The most offside TradFi trade: $Copper

Look, if you're still here reading this, good. Stick around. This isn’t going to be a “digital gold” moment like Bitcoin or some dopamine-infused meme rollercoaster.

Nope. This is Copper. Yeah, #XCUUSD# . The most offside TradFi trade of the year and probably the most underappreciated macro setup on my radar right now.
Three days ago, @POTUS took Action to Address the Threat to National Security from Imports of Copper.

Immediately on the news drop, Copper took a nose dive and dropped -24% in a single day.
Now comes the offside part, Copper is heavily used in at least 5 major industries: Electrical and Electronics, Construction and Infrastructure, Transportation, Industrial Machinery and Equipment, Renewable Energy and Power Generation.
Still not convinced? Data centers, especially AI-driven ones are becoming a rapidly expanding copper-consuming industry due to their intensive power, cooling, networking and grounding requirements.

By 2050, they're expected to consume a notable 6–7% of total global copper and projections for 2030 range from ~200,000 to over 400,000 tonnes globally, depending on demand scenarios.
This is one of those trades where you have to zoom out and breathe. It’s not sexy. It’s not viral. But can be really solid.
Real-world demand + short-term panic = opportunity. TradFi might be asleep, but I’m not.

Let them panic. I’ll be buying.

Catch you on the wire 😉!