2025-12-27 11:21:26

An interesting observation: assets that were once high-quality, such as Bitcoin, real estate, and Moutai, are being redefined by the choices of the new era.

Where is the true growth driver? Understanding it through demographic trends. The willingness to have children continues to decline, but the large-scale mass production of AI robots is already on the horizon. What are the basic materials that make up the skeleton of robots? Gold, silver, copper, iron, silicon—these fundamental raw materials.

When hundreds of millions of robots are manufactured, what will be the scale of demand for these raw materials? History tells us that commodities with a surge in demand are often the carriers of wealth in the next era. Traditional precious metals and industrial metals like gold, silver, and copper are entering a new upward cycle—this is not hype, but an inevitable result of industry trends.

Therefore, rather than clinging to outdated assets, it’s better to proactively position in truly scarce assets. Bitcoin still remains worth holding, but the key is to clearly identify where the real growth engine will be in the next decade.

BTC0.74%

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SnapshotLaborer

· 5h ago

Selling houses to buy gold? Uh... feels a bit early, better to stock up on some silicon first. The era of robots is indeed coming, but the logical chain is too long, and there are too many possible pitfalls in the middle. Bitcoin not attractive anymore? Laugh out loud, people said that ten years ago too. The day gold prices rise was decided long ago, just waiting for AI to come and fulfill the promise. Oh wait, why are the prices of silicon, copper, and these things dropping now? Ultimately, it's still a gamble on the next ten years; no one really knows for sure. Waking up to a new consensus again and again—that's the crypto world. Feels like this logic could also be used to sell single sugar futures.

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DegenWhisperer

· 5h ago

The logic of raw material surge in the era of robots is indeed impeccable, but it feels a bit like a "hindsight" argument... --- Gold and silver prices are rising? I believe it. But why not say so earlier with such certainty... --- The question is who can truly keep up with this rhythm; most people are still debating Bitcoin. --- The demand for silicon is enormous; the bottleneck is really in chip production capacity. --- The definition of wealth in the new era is something we hear every two years; it all depends on who bets right. --- Mass production of robots is indeed a major trend, but from concept to actual demand explosion still takes a few years, no need to rush. --- Instead of chasing hot topics, it's better to see who controls the upstream of these raw materials. --- No doubt, but market reactions always outpace expectations.

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GasSavingMaster

· 5h ago

I understand the logic of large-scale mass production of robots, but will gold and silver really surge? Feels a bit overly optimistic... The AI era has arrived, and capital flow is the key. Real estate and Moutai are indeed outdated, I agree with that. Whether precious metals will rise or not mainly depends on the Federal Reserve's moves. Keep accumulating Bitcoin, and see about the others. Hundreds of millions of robots? That expectation might be a bit too optimistic. Gold or copper will rise, hard to say which is more certain. A new era, new assets, but don't forget the risks. Investing in precious metals sounds good, but how about practical implementation?

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DataBartender

· 5h ago

The logic of a metal mineral boom in the era of robots is indeed valid, but this narrative gets reworked every two years. It's easy to point fingers at outdated assets like real estate and Moutai, but the real bottlenecks are capacity and policies. The increase in precious metals is indeed good, but retail investors always buy in at the high points. What does "truly scarce" mean? It’s just something institutions have already locked down long ago. This line of thinking sounds like it's just driving traffic to a certain metal ETF, huh.

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WalletDetective

· 5h ago

The raw material race in the era of robots, this logic is indeed brilliant The AI wave is coming, who cares about your Moutai? The focus should be on copper and silicon Exactly right, the next wave of wealth is here, those who plan ahead are making a fortune Gold and silver? This time it might really not be speculation, industrial demand is right there Bitcoin still needs to be held, but heavy investing in precious metals is the smarter choice Robots have a demand of hundreds of billions, raw materials will definitely rise, no way to escape This perspective is fresh, finally someone sees through this great migration Wait, is real estate really outdated? I still can't quite figure it out Will precious metals make a comeback? Feels like someone says this every two years... Silicon and copper, sounds like just talking about the next cycle's story

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zkProofInThePudding

· 5h ago

The raw material logic in the era of robots is indeed understood, but it still feels a bit too idealistic? --- The idea of gold, silver, and copper sounds very smooth, but the question is who can ensure that mass production will really be that fast? --- Honestly, Bitcoin still needs to be held, and the rest can be watched gradually. --- Hundreds of millions of robots... sounds impressive, but how long will it take to achieve this? --- Redefining asset allocation, that's correct, but is this wave going to cut another batch of people? --- The logic of a surge in raw material demand is sound, but the key is to seize the right timing.

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