2026-01-21 17:24:04

Gold breaks below the $4590 mark, while silver plunges 4% in a single day, causing a sharp turn in the precious metals market. The expected inflation trading logic, why the sudden change? Is this a short-term technical correction or a complete reversal of market narrative?

Observe the market, three core signals are hidden behind the scenes.

**Signal 1: Profit-taking collective escape**
Previously, precious metals surged sharply, and large funds began "locking in profits" by selling off, triggering a chain reaction. This is a typical profit-taking behavior at high levels.

**Signal 2: Continued suppression of U.S. Treasury yields**
Expectations for "higher for longer" interest rates continue to heat up, constantly draining gold's safe-haven appeal and appreciation potential. Rising U.S. Treasury yields exert direct pressure on precious metals.

**Signal 3: Market sentiment is extremely sensitive**
Currently, we are in a critical period of bulls and bears fighting, and any slight movement could trigger panic selling, making market sentiment unstable.

But it is worth noting that this looks more like a halftime break rather than the final whistle. The underlying logic of inflation trading has not changed—surging global demand, lingering geopolitical risks, and expectations of a Fed leadership change still provide fundamental support for precious metals.

The data is clear: gold down 0.58%, silver down 4.00%, U.S. Treasury yields continue to rise, and market sentiment remains unpredictable. A sharp decline is both a risk and an opportunity.

Focus on three key directions: whether gold breaks below critical technical levels, the subsequent trend of the dollar and U.S. Treasury yields, and next phase inflation data and Fed statements. When volatility intensifies, clear judgment is more valuable than blind operation.

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ReverseTrendSister

· 12h ago

Here comes the same old trick to cut leeks, big funds eat the meat while we drink the soup --- The 4% drop in silver this time is basically a knife to the shorts --- Talking about halftime, I think it's just a signal to unload, get a clear-headed judgment --- Higher and longer interest rates? Then what's the point of my safe-haven assets --- Profit-taking is just a code word, translated it means the big players are about to dump --- Opportunity? Ha, the last time I heard that, I lost two months' salary directly --- With US bond yields suppressed all along, it's no wonder gold can still rise --- The most terrifying period is when bulls and bears are fighting, no one knows what will happen in the next second --- Technical levels, inflation data, Federal Reserve statements, these are all smokescreens, mainly depends on the mood of the big players --- When volatility intensifies, it's the best time to cut losses, not an operational opportunity

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ILCollector

· 01-21 17:52

Here we go again with the pump and dump. This wave of decline is just institutions dumping and shaking out the market. To put it simply, retail investors are always the bag holders. This time silver dropped 4 points, how many people got liquidated... As soon as US Treasury yields rise, everything is over, and gold's safe-haven property also becomes worthless paper. But to be fair, the underlying logic hasn't changed, which does make some sense—it's just whether this wave hurts or not. The key still depends on what the Federal Reserve plans to do; those folks' every move makes the whole market tremble. I just want to ask, is this really a halftime break or are we just going straight to GG? Once the technical levels break, you have to run. There's nothing more to say.

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PanicSeller

· 01-21 17:48

Large funds are again cutting leeks, and silver drops 4% causing a collective panic. --- Stop bragging, it's just the panic of those who bought at high levels. --- The surge in US Treasury yields has wiped out all precious metals; everyone can see this logic clearly. --- Half-time break? I think it's starting to turn into a big show. --- Profit-taking and market sensitivity, in plain terms, no one dares to take the risk. --- I'm curious whether this drop can bounce back this time. --- Is the inflation logic unchanged? Then why did it fall so sharply? That's a lie. --- Clear-headed judgment vs. blind operation, the premise is to have clear analysis, ha ha. --- Risks and opportunities appear simultaneously; it depends on whether you lose or make money. --- Can the expectation of a change in Federal Reserve leadership really support precious metals? Feels uncertain.

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HashRateHermit

· 01-21 17:47

Large funds are fleeing, retail investors are again left holding the bag --- Silver drops 4%, now that's really painful --- Is it profit-taking again? Same excuse every time --- Half-time break? Probably heading into overtime --- U.S. Treasury yields are rising, gold is cooling off --- Risk and opportunity coexist, sounds like there's not much confidence --- Clear-headed judgment is valuable, but those who are sober have already left --- The battle between bulls and bears is so intense, I’ll just watch and not move --- Is the inflation trading logic still valid? I think it's just fooling ourselves --- This drop is minor, but I'm worried there might be more to come --- Waiting for the Federal Reserve's statement, for now it's all nonsense --- Why did silver drop so sharply? Feeling a bit anxious

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CryptoCrazyGF

· 01-21 17:36

Here comes the rhythm of chopping leeks again, is it really that honest for big funds to just pocket the gains? --- Silver drops 4% without a breath, what about halftime? I feel like the market is turning. --- Really, I can also feel the sensitivity of this wave of sentiment, the group is full of anxious voices. --- U.S. Treasury yields are acting up again, gold's safe-haven attribute is a bit disappointing. --- Wait, the inflation logic hasn't changed, the underlying support is still there? Then why is it falling so sharply? --- Clear-headed judgment > blind operation. To put it simply, no one wants to get chopped. --- Opportunities? I think it's more like mostly traps. --- During such volatility, it's easiest to fall into traps; you need to keep an eye on those key technical levels. --- Geopolitical risks, Fed chair changes—seems like the market has already digested most of it. --- Silver plummeted 4% in a single trading day, how much panic does that take to cause such a crash?

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AirdropHunterWang

· 01-21 17:26

Here we go again with the tricks, taking profits when they come, don't keep adding all those fancy moves --- Silver drops 4% and then starts telling stories, really overthinking it --- Half-time break? Uh... feels more like a sign of preparing to accelerate the decline --- US Treasury yields are truly vampires, when will gold turn around --- Clear-headed judgment vs. blind operation, sounds nice, but isn't it just gambling on probabilities --- I don't think this is a correction, it's time to wake up --- Has the logic of inflation trading not changed? Then why is it being hammered so hard --- Where is the key level? Are there specific numbers, don’t give me metaphysics again --- Geopolitical risks still exist... how come precious metals are still falling, that logic doesn’t add up --- Opportunities? I only see losses in the screenshot

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