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SUPPLY ANALYSIS
Print Runs in the Billions: The Scarcity Illusion Behind Modern Pokémon
Print runs in the billions. Reprint risk with no ceiling. The scarcity premium is built on sentiment, not fundamentals.
MARKET STRUCTURE
What a $2 Booster Box Tells You About Your $300 One
The Chinese Pokemon market stripped away nostalgia, speculation, and artificial scarcity. What's left tells you exactly which assets have real value.