Quinten
Chief Business Officer at Lokal Spot, Author of De bitcoinrevolutie
Silver is an amazing long-term hold, and its price after the euphoria washed out is a far better entry than the top. Queues at bullion shops and a parabolic chart signaled the top, and silver has since fallen 46%. A better entry may still come, but for those who want exposure, scaling in now makes sense given the discount. x.com x.com x.com x.comÂ
Silver's supply shortfall should ultimately help drive its price higher. A commenter cites a projected 46.3 million-ounce deficit in 2026, the sixth consecutive annual shortfall. Supply should remain tight in coming months, though negative trading and fear of further losses are driving investors to sell for now. x.com x.comÂ
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.comÂ
Silver is worth exiting completely over time, selling into the next major pump with no rush. Over the long run it does not keep up with inflation, gold or bitcoin, and it carries ridiculous buying and selling fees and low liquidity. x.comÂ
Gold and silver are setting up for a metals mania, with the bottom already put in back in July. Gold shows a bullish divergence and an engulfing candle poking into a real breakout, and markets will soon see a 25bps dovish hike as no different from holding rates. Silver has an inverse head-and-shoulders attempting a fresh breakout and is about to outpace the dollar for the first time since last year; the last such rotation saw silver surge 190%. The bear case is $80/oz. x.com x.comÂ
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.comÂ
Bitcoin's fixed 21 million supply makes it preferable to oil, gold and silver, whose higher prices encourage more production. Sell those three commodities and buy Bitcoin. A gold-normalized historical scarcity-resistance ranking scores silver 83.6 and WTI oil 72.1 against gold's 100; it tracks historical loss of purchasing power to Bitcoin, not physical scarcity. x.com x.com x.comÂ
Silver has unlimited upside because its supply is limited while almost every technology needs it, from drones and chips to solar. It is in a long-term secular trend, and even $1,000 would not hurt that demand. AI's buildout is short of copper, silver and energy after years of underinvestment, which forces a period of commodity inflation. Moves will be episodic and violent: the fall from $120 to around $60, now $78, was not a bubble bursting, and sellers who exit early get another chance. … Show more
Silver could surprise to the upside after losing over 50% of its value, precisely because everyone now agrees it will go lower. x.comÂ
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.comÂ
Silver is the only hard asset with a legitimate AI demand story, making it the most differentiated setup in commodities rather than cheaper gold. Central bank dynamics provide a monetary floor, while solar, electronics and data center components add industrial demand. @ThiedeInvests expects Warsh to cut twice by year end and sees gold and silver near their floor. x.comÂ