2026-01-08 01:29:06

Yesterday, silver suddenly surged 6%, and gold also strengthened. Does this market movement indicate the beginning of a major precious metals cycle? Let's consider several perspectives.

**The True Story from the Demand Side**

Silver is far more than just a complement to gold. The expansion of industries such as photovoltaics and new energy vehicles has made it an indispensable industrial raw material. Demand continues to grow, while global mineral production capacity is declining—this supply and demand mismatch is fundamentally supporting prices.

**Changing Macroeconomic Expectations**

The market widely bets that the Federal Reserve will soon start a rate-cutting cycle. Once policy shifts, a weakening dollar is almost inevitable. Historical experience shows that in such environments, silver's rebound tends to be more aggressive than gold's, with much higher volatility.

**Practical Trading Strategies**

Silver, as an offensive tool, is suitable for high-elasticity allocations; gold is better suited for stable core holdings. Combining both, staggered positioning—buying on dips with continuous accumulation, and managing profit expectations during rises—is advisable. The most important is to set stop-loss points—policy changes or cooling demand could reverse the trend at any time.

**Key Question**

Is this current rally the prelude to a long-term major market cycle, or just a short-term technical rebound? What is your judgment?

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SatoshiChallenger

· 01-11 01:15

Starting the big cycle at 6%? Data shows that silver has historically experienced single-day gains of double digits, so this time isn't really that special. The Federal Reserve hasn't even cut interest rates yet, but the market is already getting excited. Interestingly, it's always the same explanation; next time, it'll probably be a different reason. I've heard the "supply and demand mismatch" explanation too many times. How did that usually turn out in the end?

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Blockchainiac

· 01-10 20:37

The recent surge in silver is interesting, but to be honest, the rate cut cycle hasn't even started yet, and everyone is already celebrating. What about the risks? Will the Federal Reserve really follow market expectations? I have a feeling they might reverse course again. The demand for new energy is genuinely supporting prices, but is the decline in production capacity being exaggerated? Gold provides a safety net, while silver's offensive sounds good. The key question is when to cut losses—that's the real challenge. A 6% rally is being discussed in terms of a long-term cycle, but it's still early, right?

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gas_fee_trauma

· 01-08 21:41

Silver's recent move is really fierce, but I'm still cautious. I think it might just be a rebound, not so optimistic. The Federal Reserve really needs to cut interest rates to catch a big trend. It's still a bit early to say now. Gold and silver pairing is indeed good, but I don't have the capital to play both at the same time. Honestly, I believe in the supply and demand logic. The demand for photovoltaics is indeed strong, but the market just likes to speculate on expectations. How long can this wave last? Feels like the risk is quite significant.

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ParanoiaKing

· 01-08 01:59

The recent surge in silver is quite strong, but I still think it depends on what the Federal Reserve does; otherwise, it might just be a false alarm. --- Supply and demand mismatch sounds good, but the decline in mineral production capacity is hard to verify. We need to wait for the data. --- Gold is the foundation, with silver rushing in. I've heard this logic many times before. The key is to strictly cut losses; otherwise, a reversal could wipe out everything. --- A 6% increase and you're already talking about long-term cycles? Wake up. Such fluctuations are nothing in precious metals. --- Is photovoltaic new energy demand really that strong for silver? I see it as just a market narrative. Don’t be fooled. --- The hype around rate cut expectations has been going on for so long. The real focus is if the Fed actually shifts stance; otherwise, it's all just talk. --- I agree with allocating gold, but I prefer to stay away from highly volatile assets like silver; I can't afford the risk. --- Instead of guessing about long-term cycles, it's better to see if the recent high can be broken. That’s the real signal.

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OPsychology

· 01-08 01:59

This wave of silver rally... To be honest, it still depends on when the Federal Reserve will actually start easing liquidity. Relying solely on expectations for speculation is too risky.

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TaxEvader

· 01-08 01:58

Silver's recent surge is really quite strong, but I still think it depends on the Fed's actions. A mere 6% increase doesn't say much. Wait until interest rate cuts are actually implemented before jumping in; chasing highs now is too risky. I agree with the supply and demand imbalance logic, but if demand for new energy cools down, even photovoltaics are not guaranteed. The combination of gold and silver is indeed a stable strategy, but the key is to withstand the pullbacks. I feel that the probability of a short-term rebound is higher; let's wait and see for the longer cycle.

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AirdropAutomaton

· 01-08 01:56

The 6% surge in silver is indeed a bit strong, but I think it still depends on what the Federal Reserve says... The supply and demand mismatch sounds solid, but how many times have we heard this fundamental story before? The rate cut expectations will only count if they actually materialize; right now, it's all talk... Feels like another round of hype.

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ChainPoet

· 01-08 01:52

The recent surge in silver feels a bit fake; we need to wait and see if it can break the previous high before believing it. Will the Federal Reserve really cut interest rates? Let's observe and see. Supply and demand mismatch sounds good, but I don't quite understand the industrial demand part. Gold staying steady is true; silver is too easily cut off. Regarding stop-loss, you're right; it must be kept.

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memecoin_therapy

· 01-08 01:43

The recent surge in silver's price is indeed impressive, but honestly, the expectations of interest rate cuts seem a bit overvalued, right? It still depends on the Federal Reserve's actual stance.

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