Traders are forcing macro risk through metals rather than crypto, with silver volatility spiking on physical tightness while bitcoin stays trapped in a low-volatility holding pattern.
Peter Schiff has warned that Bitcoin could suffer the opposite fate of silver after the metal posted a sudden, sharp rise. Based on reports, traders and analysts are debating whether the move in silver marks a broad shift back to real assets or a brief, crowded trade that may unwind quickly. Related Reading: Bitcoin Rules The Decade: Outshines Gold And Silver, Analyst Says Silver’s Rapid Climb According to trading data, silver jumped more than 10% in a single session and rose from about $78 to $79 in roughly ninety minutes. Spot silver climbed 18% last week to close at a record $79.31 on thin post-Christmas volume and its new status as a strategic metal. Reports have disclosed that this rally is being driven by a supply deficit and Washington’s decision to classify silver as a critical mineral, not by geopolitics or hopes for US rate cuts. A TradingView chart showed a near-vertical breakout, and a monthly RSI reading reached its highest level in 45 years, a sign of extreme momentum. What is happening with silver may soon be happening with Bitcoin, only in reverse. But since markets tend to melt down faster than they melt up, the time frame for the move should be condensed. — Peter Schiff (@PeterSchiff) December 27, 2025 Tokenized Commodities And Market Value Tokenized versions of metal assets have also gained ground. Based on reports, these crypto-linked commodity tokens are approaching a $4 billion overall valuation, reflecting growing investor curiosity. CompaniesMarketCap data showed silver’s market value closing the gap with NVIDIA, a comparison that highlights heavy institutional demand for metal exposure. Still, tokenized assets remain small compared with spot markets and big ETFs, which means the shift is visible but not yet broad-based. Silver Vs. Bitcoin Bitcoin traded near $87,000 with little movement over the same period, according to CoinMarketCap snapshots, and some market charts show Bitcoin losing relative ground to silver since 2017. A silver-to-Bitcoin valuation model places Bitcoin’s trend value near $394,000, a figure that prompts debate among traders about where each market could go next. The BlackRock Bitcoin ETF’s strong inflows in 2025 point to steady institutional accumulation in crypto, while other indicators suggest Bitcoin’s gains can stall without fresh catalysts. Spot Silver Surge Spot silver’s strong weekly gain has left technicians and strategists split. Some say the move reflects a true supply-demand mismatch reinforced by the US critical mineral designation, which has encouraged long-term buying. Others point to the thin volume after the holidays as a factor that magnified price moves. A closing price reversal top pattern at record highs has been flagged by chart watchers, signaling that a correction could follow after such rapid ascent. These signs, combined with extreme RSI readings, raise questions about the sustainability of the current breakout. Related Reading: Bitcoin Forecasts For 2026 Range From $65K To $250K As Sentiment Hits ‘Extreme Fear’ Technical Warning Signs Market veterans emphasize that fast rallies can reverse quickly when liquidity dries up. Peter Schiff argued that declines often accelerate under pressure, and that idea matters because crowded positions can be unwound in a short span. At the same time, long-term flows into Bitcoin-related ETFs and institutional products should not be ignored; they can support higher prices over time. What traders watch next will be trade volumes, whether silver holds above current levels, and whether Bitcoin regains momentum in the face of metal strength. Featured image from Unsplash, chart from TradingView
According to market commentators, a sharp split has opened between backers of Bitcoin and supporters of precious metals after a year of big moves in both camps. Bitcoin’s long-run gains are being held up as proof it remains the top performing asset, while gold and silver have staged a dramatic rally that has surprised some investors. Opinions are divided and the debate is loud. Related Reading: Bitcoin Forecasts For 2026 Range From $65K To $250K As Sentiment Hits ‘Extreme Fear’ Bitcoin’s Big Lead Since 2015 Bitcoin has climbed about 27,700% since 2015, a figure cited by analyst Adam Livingston. That figure dwarfs the gains recorded for silver and gold over the same stretch, which are roughly 400% and 280% respectively. Livingston argued that even if you ignore Bitcoin’s earliest years, the cryptocurrency still outpaced the metals by a large margin. Some see that as a clear win for the crypto thesis. Others are not convinced. Bitcoin vs. Silver vs. Gold since January 1st, 2015: Silver: 405% Gold: 283% Bitcoin: 27,701% Even ignoring the first 6 years of Bitcoin’s existence for the crybabies who whine about the timeframe comparison… …gold and silver drastically underperform the APEX ASSET.… pic.twitter.com/vdAnatqRKG — Adam Livingston (@AdamBLiv) December 27, 2025 Critics Push Back On Timeframes Gold advocate Peter Schiff told Livingston to focus on a shorter span — the last four years — and said Bitcoin’s moment may have passed. That challenge reflects a wider worry among metal holders that past performance may not repeat. Now do the last four years only. Times have changed. Bitcoin’s time has passed. — Peter Schiff (@PeterSchiff) December 27, 2025 Orange Horizon Wealth co-founder Matt Golliher offered a different angle, saying commodity prices tend to move back toward the cost of making them, and that higher prices often trigger more supply. He also pointed out that sources of gold and silver that were not profitable a year ago are now being mined at a profit. Supply And Macro Forces Driving Prices Gold and silver both surged to new highs in 2025. Reports show gold reached about $4,533 per ounce and silver approached nearly $80 per ounce. At the same time, the US dollar has weakened, with the US Dollar Index down roughly 10% for the year. Several analysts linked those moves to expectations around Fed easing in 2026 and to growing geopolitical tensions that can push traders into scarce assets. Zaner Metals strategist Peter Grant said thinner trading and the Fed outlook helped fuel sharp swings. Surprisingly unpopular opinion: Gold and silver do not need to slow down for Bitcoin to do well. Bitcoiners thinking that needs to happen, are low T, and don’t understand any of these assets. — _Checkmate ????????⚡☢️????️ (@_Checkmatey_) December 28, 2025 Related Reading: Bitcoin Forecasts For 2026 Range From $65K To $250K As Sentiment Hits ‘Extreme Fear’ Bitcoin’s Path Is Not Tied To Metals According to analysts from Glassnode and macro strategists, Bitcoin does not need gold or silver to cool off before it can rise again. James Check, a lead analyst at Glassnode, argued that the assets do not have to trade against one another. Macro strategist Lyn Alden echoed that view, noting the two can both attract demand at the same time and are not strict rivals in practice. Arthur Hayes added that Fed easing and a weaker dollar should lift scarce assets broadly, including digital and physical stores of value. Featured image from Unsplash, chart from TradingView
A sharp jump in tokenized silver trading suggests investors are getting exposure to the metal onchain.
Popular market analyst KillaXBT has shared a bold prediction of a Bitcoin super cycle. After multiple failed “super cycle” calls by other market enthusiasts, the anonymous market expert argues that Bitcoin’s defining breakout has yet to begin, highlighting a key market condition. Related Reading: Bitcoin Short-Term Holders Face Prolonged Pain As Key Metric Stays Red Metal Market Downtrend, Bitcoin Supertrend According to KillaXBT in an X post on December 27, the real super cycle will only emerge when capital decisively rotates away from precious metals and into Bitcoin, marking a generational shift rather than a typical crypto rally. Unlike past “premature” super-cycle narratives, driven more by optimism, the analyst references a budding price structure similarity that indicates a massive Bitcoin price rally ahead. Notably, interest in precious metals is soaring after gold and silver recently reached new ATH prices of $4,500 and $77, respectively. Similar to most analysts, KillaXBT anticipates these precious metals will eventually slip into a multi-year downtrend that will force investors to explore other havens against inflation. In particular, the analyst expects older generations to remain anchored in gold, while a new cohort of capital increasingly chooses Bitcoin as its preferred store of value. As metals underperform, a scarce Bitcoin is tipped to record an unprecedented demand. The analyst draws a historical parallel between gold in early 1972 and Bitcoin’s current position heading into 2027. In this period, Gold entered a powerful multi-year run as capital sought protection from inflation and currency debasement. KillaXBT argues Bitcoin is approaching a similar inflection point and is set to outperform every major asset class in the next cycle. Interestingly, gold, long considered the ultimate store of value, is currently valued at an estimated $31.7 trillion in market cap value. Bitcoin, by contrast, sits near $1.83 trillion. KillaXBT explains that even at a Bitcoin price of $200,000, the network’s market cap would rise to roughly $5 trillion, still about six times smaller than gold, highlighting how early Bitcoin remains in the global asset hierarchy. Related Reading: Ethereum Investors Slide Deeper Into Losses – What The Drop Below $3,000 Means This Is The Last Sub $100,000 Bear Market – Analyst In concluding notes, KillaXBT states that skepticism has accompanied every major Bitcoin rally, consistently peaking just before large upside moves. In past cycles, critics pointed to regulation, environmental concerns, and volatility risks. Today, the fear narrative has shifted to emerging technologies such as artificial intelligence and quantum computing. The analyst suggests that these concerns may once again pressure investors out of the market prematurely. However, KillaXBT is taking a bullish stance as they believe the current phase could represent the final prolonged bear market in which Bitcoin trades below $100,000. However, they warn that investors should expect the supercycle boom in 2027, as 2026 is likely to be a bearish period. Featured image from Shutterstock, chart from Tradingview
Investor flows continue to favor traditional hedges and equities, as bitcoin ETFs extend outflows despite broader markets rising.
Silver left the $50 range in late November and went parabolic into year-end, registering consecutive all-time highs and hitting $72 an ounce on Dec. 24. Gold made a similar run throughout 2025, reaching $4,524.30 the same day. Bitcoin, however, traded at $87,498.12 as of press time, down roughly 8% for the year and 30% from […]
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Bitcoin supporters are warning holders not to rush out of BTC to buy gold even as the metal climbs above $4,000 per ounce. According to market educator Matthew Kratter, Bitcoin’s features — like ease of transfer, clear supply rules, and divisibility — make it a stronger long-term store of value than gold. Related Reading: Bitcoin Feels The Weight Of Quantum Risk Concerns, Industry Leaders Warn Gold Supply Concerns Kratter points to steady increases in the gold supply, estimating it has risen about 1-to-2% annually for decades. Based on that rate, supplies would double roughly every 47 years. That steady growth, he says, can be amplified by large new finds — on land or, he adds, potentially beyond Earth — which could flood markets and push prices down after a surge. Reports have disclosed that sudden inflows of precious metal have reshaped economies before, citing how the arrival of New World gold into Europe in the 1500s contributed to major inflation and the collapse of Spain’s power. Gold’s Practical Limits The physical nature of gold creates limits in a world that moves value over networks. Moving large amounts is costly and risky. Kratter has argued that tokenized gold — digital tokens claiming to represent physical reserves — brings back counterparty risk: issuers might mint more tokens than they hold, refuse redemption, or see reserves seized. Based on reports from market watchers, these concerns have pushed some buyers toward assets that are easier to move or verify over the internet. Industrial Metals Catch Up Reports have disclosed that industrial metals also posted huge gains in 2025, a year when copper, lithium, aluminum, and steel ran as strong as gold in many markets. Demand from AI data centers, electric vehicles, and clean-energy projects has pushed consumption higher. Supply hiccups — like mine outages and stretched inventories — tightened markets at the same time. That mix of stronger demand and shakier supply has helped lift prices across the board. Tariffs And Trading Rushes Trade policy has added more heat. US President Donald Trump’s announcements of 50% tariffs on certain copper, steel, and aluminum products prompted traders and buyers to rush shipments and stockpile supplies. BTCUSD trading at $87,915 on the 24-hour chart: TradingView That front-loading behavior briefly drained available inventories and sent prices swinging. Traders told reporters that even short-term tariff threats can cause big moves because firms try to avoid future costs by buying early. Where Bitcoin Fits In The debate between gold and Bitcoin is still active. Bitcoin proponents highlight scarcity — the fixed BTC supply rule — and speed of transfer. Gold advocates contend that gold has centuries of use as money and that Bitcoin’s volatility remains a hurdle for some investors. Related Reading: Banks Could Favor A Higher XRP Price, Finance Expert Says The industrial metals rally adds a third thread: these materials are tied to real economic activity, not just safe-haven flows. Analysts say investors should weigh different risks. Gold can act as a hedge in turbulent times, but steady mine output and big discoveries can change its long-term math. Industrial metals may keep rising if energy and tech demand holds. And Bitcoin’s supporters argue its digital traits make it better suited to a world that values fast, verifiable transfers. Featured image from Gemini, chart from TradingView
Gold and silver hit fresh highs on Tuesday while Bitcoin slid back under $89,000, sending a clear message that some investors are favoring metal over riskier bets. Related Reading: Russia Rejects Crypto As Legal Tender, Finance Official Confirms According to Reuters and market data, gold traded above $4,330 an ounce and silver pushed past $66 an ounce in what market participants called a strong run for bullion. Reports have disclosed that silver’s rally has lifted local prices in India to about ₹2.06 lakh per kilogram. Metals Rally, Hit New Highs Silver’s advance has been dramatic. It is up roughly 120-130% year-to-date, a jump that outpaces gold by a wide margin. Traders point to a mix of stronger industrial demand from solar and electronics, tighter supplies, and flows into safe assets as reasons behind the move. Gold buyers have also been encouraged by signs that US inflation may cool and by shifting expectations for central bank policy, which tends to support non-yielding assets when real yields fall. JUST IN ????: Silver soars to $66 for the first time in history ???????????? pic.twitter.com/YGCrB5VDPH — Barchart (@Barchart) December 17, 2025 Safe Haven Demand And Industrial Use Some investors are treating metals as a hedge. Others want exposure linked to real economy needs. Both forces are at work. Analysts say silver’s dual role — as an industrial metal and as a store of value — is amplifying moves. Energy prices and supply reports have added pressure on markets, and that has upped demand for physical metal in several trading hubs. Bitcoin Slips Under Key Level Bitcoin fell below $89,000 and was trading nearer to $88,450 in mid-session, giving back gains from earlier months. Based on reports and market feeds, BTC is about 7% lower year-to-date and roughly 30% below its October 2025 peak above $126,000. Some crypto funds recorded outflows recently, and several traders described market tone as risk-off, which has weighed on digital assets this week. Liquidity, ETF Flows And Sentiment ETF flows played a role. Where money leaves ETFs, prices can feel the impact quickly. Margin calls, profit taking after a volatile run, and investors moving to what they see as safer stores of value have all been cited by sources watching the tape. Technical levels near $84,000 to $85,000 are now being watched for support, while resistance sits close to $90,000 to $92,000. Related Reading: 5,606 Bitcoin: Lightning Network Sets Fresh Capacity Record Markets Eye Data And Policy Moves Economic reports and central bank signals are next on traders’ calendars. US inflation prints and comments from global central banks have been flagged as possible triggers for fresh moves in both metals and crypto. Investors also noted that equity weakness, especially in some large tech names, has nudged money toward hard assets and away from riskier positions. Several market strategists said that policy shifts overseas, including from the Bank of Japan, could further change global liquidity and investor choices. Featured image from Unsplash, chart from TradingView
Elon Musk’s one-word reply on X has put Bitcoin back in the headlines, even if the comment was brief. His simple response — “True” — came after a widely shared post linking recent gains in gold, silver and Bitcoin to heavy government spending and currency debasement. Markets and crypto fans noticed fast. Related Reading: BNB’s Comeback Meal — Trader Says The Token Ate The Dump For Breakfast Musk’s Brief Reply Signals Interest According to the post by ZeroHedge, which has more than 2 million followers, the rallies were tied to what the author called an AI “arms race” between the US and China and to large-scale fiscal outlays. Musk agreed with the thread. He added a view that echoes a common pro-Bitcoin line: fiat can be printed, while Bitcoin’s tie to energy gives it a different kind of backing. That single-word answer reopened a conversation many thought had cooled. The money is not the problem: AI is the new global arms race, and capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it’s the “debasement” to fund the AI arms race. But you can’t print energy https://t.co/qwdD8QbVON — zerohedge (@zerohedge) October 14, 2025 True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy. — Elon Musk (@elonmusk) October 14, 2025 Tesla’s Past Moves And Holdings Based on reports, Tesla bought $1.5 billion of Bitcoin in early 2021 and said it would take the coin as payment for cars. But the deal was short-lived. The company soon stopped accepting Bitcoin because of concerns about mining’s heavy energy use and said it might resume payments only after a major move toward renewable mining practices. By mid-2022, Tesla sold about 75% of its holdings, a move that happened near a market low and drew wide notice. According to Arkham Intelligence, Tesla still holds roughly 11,509 BTC, which is worth about $1.25 billion at current prices. What The Market Might Be Watching Traders read signals. A single public endorsement from a high-profile executive used to move prices more. That was the case in 2021 when Tesla’s investment and payment plan helped lift sentiment. Related Reading: Dogecoin Sheds 25% As $57M Flees Market — Can The Memecoin Recover? Now, the context is different. Crypto markets are bigger and more diverse, and a one-word message does not equal a corporate decision. No official change at Tesla has been reported, and company spokespeople have not confirmed any shift in strategy. Featured image from ET Edge Insights, chart from TradingView
Hambro told Bloomberg TV gold “could go a lot higher” as long-term price decks lag spot; miners’ margins are among the strongest he has seen.
Among all the cryptocurrencies in the industry, few have seen as many comments and predictions as XRP. Once trapped under legal uncertainty, XRP has begun to reclaim attention thanks to favorable legal developments and the anticipated launch of Spot XRP ETFs. However, XRP’s current valuation is significantly below that of the largest cryptocurrency, Bitcoin. But what if XRP were to rise to the same market capitalization as Bitcoin? Data from MarketCapOf offers a glimpse into how much each XRP token would be worth if it reached Bitcoin’s current market cap. Linking XRP’s Price With Bitcoin’s Market Cap Bitcoin’s market capitalization has reached heights that rival and even surpass some of the world’s largest multinational corporations. Notably, Bitcoin’s current market cap of $2.415 trillion places it shoulder to shoulder with tech giants like Apple and Microsoft. At the time of writing, Bitcoin is the eighth-biggest asset by market cap, just behind Silver and Amazon, and well ahead of Meta Platforms, Broadcom, and Saudi Aramco. Related Reading: Analyst Reveals Why XRP Has Not Followed Bitcoin’s Trajectory In 7 Years, And Why Everything Is About To Change XRP is currently the third biggest cryptocurrency in terms of market cap, but its market cap is far below Bitcoin’s lead. However, many analysts and market commentators believe XRP stands out as one of the few assets capable of challenging Bitcoin’s dominance. This belief originates from XRP’s alignment with traditional finance. Its established partnerships with banks and payment providers give it a practical use case that most cryptocurrencies do not have. At the time of writing, XRP has a market cap of $168 billion, not even up to one-tenth of Bitcoin’s market cap. According to MarketCapOf, if XRP were to reach Bitcoin’s current market cap, each token would be worth approximately $40.68. Given XRP’s circulating supply of about 53.4 billion tokens, this price prediction represents an increase of over 14,000% or 14.35x, from its current level of around $2.8. In practical terms, an early investor holding just 1,000 XRP today would see their holdings valued at more than $40,000 under this scenario. What This Means For XRP Holders The comparison provides a valuable perspective on XRP’s long-term potential and the scale of value transfer possible within the crypto market. It also shows how far XRP needs to go in order to reach Bitcoin’s current level. Related Reading: XRP Could Mirror 2017 Style Surge: Here’s How High The Price Will Go If It Happens Bitcoin’s dominance today is due to its first-mover advantage and its acceptance as a store of value. However, XRP is growing in remittances and real-world asset tokenization, and Ripple’s stakeholders are working to challenge SWIFT. This gives the cryptocurrency a utility foundation that could cause the growth of its market share. If Ripple continues to secure partnerships with central banks, payment providers, and institutional investors, as Ripple has increasingly done in regions like the Middle East, Southeast Asia, and Latin America, then the idea of XRP closing even a fraction of the gap with Bitcoin becomes less far-fetched. At the time of writing, XRP is trading at $2.83. Another factor that could contribute to this projected price growth is if Spot XRP ETFs are launched in the US and they perform well. Featured image from Adobe Stock, chart from Tradingview.com
Silver hit $50 per ounce for the first time ever, but that milestone sparked a fast bout of profit-taking.
Strong ETF flows and surging prices highlight investor demand for assets immune to government debasement.
Silver, platinum, and palladium have also outperformed bitcoin this year, alongside gold.
According to Gold Telegraph, it’s “likely” that Russia is buying silver for its reserves, sending shockwaves through precious metals markets. For the first time, a central bank is disclosed to be actively accumulating silver, marking a sharp shift in global reserve strategy and a “monumental” moment for silver itself. A new era if Russia is […]
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When gold maximalist Debra Robinson jeered, “Imagine paying $118k for a set of man-made numbers,” she echoed a familiar skepticism among precious metal enthusiasts. Lyn Alden, a respected macro analyst and Bitcoin bull, responded with pragmatic advice: “Precious metal enthusiasts could buy a bitcoin position of like 5% of their metals position. That hedges their risk […]
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When Bitcoin skeptic Peter Schiff started yet another rant about Bitcoin today, it was too much for Galaxy CEO Mike Novogratz. As a salty Schiff began calling Bitcoin’s capped supply “meaningless” and “arbitrary,” Novogratz fired back: “Why do you hate $BTC so much? You have been wrong on it for a decade. A flexible mind […]
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1971 Capital chief investment officer Brian Russ says Ethereum is undervalued and that Bitcoin, gold and silver are in a long bull market.
The unstoppable price run of Bitcoin, which started a day after the US presidential elections, is creating a ripple effect in the economy. There’s been a massive jump in value recently, with Bitcoin topping $89k earlier today, showing a 27% increase from the previous week. Then, there are record inflows into Bitcoin ETFs, pushing funds […]
Gold and silver are halfway into a “decade-long bull market,” and Bitcoin is one narrative catalyst away from rallying to $100,000, according to 1971 Capital CIO Brian Russ.
Gold investors are taking swipes at Bitcoin following a new all-time high for the precious metal.
After Microsoft, all that’s left is gold. But Bitcoin will need a price point north of $800,000 to climb that mountain.
Bitcoin rose to a record high on Monday, fuelled by continued positive momentum of spot bitcoin ETFs.