Scarce Assets

Scarce AssetsThe Abundance-Driven Scarcity SupercycleApr 30, 2026ShareWelcome to the 621 newly Not Boring people who have joined us since our last essay! Join 264,075 smart, curious folks by subscribing here: SubscribeHi friends 👋, Happy Thursday! A few weeks ago in Not Boring Capital’s quarterly LP update, I wrote a small essay on scarce assets in a period of abundance. Then Thrive bought the Giants and HOF bought Bugatti and Marc Andreessen pointed out that when one thing becomes abundant, another becomes scarce, and I figured it was a good time to dive a little deeper on what is going to be a supercycle in scarce assets of all shapes and sizes (and a bear market for the easily replicable).

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