According to @Andre_Dragosch, traders should be long scarcity assets such as Materials and Energy because AI-driven abundance is dangerous for code and Tech, supporting a bullish tilt toward BTC as a scarce asset, source: X post by @Andre_Dragosch https://twitter.com/Andre_Dragosch/status/2012771183108805083. The linked X video argues AI will push prices of abundant goods toward zero, driving capital into absolutely scarce assets like Bitcoin, which cannot be reproduced or inflated, source: linked X video https://x.com/BitcoinNewsCom/status/2012583117765083522. This scarcity framework positions BTC as a deflation hedge and implies allocating toward BTC over high-duration tech exposure during AI-led productivity booms, source: linked X video https://x.com/BitcoinNewsCom/status/2012583117765083522.