Particle.news
Download on the App Store

Silver’s Vertical Surge Puts Bitcoin on the Defensive as ETF Outflows Mount

A near-vertical silver breakout on thin holiday volume has stirred debate over a lasting rotation into hard assets.

Overview

  • Spot silver vaulted toward $79–$83 per ounce in a rapid move that unfolded in about ninety minutes, with charts showing a multi-decade high monthly RSI and trading described as thin after the holidays.
  • Analysts cited a supply deficit and the United States’ new critical-mineral designation for silver as catalysts for the spike, while some technicians warned that extreme momentum could invite a sharp pullback.
  • The BTC–silver ratio flipped hard in metals’ favor, with Daan Crypto Trades estimating silver gained roughly 190% relative to Bitcoin over the past four months.
  • Bitcoin-related ETFs logged more than $1.3 billion in late-2025 outflows even after earlier accumulation that lifted BlackRock’s IBIT above $60 billion, and tokenized metals neared a combined $4 billion in value.
  • Peter Schiff cautioned that a continued rotation could compress Bitcoin’s downside into a fast move, though Glassnode’s James Check and Lyn Alden argued the two asset groups can attract demand at the same time, and long-run data still show Bitcoin up about 27,700% since 2015.