True, but I think that there has to be a lot more than just theory on this. It might even take a working fusion model, which is not in sight, yet. They have been saying that we are on the verge of fusion for a long time, but still no joy!  I think the supply shocks will come after some proof of work on this physical front. I would love to see it, but doubt it will happen under the current paradigm.

Rothbardian_fanatic

econ

Fusion reactors may produce gold as a byproduct - Byrne Hobart

Scoresby

We really don't even need to fund it. Just publicizing possible future supply shocks (like this, asteroid mining, tapping oceanic gold, etc) could cause a supply shock in the present.

If people believe that their gold will stop holding its value, some will look for other stores of value. Supply shock