Bitcoin Struggles as "Digital Gold" While Silver Dominates the Market: Here’s Why
This year has delivered a massive shock to Bitcoin investors. The asset, long hailed as "Digital Gold," has unexpectedly slumped by 7% over the past year, underperforming compared to other major asset classes.
In a surprising turn of events, Silver has emerged as the year’s top performer. This traditional asset surged by a staggering 174%, outshining Gold—the world’s largest asset by market capitalization.
This rally marks Silver’s longest uptrend since 1980, propelling it to become the third most valuable asset in the world, even surpassing the tech giant Apple in market valuation.
Several key factors are driving this explosive growth :
Export Restrictions: China’s plan to restrict exports starting in January 2026 has created market anxiety.
Supply Chain Pressure: Intense pressure on physical deliveries across Asia is driving prices higher.
Industrial Demand: Consistent and growing demand from the solar panel, electronics, and electric vehicle (EV) industries.
For nearly five years, global silver mine production has failed to keep pace with demand. The resulting deficit has been covered by above-ground reserves, which are now rapidly depleting.
Is Bitcoin losing its shine, or is this just a temporary rotation into industrial commodities? Share your thoughts below.
