December 23, 2025 01:25 PM GMT European Metals and Mining 23 December 2025 Consolidation, Scarcity, and Regionalisation M O R G A N S T A N L E Y R E S E A R C H Europe Morgan Stanley & Co. International plc+ Ferdinand Huber RESEARCH ASSOCIATE Ferdinand.Huber@morganstanley.com +44 20 7677-2702 European Equity Research Alain Gabriel, CFA EQUITY ANALYST Alain.Gabriel@morganstanley.com +44 (0)20 7425 8959 Ioannis Masvoulas, CFA EQUITY ANALYST Ioannis.Masvoulas@morganstanley.com +44 (0)20 7425 0427 Adahna Ekoku ...

Foundations: The Psychology of Investing in the Information AgeThe Warren Buffett Archive, AI, and Decision-MakingIn his seminal book, Influence, Cialdini describes “Fixed Action Patterns” deeply embedded in the human mind. In short, they are:Scarcity: The more limited something is, the more people value it – regardless of its true valueReciprocation: If someone does us a favor, or gives us something, we feel obligated to reciprocate their generosity somehowSocial Proof: We tend to mimic the behavior of the ...

Hold scarcity while the world prints https://t.co/UJtcPvdojg ...

xcopy bubbles burns 1 nft daily for 10 years until only 1 survives from 10 million. 8-figure sale already hit during launch on shape l2. this isn't another roadmap promise, the burn is coded into the contract and starts december 8. mathematical scarcity beats vague utility every time ...

Um we had a couple Bitcoin miners there is this narrative that they have absolute control over Bitcoin price like you you were just talking about how if they don't sell right after having then there is no supply. >> I think after the super cycle you may end up having a change. I think that as we tend to be creeping up in the day of the the date of the having that adds to the scarcity right so in other words if you have more people buying and less inventory to sell the numbers still make a difference right a ...

💡 FACT: The last 5% of Bitcoin’s supply will take over 100 years to be mined due to its halving schedule.Scarcity is already programmed in. https://t.co/K7hCPB5GkO ...

Scarcity securedWhat happens when no new bitcoins are created.Read more 👇https://t.co/TB2P8crdzp ...

RT PlanB (@100trillionUSD)Only constant in human action is greed & fear (in the chart: RSI color overlay). IMO greed (red) will return.Scarcity (in the chart: S2F dotted line) is a fundamental driver of value, together with other factors. Bitcoin is scarcer than gold. IMO mcap BTC will be > mcap gold. https://t.co/DGwvTNe0kU ...

Only constant in human action is greed & fear (in the chart: RSI color overlay). IMO greed (red) will return.Scarcity (in the chart: S2F dotted line) is a fundamental driver of value, together with other factors. Bitcoin is scarcer than gold. IMO mcap BTC will be > mcap gold. https://t.co/DGwvTNe0kU ...

Economic Principles - Four key economic concepts (scarcity, supply and demand, costs and benefits, and incentives) explain many human decisions [1]