There's a narrative floating around suggesting you should dump silver for Bitcoin because physical silver is cumbersome to move around. But that oversimplifies what's actually driving silver demand right now.

Let's be clear: silver isn't just a store of value play. It's the conductor of choice in electronics—the element's electrical conductivity is unmatched in industrial applications. We're talking circuit boards, solar panels, RFID chips. The real story here is supply constraints hitting a critical industrial metal, not a mobility issue.

Bitcoin and silver serve fundamentally different purposes. One is digital scarcity designed for frictionless transfer. The other is raw material shortage meeting persistent manufacturing demand. The spike in silver prices reflects production bottlenecks and growing industrial consumption, not investment capital fleeing traditional assets. Missing that distinction gets you caught offside on the actual thesis.