Just about every crypto chart is in deep bear mode now. Still a decent amount of Denial from perma-bulls, which is natural at this stage.
It's just a process down, self fulfilling and takes time, so stay patient. Like to focus on preparing for a bottom vs focusing on finding short term opportunities. Should expect one really solid counter-trend move between now and the eventual bottom.
I suspect the bottom comes with equities pushing down hard at some point in 2026 and likely well before the mid-terms.
Copper, adjusted for money supply, remains only recently broke out, and keeps a large upside potential.
Meanwhile, copper production is expected to peak soon while its demand should strongly grow over the next 15 years.
$COPX $COPJ $CPER
🚨Breaking: Hyperscalers like $AMZN buying Copper output for Datacenters will be ‘huge win’ for Copper miners
Top 4 Copper ETFs:
$COPX Global X Copper Miners ETF: The largest and most liquid ETF, focusing on global copper mining companies.
$CPER United States Copper Index Fund: Tracks copper futures, offering direct exposure to the metal's price movements rather than mining equity.
$COPJ Sprott Junior Copper Miners ETF: Targets smaller, junior exploration and development mining companies.
$ICOP iShares Copper and Metals Mining ETF:
Tracks a broad index of global copper and metal mining companies.
Copper demand is expected to grow 2.8% annually through 2025–26 and 6.5-7% CAGR into 2030, driven by electrification, EVs, renewables, and grid build-outs.
$FCX $ERO $COPX $SCCO
Do these charts look bearish?
$UUUU - Perfect price action!
This is one of my favorite swing trade set ups and is primed to explode
This is still pretty early but i'm looking to get in at $20-21 if we get those prices again
Some of the big cap crypto coins are down 60%. Down 60% does not have to mean 'value'.
But it's not too late to avoid a further 60% drawdown. And don't let big counter-trend bounces draw you into local tops.
This is your reminder that $CVX (Chevron) will be the $NVDA (Nvidia) of the oil sector…
Actively breaking out of a bull flag with upcoming expansion in Venezuela; revenues will rapidly rise.
$CVX is a clear, low risk, safe heaven.
$300+ is the first PT.
Save this for later…
If Bitcoin loses this level, we are going to see a crash for the ages that nobody is prepared for.
This video covers whether I'm still shorting crypto to zero after publicly calling the top in October
And what I'm investing in next that's like buying BTC in 2017
NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing next-generation high-grade uranium supply
• $LEU enabling advanced reactors through enrichment capacity
• $UUUU rebuilding a domestic uranium mining & fuel cycle stack
• $UROY monetizing uranium production through a royalty model
• $CCJ supplying uranium as baseload fuel for Western nuclear fleets
• $ASPI supplying specialty isotopes for nuclear, medical, & defense use
• $BWXT building the nuclear hardware behind naval & defense reactors
• $OKLO building localized micro-nuclear power for data centers & defense
• $NNE advancing next-generation nuclear deployment & utility-scale buildout
Energy Storage
• $BLDP deploying fuel cells for backup power & mobility
• $EOSE building long-duration zinc storage for grid stability
• $TSLA scaling utility-grade battery systems for the power grid
• $AMPX pushing high-energy batteries into aviation & defense
• $ABAT closing the loop on battery materials through recycling
• $SEI building the infrastructure that deploys storage & renewables
• $MVST supplying batteries for commercial fleets & military platforms
Lithium
• $SGML developing low-cost lithium brine assets
• $LAC building lithium supply inside the Americas
• $SLI commercializing direct lithium extraction technology
• $ALB operating at the center of global lithium production & refining
Critical Materials
• $USAR developing domestic rare-earth resources
• $IDR controlling U.S.-based strategic mineral assets
• $AMRK distributing physical precious metals at scale
• $FCX operating large-scale global copper production
• $CRML assembling a diversified critical-metals portfolio
• $FM producing copper critical to power grids & industry
• $UAMY supplying antimony for munitions & defense alloys
• $IVN supplying base metals for electrification & infrastructure
• $METC supplying metallurgical coal for steel & defense supply chains
• $MP rebuilding rare-earth mining & magnet supply for defense systems
It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST SpaceMobile ~ $ASTS
3. IREN Limited ~ $IREN
4. Cipher Mining ~ $CIFR
5. CoreWeave ~ $CRWV
6. Rocket Labs ~ $RKLB
7. Planet Labs ~ $PL
8. Richtech Robotics ~ $RR
9. Nebius Group ~ $NBIS
10. Zeta Global ~ $ZETA
Do not miss your chance at creating generational wealth this year…
The #Copper supercycle is about to begin…
The shortage has officially started, & will progressively worsen to a deficit of 10 million tonnes by 2040.
This is equal to 33% of current global demand.
This is your last few chances to enter copper below $10.
Save this for later…
Hear me out…
$IREN will soon announce a deal with $AMZN with its AWS platform.
This deal will involve AWS adding 5gw+ of power in 2026.
This is the last & final warning for all $IREN bears before we see a squeeze past $100+
Save this post to look back on later…