Silver's recent performance has been amazing—soaring over 60% in just two to three months, and the market sentiment is a bit crazy.

The story behind it is actually quite interesting. Russia has recently been promoting a silver standard, while India intends to use silver as a tool for settling crude oil, which has directly increased the demand for silver. At the same time, Indian farmers are also hoarding large amounts of silver, with a very straightforward purpose - to hedge against the risk of rupee depreciation. These combined factors have created significant support for the silver market.

But what is truly interesting is the bigger picture. Global funds are now seeking new value anchors. On the dollar side, the issuance of U.S. Treasury bonds is growing at an alarming rate, which actually reflects the limits of credit expansion. When the traditional monetary system comes under pressure, funds begin to flow towards physical assets—gold, silver, copper, platinum, and this basket of commodities has all become targets for safe-haven investments.

Ultimately, metal resources are evolving into a new haven for global liquidity seeking. Once, gold was the anchor of currency, but now, gold combined with silver, copper, and other industrial and precious metals has formed a new asset basket. This trend is unlikely to change in the short term and may even continue to strengthen. For investors who are optimistic about physical assets, this wave of market activity is indeed worth paying attention to.