Last night, the market experienced significant fluctuations. Silver surged nearly 4% in a single day, easily breaking through the $80 mark, while gold also performed strongly, with an intraday increase of nearly 1%, firmly staying above $4510. What signals are being sent behind this dual-gold movement?

From the market sentiment perspective, it is clear that risk aversion and value storage logic are prevailing. Interestingly, silver's gains far outpaced gold, a phenomenon that has always been a noteworthy signal—usually indicating a rise in industrial demand coupled with inflation expectations. Looking back at historical records, you will find that whenever precious metals enter such a strong trend, subsequent capital often spills over into other asset classes, with the crypto market being particularly susceptible. Bitcoin’s position as digital gold remains unchanged, and the RWA (Real-World Asset) sector, anchored by tangible assets, is also frequently favored by capital.

Several macro factors are worth considering. Rising expectations of interest rate cuts and geopolitical tensions are boosting the appeal of "hard assets." Gold and silver have taken the lead—could this be a precursor to rotation in the crypto market? The key is to closely monitor the movements of Bitcoin and Ethereum. Once mainstream cryptocurrencies confirm capital inflows, a new market narrative is likely to unfold.

Overall, this wave of precious metal gains is far from just a simple repetition of traditional safe-haven behavior. On a deeper level, it reflects a continuous struggle for capital to find value anchors between the physical and crypto worlds. Hold your spot assets firmly, keep an eye on related assets, and wait for the right moment.