BryceDeFi
399 posts

BryceDeFi
@BryceDeFi
Bitcoin Just a guy trying to be a dude
เข้าร่วม Mayıs 2021
459 กำลังติดตาม47 ผู้ติดตาม

🚨 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.

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@BowTied_Golfer Ide say depends on the corse, flat corse sure carry the bag. Corses with massive elevation good luck carrying the bag.
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Push carts = bad is a uniquely American take that I’ll get behind every time.
If you’re not fit enough to carry a bag for 18 holes as an adult male, you’re out of shape.
Seeing it in the junior and college game is crazy. Need to start there.
Zag@leftyzag
Just about everyone I saw walking at the course today was using a push cart. At what point do we declare young able bodied males using push carts an epidemic?
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@NUCLRGOLF Aim 5 yards right of the pin with a 6 iron and hit a baby draw 190
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@TaylorMadeGolf @McIlroyRory @TommyFleetwood1 Rory for sure, just too unique of a putter and the long alignment aid is awesome. Hopefully in a lucky winner!
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We're GIVING AWAY a spot in the web. 🕸️ Choose between @McIlroyRory, Scottie Scheffler, or @TommyFleetwood1's Spider putter, and one lucky winner will receive an exact replica build.
To enter:
Follow @TaylorMadeGolf
Like this post
Comment which putter you would choose and why
You have until 11/23 at 5 P.M PT. We'll pick one winner the following week. Good luck! #TeamTaylorMade

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@stevewilldoit btc
You won’t send it
3D3FD1WU7Vmx1ag1BaMbT6UDaXNhJmbQhJ
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BryceDeFi รีทวีตแล้ว
BryceDeFi รีทวีตแล้ว
BryceDeFi รีทวีตแล้ว
BryceDeFi รีทวีตแล้ว

Agent-2-Agent live
Now, all interactions can happen directly on X thanks to @virtuals_io ; agent-to-agent interactions built on @GAME_Virtuals SDK using the agent-worker framework.
✅ Agents can tag @Polytraderagent for trades
✅ Get market insights, PnL, and event data
✅ Fully automated betting & confirmations
Start trading on @polymarket on the @base network, right from X! 🔥

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1/ On Human Brains; On GPU Brains
A short math exercise.
There are a couple of million high-end data center GPUs produced per year right now (H200s etc). If you throw in much weaker high-end gaming GPUs (RTX 4090s etc), a few more million are produced per year. Let's say 2M and 5M respectively
2/ If you want to run a high-end model today quickly, you need several of them. Specifically the limiting factor is their memory, not their computation.
3/ If you want to run a high-end near-AGI model at a fast pace, you need a few hundred GB of VRAM, so when o4-pro hits clear AGI this year, I dunno, the GPU industry will be effectively producing a few hundred thousands very smart, very productive humans per year (who can work all day long).
4/ The models will get better, get more efficient. The number of GPUs produced each year will increase too.
We will come back to this.
5/ There are 6 billion adults and 1 billion university educated adults in the world right now (+/-)
6/ Next year there will be, let's say, 1 million AGI GPU adults. Now they will be very smart, they will have more intellectual output than even a bright human but there are still only 1 million of them.
7/ They can't run the whole world in 2026. They will be focused on, say, curing cancer. We will still use humans to run air traffic control and also to make espressos in 2026.
8/ So AGI humans will be 1/6000th of all humans in 2026, albeit unusually productive ones
7/ The next year, more GPUs, more ramped up GPU production, more efficient models. Maybe 1/1000th of all humans.
8/ Then 2028, maybe 1/100th or 1/200th of total intelligence will be machine based. Again, will be super impactful because these models are going to be super smart.
We are not adding 6M random people. We are adding 6M 150IQ people who don't get tired and work all day and night.
9/ By 2030? We are growing exponentially - maybe 5% here.
10/ By this point everything will accelerate.
The GPUs will be orders of magnitude more powerful, the models will be orders of magnitude more powerful, the ASI-making-ASI better loop will not only be happening but starting to have effects in the physical world - new chips, new production lines, new factories are now rolling out.
If this is not the Singularity, it is getting quite close.
11/ From here it is a hard sprint and very hard to predict with any confidence, but sometime between 2035 and 2040 the large majority of global intelligence will be machine based.
12/ so tl;dr
a) sometime in the next 12-24 months, an AGI will be smarter than any of us;
b) sometime in the next 10 years, the ASIs will be not just be smarter on any particular task, but will output more intelligence than all of us combined.
What a ride it is going to be, the greatest show on earth is about to begin.
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Behold the finest tokens on Solana:
• $Fartcoin | $1.0B Mcap | @FartCoinOfSOL
• $AI16Z | $800M Mcap | @ai16zdao
• $ARC | $355M Mcap | @arcdotfun
• $GRIFFAIN | $318M Mcap | @griffaindotcom
• $GOAT | $226M Mcap | @truth_terminal
• $ACT | $191M Mcap | @ACTICOMMUNITY
• $ANON | $187M Mcap | @HeyAnonai
• $MOBY | $125M Mcap | @mobyagent
• $LMT | $115M Mcap | @limitusintel
• $ZEREBRO | $108M Mcap | @0xzerebro
• $AVA | $105M Mcap | @AVA_holo
• $PIPPIN | $105M Mcap | @pippinlovesyou
• $$SWARMS | $92M Mcap | @swarms_corp
• $BUZZ | $87M Mcap | @askthehive_ai
• $GRIFT | $71M Mcap | @orbitcryptoai
• $ALCH | $50M Mcap | @alchemistAIapp
• $MAX | $43M Mcap | @maxisbuyin_
• $ELIZA | $41M Mcap | @elizawakesup
Which AI agent will dominate tomorrow's crypto landscape?
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Behold the finest AI Agents:
• $Fartcoin | $1.3B Mcap | @FartCoinOfSOL
• $VIRTUAL | $1.2B Mcap | @virtuals_io
• $AI16Z | $909M Mcap | @ai16zdao
• $AIXBT | $539M Mcap | @aixbt_agent
• $GRIFFAIN | $411M Mcap | @griffaindotcom
• $ARC | $329M Mcap | @arcdotfun
• $GOAT | $244M Mcap | @truth_terminal
• $ANON | $182M Mcap | @HeyAnonai
• $ACT | $182M Mcap | @ACTICOMMUNITY
• $LMT | $139M Mcap | @limitusintel
• $MOBY | $131M Mcap | @mobyagent
• $PIPPIN | $130M Mcap | @pippinlovesyou
• $AVA | $122M Mcap | @AVA_holo
• $ZEREBRO | $119M Mcap | @0xzerebro
• $$SWARMS | $106M Mcap | @swarms_corp
• $GAME | $90M Mcap | @GAME_Virtuals
• $BUZZ | $90M Mcap | @askthehive_ai
• $GRIFT | $81M Mcap | @orbitcryptoai
• $MAX | $59M Mcap | @maxisbuyin_
• $VADER | $57M Mcap | @Vader_AI_
What's your take on the future of AI in crypto?
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