OtterFi Media

Over the last 2 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 generational positioning.

Those who understand why copper matters now will understand where the world is heading. $AXS

⚡ 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:

• Power-hungry

• Heat-intensive

• Infrastructure-heavy

They require:

• Massive grid upgrades

• Dense wiring & transformers

• Liquid cooling systems using copper plates, pipes, and tubing

A 2026 projection estimates global data-center capacity could grow 10× by 2040.

You cannot plug that into today’s grid. $STO

👉 The grid must be rebuilt.

👉 Copper is the bottleneck.

🌍 THE GREEN TRANSITION IS ACCELERATING — NOT SLOWING

Even without AI, the math is brutal:

• An EV uses ~3× more copper than a combustion vehicle

• Wind, solar, batteries, charging networks = copper-intensive

• The world is rebuilding its entire energy system in ~25 years

Using a metal

👉 that hasn’t been mined yet.

⛏️ THE SUPPLY CLIFF (THIS IS THE REAL ALPHA)

This is where the Bitcoin comparison becomes literal.

Supply cannot respond.

• 17–20 years to permit & build a major copper mine

• Any discovery today won’t matter until the 2040s

Meanwhile:

• Ore grades are falling

• Costs are rising

• Easy copper is gone

By the 2030s, forecasts show multi-million-ton annual deficits.

This cannot be solved by price alone.

👉 The metal simply doesn’t exist yet.

🔒 WHY I BOUGHT PHYSICAL COPPER

I didn’t buy mining stocks.

Equities are abstractions layered with:

• Political risk

• Dilution

• Accounting games

I bought physical scarcity.

In a world of unlimited fiat, leverage, and code —

real wealth is constrained matter.

Copper is not optional.

It cannot be substituted at scale.

Manufacturers will pay whatever it takes —

or they shut down.

When the squeeze hits, copper won’t be “industrial”.

It will be strategic.

🧠 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. $GALA