Relax. We need the Gold and Silver market to break to ATHs.
in 2023 I sold 40k of gold and bought bitcoin because of one theory of mine. Looking for critique.
My core theory: Gold and silver are experiencing a massive, euphoric rally toward all-time highs, driven by safe-haven demand, geopolitical chaos, and distrust in fiat systems. We're seeing this play out right now: as of January 13, 2026, gold has surged past $4,600/oz (hitting records near $4,630 recently), and silver has rocketed to new highs around $85–$89/oz, up dramatically from last year amid Fed independence concerns, tariffs, and global uncertainty.But here's the pivotal twist... The "endgame" moment few precious metals enthusiasts are fully prepared for:
- The paper vs. physical disconnect explodes Investors holding "paper" gold/silver (futures, ETFs, unallocated claims) will demand physical delivery in increasing numbers. Reports already highlight tightening supply: elevated lease rates, backwardation on COMEX silver, massive regional premiums (e.g., Shanghai vs. Western benchmarks), and structural deficits (silver demand outstripping supply for years). When dealers and exchanges can no longer deliver physical metal at scale, trust in the entire paper system shatters overnight.
- The "burn" is coming and it's massive Just like crypto holders who got wrecked in leverage plays, millions in paper precious metals will face cash settlements or forced liquidations with no metal in sight. Fortunes evaporate. Confidence in the system collapses: "You got screwed." Some will spite-buy physical at insane premiums, but many more will flee precious metals entirely, scarred by betrayal. This is the key pivot point. The final leg up with be record-breaking prices, but little to zero buyers of the metals.
- The flight to true scarcity: Bitcoin wins In that moment of broken trust, people rediscover what drew many of us to Bitcoin—trustless, permissionless, verifiable scarcity with no counterparty risk. No central vault, no dealer who can refuse to buy back, no paper promises. Bitcoin's fixed supply (21 million cap) becomes the obvious escape hatch from both fiat debasement and physical delivery failures.The rush begins: sellers of physical gold/silver (finally getting their hands on it) dump it back into the system for cash to pivot elsewhere. Dealers start refusing buys or imposing huge spreads—bottlenecking the exit. Euphoria peaks, then crashes as the system reveals its inherent fragility: gold and silver cannot coexist sustainably with unlimited credit and fiat expansion. Their current run is fueled largely by boomer wealth rotation and fear—not renewed monetary utility.
This is my theory. Because I would not have discovered Bitcoin if it wasn't for myself getting fucked by the system in many different ways. I sold everything and went all in, and to this day, I am all in. We are on the cusp of the MAJORITY of people getting fucked really, really soon. The next big depression, or the break in the system, is what we, as bitcoiners, need as the 'told you so moment.'
Just make sure in that moment, you extend a hand and do not mock them. We are all them at one point in time.
We all believed in the system.
And that's the joke of all this.
Gold and Silver is rallying not because 'the system has lost trust.' It's because 'when the system breaks, we trust the system to return to this ancient hard money.'
Gold and Silver bugs TRUST that the system will VOLUNTARILY RETURN to Hard Money. The same way they TRUSTED the system to not manipulate gold and silver, as they have since the inception of paper IOUs.
When trust breaks, and it will... Bitcoin rockets.
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from Bitcoin - The Currency of the Internet https://ift.tt/U1X2EOk
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