# Сопутствующие статьи по теме Silver

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Silver", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Weekly Editor's Picks (0124-0130)

Weekly Editor's Picks (0124-0130) by Odaily Planet Daily features in-depth articles from the past week. Key topics include: - **Investing & Startups**: Analysis suggests the silver rally, driven by capital flight, monetary devaluation, and industrial demand, may continue. Silver is seen as having a "Bitcoin moment," transitioning from "poor man's gold" to an industrial necessity. Concerns about a potential COMEX silver delivery failure by March 2026 are highlighted. The tokenization logic of gold (e.g., XAUt) and on-chain silver trading on platforms like Hyperliquid are also discussed. - **Policy & Stablecoins**: The real competition in stablecoin issuance lies in compliance, liquidity, redemption efficiency, and bundled services, not just the technical ability to create a token. - **Ethereum & Scaling**: In an interview, Vitalik Buterin expressed concern about the gap between Ethereum's technical capabilities and its original purpose of building decentralized applications (DeSoc, smarter DAOs). He noted that SocialFi faces structural issues where financial incentives can overwhelm social ones. - **CeFi & DeFi**: A report on on-chain stock perpetual contracts details their mechanisms to handle unique market structures and their role in merging traditional finance with crypto. The Trump family's crypto ventures, which added $1.4 billion to their wealth, are also examined. - **Web3 & AI**: A contrarian view bets against AI's success, arguing that excess production could threaten established power structures, making hard assets a better investment. - **Weekly Recap**: Key events include Bitcoin's drop to ~$81,200, Trump's potential Fed chair nomination, and the US establishing clearer crypto regulations. Gold approached $5,600 and silver hit a record high of $117/oz.

marsbit01/31 04:20

Weekly Editor's Picks (0124-0130)

marsbit01/31 04:20

Silver Faces a 'Delivery Failure' Crisis? March May Be a 'Critical Moment' for Precious Metals

A potential delivery crisis is looming in the silver market, with veteran analyst Bill Holter warning that COMEX could face a physical silver default as early as March 2026. Such an event would destroy the credibility of the current pricing mechanism and trigger a chain reaction spreading to gold and credit markets, potentially causing a systemic financial collapse. Unusually high delivery demand has already emerged, with over 40 million ounces of silver requested for delivery in January—a traditionally non-delivery month—compared to the usual 1-2 million ounces. As the key March delivery month approaches, demand could reach 70-80 million ounces, potentially exhausting COMEX's registered inventory of 110-120 million ounces. This warning comes amid an unprecedented rally, with silver prices surging 154% year-to-date and 40% in January alone. If COMEX fails to deliver, contract values could collapse, undermining trust in paper contracts and triggering a liquidity crisis reminiscent of the 1980 Silver Thursday event. Despite prices exceeding $100/ounce, analysts believe the market remains in early stages, with predictions of $300/ounce or even extreme valuations based on monetary recalibration. Strong industrial demand from solar, EV, and electronics sectors, combined with investment demand as an inflation hedge, contrasts with constrained supply, setting the stage for continued volatility and potential long-term price appreciation.

marsbit01/29 06:24

Silver Faces a 'Delivery Failure' Crisis? March May Be a 'Critical Moment' for Precious Metals

marsbit01/29 06:24

January 29 Market Summary: Fed Holds Rates as Expected, Storage Sector Continues Bull Run

Federal Reserve Holds Rates Steady, Removes "Labor Market Weakness" Language On January 29, the Federal Reserve kept the federal funds rate unchanged at 3.50%-3.75%, as expected. A key change in the policy statement was the removal of the phrase citing "greater risks from labor market weakness than from accelerating inflation," signaling a more balanced view between employment and inflation goals. Chair Powell indicated rates are "well positioned" and that the Fed is in a wait-and-see mode, with the next rate cut not expected until June or September. U.S. stocks were mixed. The S&P 500 rose 0.41% to a record high near 7000, while the Dow fell. The storage sector continued its historic bull run, with stocks like SanDisk and Micron hitting new highs, driven by intense AI data center demand causing an industry-wide supply crunch and price increases. Gold broke above $5,250/oz, marking a 20% monthly gain. Silver experienced high volatility, soaring to $115.8 before paring gains to close nearly flat after regulators raised margin requirements and funds suspended creations, highlighting speculative excess. Cryptocurrencies saw consolidation; Bitcoin traded around $89,273. The perpetual futures platform Hyperliquid (HYPE) was a standout, surging 17% on regulatory optimism. The market is balancing two narratives: political risks fueling metals and AI demand driving tech. Key risks include overheated silver prices, potential gold corrections, stretched valuations in AI-related stocks, and uncertainty over the next Fed Chair's policy direction.

marsbit01/29 01:47

January 29 Market Summary: Fed Holds Rates as Expected, Storage Sector Continues Bull Run

marsbit01/29 01:47

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