The precious metal industry has outshone the crypto market, led by Bitcoin (BTC) in 2025. Gold (XAU) and Silver (XAG) have hit respective new all-time highs (ATH).
This is actually bullish for any watchers. Reddit people are by far the worst at predicting the market, it would help your investments a lot to check history because at the covid crash and for months afterwards people on reddit were saying it was completely over.
Now twitter people who are also emotional but far better at predicting are actually getting a little bullish again. Of course large companies who are basically the best indicators are currently accumulating.
If “large companies” are in accumulation phases, why isn’t the price moving? Do you really think retail is responsible for BTC being where it is today? Hopium
Nah. There’s been plenty of exit liquidity for whales for many years now. Anyone who bought sub $500 even for a large amount of bitcoin like 100 or 1000+ could have been slowly cashing out over the last couple of years with zero issue
Gold and silver have been acting as an actual inflation and geopolitical hedge the last year, while bitcoin has been acting as a speculative asset. Im sorry but that’s just the truth. Nobody wants to hold something as an inflation hedge that can drop 50% in a year. But that also means that bitcoin will outperform gold and silver if speculative assets are booming which has been the case for the last two years.
Gold and silver ripping first actually makes sense, polymarket odds have been quietly shifting toward higher inflation and slower growth, and metals usually sniff that out before Bitcoin does. BTC tends to follow once the oh shit, fiat’s shaky narrative goes mainstream
Gold and silver doing boomer numbers while btc just chills tells you people want safety, not vibes. Bitcoin might move later, but right now everyone’s hiding under the table with shiny rocks
The sharp increases in global M2 didn't really start until late October. IF there's approximately an 80-day lag, which I'm not arguing as an inevitability, then it wouldn't start for another 3-4 weeks. To clarify though, I don't think we can just say "countdown to 80 days!" and expect the markets to suddenly turn on. Maybe there's an eventual correlation, and maybe not.
the reason redditors still circle jerk to tulip bulbs is so they don't have to engage with what's going on in the housing, stock, and commodity markets.
I recently contemplated the argument of tulip bulbs. The glaring difference between bitcoin and tulip bulbs is that bitcoin stops at 21 million. Tulips are grown all over the world and they will continue to grow. The only reason to lip bulbs wherever a currency or commodity, whatever you want to refer to them as, was because travel was not easy. Therefore, obtaining them may not have been as simple as it is today.
No, the point of the tulip bubble was that at the time they were infected by a special kind of fungus (or virus, not sure) that made them look very special when blooming. The bubble itself was mainly caused by some batches sold at a very high price in Amsterdam. The price swiftly reduced when scientists could recreate the pattern by infecting any other tulip bulb, so it was mass reproducable.
The other point is that BTC is infinitely available instantly because it is divisible. And it wasn’t any old tulip they were after, it was very specific ones. This made them far less available than BTC.
The article suggests people will abandon metals to go into crypto, which is absolutely asinine. People go to metals in the first place to have real money and hold onto it. Pretending it’s only gone up in price due to speculation means the author has zero fucking clue what’s going on in the metals market. Assuming that speculation will simply rotate into cryptos is just doubling down on stupidity
BTC can do the same thing at $1 a coin as it can at $100k a coin.
Precious medals on the other hand need actual physical work to extract and nobody knows how much metal is left to mine.
BTC on the other hand we know only has 1M left to mine which is why the price action is becoming more of a plateau, because there's only a small fraction amount left to mine, compared to being a hype train earlier on.
I have a ton of criticism for BTC. But your argument that gold needs "actual physical work" can also be said about BTC in the form of physical electricity production while it's being mined (which is also why the term was co-opted by BTC)
About that criticism: Using as much power as it does for mining is asinine. And it eventually comes to an end at 21MM. Then what...?
Then the price increases exponentially because of scarcity.
On a separate note, I am interested in your criticism of bitcoin. I have read quite a few books and began investing heavily earlier this year. I’m always open to new angles, ideas, and different opinions.
Beyond the amount of energy consumption and "price go up" model, I'm probably most concerned that I don't think anyone really knows how things evolve after 21MM. And I don't just mean the scarcity part. I mean the operation of the chain itself. It's an incentive concern.
Since Bitcoin is a PoW chain, miners are willing to spend money to buy equipment and for ongoing electricity costs because they are rewarded for that effort with mining rewards (~98%) and fees (~2%). They have financial incentive.
Now take away mining rewards after 21 million. A whole revenue stream gone. Not many people would want to continue to spend money on their electric bill out of the goodness of their heart, so either fees go up significantly to compensate or operators stop operating en mass. After all, what's their incentive?
I'm very curious to see how it all plays out. It just doesn't give me a warm and fuzzy feeling.
All said, I do still own BTC. Why not enjoy the ride along the way?
Scarcity isnt the only thing driving a price, you need to consider demand.
Scarcity + high demand = high price.
At the moment people dont want btc, want something safer like gold. Why is it gold safer? because your caveman ancestor liked gold, your roman ancestor liked gold, and you like gold. If the apocalypse happens and we get in a last of us scenario, bitcoins are worthless, fiat is worthless. But not gold. Thats how it always has been from the beginning of civilization, of whatever kind and location.
It is the ultimate safe heaven asset, thats for sure.
Electricity is generated with things like coal power plants, nuclear reactors, hydro dams, wind, solar, etc. All of which take human power to build and ongoing resources to operate. Same as mining.
Not really though. The scarcity argument works both ways... gold has been mined for thousands of years and we're still finding more. Bitcoin's fixed supply at 21M total is actually what drives speculation, not stability. And saying it does the same thing at $1 vs $100k ignores that price volatility is exactly why most people can't use it as actual currency. You're not buying groceries with something that swings 10% in a day
Stay broke.
Silver and Gold took BTC to the cleaners all year.
Save your tears for that post halving crash BTC needs to abide by while metals continue to rip.
Considering lower limits, any use cases of Bitcoin works the same way at $100k as at $100b. While at precious metals, increasing prices destroy other use cases. The industry is looking to replace gold because prices increase step by step. Metals were used as store of value because we didn't have alternatives until Bitcoin came. And of course Bitcoin has much more utility.
tldr; Silver and gold have reached new all-time highs amid a metal bull market fueled by a weakening U.S. dollar and easing Federal Reserve policies. Silver surged over 3% to $69 per ounce, while gold rose 2% to $4,401 per ounce. Analysts predict Bitcoin may benefit from capital rotation from metals to crypto, with institutional adoption and ETF inflows supporting its growth. Bitcoin is consolidating below $90k but may rally in 2026 as it retests key support levels. The weakening dollar and quantitative easing are expected to sustain bullish trends in metals and crypto.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
No
This is actually bullish for any watchers. Reddit people are by far the worst at predicting the market, it would help your investments a lot to check history because at the covid crash and for months afterwards people on reddit were saying it was completely over.
Now twitter people who are also emotional but far better at predicting are actually getting a little bullish again. Of course large companies who are basically the best indicators are currently accumulating.
If “large companies” are in accumulation phases, why isn’t the price moving? Do you really think retail is responsible for BTC being where it is today? Hopium
OGs are selling. They finally have a lot of exit liquidity
Nah. There’s been plenty of exit liquidity for whales for many years now. Anyone who bought sub $500 even for a large amount of bitcoin like 100 or 1000+ could have been slowly cashing out over the last couple of years with zero issue
Gold and silver have been acting as an actual inflation and geopolitical hedge the last year, while bitcoin has been acting as a speculative asset. Im sorry but that’s just the truth. Nobody wants to hold something as an inflation hedge that can drop 50% in a year. But that also means that bitcoin will outperform gold and silver if speculative assets are booming which has been the case for the last two years.
Crypto Reddit is a weird place
T'is a silly place
Why is there always a dum dum saying “bullish signal” when people point out bitcoin has lost its shine and ran out of greater fools
Gold and silver ripping first actually makes sense, polymarket odds have been quietly shifting toward higher inflation and slower growth, and metals usually sniff that out before Bitcoin does. BTC tends to follow once the oh shit, fiat’s shaky narrative goes mainstream
Gold and silver doing boomer numbers while btc just chills tells you people want safety, not vibes. Bitcoin might move later, but right now everyone’s hiding under the table with shiny rocks
Shiny rocks... People value such weird things
Gold is an indicator of distrust in human nature, and putting all the trust in some unchanging, external nature.
This is how it always goes. Metals pump first, everyone pretends Bitcoin’s dead, then btc wakes up and does something stupid
Can you site when that happened previously?
Probably not.
No but we hoping
No.
There is a theory that bitcoin will lag gold by 80 days, some big investor guy said it, but I donno.
Or it will lag sharp increases in global M2 by 80ish days.
Lol.
Well that one didn’t work out so well. Wouldn’t get my hopes up about gold either.
The sharp increases in global M2 didn't really start until late October. IF there's approximately an 80-day lag, which I'm not arguing as an inevitability, then it wouldn't start for another 3-4 weeks. To clarify though, I don't think we can just say "countdown to 80 days!" and expect the markets to suddenly turn on. Maybe there's an eventual correlation, and maybe not.
Lol
No.
Nope
No, I reckon it will be tulip bulbs. They are due for a recovery any day now.
the reason redditors still circle jerk to tulip bulbs is so they don't have to engage with what's going on in the housing, stock, and commodity markets.
Or they are poking fun at headlines such as this one.
I heard South Sea Company is looking promising.
I recently contemplated the argument of tulip bulbs. The glaring difference between bitcoin and tulip bulbs is that bitcoin stops at 21 million. Tulips are grown all over the world and they will continue to grow. The only reason to lip bulbs wherever a currency or commodity, whatever you want to refer to them as, was because travel was not easy. Therefore, obtaining them may not have been as simple as it is today.
No, the point of the tulip bubble was that at the time they were infected by a special kind of fungus (or virus, not sure) that made them look very special when blooming. The bubble itself was mainly caused by some batches sold at a very high price in Amsterdam. The price swiftly reduced when scientists could recreate the pattern by infecting any other tulip bulb, so it was mass reproducable.
The Dutch are still making money on flowers.
https://www.youtube.com/watch?v=692uYk1pHFQ
The other point is that BTC is infinitely available instantly because it is divisible. And it wasn’t any old tulip they were after, it was very specific ones. This made them far less available than BTC.
Isn't gold is like analog bitcoin? /s
Let me check r/cc's comments first, I can rely on that more than TA, and it's getting almost as good as a Jim Cramer tweet.
Nope
Lmao
It doesn’t look good for 2025 but it will rise again to ATHs at some point in the future.
Nope, money is going into precious metals because it's risk off time, Bitcoin is risk on.
Ya, no
Only if the whales allow it
No.
Yes.
Gold and silver are low risk while btc is high risk. They are t even in the same category
No
The reason that is happening is due to people getting their money out of crypto and other volatile assets
Lol no.
Those are physical commodities. Bitcoin is a get rich quick scheme.
It's weird that people here have enough of copium and start thinking realistically lol
The article suggests people will abandon metals to go into crypto, which is absolutely asinine. People go to metals in the first place to have real money and hold onto it. Pretending it’s only gone up in price due to speculation means the author has zero fucking clue what’s going on in the metals market. Assuming that speculation will simply rotate into cryptos is just doubling down on stupidity
The short answer is NO. The long answer is no in the near future.
No. Bitcoin is not next.
at this rate it might go to 0
Nope
Or investors fear the collapse of the dollar.
I wonder why crypto market is trembling
Silver and Gold are AI adjacent both are required to fab chips. Cryptocurrency is perpendicular to AI.
this allready happen before... the permabulls have become amnesiac because it goes against their narrative
Of course not. Bitcoin is worthless, precious metals aren’t.
If it's worthless I'll trade you an oz of my silver for one of your bitcoin.
BTC can do the same thing at $1 a coin as it can at $100k a coin.
Precious medals on the other hand need actual physical work to extract and nobody knows how much metal is left to mine.
BTC on the other hand we know only has 1M left to mine which is why the price action is becoming more of a plateau, because there's only a small fraction amount left to mine, compared to being a hype train earlier on.
Gold supply grows at 2% per year
So why is it up 66% YTD, and silver, platinum and palladium are up over 100% YTD?
BTC in red on the yearly.
Same reason gold sat dormant while btc exploded from a decade ago. In other words who the heck knows
I have a ton of criticism for BTC. But your argument that gold needs "actual physical work" can also be said about BTC in the form of physical electricity production while it's being mined (which is also why the term was co-opted by BTC)
About that criticism: Using as much power as it does for mining is asinine. And it eventually comes to an end at 21MM. Then what...?
Then the price increases exponentially because of scarcity.
On a separate note, I am interested in your criticism of bitcoin. I have read quite a few books and began investing heavily earlier this year. I’m always open to new angles, ideas, and different opinions.
Beyond the amount of energy consumption and "price go up" model, I'm probably most concerned that I don't think anyone really knows how things evolve after 21MM. And I don't just mean the scarcity part. I mean the operation of the chain itself. It's an incentive concern.
Since Bitcoin is a PoW chain, miners are willing to spend money to buy equipment and for ongoing electricity costs because they are rewarded for that effort with mining rewards (~98%) and fees (~2%). They have financial incentive.
Now take away mining rewards after 21 million. A whole revenue stream gone. Not many people would want to continue to spend money on their electric bill out of the goodness of their heart, so either fees go up significantly to compensate or operators stop operating en mass. After all, what's their incentive?
I'm very curious to see how it all plays out. It just doesn't give me a warm and fuzzy feeling.
All said, I do still own BTC. Why not enjoy the ride along the way?
I appreciate your reply. Certainly opened my eyes to ideas on which I did not consider.
Hell of a ride, indeed.
Scarcity isnt the only thing driving a price, you need to consider demand.
Scarcity + high demand = high price.
At the moment people dont want btc, want something safer like gold. Why is it gold safer? because your caveman ancestor liked gold, your roman ancestor liked gold, and you like gold. If the apocalypse happens and we get in a last of us scenario, bitcoins are worthless, fiat is worthless. But not gold. Thats how it always has been from the beginning of civilization, of whatever kind and location.
It is the ultimate safe heaven asset, thats for sure.
There aren't people on stationary bikes generating electrical power for the BTC mining equipment. lmao
What happens when all have been mined? The price remains static, what do you think.
Electricity is generated with things like coal power plants, nuclear reactors, hydro dams, wind, solar, etc. All of which take human power to build and ongoing resources to operate. Same as mining.
Does it stay static? Unlikely. Why do you think so?
You can’t make anything with btc ya tard
Not really though. The scarcity argument works both ways... gold has been mined for thousands of years and we're still finding more. Bitcoin's fixed supply at 21M total is actually what drives speculation, not stability. And saying it does the same thing at $1 vs $100k ignores that price volatility is exactly why most people can't use it as actual currency. You're not buying groceries with something that swings 10% in a day
Precious medals 🤣
Stay broke.
Silver and Gold took BTC to the cleaners all year.
Save your tears for that post halving crash BTC needs to abide by while metals continue to rip.
Regard, I'm mocking your literacy, not which asset class you're advocating for. Stay in school kids
Ya, stay in school because they'll need something to fall back on after taking advice from a bag holder like yourself.
I invest in all asset classes my dude, I didn't pick a cult and then shit fling at others
Considering lower limits, any use cases of Bitcoin works the same way at $100k as at $100b. While at precious metals, increasing prices destroy other use cases. The industry is looking to replace gold because prices increase step by step. Metals were used as store of value because we didn't have alternatives until Bitcoin came. And of course Bitcoin has much more utility.
🤣
tldr; Silver and gold have reached new all-time highs amid a metal bull market fueled by a weakening U.S. dollar and easing Federal Reserve policies. Silver surged over 3% to $69 per ounce, while gold rose 2% to $4,401 per ounce. Analysts predict Bitcoin may benefit from capital rotation from metals to crypto, with institutional adoption and ETF inflows supporting its growth. Bitcoin is consolidating below $90k but may rally in 2026 as it retests key support levels. The weakening dollar and quantitative easing are expected to sustain bullish trends in metals and crypto.
*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.
Silvet has an ATH due to actual physical shortage and the 2026 china restrictions on the metal.
Not due to investment, so i dont see why bitcoin would follow
Big money is hedging their bets.
We already saw the top this cycle with BTC.
See you at 200k in about 4.5 years.