In every economic transformation, there are those who chase the visible opportunity and those who supply or control the conditions of the chase.
The chasers are many. They are visible, urgent, and narrative-rich. Most of them are forced to depend on being right about one fragile outcome.
The suppliers and controllers are fewer. They do not need every miner to win. They only need the rush itself to generate unavoidable demand.
This distinction is not aesthetic. It is structural.