Silver's above-ground buffer is rapidly vanishing amid AI demand and prolonged deficits. Vera Rubin uses over 60% more silver than Blackwell, and AI consumes silver including reclaimed supply. 2027 will be the seventh consecutive deficit year, while a new mine takes about ten years from scratch to first pour. An inflection in silver will come. x.com 

Silver's supply cannot keep up with demand. It has run a structural deficit every year since 2021, with demand exceeding supply by 100-250 million ounces annually. Industrial demand hit a fourth straight record of 680.5 million ounces in 2024, up 39% from 2016, driven by solar panels, EVs and AI hardware. About 70% of silver is mined as a byproduct of copper and zinc, so supply cannot simply respond; the 2021-2025 deficit totals about 796 million ounces, roughly 25% of a year's mine output. … Show more

Silver's bearish signal is the huge number of likes on Rashad Hajiyev's $200 call, pointing instead to $20 over the next three years. The final low is due in late 2029 to early 2030 under the dominant seven-year cycle, whose lows came in 2001, 2008, 2015 and 2022; the 2020 Covid low was an anomaly, not a four-year cycle. x.com  x.com  x.com 

Gold and silver may benefit if yields ease a little further from their local high for a while longer. The FOMC meeting and minutes could be good for both. x.com 

Central-bank stockpiling adds demand for gold amid market weakness. WatcherGuru, citing Fortune, reports central banks buying four times more gold than usual and moving it out of the US. Similar silver buying is suspected, not established; both metals remain favored. x.com 

Silver will dump along with gold, stocks, bonds and bitcoin when markets open Monday, as macro stresses hit all at once. The Fed just confirmed rate hikes are back on the table, Iran violated the ceasefire as the US reportedly struck it (per Kalshi), Japan and China are cutting Treasury exposure, and the AI bubble is starting to collapse. Monday could be the worst day of 2026. In the worst case, oil goes parabolic, yields spike and liquidity vanishes. x.com 

Silver is the next leg of the falling-value-of-money trade and is about to rip, because its freely tradable market has become so thin that a handful of buyers can move it violently. Its borrowing cost spiked from under 1% to nearly 40% in a week. What thinned it isn't reversing: the US Treasury stockpile hit zero in 2002, photography demand has already shrunk, and byproduct mining can't respond. Against the money supply, gold is back to 42% of its 1980 level but silver only 11%. x.com 

Silver can stabilize around its previous cycle all-time high, but the long-term bull case is limited because its scarcity is nowhere near that of gold or bitcoin. x.com 

Rising oil worsens inflation and puts Fed rate hikes back in focus, making non-yielding gold and silver less attractive. Investors are also selling metals to meet margin calls. An estimated $1.83 trillion in combined value was wiped out over recent sessions; both metals remain under pressure as long as oil keeps rising and rate-hike expectations stay high. x.com 

Washington's debt makes energy stocks, silver and Bitcoin worth owning as things it cannot print. Debt is $40.4 trillion after a $2.4 trillion annual increase; interest is $1.05 trillion. Energy firms keep paying dividends despite pension-fund selling. Silver requires patience; Bitcoin's supply is capped at 21 million. Oil stocks fall when oil crashes, silver can stagnate for a decade and Bitcoin can halve. A $10 million-$20 million Bitcoin price in 2046 is a working hypothesis, not a promise. … Show more