Silver Smashes $100, Gold Nears $5,000 as Capital Rewrites the Global Risk Playbook
Global markets are undergoing a major realignment. A deep shift in capital flows is exposing cracks in traditional safe havens and elevating precious metals to the center of global risk management. As confidence in the U.S. dollar weakens, investors are gravitating toward tangible stores of value — with gold and silver leading the charge.
The Data Behind the Rotation
◾ Silver → Breaks a historic ceiling, surging to $100 per troy ounce, a level never seen before.
◾ Gold → Rallies aggressively toward $5,000, currently trading near $4,900, posting an almost 8% weekly gain.
◾ U.S. Dollar → Suffers its sharpest weekly decline since May last year, echoing stress last seen during the tariff shock cycle under the Trump administration. Capital leaving the dollar is finding its way into hard assets.
◾ Crypto Contrast → The shift is selective. U.S. Bitcoin ETFs saw $1.33 billion in net outflows in a single week — the largest since February 2025. Despite this, BTC avoids a steep breakdown as miners remain near breakeven operating levels, limiting forced selling. For now, capital prefers traditional protection over speculative exposure.
Final Take
This marks a clear reversal in global capital behavior. Investors are no longer rushing into U.S. Treasuries or dollar-linked instruments. Instead, they are seeking physical certainty in gold and silver.
However, this rush into a relatively narrow market brings its own risks. As prices stretch into overextended territory, volatility increases and the probability of short-term corrections grows. The message is clear: the safe haven has changed — but it is not without danger.$BTC
