2025-12-28 13:21:46

Silver's performance this year has left many traders stunned. This weekend, spot silver broke through $79 per ounce, with an annual increase of 174%; gold is also on fire, soaring to $4530 per ounce, up 72% year-to-date, marking the strongest performance since 1979.

In contrast, Bitcoin, once hailed as "digital gold," has remained stagnant around $88,000, showing even slight weakness throughout the year. This stark contrast is indeed worth pondering.

**Why is silver so strong?**

Silver's rally this year can be described as "high-leverage gold." The main reasons behind this are threefold:

1. A sharp rise in industrial demand is the primary driver. By 2025, the proportion of industrial silver usage has surpassed 60%. Emerging industries like photovoltaics, electric vehicles, and AI data centers are increasingly hungry for silver. Its excellent electrical and thermal conductivity make it an indispensable material in the global economic transition.

2. The supply-demand gap is widening continuously. The silver market is experiencing structural tightness, with global deliverable inventories reaching historic lows. High-quality silver ore resources are becoming scarcer, and mine supply heavily depends on the extraction of associated minerals, leading to natural supply shortages. Market forecasts suggest that silver will enter its fifth consecutive year of supply deficits in 2025.

3. Liquidity is inherently weak, and market capacity is small, which means that when capital flows in, price volatility is amplified. These factors together have created this year's "perfect storm" for silver. In comparison, although Bitcoin is more well-known, it seems to have lost its starring role in this market rotation.

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Degentleman

· 9h ago

Silver 174% surge is incredible. Why is Bitcoin still sleeping? --- So, real economy demand is the real king. No matter how much the crypto circle blows it up, it’s useless. --- With stockpiles running out and industrial demand, this wave of silver really has something. --- Now I regret not holding a heavy position in silver. Seeing this increase makes me feel uncomfortable. --- Low liquidity has actually become a booster. This logic is perfect. --- Gold and silver are both taking off. Why is BTC still just lying there? --- Photovoltaic, electric vehicles, AI—all need silver. The demand is really not just hype. --- Supply gap has persisted for five consecutive years. No wonder it’s surged like this. --- Bitcoin losing to silver is something we need to reflect on seriously, brothers. --- Funds have flowed into physical commodities. Why is the crypto world still making up stories?

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FloorSweeper

· 9h ago

Silver has already increased by 174%, and we're still waiting for BTC to rebound. This feeling is a bit intense. --- The industrial demand is real; AI data centers are going crazy for silver. --- Supply gap for five years? Then why aren't mining companies expanding production? --- Now I finally understand what "wealth hidden in metals" means. White silver should have been valued earlier. --- BTC has truly fallen out of favor; funds are flowing into hard assets. --- 174%... I was still hoarding BTC last year, I'm really stunned. --- Even with weak liquidity, it can still be driven up so much. The amount of capital involved must be terrifying. --- Bitcoin's fame is overrated. Now everything depends on silver's mood.

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ForumMiningMaster

· 9h ago

Silver's recent performance is truly impressive; honest fundamental investing has beaten the so-called digital gold. But to be fair, is industrial demand really that essential? It feels more like hype. The low inventory levels are indeed impressive; I should have stocked up on silver earlier. Bitcoin is a bit awkward now, being countered by traditional commodities. What does a 174% increase indicate? It shows that I am too inexperienced and didn't get in on time. This is the power of supply scarcity—understand market principles. The combined push of photovoltaics and new energy has given silver a great boost. Why can't I just spot these opportunities? So frustrating. If silver truly remains scarce for many years, it will continue to rise. Honestly, the story of Bitcoin has been told so many times. Its small market capacity can actually be an advantage, as capital inflows can directly drive prices up.

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BlockchainFoodie

· 10h ago

wait, so silver's basically the farm-to-fork verification of commodities rn? 174% is absolutely unhinged... like imagine if we had proof-of-freshness for industrial demand the way we do for blockchain – supply chain transparency would show this shortage coming from a mile away

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SnapshotStriker

· 10h ago

Silver has truly been incredible this time, with industrial demand + supply gap. How can Bitcoin, this digital gold, dare to stay idle? --- The supply and demand gap has reached a historic low. This is true scarcity, unlike those coins that rely on hype. --- 174% surge—crazy! New industries like photovoltaics, electric vehicles, and AI are really gobbling up silver. --- Bitcoin is still trudging along, while silver is taking off directly. Who would have thought this rotation? --- Industrial real demand vs. digital imagination— the gap is not just a little, but significant. --- A five-year continuous gap, inventory bottoming out, and capital rushing in can cause explosive growth. That’s true scarcity. --- Once digital gold, now a digital burden; silver, on the other hand, is teaching us a lesson. --- Conductivity and heat conduction are hard demands, definitely more reliable than those虚的 things. --- Small market capacity and weak liquidity have instead become catalysts for growth. Capital inflows directly push prices up.

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CryptoWageSlave

· 10h ago

The recent surge in silver is incredible, soaring by 174% directly taking off. Why didn't I get in earlier? --- Bitcoin has been stagnant, really frustrating. What do you call it if not digital gold? Gold has already increased by 72%. --- The industrial demand side has indeed been overlooked. Solar and new energy sectors really can't get enough of silver. --- Inventory is at its lowest point, supply can't meet demand. That's the hard logic, unlike the crypto world which is so虚虚. --- Weak liquidity actually makes it easier for prices to spike and crash. Small wallets should be cautious when playing this. --- So should I now chase silver or wait for a pullback? Any thoughts, everyone? --- Thinking back, silver was only a few bucks last year. Now it's turned upside down. I really regret not paying attention earlier. --- Market rotation can change suddenly. Who would have thought that metal materials are so hardcore? --- Five consecutive gaps. This data is more reliable than Bitcoin mining costs. Gotta admit. --- AI data centers and electric vehicles are both benefiting. Silver is destined to rise.

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