According to @KobeissiLetter, silver is set to post its first 12-month candlestick with a 100%+ gain since 1979, highlighting an exceptional move in the metal. Source: https://twitter.com/KobeissiLetter/status/1995492405685129297 The source adds that this does not happen in normal markets and that asset owners are winning, underscoring unusual macro conditions that traders should factor into positioning and risk controls. Source: https://twitter.com/KobeissiLetter/status/1995492405685129297 For execution and price discovery around this outsized move, traders can reference COMEX Silver (SI) futures, which provide centralized liquidity and benchmark pricing. Source: https://www.cmegroup.com/markets/metals/precious/silver.html Cash-market participants can track the iShares Silver Trust (SLV) for exchange-traded exposure that aims to reflect the price of silver less expenses. Source: https://www.ishares.com/us/products/239855/ishares-silver-trust-fund To monitor options-implied volatility in silver-linked instruments, the Cboe Silver ETF Volatility Index (VXSLV) measures 30-day implied volatility derived from SLV options. Source: https://www.cboe.com/us/indices/dashboard/vxslv/ For digital-asset context, Fidelity Digital Assets identifies Bitcoin as an aspiring store-of-value asset, which is why crypto traders often monitor precious-metals momentum as part of the broader hard-asset narrative. Source: https://www.fidelitydigitalassets.com/insights/bitcoin-alternative-investment-thesis

According to @KobeissiLetter, silver has surged to a new record high of $55 per ounce, up about 90% year-to-date in 2025, indicating a strong breakout in precious metals markets; source: @KobeissiLetter on X, Nov 28, 2025. The author adds that deficit spending is soaring while the Federal Reserve is cutting rates with inflation running near 3%, underscoring a policy-easing and inflationary backdrop; source: @KobeissiLetter on X, Nov 28, 2025. The post frames this environment as a call to own assets, signaling a bullish macro stance toward hard assets for traders; source: @KobeissiLetter on X, Nov 28, 2025.

According to @KobeissiLetter, the gold-to-silver ratio is above 80 on an annual basis, near the highest level since the 1980s, indicating stretched relative valuation conditions (source: @KobeissiLetter). The post states the ratio is roughly 2.58 standard deviations above its long-term historical mean, citing Crescat Capital, which underscores the magnitude of the divergence (source: @KobeissiLetter, citing Crescat Capital). It notes the ratio has remained above this threshold for about five years since 2020, compared with about three years in the 1930s and two years in the 1980s, highlighting unusual persistence (source: @KobeissiLetter). Based on this context, the post characterizes silver as historically cheap relative to gold and suggests potential catch-up in performance from silver if mean reversion occurs (source: @KobeissiLetter).

According to @w_thejazz, silver underpins AI chips, EVs, solar and defense, and shrinking supply suggests the price should rise (source: @w_thejazz on X). Independent benchmarks show silver’s largest end-uses are electrical/electronics, brazing/solders and photovoltaics, with industrial demand at or near record levels in 2023–2024 (source: USGS Mineral Commodity Summaries 2024; The Silver Institute, World Silver Survey 2024). Photovoltaics has been the fastest-growing end-use and a key driver of consecutive market deficits since 2021 (source: The Silver Institute, World Silver Survey 2024). Not every AI chip or EV battery universally uses silver; rather, silver is primarily consumed in conductors, contacts and pastes within electronics and power systems across these sectors (source: USGS Mineral Commodity Summaries 2024; The Silver Institute, Silver in Electronics). On supply, global mine production has been broadly flat in recent years while recycling provides secondary supply that only partially offsets deficits (source: USGS Mineral Commodity Summaries 2024; The Silver Institute, World Silver Survey 2024). For trading, persistent industrial pull from PV and electronics alongside reported deficits creates a constructive medium-term backdrop for XAGUSD, while investment flows and rates still influence price volatility (source: The Silver Institute, World Silver Survey 2024).

According to Mihir (@RhythmicAnalyst), silver has reached a new high for its current cycle, which began in January 2018, and is now approaching its January 2011 peak. The completion of the cup and handle pattern, as highlighted in Mihir's analysis, suggests a bullish breakout could be imminent. Traders are closely monitoring this technical formation, as a break above resistance may drive further upward momentum, impacting not only the silver market but also correlated crypto assets like tokenized commodity ETFs and precious metals-backed cryptocurrencies (Source: Mihir on Twitter, June 5, 2025).