2025-12-28 15:00:12

#数字资产市场动态 Can Silver's surge challenge Bitcoin's throne? The Q1 2026 asset race is worth watching.

Numbers speak: Silver soared 169% this year, with a market cap surpassing $4 trillion at one point, approaching BTC. Even more impressive, China began tightening exports on January 1, controlling 60-70% of global silver supply—this move caused silver mining companies like Hecla Mining to see their stock prices jump 170% over two quarters. Institutional investors are also taking action, controlling 50-60% of silver inventories.

On the other hand, Bitcoin ETFs experienced net outflows of $782M around Christmas. This isn't just small fluctuations. Is this a short-term risk-off move, or are funds really shifting significantly?

What to watch next? The enforcement of China's export controls, the Federal Reserve's stance in January, and when ETF funds will reverse. These signals will directly influence asset allocation strategies in 2026. Who ultimately wins could change many investors' outlooks.

BTC0.09%

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POAPlectionist

· 5h ago

Silver 169% — this data is really impressive, but to be honest, it feels like institutions have some issues with stockpiling lately.

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BTCRetirementFund

· 5h ago

Silver is rising so fiercely, but I still think BTC's position is hard to shake... This move might just be institutions shaking out and creating momentum, waiting to harvest the retail investors.

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rekt_but_resilient

· 5h ago

Silver's 170% increase relies on supply chain bottlenecks, while Bitcoin depends on faith. Comparing these two is a bit like trying to cut a boat with a knife. ETF outflows of 782M indicate that the panic selling is happening, and the real slaughter will occur when the market reverses. China's export controls are playing it perfectly; institutions are hoarding 50-60% of their inventory, waiting to raise prices... It feels like another wave of retail investors will be squeezed again. Looking at market performance in Q1 2026, I bet that a shift by the Federal Reserve will push up BTC, and silver will be just a fleeting moment.

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WalletWhisperer

· 6h ago

ok so that $782M outflow is giving major distribution phase energy... institutions aren't rotating into silver for fun, they're reading the tea leaves on something bigger. the wallet clustering data would be *chef's kiss* right now but nobody's talking about address profiling. that's where the real tell is

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