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

California is building the world’s first solar-covered canal system, stretching across hundreds of miles. By placing solar panels above irrigation canals, the state can generate up to 13 gigawatts of clean electricity — enough to power millions of homes — while preventing 63 billion gallons of water from evaporating every year.
The shade keeps water cool, reduces algae growth, and lowers maintenance costs, creating a rare win-win for energy and agriculture. It’s one of the most efficient land-use strategies ever designed, requiring no new land or disruption to wildlife habitats.
If successful, this model could be exported worldwide — especially to drought-hit countries where every drop of water matters.

#CleanEnergy #SolarInnovation #CaliforniaProjects #WaterSaving #FutureInfrastructure