Here's the thing about rare earths—the name's actually misleading. They're not hard to find. The real bottleneck? Processing infrastructure, geopolitical control, and market concentration. Most people think "rare" means limited supply. Wrong framing. What actually matters is whether extraction and refinement capacity can scale with demand. Same logic applies to crypto assets and commodity markets. Scarcity isn't determined by geology alone; it's engineered by logistics, regulation, and supply chain chokepoints. Once you see it that way, a lot of market misconceptions start falling apart.