2025-12-29 11:24:06

Starting in 2025, silver's performance has directly outpaced the entire crypto market by several lengths. Since the beginning of the year, it has risen by 173.89%, and within a week, it can surge by 10% in a single day. Its market capitalization has increased by $400 billion in just a few days. Currently, silver's total market cap has surpassed $4.4 trillion, successfully ranking among the top four global assets.

What does this mean? A single day's increase in silver is equivalent to ETH's current total market cap of around $350-360 billion, roughly one-quarter of BTC's total market cap ($1.75 trillion). This extreme market condition has indeed reshaped many people's perceptions of the market.

The driving forces behind this are not hard to understand: the risk-averse demand under geopolitical tensions and the industrial demand for silver in the new energy sector are resonating, which is the main reason for the surge. Interestingly, from a technical perspective, BTC's current price trend and the pattern before silver's breakout are almost identical—a long-term period of oscillation and accumulation of volume.

This wave of over 170% increase in silver has provided many analysts with a reference value. The general market consensus is that if BTC replicates this breakout rhythm, it could reach $400,000 per coin by the end of 2026.

However, whether this target can be achieved depends on two hard conditions: first, BTC must effectively break through the critical resistance level of $100,000; second, the Federal Reserve's monetary policy must truly shift to easing, so liquidity can follow. Currently, BTC hovers around $89,000, still a considerable distance from the $400,000 target. This surge in silver has given the crypto community a new asset allocation reference and also serves as a reminder to the market to stay attentive to subsequent developments.

ETH-0.74%

BTC-0.44%

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ThesisInvestor

· 3h ago

Silver has already increased by 170%, and we're still here discussing whether BTC can break ten thousand... the gap is a bit too big. --- Wait, will the Federal Reserve really print money? That's the key. --- 400,000? Is it just a dream or is there really a chance? --- I buy the logic of industrial demand + safe-haven demand, but copying the exact same trend? The market isn't that simple. --- Silver worth 4.4 trillion can surge, indicating that the market is still looking for a way out. This is actually an opportunity for the crypto space. --- Breaking ten thousand is a hard target, but now that it's already at 8.9 thousand, it feels like it's almost there. It all depends on how the next one or two weeks perform. --- Honestly, the reference value of silver might be overestimated, after all, it's a physical asset, and BTC's logic is completely different.

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BlockchainBouncer

· 3h ago

Wow, silver is so powerful? Even more exciting than the crypto world. Looks like we need to learn how to diversify across sectors.

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OnchainDetective

· 4h ago

Silver has surged by 173%, while our crypto circle is still dawdling here. It's definitely time for reflection. If BTC can truly keep up with silver's pace, reaching 400,000 is not just a dream, but the precondition is that the Federal Reserve stops causing trouble. This wave of market movement has refreshed our understanding; the safe-haven attribute of traditional assets remains an absolute trump card. Only when it breaks through 100,000 can we see whether BTC is truly taking off or just a fleeting moment. The example of silver tells us that sometimes, the ones who benefit passively are traditional finance. Liquidity is the decisive factor; everything else is just clouds. Honestly, the market now is less about technical analysis and more about who can survive longer. Looking at how silver accumulated strength over the long term before exploding, this logic also applies to BTC. An increase of over 400 billion USD in market cap—this is an astronomical figure in the crypto world.

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GweiTooHigh

· 4h ago

Silver up 173%? Damn, this is crazy, even more exciting than our crypto circle. --- Wait, does this mean BTC can also be replicated? I believe 400,000, but only if the Federal Reserve really loosens up. --- A single day's increase equals the market cap of one ETH. This data sounds exaggerated, is it real? --- So is this the Silver Age now? Should we rename the "Howling Wolf" community? Haha. --- This idea that technicals are just templates... It always feels like armchair strategizing afterward. --- Breaking $100,000? It can fly? We're stuck at $89,000 now, feels like we have to wait a long time again. --- I understand the need for risk aversion, but if silver is rising so sharply, shouldn't we pay attention to non-crypto assets? --- This logic has long been ridiculed in the crypto world, but silver actually did it—ridiculous. --- The Federal Reserve's policy hasn't shifted, so everything's pointless, right? We're just waiting for that signal. --- $400,000 sounds comfortable, but honestly, I'm more concerned about when BTC will hit a new all-time high again.

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WenAirdrop

· 4h ago

Silver taking off, why does it feel like the crypto circle is being hit with a dimensionality reduction? 173% brother BTC is still struggling at 89,000, while silver has surged 10% in a week. The gap is a bit outrageous Wait, this $400,000 expectation... Will the Federal Reserve really loosen monetary policy? I’m not so sure anymore The safe-haven demand for silver is indeed strong this time, but the crypto circle still needs policy support to back it up This chart template idea is interesting, but can BTC replicate it? It doesn’t seem that simple Breaking 100,000 is the baseline, otherwise all other discussions are pointless Asset allocation reference? Indeed, it’s time to look at silver; it feels like it’s been left far behind

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