Supply Dynamics - Technological acceleration is expected to increase gold supply, diminishing its value as a store of value [1] - Gold's scarcity is projected to decrease significantly, becoming abundant and cheap [1] - Asteroids like 16-Psyche, containing tens of trillions of troy ounces of gold, could be mined, drastically increasing gold supply [1] Competitive Assets - Bitcoin is positioned as the only monetary asset with an inelastic supply [1]