🚨 Attention those who haven't boarded yet: Gold and silver prices are skyrocketing to new highs, how far can the cryptocurrency bull market go?
Why must you understand the surge of 'old antiques' in cryptocurrency trading?
Many new friends in the cryptocurrency space (newbies) might ask: 'I'm here to trade cryptocurrencies, you're talking about Bitcoin (BTC), Ethereum (ETH), or Solana, what does that have to do with gold and silver, those 'old man's toys'?'
It has a lot to do with it.
Just now, international gold prices broke historical highs (ATH), and silver has surged like it's on steroids in one day. This is not just a celebration of precious metals; it's a signal of the global liquidity shift.
History often rhymes astonishingly: gold is often the 'prophet' of spring river warmth, while Bitcoin is the 'whale' that arrives later.
Today's long article does not discuss complex financial formulas, but uses language that people in the crypto space can understand to deeply review the logic behind this wave of gold and silver surge, and tell you: what will happen in the next crypto market?
Part One: What Happened? This is not just a price increase, this is a 'short squeeze'
As of January 2026 (current time), the price of gold has surpassed $4700/ounce, and the price of silver is even more outrageous, approaching the $90 mark (multiple times higher than last year's low).
What concept is this in traditional finance (TradFi)? It's like Bitcoin directly soaring from $60,000 to $150,000 in two months.
Why is it rising? Three core driving forces (must-read for newbies)
The Fed's printing machine is about to smoke again (liquidity overflow):
Although they claim 'anti-inflation', global central banks are actually quietly loosening to pay off debts. As long as interest rates fall, money will flow out of banks. With more money, things (assets) become expensive. Gold and silver are globally recognized 'hard currencies', and they are most sensitive to currency depreciation.
The 'safe-haven halo' of geopolitics:
The world is currently unstable, with ongoing local conflicts. Large players and national teams (central banks) are afraid to hold all dollars and must buy gold as a hedge. It's like when the crypto market drops, everyone switches to USDT or BTC for hedging.
Silver's 'epic short squeeze' (key point):
Silver is not only a precious metal but also an industrial raw material (photovoltaic, AI chip manufacturing all require it). The current situation is: inventory is insufficient!
This is like a certain MEME coin (dog coin) being highly controlled by a trader, and suddenly everyone wants to buy, but there are no goods in the pool, so the price can only rise sharply. Wall Street's big shorts (short-selling institutions) are being crazily liquidated; this is what is called a Short Squeeze.
Part Two: In-depth Analysis — The 'Mapping Relationship' Between Precious Metals and Crypto Space
For us in the crypto space, understanding the logic of gold and silver is to better trade cryptocurrencies. We can make a simple mapping of them:
Gold = Bitcoin (BTC):
The logic of both is almost the same, both are **'store of value'**. Large funds buy them to prevent their money from losing value. When gold reaches a new high, it means traditional funds no longer trust fiat currency (USD), and this sentiment will eventually spread to 'digital gold' — Bitcoin.
Silver = Ethereum (ETH) / High-quality Altcoins:
Silver is much more volatile than gold, rising crazily (and falling harder), and it has actual applications (industrial). Isn't this our Ethereum or Solana? If you missed the steadiness of gold, silver's 'high volatility, high multiples' play is actually the 'altcoin season' of traditional finance.
Case Analysis: Historical 'Lag Effect'
Let's look at a set of real data cases (take note, this is key):
2020 Script:
August 2020: Gold first broke $2000, setting a historical high at the time. Bitcoin was still hovering around $11,000, even a bit lifeless.
October-December 2020: Just two months later, gold's profits began to overflow, with funds seeking higher risk, higher return assets. Bitcoin started a raging bull market, breaking through $20,000, $30,000, $40,000 in one go...
2024-2025 Script (current):
Gold and silver once again break the top.
Bitcoin is currently in a consolidation or slow bull phase.
Conclusion: Gold is the appetizer, Bitcoin is the main course. When traditional funds make a fortune in gold, they will ask: 'What is the next asset that can carry this huge profit and is not limited to value preservation?' The answer is only one: Crypto.
Part Three: As a newbie in the crypto space, what should I do now?
I know you are very FOMO (fear of missing out) right now, watching gold and silver prices rise while holding a bunch of non-rising altcoins. Don't worry, here are practical strategies based on macro logic:
1. Firmly hold on to 'digital gold' (BTC)
Do not sell coins to buy gold just because gold has risen. Gold is already at a high, while Bitcoin's market cap ratio relative to gold is still very low. The rise of gold actually opens the price ceiling for Bitcoin. If gold can reach $4700, Bitcoin reaching $200,000 is mathematically logical.
2. Focus on RWA (Real World Assets) track
This is the bridge connecting two worlds. If you don't want to queue at the bank to buy gold bars, the crypto space has tokens pegged to gold (like PAXG, XAUT).
Opportunity Point: As physical gold and silver become scarce, the demand for these on-chain gold tokens will increase. More importantly, focus on DeFi protocols that tokenize RWA (like Ondo, MakerDAO, etc. related ecosystems), they will be the first stop for this wave of hot money flowing into the crypto space.
3. Be wary of 'silver-like' volatility
The surge in silver tells us that when **'fundamental shortages + emotional speculation' combine, prices will ignore technical indicators. In the crypto space, this corresponds to the AI sector and Meme sector**.
The logic of silver now is industrial shortage (photovoltaic/AI demand).
In the crypto space, this corresponds to AI computing power coins and data storage coins.
4. Do not easily short
In a 'short squeeze' market, never think 'it's risen too much, it must correct' and go short. Just like the silver shorts are being blown up now, against the big trend, shorting is like picking up sesame seeds and losing watermelons, and you might even lose your life.
Part Four: Future Market Forecast (2026 Outlook)
If the script follows macro logic, the following three phases may occur:
Phase One (now): Bloodsucking effect. Funds are concentrated in gold, silver, and the seven tech giants of US stocks. Bitcoin is consolidating, and altcoins may even be declining. Strategy: Hold your chips and play dead.
Phase Two (Overflow Period): Gold and silver are consolidating at high levels, profit-taking comes out. Bitcoin begins to catch up, bloodsucking altcoins, BTC market share rises. Strategy: Focus on the big coin.
Phase Three (Frenzy Period): Media starts to report widely on 'Bitcoin surpassing gold's increase', retail investors fully enter the market, and altcoin season erupts. Strategy: Take profits in batches.
Conclusion: You should be the one who 'understands the wind direction'
The new highs of gold and silver are not to make you take over precious metals, but to make you strengthen your confidence in the crypto market.
In this market, the biggest risk is not the drop in coin prices, but that you give up your chips before dawn. The 'old money' of traditional finance has already moved, how far can our 'new money' in the crypto space be?
Next Steps:
If your position is still entirely in highly volatile dog coins, it's recommended to check your position allocation. Would you consider allocating some of your position to BTC or tokens in the RWA track?
⚠️ Disclaimer:
This article is for market analysis and education only, and does not constitute any investment advice. The crypto market has risks, and investment should be cautious. DYOR (Do Your Own Research).#黄金白银价格创新高
