i know there’s a lot of doomsday talk right now. but ai’s impact on productivity is about to send the next economic expansion into overdrive. meet mr copper. the silent winner of the ai boom. microsoft’s chicago data center alone needed 2,177 metric tons of copper, roughly 27 tonnes per megawatt. now multiply that across every hyperscaler building worldwide. this isn’t a slowdown story. it’s a supercycle in the making.

Trump Stans: how do you feel about this?

A big conservative political podcast (seven figure YouTube subscribers) asked me to come on and talk about bitcoin (sat next to them on the plane out of the May conference in Vegas, which sparked their request).

Last week when I went on the show, they decided to emphasize a talking point of why tariffs are great and will usher in a golden age, and some questions about bitcoin.

When asked about tariffs, I generally disagreed that they would be bullish or usher in a new golden age, mentioned that the past three months of data doesn’t show a decline in import prices which means it has been a tax on Americans, and eventually we moved to discussing bitcoin.

They ended up not airing the talk, and instead ran the clip with someone else who agreed on the tariff points. Waste of time, basically.

It’s a reminder that a big percentage of what you see in heavily politicized media is about narrative framing and talking points rather than genuine attempts to discuss or explore. It reminded me why I normally decline to go on political shows; I had only agreed to this one because the catalyst was in person and so the agreeable side of me was like “sure, why not”.

Well, that’s why not.

We’re in the part of the cycle where my father in law is very satisfied with the performance of his bitcoin and texts me about it.

Bitcoin on balance sheet isn't risky, *not* having it is.

Perspective. The 6th. pull back of the bull market.

This speech was the first time I knew for a fact that Vance would be a two term president.

Just want to be on record 4 years in advance. nostr:note1phyxgcsfkhpm7e8m4zl4sfps0a0szcymw04k8fyfeelgs6uz6kaswezj99

*Operation Nasdaq Penetration*

Bitcoin using MSTR as a Trojan Horse to invade the #Nasdaq 100 index… effectively making all passive index holders indirect #bitcoin hodlers.

Diabolical.

“Bhutan has mined over $1 billion worth of bitcoin using its previously stranded hydropower resources”

We are so early

Wait until every authority on earth realizes they can transform waste into unstoppable, unseizable money

That will be the true gradually then suddenly moment

🇧🇹