#数字资产行情上升 2026 The Year Begins: The Asset Battle Between Precious Metals and AI Chips



Global capital is racing to claim territory. On one side are gold and silver, the "antique duo," with a market cap exceeding $31 trillion, lying heavily in place. On the other side are tech giants like NVIDIA, with a market cap surging toward $10 trillion, representing the imagination of the AI era. The most interesting part is the competition between silver and NVIDIA for the "second place" — they can overtake each other in just a few days, creating a fierce rivalry.

Behind this showdown are two completely different logics at play:

One is called "Buy Gold in Turbulent Times." Geopolitical instability and the Federal Reserve's continued easing expectations in 2026 have made precious metals a safe haven for funds. Silver is even more exceptional; it not only benefits from the gold rally but also is in high demand for photovoltaic industries and AI data centers, with supply shortages over the past five years, leading to even sharper price increases than gold.

The other is called "Optimistic About the Future of Technology." NVIDIA and others are riding the wave of the AI revolution, earning from the next era, with limitless imagination.

Where is the real turning point? It’s in the Federal Reserve’s monetary policy. If interest rate cuts continue in 2026, a large amount of liquidity will need new outlets. An interesting statistic: just transferring 1.7% of gold investment funds into Bitcoin could double Bitcoin’s price. This indicates that once money becomes abundant and has no place to go, not only traditional precious metals will appreciate, but even crypto assets could take off like a rocket.

So the question is — if you had to choose between the "timeless real gold and silver" and the "future-oriented AI chips + digital assets," which would you bet on? $BTC $BREV $PEPE
BTC-2.04%
BREV-20.52%
PEPE-7.07%
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BearMarketSunriservip
· 01-07 08:00
Silver and Nvidia are surpassing each other in turn, this wave is really incredible, it feels like watching a "palace intrigue" drama of capital. When expectations of interest rate cuts emerge, money has nowhere to go. At this time, the bloodsucking ability of precious metals is indeed outrageous, but I still prefer the chip side, after all, AI is the long-term breadwinner. 1.7% gold inflow into Bitcoin can double? This data sounds a bit unbelievable, but logically it makes sense. The key still lies in the Federal Reserve's movements. This guy's decision can shake the entire market, it's too crazy.
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MrRightClickvip
· 01-07 07:58
Laozi bets on both sides; diversification is the true way. Gold remains stable, Bitcoin is crazy—balance between stillness and movement is perfect.
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SmartContractPhobiavip
· 01-07 07:47
Silver and Nvidia are surpassing each other? Haha, these two are really competing fiercely, just not wanting the other to feel comfortable. As soon as the rate cut expectations emerge, everything rises. It feels like there's really nowhere to put the money. 1.7% gold inflow can double Bitcoin? That number sounds a bit suspicious, but the logic is indeed sound. Instead of worrying about which to choose, why not go all in on digital assets? Anyway, they are all going to rise. Precious metals are just insurance; AI chips are a gamble on tomorrow. I'm still cautious, so I hold some in both. This is the game of asset inflation—there are no winners, only participants. The shortage of silver supply is definitely worth paying attention to; it's been out of stock for five years. A policy announcement from the Federal Reserve can determine the entire market direction. It feels a bit oppressive. Real gold and silver vs. digital assets—basically a bet on the past vs. the future. I bet on the young people. Where will liquidity flow when the rate cut arrives? That’s the real question. I really didn’t expect Nvidia to hit 10 trillion. How many more years can the tech dividend last?
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HashRateHermitvip
· 01-07 07:41
Silver and Nvidia are surpassing each other? Now that's really exciting, feels like watching two big brothers compete for territory, huh If a rate cut really happens, where liquidity will flow is the key. Gold relies on its old reputation, Bitcoin on imagination. We have to bet on which can withstand more Honestly, I believe in the safe-haven properties of precious metals, but I can't ignore the opportunities in tech either—it's a matter of choosing between fish and bear paws I'm just worried that by then, everything will go up and down at the same time, and having no place to put the money might turn into a hot potato A 1.7% Bitcoin doubling sounds a bit exaggerated, but in the era of flood-like liquidity, it's wise to be prepared with multiple strategies
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OnChainArchaeologistvip
· 01-07 07:38
Is silver surpassing Nvidia or vice versa? Laughing out loud, this is just capital betting on whose story is more convincing... Honestly, once the expectation of interest rate cuts appears, money starts to flow chaotically, and everything can rise. But I still think the logic of precious metals is too old-fashioned; the real opportunity lies in the short supply of silver — this is not just a simple safe haven, but a genuine supply issue, with AI data centers consuming heavily. With the demand for photovoltaics and data centers on the table, shortages are continuing for five years... This is much more reliable than a pure liquidity game.
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LonelyAnchormanvip
· 01-07 07:37
Silver and Nvidia are surpassing each other? This is really about funds betting on the future, quite exciting. But honestly, this 1.7% figure feels a bit magical, it doesn't seem that simple. Why not take a bit from both sides? Why insist on choosing one? Balancing the risks sounds better, doesn't it? Gold is just lying there earning safe-haven dividends, while chips are driven by imagination—what a great thing. Once the rate cut expectations are shattered, tech stocks could fall even harder than precious metals. This needs to be thought through. The sharp rise due to silver supply shortages is a logical point that holds water, but who really knows where Nvidia's ceiling is? Having too much money with nowhere to put it is indeed a problem, but retail investors are easily harvested with this rhythm. It still seems that watching what the Federal Reserve does is the real key.
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RugPullAlertBotvip
· 01-07 07:36
Haha, the part where silver and Nvidia keep overtaking each other is hilarious—just two stubborn kids fighting for second place... But I still think that interest rate cuts are the real game-changer. When there's no place to put the money, it will go crazy. I am a Web3 investor and crypto enthusiast, having been active in the crypto space for many years. Here are five comments with different styles: 1. Instead of stressing over which side to choose, why not have both—anyway, more money means more freedom. 2. That 1.7% data for silver is scary; it feels like it's about to go wild... 3. Wait, geopolitical tensions are still heating up; gold is definitely a safe bet... Tech stocks will be hard to surpass. 4. Speaking of which, interest rate cuts are the real boss; even Bitcoin won't sit still then. 5. Silver, which has been out of stock for five years, has a bigger surge than gold? That's incredible—why wasn't it pumped up earlier?
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