"In 2026, scarcity is being repriced through narratives, market access and financial structures rather than simple supply limits. Bitcoin's scarcity is increasingly mediated by ETFs and derivatives, reshaping how it is accessed and priced in financial markets. Gold's scarcity is tied less to mining output and more to trust, neutrality and reserve management. Silver's scarcity reflects its dual role as both an investment metal and an industrial input."
"In 2026, scarcity has taken on a different meaning. It is no longer defined solely by limited supply or production constraints. Instead, it increasingly depends on how narratives are constructed and combined, shaping how investors perceive value. Repricing of scarcity: A framework Repricing scarcity does not involve forecasting which asset will outperform others. Instead, it refers to how market participants reassess the meaning of scarcity and determine how much they are willing to pay for its different forms."
Scarcity in 2026 is defined less by physical supply constraints and more by how narratives, market access and financial structures assign value. Bitcoin's scarcity operates through ETFs, derivatives and programmable code, changing accessibility and price formation. Gold's scarcity depends on trust, neutrality and reserve management rather than mining output. Silver's scarcity stems from its hybrid role as an investment asset and industrial input. Investors appraise scarce assets by the credibility of enforcement mechanisms, the liquidity available to enter or exit positions, and the portability of value across markets. Repricing scarcity centers on reassessing what scarcity means and what participants will pay.
Read at Cointelegraph
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