Smart Money Is Quietly Positioning for the Next Breakout
Silver’s investment case differs sharply from Gold’s. Beyond its monetary heritage, Silver’s modern strength lies in its industrial utility – and that is precisely where demand is surging.
The white metal sits at the centre of transformative global industries: Clean Energy, Artificial Intelligence, Defence and High-Tech manufacturing. According to data from The Silver Institute, global demand climbed from 993 million ounces in 2016 to 1.16 billion in 2024, while supply slipped from 1.06 billion to 1.02 billion over the same period – flipping a surplus into a structural deficit.
“Structural deficits are now colliding with a once-in-a-generation demand boom,” notes Hansen. “A clean break above $50 – a key historical resistance level – unlocks a direct path back to the $54.50 record high. Once that level gives way, $75 and even $100 an ounce will become the next long-term Supercycle targets.”
Dollar Crash Fuels Flight to Hard Assets
A crucial tailwind behind Silver’s meteoric rise is the ongoing collapse of the U.S dollar. The greenback has already fallen more than 11% in 2025 – its steepest annual decline since the early 1970s – and Morgan Stanley expects another 10% drop by 2026 as global confidence erodes.
Trump’s so-called “Liberation Day” policies, combined with record fiscal deficits and mounting political pressure on the Federal Reserve to slash rates, have undermined the dollar’s long-standing safe-haven appeal.
In a recent market note, The Gold & Silver Club observed: “The U.S dollar has entered a long-term bear market, igniting a seismic shift into hard assets. Gold and Silver – unlike fiat currency – cannot be devalued, duplicated or destroyed by monetary policy.”
