Coops

Cofounder Wisemen Alpha | @wisemenmentors
Backend Ops, Product Development, Business Comms | ex. 

[The Wisemen @Wisemenmentors]

All time roster on top
@HardhatChad @ProfessorSender @Docsthename20

All time roster on bottom.
Snoop, Dre, Pac, Suge.

One's just immutable. 🧊

The Lost Tapes 01 is NOW LIVE.

[ORE @ORE]

Understand what it means to build a future-proof electronic cash system with 'Deep Cuts From the Mine' by @Wisemenmentors.🎙️⛏️

Why is L1 composability so important for an emerging SoV?

[The Wisemen @Wisemenmentors]

The Lost Tapes 01: Deep Cuts From the Mine.
feat. @HardhatChad of @ore.

The conversation the timeline needed.

Store of value. Privacy. DeFi. Mining. Quantum.

A @Wisemenmentors Production

[Coops @ProfessorSender]

@gmoneyNFT Top*

[Coops @ProfessorSender]

A must read if you're into metals. Thank you @Docsthename20 @Wisemenmentors

Copper is a sleeper. Much like gold was bought to insane prices earlier this year, you have to understand why copper markets will become more mainstream & interesting than they've been in our lifetime. ⬇️

[The Wisemen @Wisemenmentors]

Solar is about to flip.

For decades, silver has been the conductive metal inside every solar panel on Earth. It's the single largest industrial use of silver in the world. 232 million ounces consumed every year. 16% of all global silver demand. A $17.4 billion annual line item baked into the cost of solar manufacturing.

That entire structure is about to collapse.

@sundrivesolar in Australia cracked direct copper plating at 26.4% efficiency. Nankai University in China used plasma treatment to hit 25.2% efficiency with copper. Same conductivity. Same performance. Longer panel lifespan.

And the proof is already in the market. Longi, the largest solar panel manufacturer in the world, is already switching from silver to copper. Not in the future. Right now.

Copper is trading at $6.43 per pound today. Silver is at $75 per ounce. That makes copper 187 times cheaper for the same conductivity. No company stays in business paying 187 times more for the same job. They're going to rotate because survival in a competitive market demands it.

When this rotation hits scale, $17.3 billion in annual industrial spending moves out of silver and into copper. Solar adds another 14,500 tons of new structural copper demand per year at today's panel volume, and that number triples within a decade as solar manufacturing scales globally.

And solar is just one of six demand catalysts hitting copper at the same time.

Now stack it all up. AI data centers eating 500,000 tons of copper per year by 2030. Grid rebuilds replacing 40 year old infrastructure. EVs using four times more copper than gas cars. US reindustrialization. India industrializing. And now solar rotating in on top of all of it.

The copper market is already running a 400,000 ton annual deficit. Every new demand source piled on top of that just makes the squeeze worse.

Let's pause for a second.

Most people read a thesis like this and assume the writer is overshooting. We thought the same thing when we ran the numbers the first time. There's no humble way to say what comes next without acknowledging that it would represent one of the largest commodity repricings in modern history.

But look at the math.

Copper trades at $6.43 per pound today. The global copper market produces about 28 million tons per year. That's a $400 billion annual market at today's price.

The last copper supercycle ran from 2003 to 2011. Copper went from $0.80 to $4.65 per pound. That's a 5.8x move in 8 years, driven entirely by China industrializing.

This setup is bigger than that one. China industrialized one country. The current setup is AI data centers, electrification of transport, grid rebuilds, solar rotation, and US reindustrialization happening at the same time. Multiple structural forces stacking on a supply chain that already can't keep up.

If copper runs the same 5.8x it ran last cycle from today's price, it lands at $37 per pound. Even at half that move, it lands at $19 per pound.

Our target is $25 per pound by 2030.

Could it go higher? The math says yes. Some of the sharpest copper voices on the planet are already calling for $30 to $50. Craig Perry at Inventa Capital is publicly calling for $20 to $30 per pound. Stan Druckenmiller is rolling front month futures with conviction that implies he sees it much higher than he says publicly. @robert_ivanhoe, the man who built the best copper mine of the last 20 years, has said the price needs to go dramatically higher just to incentivize new supply.

We're not going to get cute with the number. We're going to position and let the market deliver.

At $25 per pound, the annual global copper market becomes a $1.5 trillion market. The total above ground copper market reprices to roughly $38 trillion. For perspective, the entire above ground gold market is around $23 trillion at today's gold price of $4,500 per ounce.

And gold isn't cheap right now. Gold is sitting at an all time high. Central banks are buying it at record levels. Retail is buying it. ETFs are absorbing it. The world has piled into gold and pushed it to the highest price anyone alive has ever seen. That's how scarce real stores of value have become. None of that disappears. Gold stays a hard asset. Gold stays scarce. Gold stays the monetary metal humans have trusted for 5,000 years.

But here's what the math actually tells us. At $25 per pound, copper exceeds gold in total dollar scale while still being the metal that powers every wire, every transformer, every data center, every grid, and every solar panel on Earth. Gold tells you the world is broken. Copper builds the next one. There's no way around it. The repricing has to be violent.

Crazy? Most people think so. We did too at first.

Then we ran the numbers. 🐶

We're holding all three layers of this thesis.

We own the futures like Stan Druckenmiller. We hold the physical because nothing replaces owning something real you can touch. And we hold the onchain reflection, @copper_inu launched by @himgajria, because the digital expression of this thesis carries the most asymmetric upside in the entire trade.

Copper is the last real scarcity in a world about to drown in everything else.

Stay Wise 👁️

-The Wisemen

[Coops @ProfessorSender]

@Wisemenmentors When you have a spotlight, it's meant for anyone, but not everyone. 👁️

real spill.

[The Wisemen @Wisemenmentors]

Conviction Only Builds in Understanding

Talk to almost anyone running this industry and all you hear about is the algorithm. The algorithm, the algorithm. What hits, what trends, what gets clicks. But watch those same people before a big interview or a write up, and the first thing they do is quietly go find the most thorough breakdown that already exists. Most of the time, that's our work. The bar they actually trust and the thing they reward are not the same, and everyone knows it.

We've watched this pattern for a year now. The hours we put into understanding a project, a founder, the dynamics underneath it become the source people study before they ever go on camera. It almost never gets cited, and that's fine.

It's about the standard.

Right now the standard is ten minutes. People show up with that and call it preparation. And it works, because the most popular take and the most thorough take are rarely the same thing. The popular one is easy. The thorough one costs you weeks. So most people take the easy one, chase the clicks, and that watered down version becomes what everyone accepts. It's easy to stamp "too long" on real work and keep scrolling. That's a disrespect to the game, and what it actually takes to build the highest quality is constantly overlooked.

And we already know reading this triggers people, even though it's just philosophical truth. Good. Be honest with yourself. When has nerding out ever been the cool thing? When has deep research ever been the popular one? It never has. Depth has always lived on the unpopular side, and that has never once made it wrong.

Projects hit us up for it every day, and we understand why. For a founder, a piece like that becomes the record. It's the thing they point to long after the launch hype fades, the representation that answers the question every serious person eventually asks. Is this real? Who's actually behind it? It doesn't vanish in a feed by tomorrow. It lives on the internet forever. And we still say no almost as often as we're asked. Not for leverage. We can't write what we're not passionate about. That passion is the filter. The projects we go deep on are the ones we actually believe in, and that is the only reason the work comes out the way it does.

And here's what the depth is actually for. Our community has been conditioned to seek this kind of understanding because they know what it does for them. It's the thing that keeps them holding through the worst stretches, and more often than not, buying more while everyone else is folding. Conviction only ever builds inside understanding. Without it, all you ever had was hype and a checkmark on a list, and hype does not survive a drawdown. The kind of conviction that holds a position through the ugliest part of a chart only comes from one thing. Knowing fully why you are in it.

So this isn't about credit. It's about whether we care enough to put out something real instead of clickbait.

You don't meet the standard. You set it. You set it by refusing to do the watered down version.

Remain wise my friends 👁️

[Coops @ProfessorSender]

This could very well be the start of another @Backpack tone setting story.

Historically, @armaniferrante was a first mover and charged the Solana eco with the energy it needed to pick itself up after FTX in 2021.

This week, they team over at backpack set the tone again for crypto exchanges and web3 companies to tighten the gap for traditional finance and crypto.

[The Wisemen @Wisemenmentors]

Backpack didn't ask for permission.

Everyone's debating the wrong thing.

"What chain will DTCC pick?"
"Will Solana get the official blessing?"
"When does the SEC actually let stocks onchain?"

Wrong. Wrong. Wrong.

The institutions didn't need to pick. The market just routed around them.

Here's what actually happened.

@armaniferrante built @anchor_protocol in 2020. It's the development framework that roughly half of every program on Solana runs on. If you've ever touched a Solana dApp, you've touched his code. The man is a builder, full stop.

He and @tristan didn't ask DTCC to bless Solana. They didn't wait for the SEC to write a special rulebook for "Stocks on Solana."

They just built the bridge anyway.

@Backpack Securities. Real US regulated broker. Real DTCC custody. Real UCC Article 8 entitlement. Real Solana tokens minted via Sunrise.

No DTCC blessing needed For these two guys.

Here's the actual mechanic, because most posts about this skip it.

When you buy "tokenized Apple" on Backpack, Backpack uses ACATS, the same DTCC plumbing Schwab and Fidelity use every day, to actually acquire AAPL shares. Those shares get custodied at DTCC, registered to Backpack's nominee, with you as the beneficial owner under UCC Article 8.

Identical to what every retail broker in America does. Boring TradFi compliance leg.

Then @sunrisedefi 's onchain compliance infrastructure mints a Solana token. The token isn't a derivative sitting on top of the share. It's the actual legal entitlement, recognized under US law.

You can trade it 24/7 on @solana. Drop it into DeFi where compliance allows. Convert back to the paper share whenever you want.

This is fundamentally different from how "tokenized stocks" have worked before.

Robinhood's recent EU tokenized stocks are proxy wrappers. You don't own the share. You own a derivative on the share. Same pattern with most previous attempts.

Backpack tokens ARE the share. Same legal status as your Schwab account, just expressed on Solana.

Now the chain question.

DTCC did NOT pick Solana. They picked @CantonNetwork in December 2025 (private chain, live now) and @StellarOrg in May 2026 (public chain, live H1 2027). Solana is still under review.

But Backpack didn't need DTCC's chain decision. They used DTCC's existing brokerage rails, rails that have worked for 50+ years, and brought tokenization to Solana on the broker side instead of the issuer side.

DTCC's native issuance lives on the compliance chain. Broker side wrapping happens on Solana. Two skins on the same asset, one legal owner across both.

That's how trillions of dollars in real US securities end up on a chain the depository didn't even pick. The market builds the bridges. The institutions don't need to.

@Pumpfun proved the gravity lesson in the casino layer. The chain captures value through where the volume lives, not through who blesses it. Backpack just proved the same lesson in the regulated securities layer.

Different floors. Same chain catching the flow.

We've been pointing at this all year. Solana doesn't capture value by being chosen. It captures value by being where the builders go. Builders bring volume. Volume brings gas. Gas brings developers. Developers build more bridges. Bridges bring more capital. That's how it compounds.

That's the moat. That's always been the moat.

The chain everyone trades on wins. Even when nobody officially picks it.

@armaniferrante has done it again 🎯

Stay wise my friends. 👁️

-The Wisemen

[The Wisemen @Wisemenmentors]

In our @solana film Built to Outlast, we told part of Armani's story.

@toly said it himself. @armaniferrante brought the energy back into Solana.

We think he just did it again.

His latest article is one of the biggest things we've seen on this network. Most people haven't caught what it really means yet.

Next tweet, we break it down. @Backpack

[Just Another Pod Guy @TMTLongShort]

The equation is fairly straightforward:

Competent employees x AI tokens = Accelerating business & market share gain

Incompetent employees x AI tokens = slop

Companies are now realizing they have a lot of shitty employees.

They aren’t going to permanently cut spend on tokens. They can’t afford to because of game theory.

So instead they will fire the employees they believe are incompetent to make room for higher token budgets for those that are competent.

Lots of orgs however have a managerial class that doesn’t optimize for share gain and winning in general.

Thats fine. A wave of startups and existing platforms who can effectively leverage AI to expand scope of their business will crush the incompetent at a rate that will leave analysts and managers dizzy.

Change is coming. Fast. And reflexively the faster the change the higher the panic the lower the ROI threshold the more revenue and capital accrues to the labs the faster the models improve. And so on.

[The Wisemen @Wisemenmentors]

One hundred percent. Anyone getting distracted by whatever energy is out there needs to understand that the energy and intentions of people with influence are not always fair value. Hell, you got bad actors telling you to do things for their exit liquidity, dropping bullish videos on everything under the sun. Three videos on ORE, two videos on some new thing that's been out for three weeks. Hard to trust an actor with a red beard and ten promo links telling you they're bullish.

Rather just stay Immutable 🥶 FROZEN ⛏️

[Coops @ProfessorSender]

@starflamegod @ore Community is everything.

While many chase outsized APY's, the past 2 years did something that's simply not as duplicatable as forking code.

Real.

[Coops @ProfessorSender]

@FarzaTV @TxoriAGI @heyclicky Been following since the early days. Keep crushing. 💯

[The Wisemen @Wisemenmentors]

If you use Venmo, you already understand the most important fight in crypto.

Every time you send money, you get a choice. Public, where anyone can see it. Or private, where no one can.

Most people pick private. Nobody wants the world watching where their money goes.

Here's what most people don't realize. Venmo made everything public by default. Your payments and your friends list, wide open, unless you go change it. Most never do.

Reporters found Joe Biden's account in under 10 minutes. Just the search bar and the public friends list. They mapped his kids, his grandkids, senior White House staff, the whole web around the most powerful man on earth.

JD Vance left his wide open too. And one researcher once pulled 208 million Venmo transactions straight off the public feed.

This already happened to regular people. Therapists had patient lists exposed. Women got stalked by ex boyfriends through it. Reporters had their sources outed. All because the money was public.

People are sensitive about money. They always have been.

It's hard to believe anybody actually wants their salary and every single thing they ordered sitting out there for the world to scroll through.

Now take all of that and put it on a blockchain.

@mert's been screaming about this for years, and most of the space waved him off. Here's what he saw. On chain, there's no private setting. Everything you do is public and permanent by default, your whole financial life sitting in a ledger that anyone on earth can pull up and read like a diary. That's still how almost every chain works today.

And it cuts both ways.

In 2022, Canada didn't like a protest, so they went after the money. Court orders froze crypto across more than a hundred wallets, one address at a time, and exchanges were told to lock them. The donations people sent, gone. Not for a crime. For what they stood behind.

Now put that power on stablecoins. USDC can be frozen. USDT can be frozen. There's a kill switch in the contract and the issuer holds it. No agents at your door. Just an email, and your address goes dead. Circle has done it. Tether has frozen billions.

That's the system you're holding.

And no, this isn't us in tinfoil hats. Because it's not just about getting frozen. It's about getting found.

Your wallet is public. Anyone can see what you hold and watch where it moves, which means the people willing to hurt you can build a map before they ever knock. In 2025 there were 72 violent attacks on crypto holders, up 75 percent in a single year. Kidnappings. Home invasions. One founder had a finger severed over a ransom. They find these people by their on chain wealth.

Public money is a map to your front door.

So when people call this privacy thing a phase, when the crowd lines up to hate on it, understand what they're missing.

Privacy isn't new. The cypherpunks were fighting for it back in the 90s, before most of crypto existed. Eric Hughes said it plain in 1993. Privacy is necessary for an open society in the electronic age. A small, loyal crowd carried that for decades. But it always lived off on its own island. Away from the apps. Away from the volume. Away from where the money actually moves. Easy to ignore.

That's what's changing. The smartest builders are finally bringing privacy to the chains people actually use. Where the stablecoins live. Where the real money flows. It's early. Not all of it works yet. But it's coming. And whoever brings it to where the money already is owns the next cycle.

There's way more at stake here than anyone thinks.

So we've been working on something. Quietly. For a while now.

Can't say much yet. But you know how we feel about privacy. And you KNOW what we do with a STORY this big.

Soon.

Keep your eyes on Wisemen. 👁️

[Doc's The Name @Docsthename20]

It's a Wisemen thing to do. In our company's biggest moments, if the opportunity allows, we'll big up the creators we've worked with and stay loyal to.

And I felt there was no better way for me to ask this question without bringing up the biggest example I've seen @PopPunkOnChain and @pumpcade. And it's Pop 😅, so that's our guy. It's important for people to understand he had a great thing going at Ethereum.

This story is very telling that @solana is for the people.

Watch the full interview. @vibhu was cooking 🔥

[Coops @ProfessorSender]

@pokerchessman Immutable smart contracts are a second layer of security on top of the layer 1���s already built in layer of security.

That's double security to protect users and lock in the value proposition of what the product is here to do!

ORE is an exciting experiment.

[Coops @ProfessorSender]

@solflare @ore @solquicks @Tessera_PE Okay, this is a must watch!

[Coops @ProfessorSender]

@FiLnice8 @thejustinfagan @ore This is the equivalent to my hand-drawn 1 of 1 BTC painting.

Would hang the ore one in my office. 💯

[Coops @ProfessorSender]

@Docsthename20 @SebMontgomery @Mirokugang Pick a side. 🤣 @SebMontgomery

[Coops @ProfessorSender]

Can honestly say, after multiple bear markets under my belt, this is BEST “bear market” i’ve lived through.