The Most Obvious Trade of 2026!

Summary

In this video, Cryptoman Run reveals why commodities, rather than crypto, may present the biggest opportunity in the current market cycle. He highlights the synchronized rise in gold, silver, copper, and uranium, driven by real demand from AI growth, technological advancements, and geopolitical tensions. Cryptoman explains how supply shortages in metals like copper and uranium could lead to skyrocketing prices. While crypto markets, especially Bitcoin, are lagging, he emphasizes that commodities are signaling a breakdown in trust in fiat currencies. The video encourages viewers to position themselves for thecomingmarketrotationfromcommoditiestocrypto.

Takeaways

• 😀 Commodities, not crypto, may be the big opportunity of the current cycle due to synchronized movements in gold, silver, copper, and uranium.
• 😀 Central banks have aggressively bought gold, leading to a debasement of the dollar, pushing more people into hard assets like gold.
• 😀 AI's rapid growth has spiked demand for metals like copper, silver, and uranium due to their essential role in technology and infrastructure.
• 😀 Stocks, especially AI-driven companies like Nvidia, Microsoft, and Google, have contributed significantly to market growth, signaling the importance of tech in the current economy.
• 😀 There is a structural supply deficit in essential commodities, such as copper and uranium, which cannot be quickly fixed due to the long timelines required to develop new mines.
• 😀 Modern warfare has weaponized supply chains, with countries like China controlling critical resources (e.g., rare earth minerals), creating a 'paranoia premium' in markets.
• 😀 Silver has seen a significant price surge (up 250% since 2025) due to panic buying driven by both supply shortages and geopolitical tensions.
• 😀 Gold serves as a fear trade, silver represents the intersection of money and industry, while copper and uranium move based on necessity, with no substitutes for their uses.
• 😀 Cryptoman advocates using crypto to trade commodities like copper and uranium through platforms like Bitkate, where profits can also be converted into Bitcoin.
• 😀 Bitcoin is currently lagging behind commodities, as the rotation from fear-driven hard assets to risk-on assets like Bitcoin typically happens later in a market cycle.
• 😀 Commodities signal that the world is moving away from paper money, and Bitcoin, as a digital store of value, stands to benefit from this transition as the ultimate store of value.

Q & A

What is the main reason commodities are being considered a big opportunity in the current cycle?

Commodities are considered a big opportunity because they are moving together in a synchronized way, which hasn't happened in over 45 years. This movement indicates a shift in the market, with real demand driven by technological advancements like AI, rather than just speculative trading.

Why have central banks been buying gold aggressively since late 2024?

Central banks have been buying gold as part of a strategy to move away from the US dollar, which they view as politically unstable. Gold is seen as a neutral store of value that can't be sanctioned or frozen, making it an attractive asset in times of geopolitical uncertainty.

How are AI technologies influencing commodity demand?

AI technologies, such as data centers, drones, and robots, require significant amounts of resources like copper, silver, and uranium. This rising demand for these metals, driven by AI, is causing price increases as supply struggles to keep up.

What is the major supply issue facing the copper market?

Copper is facing a significant supply deficit. With a projected shortfall of 10 million metric tons by 2040, the supply of copper cannot be increased quickly enough, as it takes 15-20 years to bring a new copper mine online. This scarcity is driving up copper prices.

How has the global political situation affected commodity markets, especially in terms of supply chains?

Commodities are no longer just trading goods; they have become strategic assets. Countries like China control key minerals, such as rare earth metals, and have imposed export controls, causing a 'paranoia premium.' This leads to panic buying as nations and companies worry about future supply disruptions.

What is the key difference between gold, silver, copper, and uranium as commodities?

Gold moves primarily on fear and is a store of value, while silver has both monetary and industrial demand, causing it to be more volatile. Copper and uranium, on the other hand, move based on necessity since there are no substitutes for them in key applications like electricity grids and nuclear reactors.

What is the 'paranoia premium' in commodity markets, and how does it affect prices?

The 'paranoia premium' refers to the price inflation caused by panic buying in response to fears of future shortages. As countries and companies hoard commodities to avoid being left without them, this artificially drives prices up, as seen with silver.

Why is silver seeing such a sharp price increase recently?

Silver prices have surged due to a combination of factors: panic buying driven by geopolitical tensions, a structural supply deficit, and growing industrial demand, especially in electronics and solar panels. This has caused a supply squeeze and a subsequent price spike.

How do AI advancements impact copper and uranium markets specifically?

AI advancements are driving significant demand for copper, which is needed for AI data centers and electric vehicles, and uranium, which is necessary for nuclear power plants. Both metals face supply constraints, contributing to their rising prices.

What is the relationship between Bitcoin and traditional commodities in the current market cycle?

Bitcoin is currently lagging behind traditional commodities like gold, silver, copper, and uranium. In previous cycles, commodities like gold and silver moved first as people sought safe-haven assets. Bitcoin tends to follow once liquidity flows shift toward risk-on assets, which could happen once commodities reach a peak.