NumbersGuy.eth

“What truly matters is not what party controls the government, but whether our government is controlled by the People” #Trump2024AmericaFirst 🇺🇸

@NoahEpstein_ You lost me at email automation Prompt injection risks can’t be tolerated. Good luck in your meetings

People erupted during the Boston Tea Party over just a few percentages as they believed they were being taxed without representation. Nowadays we have the representation, but do we trust our representatives? Here is my full testimony from Congress 🤝

🚨 GLOBALISM JUST DIED IN DAVOS Howard Lutnick just walked into the lion’s den — and told the World Economic Forum exactly what they didn’t want to hear. “Globalism has failed.” Not whispered. Not softened. Declared — on their own stage. He dismantled the entire WEF doctrine in minutes: • Offshoring hollowed out the West • Cheap labor destroyed innovation • Net Zero made Europe dependent on China • Sovereignty begins with borders • Nations must control their industry, energy, and medicine Then came the line that shook the room: “Why would Europe agree to Net Zero when they don’t even make a battery?” That’s the truth globalists can’t answer. Green agendas without industry. Climate pledges without sovereignty. Moral posturing while outsourcing power to Beijing. America First isn’t isolation. It’s independence. And Lutnick made it crystal clear: The old model is finished. The globalist experiment has failed. And the future belongs to nations that put their people first. Davos just heard the obituary — live.

@KevinKileyCA @KevinKileyCA why did you vote No against defunding NED

Imagine how great California could be if we had a halfway decent government.

Long term, 2040: Could be $25,000 to $40,000 plus if the projected 10 million tonne gap hits, forcing rationing, substitution, and recycling ramp-up. Bottom line: I'm bullish on copper too, great multi-year hedge against the electrification and AI boom. But for generational wealth, I'd rather own way more tonnes via efficient financial vehicles than a storage unit of bars at 2 to 4 times spot. Physical is cool for the tangibility and novelty, but the math strongly favors paper or physically backed ETCs if you're worried about backing. What do you think, sticking purely physical, or open to ETFs and miners?

Strong thesis, the structural demand story for copper is legit. AI data centers with their massive power, cooling, and wiring needs, EVs that use 3 to 4 times more copper than gas cars, grid upgrades, renewables, defense, all real tailwinds. The supply side is the real kicker though: no big new mines for years with those 15 to 20 year lead times, declining ore grades, chronic underinvestment. S&P Global and others project widening deficits, potentially massive by 2030 to 2040. Prices are already reflecting it, hitting all-time highs recently and sitting around $13,000 per tonne as of mid January 2026. That stack of over 3 tonnes in 1kg bars looks impressive, no doubt. Visual proof you can accumulate physical at the retail level. But here's the breakdown on why physical bullion bars aren't the optimal play for most people, especially when you look at the actual costs. First, cost efficiency takes a serious hit. Spot metal in 1 tonne, that's 1000 times 1kg bars, is worth about $13,000 today. Retail 1kg .999 fine bars from major dealers? The cheapest generic or popular designs, like basic Element or Liberty styles, go for around $27 to $35 each right now at places like Hero Bullion. Mid-range cast bars are more like $40 to $50, and premium branded ones, Geiger or Germania, push $50 to $60 plus. In bulk, you can shave a few bucks off, but for a full tonne of the common stackable 1kg bars everyone posts about, you're realistically looking at $30,000 to $50,000 total. That's still 2 to 4 times spot, meaning you're getting far less actual tonnage exposure per dollar compared to paper or financial routes. Plus the low value density brings storage, insurance, and shipping hassles for something worth less than a nice used car. People might say it's cheaper, and sure, you can find deals dipping into the high $20s per bar if you hunt bulk generics, but that's still double spot or more. The markup comes from fabrication, branding, small production runs, and the niche retail market. You're not buying industrial cathodes here, you're buying collectible-style bullion delivered to your door. Second, those "sold out" claims. Some popular branded 1kg bars go out of stock at certain dealers, sure, that's happening during hype waves. But it's niche retail demand plus marketing, not a broad physical shortage yet. Refined copper production is about 25 million tonnes per year, exchange inventories are elevated in spots like COMEX after big imports. Industrial supply chains aren't breaking, not yet anyway. Third, better ways to get exposure with non-leveraged, 1x price moves. Futures-based ETFs like CPER track copper futures, they're liquid with low fees, and get you roughly full 1 tonne exposure for about $13,000. Miner ETFs like COPX or COPP let you own the companies that benefit with natural operating leverage when prices rise. Physically backed options are available too, especially European ETCs like WisdomTree Physical Copper, they hold actual cathodes and trade close to spot minus small fees, accessible via many US brokers. That's the closest to "paper tonnes" actually backed by vaulted metal. Fourth, the "paper fraud" worry like with silver. Valid concern in theory, institutions and speculators trade huge volumes. But copper is 95 percent plus industrial, not monetary. No big hoarding or monetary premium, no widespread manipulation allegations like precious metals. COMEX and LME delivery works, inventories move, and recent record prices show paper trading pushing prices up, not suppressing them. Risk of unbacked overhang is way lower here than silver or gold. Price outlook, rough consensus from Goldman, JPM, S&P, and others. Short term, 2026 to 27: Volatile, possible pullback to $10,000 to $12,000 averages as inventories rebuild and any recession bites. Medium term, around 2030: $15,000 to $20,000 plus likely as deficits widen.

🚨 I BOUGHT BITCOIN IN 2013, HERE’S WHAT I’M BUYING NOW: – Copper. I bought 3 tonnes of it over the last 2 months. I rented a storage unit just for this. Those who pay attention to this tweet will become extremely wealthy. Here’s why I’m buying 1 tonne of copper EVERY MONTH: 1. THE "AI" ENERGY SHOCK Copper demand isn’t exploding because of cars. It’s exploding because AI needs power, cooling, and miles of wiring. A recent 2026 report projects data center capacity will 10x by 2040. And the grid? You cannot just add AI to the old grid, because AI servers consume massive power. They require liquid cooling systems heavily reliant 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 requires ~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 we haven't mined yet. 3. THE SUPPLY CLIFF (THE REAL ALPHA) This is where the Bitcoin comparison is literal. There are NO NEW MINES. It takes 17 to 20 years to permit and build a new major copper mine. Even if we found a massive deposit 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 just forecasted a 10 MILLION TONNE ANNUAL DEFICIT by 2040. That’s 25% of demand that simply can’t be met at current prices. WHY I BOUGHT OVER 3 TONNES OF COPPER IN THE LAST 2 MONTHS: I didn't just buy mining stocks, because their valuations are 100% fake. I purchased physical copper. In a world of digital abundance (unlimited fiat, unlimited code)... The only true wealth is PHYSICAL SCARCITY. I view these 3 tonnes (more soon btw) 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 will be a STRATEGIC MONETARY ASSET. Manufacturers will bid up the price to secure inventory just to keep factories running. I’m front-running the inevitable panic. The price of Copper today is a gift. See you in 2030. How do I know all of this? I’ve been in macro for 23 years, and I’ve called every market top and bottom for OVER A DECADE. From now on, I promise to share all my moves publicly for everyone to see. If you want to succeed, all you have to do is follow me. Many people will regret not following me.

🚨🧵EXCLUSIVE: OBAMA AND BIDEN WHITE HOUSES, ARABELLA ADVISORS, LETITIA JAMES, AND MARC ELIAS LINKED TO ANTI-ICE RIOTS. Last night my team infiltrated a Zoom call held by the group ICE Watch whose sole purpose is to obstruct ICE agents from arresting illegal aliens. The meeting was hosted by a woman name Jill Garvey and she was joined by a man named Gabe Gonzales.

Everyone needs to read this thread to understand how the Constitution is being targeted and that NED is a key player in this. NED is my red line for Republicans. If you vote for NED, you deserve primarying. I don't care if you have sentimental attachments to NED as being founded by Reagan to destroy Communism, or that the people you know in NED are conservative and well-meaning. NED is now working to destroy the Constitution.

The year before NED was created, the head of the CIA wrote to the head of the Justice Department, pressing him to support NED, while noting it was important to conceal the CIA's secret role in sponsoring and advocating for NED's creation.

🚨 BREAKING: The House just voted to KEEP FUNDING NED, an NGO called "National Endowment for Democracy," defeating an amendment pushed by Elon Musk, Mike Benz, Rep. Eli Crane and others 81 REPUBLICANS joined Democrats. Final vote: 127-291. Trump tried to defund NED, but was stopped Eli Crane describes NED as a "contributor to global censorship campaigns and domestic propaganda" Unreal. Two good measures were defeated in the House today.

At the end of the day, Congress is full of weak people content managing the slow decline of our country. As long as they keep climbing the “DC” ladder and getting the occasional earmark, they aren’t bothered by the broader structural failures. We need more fighters.

Remember the names of every Republican member of Congress who votes no today against defunding the National Endowment for Democracy. That list of names is your primary-the-shit-out-of-them map for 2026.

81 Republicans just voted to fund NED. So did every single Democrat. If Republicans voted in block like Democrats, NED would be defunded now. But the blocker, as I've said so many times, is not Democrats. If it was, all these things could be fixed. It's the Blob side of the GOP.

Congress is secretly passing $315 million in annual funding to the Democrat NED Rep Eli Crane is trying to stop the funding with a vote today to ‘Defund the NED.’ This MUST pass “So we started looking at all political donations — National Endowment for Democracy 95% to the Left - State Department 94% went to the Left - USAID 98% went to the Left - National Endowment for Democracy 95% to the Left International NGOs - 95-98% went to the Left - Catholic Relief Services 90% to the Left “You look at the boards, they're all prominent people making very high salaries. So when you think about what's happened, the left, which was misusing USAID and they're doing this across the federal, federal government misusing taxpayer money as a slush fund to finance their own people” “I think every last politician that lined its pockets needs to be frickin tarred and feathered — Maybe you were on the board of some company that was getting billions of dollars funded your direction so you could go out and make sure lesbian gerbils. You should be put in jail, fined and used as an example”

Congress is very weak. The sewer is deep.

I am disgusted.

Remember when the GOP gave Elon Musk and DOGE a standing ovation in front of the entire American people... ...and then only voted on one DOGE cut, never held anyone accountable, and then gave $315 MILLION to a far Left group that DOGE defunded? I don't understand the GOP...

Tonight, the Uniparty rejected my amendment to defund NED. 81 ‘republicans’ voted with democrats to fund this rogue organization that fuels global censorship and domestic propaganda. To see how your representative voted, visit: clerk.house.gov/Votes/202627

@KevinKileyCA x.com/datarepublican…

Newsom says "bring it on" when it comes to a fraud investigation. We will. I'm working on a bipartisan audit of the entire state budget. We've already uncovered $32 billion in unemployment fraud, $24 billion in lost homelessness funds, and 1.2 million fake college applications.