeing that same dynamic take shape again, this time in copper.

I’ve been steadily accumulating physical copper and storing it with a long-term mindset. This isn’t a short-term trade. It’s a fundamentals-driven position.

Copper sits at the centre of modern infrastructure. Electric vehicles, data centres, power grids, and the broader energy transition all depend on it. As AI expands and electrification accelerates, demand keeps rising. Supply, however, is constrained. New projects take decades to develop, ore grades are declining, and production costs continue to climb.

I prefer physical copper over mining stocks. It offers direct exposure to scarcity and represents a real, tangible asset that can’t be substituted or diluted.

Markets tend to recognize structural shortages only after they become obvious. By then, the opportunity is gone. I’d rather position early and hold assets that are essential to the future.

Bitcoin preserved value. Copper helps build what comes next.

#LongTermInvesting #RealAssets #CopperMarket #SupplyAndDemand #FutureInfrastructure

$BTC
$XRP
$ETH

Kalifornija būvē pasaulē pirmo saules paneļu pārklāto kanālu sistēmu, kas stiepjas simtiem jūdžu garumā. Novietojot saules paneļus virs laistīšanas kanāliem, štats var radīt līdz 13 gigavatu tīras elektrības — pietiekami, lai nodrošinātu enerģiju miljoniem māju — vienlaikus novēršot 63 miljardus galonu ūdens iztvaikošanu katru gadu.
Aplis uztur ūdeni vēsu, samazina aļģu augšanu un samazina apkopes izmaksas, radot retu win-win situāciju enerģijai un lauksaimniecībai. Tas ir viens no efektīvākajiem zemes izmantošanas stratēģijām, kas jebkad izstrādātas, neprasot jaunu zemi vai traucējumus savvaļas dzīvotnēm.
Ja tas būs veiksmīgs, šo modeli varētu eksportēt visā pasaulē — īpaši uz sausuma skartām valstīm, kur katrs ūdens piliens ir svarīgs.

#CleanEnergy #SolarInnovation #CaliforniaProjects #WaterSaving #FutureInfrastructure