According to The Kobeissi Letter, the 2x leveraged inverse silver ETF ZSL saw a $111 million inflow on Tuesday, the largest on record, signaling aggressive bearish positioning against silver prices (Source: The Kobeissi Letter, X, Jan 10, 2026). This was followed by a record $60 million outflow on Wednesday, highlighting rapid repositioning and heightened flow-driven volatility in the fund (Source: The Kobeissi Letter, X, Jan 10, 2026). Over the last two weeks, investors have added a record $327 million to ZSL, indicating heavy short exposure to silver by ETF traders (Source: The Kobeissi Letter, X, Jan 10, 2026). The flow surge comes after silver gained 145% in 2025, its best year since 1979, drawing heightened contrarian bets via inverse leverage (Source: The Kobeissi Letter, X, Jan 10, 2026). In the last three months, silver rose 58% while ZSL fell 69%, underscoring the extreme move and decay risks in leveraged inverse exposure during strong uptrends (Source: The Kobeissi Letter, X, Jan 10, 2026). The Kobeissi Letter states silver is set for much more volatility, suggesting traders should expect continued sharp moves in both spot XAGUSD and leveraged ETFs (Source: The Kobeissi Letter, X, Jan 10, 2026).

According to @WatcherGuru, silver has overtaken Nvidia (NVDA) to become the second largest asset in the world by market capitalization, reported on X on Dec 28, 2025 (source: @WatcherGuru). The post does not provide underlying valuation figures, methodology for computing silver’s market cap, or external corroboration, indicating a headline alert rather than a data release (source: @WatcherGuru). For trading, desks can track XAGUSD versus NVDA for relative momentum and potential rotation signals; the source does not cite any direct crypto impact, so any spillover to BTC or ETH remains unconfirmed (source: @WatcherGuru).

According to @StockMKTNewz, spot silver (XAGUSD) set a new record high again today at $63.59 per ounce, source: @StockMKTNewz. According to @StockMKTNewz, $63.59/oz now stands as the current all-time high level for traders to reference, source: @StockMKTNewz.

According to @KobeissiLetter, silver’s current rally is on track to deliver the largest 12-month gain since 1979 (source: The Kobeissi Letter on X, Dec 9, 2025). The author notes the move makes the 2020 and 2008 advances look like a rounding error, underscoring unusually strong momentum in precious metals pricing (source: The Kobeissi Letter on X, Dec 9, 2025). The post also frames this surge as part of a new monetary policy era, a context traders can use to assess momentum continuation and regime risk in silver exposure (source: The Kobeissi Letter on X, Dec 9, 2025).

According to @w_thejazz, an expected development around #Silver was flagged with a bullish tone, indicating positive market sentiment among XAG traders, source: X post by @w_thejazz dated Dec 7, 2025. The post amplifies a video claiming mainland China analysts understand what’s happening with JPM and silver, highlighting a narrative focus on JPMorgan within the silver market, source: X post by @w_thejazz dated Dec 7, 2025 and X post by @KingKong9888 dated Dec 7, 2025. No price levels, timeframes, or trade setups were provided, and no cryptocurrencies were mentioned, so the source offers sentiment context rather than actionable levels, source: X posts by @w_thejazz and @KingKong9888 dated Dec 7, 2025.

According to @KobeissiLetter, silver has broken above its 1980 and 2011 highs and is now trading above $55 per ounce for the first time on record (source: @KobeissiLetter). According to @KobeissiLetter, precious metals are currently outperforming other asset classes amid debate over an AI bubble, with gold specifically highlighted alongside silver in this move (source: @KobeissiLetter). According to @KobeissiLetter, this framing underscores relative-strength leadership in silver and gold versus AI-linked equities and other assets, which the post characterizes as a historic shift in performance (source: @KobeissiLetter).

According to @StockMKTNewz, silver (XAG) hit a new all-time high on Nov 28, 2025, confirming an upside breakout and placing XAG in price discovery above prior records (source: @StockMKTNewz). According to @StockMKTNewz, the alert references a LuxAlgo chart as supporting evidence for the all-time high confirmation (source: LuxAlgo via @StockMKTNewz).

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).