# 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.

Liquidating Gold and Silver, I'm Betting on the True Direction of Liquidity

This article outlines a strategic shift in investment focus from precious metals to crypto assets, based on the author's analysis of market cycles, timing, and capital rotation. The author notes that gold and silver have had an exceptionally strong year, with gold hitting record highs and silver delivering top returns. However, the market is driven by cyclical patterns, not asset preference. The author has decided to liquidate precious metal holdings because they believe the current cycle phase is complete: defensive assets like gold have absorbed liquidity, provided safety demand, and achieved price discovery. Historical liquidity cycles show that after a strong rally in precious metals, capital typically rotates into risk assets like stocks, tech, and crypto. The author observes clear signals of this shift: precious metals are showing signs of having peaked annual highs, volatility is decreasing, and demand at high levels is weakening. While the technical patterns may not perfectly mirror past cycles (like 2017 or 2021), market psychology, expectations, and collective belief are powerful drivers. The majority of participants now believe in the four-year cycle and structural capital rotation, which can alter price paths independently of fundamentals. The author concludes that crypto assets are the next destination for this liquidity. Crypto remains undervalued, faces mainstream skepticism, and appears risky—conditions that often precede major rallies. The decision to sell precious metals is not a rejection of their value but an acknowledgment that liquidity has changed direction. Profiting in markets requires adapting to cycles and capital flows, not holding onto past winners. The optimal time for rotation is when most investors are still hesitant and awaiting confirmation.

比推01/05 05:19

Liquidating Gold and Silver, I'm Betting on the True Direction of Liquidity

比推01/05 05:19

‘Silver and gold have topped’ – Is capital rotating into crypto next?

Bitcoin has recently underperformed traditional safe-havens like gold and silver, which recently reached all-time highs. Analysts suggested that a metals correction could benefit crypto. Garret Bullish, a prominent trader known as the "White House whale," claimed capital is rotating from metals into cryptocurrencies, citing market movements and his own substantial long positions in BTC, ETH, and SOL. While data shows a short-term shift with rising BTC ETF inflows and declining gold ETF flows, the trend's sustainability remains uncertain. Key events like the Fed rate decision and potential MSCI delisting of BTC treasuries may determine Bitcoin's next price direction.

ambcrypto01/03 22:17

‘Silver and gold have topped’ – Is capital rotating into crypto next?

ambcrypto01/03 22:17

Fed pumps $74.6B in repo liquidity – What it means for Bitcoin’s 2026 rally

The Federal Reserve injected $74.6 billion in overnight repo liquidity, the largest single-day operation since the 2020 COVID crisis. This move is seen as a significant market signal amid growing U.S. economic stress, rather than a coincidence. Bitcoin opened the new year with a modest 1.41% gain, diverging from previous bullish patterns. The article suggests liquidity is now the primary driver for risk assets, especially after Bitcoin closed its first post-halving year in the red. Additionally, after a parabolic rally, silver dropped nearly 7%, exacerbated by CME Group raising margins on COMEX futures—forcing leveraged traders to sell. This breakdown highlights systemic stress. The market is interpreting the Fed’s liquidity injection as a key catalyst for Bitcoin’s anticipated explosive rally in 2026.

ambcrypto01/02 10:05

Fed pumps $74.6B in repo liquidity – What it means for Bitcoin’s 2026 rally

ambcrypto01/02 10:05

On-Chain Migration of Precious Metal Assets: WEEX Expands Tokenized Gold and Silver Trading Layout Amid Rising RWA Narrative

Amidst global financial market volatility driven by high interest rates and geopolitical uncertainties, gold and silver are gaining renewed attention as stable value assets. This cycle, however, extends beyond traditional finance into the crypto market through the tokenization of real-world assets (RWA). Precious metals tokenization, exemplified by projects like PAX Gold (PAXG), Tether Gold (XAUt), and silver ETF token SLVON, enables 24/7 trading on blockchain. This shift enhances price discovery, liquidity, and accessibility while maintaining 1:1 backing with physical assets. WEEX Exchange has expanded its offerings to include spot and合约 trading for these tokenized metals, positioning itself as a neutral infrastructure provider focused on robust risk management and continuous trading capabilities. The platform emphasizes that RWA integration requires mature technical and operational frameworks to support all-hour markets. Beyond precious metals, this trend signals a broader move toward diversified RWA adoption, with future expansion likely to include more asset types. The focus is shifting from mere on-chain representation to trading depth, liquidity quality, and risk control—key factors in the evolving crypto-traditional finance bridge.

marsbit12/31 08:02

On-Chain Migration of Precious Metal Assets: WEEX Expands Tokenized Gold and Silver Trading Layout Amid Rising RWA Narrative

marsbit12/31 08:02

Why Bitcoin Is Down 30% While Gold And Silver Experience Parabolic Gains

Bitcoin has declined over 30% from its October all-time high of $126,000, while gold and silver are reaching new record highs. Analysts note that historically, Bitcoin tends to rally after precious metals peak, as seen in 2020 when gold and silver surged first before Bitcoin rose from $12,000 to nearly $65,000. Currently, gold and silver are experiencing strong upward momentum, while Bitcoin remains stagnant below $90,000, similar to mid-2020 behavior. However, multiple catalysts—such as Federal Reserve liquidity injections, potential rate cuts, regulatory clarity, and new crypto ETFs—could support Bitcoin’s recovery. The current sideways trend may not signal a bear market but rather a pause before a potential upward move.

bitcoinist12/30 08:34

Why Bitcoin Is Down 30% While Gold And Silver Experience Parabolic Gains

bitcoinist12/30 08:34

Silver Soars: 25% Surge in 10 Days, Should You Chase or Run Now?

Silver prices surged 25% in 10 days, driven by China's announcement of export licenses for silver starting January 1, creating a significant physical supply squeeze. Key bearish risks include potential tax-related selling in early January, a stronger US dollar, and CME margin hikes—though the latter is less impactful than in 2011 due to already-high margin requirements. The copper substitution narrative is overhyped; transitioning solar production would take at least 4 years, and silver demand remains inelastic until prices reach ~$134/oz. Bullish factors dominate: severe backwardation in London, massive physical premiums in Shanghai ($$91/oz vs. COMEX $$77/oz), and China's export restrictions tightening global supply. Solar/AI demand is structurally accelerating, with silver use in photovoltaics expected to rise. Speculative positioning isn't crowded, and ETFs are accumulating. Volatility has repriced, anticipating further upside. Short-term pullbacks are likely, but the long-term structural bull case remains intact.

marsbit12/29 07:35

Silver Soars: 25% Surge in 10 Days, Should You Chase or Run Now?

marsbit12/29 07:35

Trading Moment: Silver Plunges After Hitting New High, Institutions Warn of Precious Metals Correction Risk, Bitcoin Shows 'Dead Cat Bounce'?

Silver prices hit a record high above $84/oz before sharply retreating to around $78 amid profit-taking, dragging gold and other precious metals lower. While factors like Fed rate cut expectations and central bank buying persist, new supply concerns emerged as China plans export controls on silver from 2026. Institutions are divided: Goldman Sachs sees gold potentially surpassing $4,900, but UBS and Capital Economics warn of a correction, with silver possibly falling to $42 by end-2026. Bitcoin briefly reclaimed $90k but faces cautious sentiment, with analysts debating if it’s a "dead cat bounce" or a setup for a rally toward $112k. ETF outflows and low trading volume signal fragility, though some expect rotation from metals to crypto. Ethereum hovered near $3k, with key support at $2,775; a break could trigger a drop toward $1,800. Key data: BTC at $89,989, ETH at $3,033, fear index at 24. Over $151M liquidated in 24h. ETF flows: Bitcoin ETFs saw $782M outflows last week, Ethereum ETFs $102M. Notable events: Lighter TGE expected Dec 29, Flow hacked for $3.9M, and several tokens facing unlocks worth hundreds of millions.

marsbit12/29 07:14

Trading Moment: Silver Plunges After Hitting New High, Institutions Warn of Precious Metals Correction Risk, Bitcoin Shows 'Dead Cat Bounce'?

marsbit12/29 07:14

Silver soars, inflation looms: Is Bitcoin bracing for a flash crash?

Silver's surge to a record $79/oz, with its RSI in extreme overbought territory, signals a broad overextension in legacy assets. This has led to a compelling case for capital to rotate back into Bitcoin, which has been trading sideways. However, Elon Musk notes silver's key industrial utility, making its rally a genuine inflation risk. With input costs rising across sectors, broader inflationary pressures could prevent further Fed rate cuts, keeping November's inflation of 2.7% well above target. This macro stress puts markets in risk-off mode. While Bitcoin could see a bull rally from capital rotation, its sensitivity to macro shifts and the approaching FOMC meeting elevate the potential for another flash crash.

ambcrypto12/28 23:01

Silver soars, inflation looms: Is Bitcoin bracing for a flash crash?

ambcrypto12/28 23:01

Metrics Ventures Market Observation: Chaotic Consolidation Continues

Metrics Ventures Market Observation: Continued Chaotic Consolidation As 2025 concludes, the crypto market has experienced a cold year, with crypto assets ranking at the bottom in USD-denominated annual returns, largely due to a Q4 downturn. The past month's market activity has been stagnant, characterized by a lack of vitality, shrinking volumes on both CEXs and the NYSE, and converging volatility. This period of narrow-range trading is nearing its end, with sudden "flash crashes" expected to be a recurring theme, making it a challenging environment for high-frequency traders. The report suggests this is a time for rest and systematic reflection rather than active trading. The recent market spotlight has shifted to precious metals, notably silver, rather than crypto. Silver futures volume on the Shanghai exchange alone has exceeded RMB 75 trillion monthly, with COMEX option open interest multiples of actual inventory, reminiscent of the 2020-2021 crypto frenzy. In contrast, Bitcoin's performance remains weak. The relative strength of gold versus Bitcoin has broken out of its long-term downward trend since the 2020 easing cycle, highlighting a significant capital rotation into metals. Despite the gloom, positive signals include MSTR maintaining its Nasdaq-100 index status, clearer guidance from the Fed Chair, and potential risks in the AI bubble that could benefit crypto in 2026. The current market is viewed as a continuation of the consolidation that began in late 2024, with wide price fluctuations expected to eventually subside. The advice is to conserve energy for the future. The report ends with wishes for a happy holiday season and a look ahead to 2026.

marsbit12/28 13:00

Metrics Ventures Market Observation: Chaotic Consolidation Continues

marsbit12/28 13:00

Luke Gromen: Why I Sold Most of My Bitcoin by the End of 2025

Luke Gromen, a long-term Bitcoin and gold bull, sold the majority of his Bitcoin holdings in late November 2025. He clarifies that this was not a full exit but a strategic reduction based on a shift in his macro outlook. Gromen remains a long-term Bitcoin supporter but now sees it behaving like a high-beta tech stock during deflationary periods—not as a neutral reserve asset as he once expected. He argues that in a highly leveraged global system, Bitcoin acts as the "equity layer" of the capital structure, making it highly vulnerable during liquidity tightening. A key reason for his caution is the rise of AI and robotics, which he believes are driving an exponential, technology-driven deflation. This deflation is structurally different—it’s efficiency-led, fast-spreading, and damaging to employment. In such an environment, he argues, anything short of "nuclear-level money printing" effectively acts as monetary tightening, and risk assets like Bitcoin suffer first. He also emphasizes a broader macro shift: the world is moving from a "finance-first" era to one where "realpolitik" returns—geopolitics, industrial capacity, and supply chain security are becoming hard constraints. This new world is less stable, less friendly to financial assets, and more volatile. Despite reducing Bitcoin exposure, Gromen remains bullish on silver due to strong industrial demand and inelastic supply. He expects that a future crisis will eventually force massive monetary intervention, but until then, he prefers to step back, preserve capital, and re-enter when the macro landscape becomes clearer.

marsbit12/27 16:23

Luke Gromen: Why I Sold Most of My Bitcoin by the End of 2025