🚹 EPISODE 31: THE $METAL SCARCITY THESIS

What happens when institutional adoption flips the supply dynamics?

🏩 More banks onboarding
⚙ More institutional validators locking supply
đŸ”„ Recurring token burns ramping up
📉 Emissions declining over time
🌐 Network effects compounding

The real question: What if burns start outpacing new issuance?

That's the core of our latest deep dive. We're not moon-larping here — adoption metrics, validator economics, and actual consumption all need to align.

Shoutout to community researcher James Barnett for the infrastructure scarcity framework that sparked this.

🎬 Full breakdown in Episode 31

Real infrastructure. Real tokenomics. Potential supply shock.

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