2025-12-28 04:20:40

Looking at the recent surge in silver, the logic is actually similar to how each rally in Bitcoin's new highs pulls up altcoins.

Some attribute the sharp rise in silver to AI industrial demand, but that doesn't make sense—during the hottest period of the AI concept in 2024, it didn't move much, and it only followed when gold hit a new high. The fundamentals of precious metals haven't really changed; essentially, it's the capital spillover effect after gold's inflow.

The crypto market has indeed been lukewarm recently, but I still remain optimistic about Bitcoin's performance in January. The logic is simple: gold's leading position among precious metals is like Bitcoin's role in crypto assets. Once the market hype around the "digital gold" concept of gold picks up, capital will naturally flow here. History shows that such rotations often accompany rebounds.

BTC0,53%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

7 Likes

Reward
7
4
Repost
Share

Comment

0/400

MoneyBurnerSociety

· 8h ago

Ha, it's another capital outflow drama. Gold is fully fed, now it's silver's turn; Bitcoin is fully fed, now it's altcoins' turn. I can catch this routine with my eyes closed. Wait, that set of AI demand rhetoric is really absurd. When it was hot last year, silver was sleeping. I'm optimistic about Bitcoin in January, the leading effect is just like that. But on the other hand—our industry's biggest characteristic is that it often moves opposite to the standard timing signals. When I say it's good, it often means the signal is reversed.

View OriginalReply0

EternalMiner

· 9h ago

Haha, I understand the concept of capital spillover effects. Silver is just a follower of gold.

View OriginalReply0

quietly_staking

· 9h ago

Haha, this wave of silver is just follow-the-leader trading, and the capital outflow effect is indeed correct. The leading position of gold has indeed driven the market up, but when will the crypto circle catch up with the rhythm? It's already good if Bitcoin can rebound in January; don't expect too much. The logic of capital rotation sounds good, but it changes its tune at critical moments. Honestly, the fundamentals of precious metals haven't changed, yet they just follow the rise—this is pure speculation.

View OriginalReply0

WenMoon

· 9h ago

Hmm... Silver is just riding the coattails this time, basically eating the leftovers of gold.

View OriginalReply0