BITCOIN WILL GO MUCH HIGHER!!
2026 is the year of BITCOIN.
Bitcoin will replace fiat.
The dollar era is ending.
You’ll see MASSIVE announcements.
The next 3-6 months will feel like a money printer.
Bitcoin will break ATH, then ETH follows. Billions will flood into mid and low caps. Alts and memes will send 10x-100x.
Total crypto market cap is heading for $8-$10T. Last cycle hit $2.7T, and we still saw 100x plays. Imagine 3x that.
Stay BULLISH. Whales will try to shake you out, don’t fall for it. The real money is in patience.
Altseason and Memeseason are locked in. BlackRock isn’t getting our bags cheap.
You all deserve what’s about to happen.
If you still haven’t followed me, you’ll regret it.
🚨 I BOUGHT BITCOIN IN 2015. HERE’S WHAT I’M BUYING NOW:
Copper.
I’ve bought over 2 tonnes in the last 2 months.
I rented a storage unit specifically for this.
Anyone who actually understands this tweet will do extremely well.
Here’s why I’m buying 1 tonne of copper every month:
1. THE AI ENERGY SHOCK
Copper demand isn’t surging because of cars.
It’s surging because AI needs power, cooling, and massive amounts of wiring.
A 2026 report projects global data-center capacity will 10x by 2040.
You can’t just plug AI into the existing grid.
AI servers consume extreme power and require liquid-cooling systems that rely heavily on copper plates and piping.
Upgrading the grid to handle this load requires millions of miles of new copper transmission lines.
2. THE GREEN TRANSITION ISN’T SLOWING
Even without AI, the electrification numbers are insane.
An EV uses ~3x more copper than a gas car
(≈80kg vs ≈23kg).
Wind and solar farms are massive copper sinks.
We’re trying to rebuild the entire global energy infrastructure in 25 years…
Using a metal that hasn’t been mined yet.
3. THE SUPPLY CLIFF (THE REAL ALPHA)
This is where the Bitcoin comparison becomes literal.
There are no new major copper mines.
It takes 17–20 years to permit and build one.
Even if a massive deposit were discovered today, it wouldn’t produce metal until the 2040s.
Grades are declining. The easy copper is gone.
We’re digging deeper for lower-quality ore.
S&P Global projects a 10 MILLION TONNE annual copper deficit by 2040.
That’s ~25% of global demand that simply cannot be met at current prices.
WHY I BOUGHT OVER 3 TONNES IN TWO MONTHS
I didn’t buy mining stocks. Their valuations are largely fiction.
I bought physical copper.
In a world of digital abundance
(unlimited fiat, unlimited code)…
The only real wealth is physical scarcity.
I treat these tonnes as a generational hedge.
When the supply squeeze hits in the late 2020s and early 2030s…
Copper won’t just be an industrial metal.
It becomes a strategic asset.
Manufacturers will bid aggressively just to keep factories running.
I’m front-running that panic.
Copper prices today are a gift.
See you in 2030.
How do I know this?
I’ve been in macro for 15 years and predicted all the market tops and bottoms for the last 15 years.
When I EXIT the markets completely, I’ll say it here publicly, like I always do.
From now on, I’ll share my moves publicly. If you want to win big, follow and turn notifications on.
Many people will wish they followed me sooner.
🚨 THE AI BUBBLE IS ABOUT TO BREAK
And I don’t think people are prepared for what comes next.
Everyone keeps treating AI like the next internet.
I don’t see it that way.
To me, this looks far closer to a debt bubble, and the timing lines up for real stress around 2026.
Let me explain.
Right now, the AI industry is burning roughly $400B per year, while generating maybe $50–60B in actual revenue.
That gap isn’t “early-stage growing pains.”
That’s a structural problem.
Some of the biggest AI players are reportedly losing tens of billions per year, and most companies using AI aren’t seeing meaningful returns at all.
Not low returns.
Zero.
That’s the part nobody likes talking about.
A few things stand out.
First, a lot of the money flowing through AI isn’t real demand. It’s circular.
Big players funding each other.
Partnerships that look good on paper.
Revenue that mostly stays inside the ecosystem.
It creates activity, not profits.
Second, when you look at timelines, there’s still no clear moment where this suddenly pays for itself.
Costs keep rising.
Margins are still unclear.
And the “we’ll scale later” argument is carrying everything.
Third, the pivot toward government and defense contracts feels less like growth and more like a safety net quietly being prepared.
That’s usually not bullish.
Here’s the part that worries me most.
The dot-com bubble was mostly equity.
When it burst, investors got wiped, but the system survived.
This time, AI is being built on massive debt.
Companies are borrowing enormous amounts assuming profits will come later.
If they don’t, the debt still has to be paid.
Private credit has already poured hundreds of billions into tech-linked loans.
Insurance companies are deeply exposed.
Banks are tied in through leverage and credit lines.
It’s all connected.
And this is happening while the consumer is already under pressure.
Foreclosures are rising.
Auto repos are climbing.
Student loan defaults are spreading.
Credit card delinquencies are increasing.
That’s before any AI unwind.
Add a tech debt problem on top of this, and it starts to look a lot less like a normal correction.
One more thing most people ignore:
The power grid can’t support the data centers everyone is planning to build.
That pushes revenue further out.
Debt payments are due now.
I’m not saying AI disappears.
I am saying the market may be wildly mispricing how painful the road there could be.
Curious to hear what others think.
Btw, I was one of the only people who called the market bottom in 2022 and the exact top in October, and I’ll do it again. Helping people navigate these cycles is what I do.
When I believe the market has truly bottomed and it’s time to invest, I’ll call it here publicly.
A lot of people are going to wish they followed me sooner.
If you’re 21-35 years old,
Pay attention.
The next 3-6 months will feel like a money printer.
Why?
Bitcoin will break ATH, then ETH follows. Billions will flood into mid and low caps. Alts and memes will send 10x-100x.
Just buy and hold. Whales will try to shake you out, don’t fall for it. The real money is in patience.
But don’t waste time,
This opportunity only comes once every 4 years.
And honestly?
This might be the last one before a recession changes everything.
If you’re reading this, you’re not late.
You still have time,
But it’s running out.
Like this tweet, and I’ll share the alts I’m buying.
Follow me so you don’t miss it.
In the past 2 cycles, altcoins peaked exactly 546 days post-halving.
If the cycle repeats, now we've entered 214 days euphoria phase
So it's ur last chance to buy before alts go parabolic
But u need to buy the right alts to make not 2x, but 100x
Here are my current picks🧵👇
XDC = Trade Finance
Letters of Credit
Bank guarantees
Trade loans
Invoice Financing
Factoring
Hedge instruments
Supply chain finance
Trade finance gap (unmet demand for financing reached $2.5 trillion in 2022
This is what XDC is focused on, and as a result will hit $20,000
Here’s a streamlined cheat sheet highlighting how quantum computing names differ from one another 🧐
• $IONQ -- The leader in precision quantum computing, leveraging trapped-ion technology to deliver scalable, high-fidelity systems. IonQ is solving real-world problems today, enabling $AMZN & $MSFT to tackle challenges in logistics, AI & materials science.
• $NVDA -- A cornerstone of quantum innovation, NVIDIA’s CUDA Quantum platform enables developers to simulate quantum algorithms on GPUs, bridging the gap between quantum theory & real-world adoption across industries.
• $RGTI -- Focused on superconducting qubits, Rigetti aims to compete with industry leaders but faces challenges in scalability & reliability. Its Ankaa-3 system shows promise, but the company must resolve critical issues to stay competitive.
• $QBTS -- Specializing in quantum annealing, D-Wave excels at solving optimization problems but lacks the broader capabilities of general-purpose quantum systems. Despite decades in the field, its commercial viability remains limited.
• $ARQQ -- A leader in quantum-safe encryption, Arqit’s QuantumCloud delivers practical solutions for protecting sensitive data from quantum-based threats, making it a cornerstone of cybersecurity innovation.
• $GOOGL -- Google Quantum AI, powered by its Willow processor, is advancing superconducting systems to achieve quantum supremacy & drive breakthroughs in materials simulation & AI optimization.
• $IBM -- Empowering enterprises with accessible quantum systems via its Qiskit platform & cloud-based hardware. IBM is focused on scaling fault-tolerant systems, delivering practical tools today while advancing toward cutting-edge processors like Eagle & Condor.
• $HON -- Leveraging trapped-ion technology, Honeywell delivers unmatched precision for real-world applications in aerospace & logistics. Its partnership with Cambridge Quantum positions it as a leader in enterprise quantum solutions.
Yes, we are still in the Banana Zone... 🍌🍌🍌
Banana Zone Phase 1 was the break out last year, now the consolidation (like the 2016/17 consolidation after phase 1). This won't last long..
Next up Banana Zone Phase 2 - The "Banana Singularity" (Alts szn) when everything goes up (followed by a bigger consolidation).
And finally Banana Zone Phase 3 when the core winners explode onto make much higher highs (concentration phase).
That is my roadmap to Valhalla. Let's see...