The consequence is unmistakable: Gold set 42 fresh all-time highs in 2025, forcing late-moving institutions to chase an accelerating market – the classic signature of a developing Supercycle.
Silver: The Under-Owned, Under-Priced Accelerator of The Cycle
If Gold is the headline, Silver is the understudied catalyst preparing the next major shock to the upside.
Despite being essential to modern technological infrastructure – from AI hardware and EV battery assemblies to next-generation solar grids, semiconductor fabrication and high-density data-centre systems – Silver continues to trade at levels far below its fundamental value.
Its supply picture is even tighter. Mine output has struggled to keep pace with industrial expansion for years and recycling flows remain insufficient to close the gap. At the same time, monetary demand for Silver is rising sharply among retail investors and emerging markets – precisely the segment most affected by real-world currency decline.
This creates a rare, dual-engine dynamic: institutional capital on the top arm of the K drives technological usage, while households and developing nations on the lower arm boost monetary demand. Few Commodities possess this type of asymmetric demand profile – and historically, whenever they have, Silver has delivered the largest percentage move of the entire cycle.
As Hansen puts it: “Gold leads. Copper validates the trend. Silver amplifies it”.
The Divergence Is Accelerating – And So Is The Opportunity
The historical record leaves little ambiguity. Each time Gold has entered a period of sustained strength, Silver has responded not with gradual appreciation, but with explosive rallies.
In 2009, Silver advanced more than 400%. In 2011, it surged to nearly $50. In 2020, it doubled in a matter of weeks.
But none of those periods featured today’s combination of monetary expansion, geopolitical fragmentation, structural deficits and globalised industrial demand. The forces behind this cycle are larger, more synchronised and more persistent.
According to Hansen: “Gold is transitioning into a new monetary role, while Silver is approaching a genuine supply crunch. Traders may look back on this era as the most attractive accumulation window of the decade.”
He adds: “The final months of the year carry the potential to replicate – or surpass – the explosive gains seen after the pandemic. Precious metals have never been this strategically mispriced relative to risk.”
The K-Shaped Economy is not narrowing; it is widening. Those positioned in tangible assets will capture the upside of this divergence, while those holding depreciating currency will absorb its consequences.
For traders seeking asymmetric returns, the message is clear: any pullback in Gold or Silver is not a warning – it’s an invitation. The next major revaluation is already in motion and the window to accumulate at favourable levels is closing far faster than most market participants appreciate.
