We've built economies on intellectual property and financial engineering, while overlooking who controls the physical foundation. In an actual material world, code and capital become theoretical without access to critical metals and energy infrastructure.

The disconnect is stark: blockchain networks, renewable energy infrastructure, semiconductor manufacturing—all depend on rare earth elements, lithium, cobalt. Control the supply chains, and you control the future. This is the real scarcity game, not the digital one.

For crypto investors thinking long-term, this matters deeply. Asset valuations ultimately rest on the tangible world's capacity to support them.