2025-12-29 06:01:08

#隐私保护话题升温 $BTC $ETH $ZEC

Silver suddenly rises to prominence, just surpassing Nvidia to become the world's second-largest asset—what does this signify?

In Monday's international spot market, silver broke through the $80/ounce mark, with a market capitalization expanding to $4.65 trillion. Industrial metals outpaced tech giants, which is truly unprecedented in the digital age. The logic behind this is not complicated: continuous central bank gold purchases, steady inflows into ETFs, expectations of Federal Reserve rate cuts, combined with fundamental shortages—these factors stacked together have driven this rally.

Numbers speak even louder. Since the beginning of the year, silver has surged over 170%, reaching a high not seen since 1979. But there's an interesting irony here: the AI chip boom has boosted Nvidia's valuation while also heavily consuming silver. Data centers' demand for this metal is growing, with global inventories falling to multi-decade lows. Supply-side constraints and increasing demand have naturally propelled prices higher.

"Gold for the poor" has become a high-risk, high-reward trading instrument. Large amounts of capital are withdrawing from overhyped tech stocks and flowing into hard assets like precious metals. But everything has two sides—after a sharp rise often comes a sharp fall. Silver once plunged, and risk signals are already flashing.

The question now is: is $4.65 trillion the start of a new wave of market movement, or the final peak of prosperity? Is this an opportunity window opening, or has the bubble reached its limit?

BTC-0,02%

ETH-0,15%

ZEC2,62%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
4
Repost
Share

Comment

0/400

GweiWatcher

· 11h ago

Silver's 170% increase is truly amazing, but I still trust BTC a bit more; hard assets can never compare to decentralized ones. --- The central bank has been hoarding gold, what does that mean? They’re also scared. The rise in precious metals allocation might actually be bearish for traditional finance. --- Supply chain bottlenecks and soaring prices—this logic can also apply to crypto. Privacy coins like ZEC should have already taken off. --- Making a profit from sharp rises and falls is basically a game of capital rotation; there are no truly safe-haven assets. --- Nvidia being surpassed by silver, haha. A few years ago, that was unimaginable. The tech stock bubble is indeed a bit outrageous. --- Good question, but I think this isn’t a bubble issue. It’s everyone trying to find a way out. BTC is the ultimate answer. --- 4.65 trillion is just a drop in the bucket compared to global M2; it’s just an appetizer. The ceiling for precious metals is right here. --- Silver’s demand for Nvidia’s chips actually proves that industrial demand is the real king, not hype. --- While central banks are frantically hoarding gold, we are hoarding coins. The pattern is completely different.

View OriginalReply0

LostBetweenChains

· 11h ago

Silver's 170% surge is truly incredible, but it feels a bit like a desperate struggle with funds finding no exit. Supply chain bottlenecks, inventory hitting bottom, AI consuming aggressively—this logic isn't wrong, but there's probably no business in the world that only goes up and never down... The central bank has been buying gold; maybe this signal is hinting at something? A sharp rise must be followed by a sharp fall. I bet this is the last frenzy before the peak. Hard assets do indeed hedge against inflation, but the figure of 4.65 trillion sounds just ridiculous... Silver surpassing Nvidia? That ranking will reverse in a few days, believe it or not. Funds are fleeing from tech stocks into precious metals, basically betting on a rate cut by the Federal Reserve. The core issue is still liquidity.

View OriginalReply0

FOMOSapien

· 11h ago

Silver surged by 170%, it's crazy, but it feels like a massive capital flight. Tech stocks are too expensive and need to be smashed... --- The central bank has been buying gold, and silver inventories are hitting bottom. This rhythm is just like BTC back in the day. --- Nvidia being suppressed by silver? Laughable. AI chips are actually consuming silver supply, and this irony is off the charts... --- Breaking below $80, should we go all in? All risk signals are flashing. --- Hard assets are sucking blood wildly. Is this a real opportunity or just another round of bubbles? Honestly, I can't tell. --- Gold for the poor has become a trading tool. Are retail investors about to get cut again? --- Money fleeing from tech stocks is pouring into precious metals. The Fed's move is really ruthless. --- $4.65 trillion, oh my god. Is this the starting point or the peak? Nobody really knows. --- Silver once plunged, and those holding it now are definitely panicking. With such high risk, who dares to buy the dip? --- Supply bottlenecks and increased demand. This rhythm is just like limited-edition products; no way the price won't soar.

View OriginalReply0

MysteryBoxOpener

· 11h ago

The recent surge in silver is unbelievable, does it really surpass Nvidia? Tight supply is indeed a real issue, but can this price hold? The central bank has been buying, this is the strongest support, right? Bubble signals are all flashing, still daring to chase the high? Crazy. Based on the logic of BTC, hard assets are never outdated. A sharp decline is really coming soon, those shorting silver are waiting. 170% increase, the highest since 1979, this is truly a screen-breaking event.

View OriginalReply0