2026-01-04 04:24:05

2025 is about to come to an end, and the US Dollar Index has fallen by about 10%. Meanwhile, the precious metals market has been thriving. As we enter 2026, how long can this trend last? The answer might be more optimistic than you think — but only if there are no unexpected reversals.

Let's look at the logic first. The Federal Reserve continues to cut interest rates → the US dollar remains under pressure and weakens → commodities priced in dollars become relatively cheap → international capital flows in → silver, gold, and other precious metals continue to rise. This chain seems smooth, but what markets fear most is never the trend itself, but when the trend might turn.

Silver's gains have already been significant. Industrial users will start looking for alternatives. Can electronic manufacturers reduce their silver usage? Once there's an answer to this question, demand might loosen. Capital flows are also a variable — if profit-taking actions from short-term gains become concentrated, the rally in precious metals could become fragile.

So, 2026 looks full of opportunities but also hidden traps.

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SoliditySurvivor

· 16h ago

Silver's recent surge has been too fierce, and the industrial sector has long been considering alternatives. Once there's a breakthrough demand, it's game over. This logic seems perfect, but I'm just worried about black swan events. If the Federal Reserve's attitude shifts, everything could turn dark. The moment profit-taking becomes intense is the real kill zone. By then, it will be too late to regret. I believe in the dollar devaluation, but how long precious metals can hold up is really uncertain. Before any reversal, it's all just a dream. Whether 2026 is chicken or noodles depends entirely on that one move.

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DefiPlaybook

· 16h ago

Thinking that gold will always rise when the dollar drops 10%? How long this logic can hold, honestly, depends on how the Fed spins the story [dog head] At the moment the trend reverses, the speed at which profit-taking sells off can leave your face swollen Regarding silver substitutes, someone has already been testing this. If industrial usage drops by 20%, this round of gains will quickly top out No matter how smooth the chain is, it can't withstand tightening liquidity. The previous wave of liquidity mining also died this way Keep an eye on 2026, don't be blinded by the "optimistic premise"

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OnchainGossiper

· 01-06 06:42

The US dollar drops 10%, and precious metals are soaring, but silver's recent rally has been a bit too aggressive. As soon as an alternative appears, it starts to falter. Profit-taking during dense profit realization is the real killer move. By 2026, we'll see whether the Federal Reserve is going to stir up trouble.

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NFTRegretful

· 01-04 04:54

When the US dollar drops 10%, precious metals take off. The logic sounds smooth, but it's too linear... As soon as industrial substitutes appear, everything collapses. I'll hold and watch this wave for now.

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SolidityStruggler

· 01-04 04:54

Hmm... The dollar falls while silver rises, sounds good, but basically it's betting that interest rate cuts can continue indefinitely. If it reverses, you'll suffer huge losses. I just remembered about substitutes. During the chip shortage a couple of years ago, the industrial sector was also frantically looking for alternatives. When industrial demand for silver loosens, it's indeed risky. Profit-taking is the real killer; when sentiment shifts, retail investors will be flooded with blood. But on the other hand, if the Federal Reserve doesn't cut rates, forget 2026, it's time to run now.

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SillyWhale

· 01-04 04:44

Silver prices are rising so rapidly, the development of substitutes must accelerate. Once demand loosens, it will be over. I'm quite skeptical about this round of market, what's the point of being optimistic? Reversal can happen in an instant. The dollar is weak, that's a fact, but don't forget that profit-taking can come crashing down at any time, it's very fragile. Feels like 2026 is more like a casino, opportunities and traps are separated by just a sheet of paper. No unexpected reversal? Uh... easy to say, when will the market ever be free of surprises? Logical clarity is one thing, but I'm worried that a turn in liquidity could force everyone to get out. I'm quite focused on silver substitutes; this is the real killer move. If short-term profit-taking occurs intensively, precious metals could be smashed through in minutes. This logical chain is too idealistic; reality is often much more brutal. Did the bottom-fishers get in? I feel something might go wrong.

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pumpamentalist

· 01-04 04:39

Silver's recent surge is too fierce; it feels like alternative solutions have already been in development for a while. --- The dollar depreciated by ten points and then everyone started touting precious metals as forever rising; that logic is quite naive. --- Exactly right, profit-taking appears immediately with a drop; I've seen this happen too many times. --- What's so optimistic? Reversals happen in the next second—it's a gambler's mentality. --- Can we really rely on the Federal Reserve not to cause chaos by 2026? Is that even possible? --- Trend reversals are unpredictable; the only thing you can do is run fast. --- Will industrial demand really seek substitutes? Or is it just another scam to fool retail investors? --- Intensive capital profit-taking is the real killer move; when that happens, precious metals will have to fall.

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ContractTester

· 01-04 04:37

Silver has surged so strongly, major manufacturers are definitely pondering how to replace it, fearing a sudden technological breakthrough one day... That's right, the biggest surprise is when things go as expected. It feels like the US dollar has really weakened this time, but do you dare to chase after precious metals at this level? Profit-taking will eventually happen, it all depends on who gets out first. The logical chain is perfect, but the market has never been logical. Once silver's industrial demand loosens, the entire market will collapse. Stop talking about optimism, I've already started reducing my positions. Only when there's truly "no unexpected reversal" can you make money; this premise is a bit harsh.

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GateUser-4745f9ce

· 01-04 04:29

Silver's recent move is indeed fierce, but do you really believe in that substitute logic? I haven't heard of industrial sectors finding replacements. Everyone is thinking that Fed rate cuts will lead to precious metals rising, but little do they know that once profit-taking and capital withdrawal happen, it's just a "beautiful scam." The dollar being weak is a fact, but what's the black swan in 2026? If you can't think of one, it feels dangerous. Anyway, gold prices are so high now, you should reduce your holdings on rallies and not get caught up in optimism.

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PonziDetector

· 01-04 04:28

It's that same "trend smooth" phrase again, but the ones who really make money are always those who operate in the opposite direction. The matter of silver substitutes has been considered by the industrial sector for a long time; this is nothing new. As soon as profit-taking clusters and stops, you should start considering the cost of taking the hit.

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