I bought $250,000 worth of butter
No, that's not a typo.
That’s roughly 100,000 sticks of premium Grade AA butter, five refrigerated semi-trailers of golden bricks stacked like Fort Knox. An asset the dairy market literally can't produce fast enough once panic hits.
Most people would call it insanity.
But let me explain the thesis.
Each pound costs about $5.00 today. But over the past 30 years, the price of high-end butter has risen faster than the CPI, the dollar, and even gasoline, up over 200% since 1995.
Meanwhile, governments keep inflating supply chains and dairy herds keep shrinking.
It’s only a matter of time before a “cost-optimized” future brings lab-grown alternatives, smaller sticks, and an influx of artificial additives.
So what happens when the richest staple becomes scarce?
Those who held the original cream, the softest "hard asset," will watch as the yellow gold vanishes from supermarket shelves overnight. Just like silver coins, but you can actually sauté with them.
My $250,000 position, therefore, isn’t a “hoard.”
It’s an asymmetrical bet that civilization will keep eating, inflation will keep nibbling, and the fat-premium will keep outperforming.
Worst case? I'm long $250,000 of the most versatile cooking ingredient known to man - 45 million calories of pure, tradeable energy that every restaurant will eventually need.
Best case? Prices triples, widespread regulation pushes alternatives, or France declares butter a strategic national resource, making legacy sticks finite, luxurious, and priceless to the desperate and discerning alike.
It’s not crypto. It’s not gold.
It’s not even margarine.
It’s 100,000 tiny bricks of civilization itself,
a hedge against inflation, imitation, and the death of dairy.
That’s deep value.
That’s the Butter Standard.