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).