Bitcoin, gold and silver are now viewed through new lenses of scarcity shaped by market structure, liquidity, access and price expectations.
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.
