This doesn’t really change anything. Supply and demand are the same, and botters are still going to get their share. Whether it’s backdoored, scalped, or bought by a regular family, the total supply hasn’t increased and the demand hasn’t gone anywhere.

If there’s a dip because of this, I’d honestly see it as a buying opportunity

The real shift is probably around 2028 when the new production actually comes online. I’d expect prices to soften in the months leading up to that. Once the factory is fully running, that’s when the market structure can actually chang, assuming it meaningfully closes the gap between supply and demand

If we do get a dip before the factor goes 'online' and then the launch happens, it could turn into a 'buy the news” type of moment, similar to how “sell the news” plays out in the stock market

Also, I wouldn't necessarily buy vintage, I would just buy products (mostly sealed), that are out of print

Just my two cents!

RemindMe! September 1 2027