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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.
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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