Prata Dispara para US$52 e Desafia BTC como Melhor Ativo de 2025
A prata está dando um baile nos mercados - e pode roubar a coroa do Bitcoin.
Metais Preciosos em Alta
O ouro sempre foi o queridinho dos conservadores, mas a prata está mostrando quem manda no playground dos ativos. Com projeção de atingir US$52, o metal branco está fazendo os tradicionais 'investidores seguros' parecerem estar usando luvas de boxe no xadrez.Rally Histórico em Andamento
Enquanto os maximalistas de cripto discutem sobre halving e ETFs, a prata está silenciosamente construindo um rally que deixaria até o mais otimista dos traders de Bitcoin com inveja. O movimento para US$52 não é apenas um número - é um statement.O Ironicamente Previsível
Claro, os analistas de Wall Street já estão reciclando seus relatórios de 2020 sobre 'prata subvalorizada' - porque nada diz 'visão' como redescobrir o óbvio cinco anos depois. A prata sempre foi a irmã mais inteligente, mas menos popular, do ouro, e 2025 pode ser finalmente seu ano de brilhar.
Silver broke out in 2025, on track to get ahead of BTC as the biggest earner for the year to date. | Source: Trading Economics
At the beginning of 2025, BTC traded at 3,404 silver ounces, an all-time peak. Since then, even with price records, BTC declined to the equivalent of 2,101 silver ounces. Still, BTC is up from its lows of 692 silver ounces during the 2023 bear market.
Historically, BTC still outperformed precious metals on a longer time scale, as a first-of-a-kind asset in a period of price discovery.
Silver and gold became an integral part of the “debasement trade,” seeking assets to offset the weakness of the US dollar and fiat currencies. As Cryptopolitan reported, the debasement trade led to speculative gains for gold, which appreciated more reliably than BTC. However, silver caught up with bigger gains, breaking a multi-decade run of relatively subdued prices.
Skeptics about the debasement trade see it as a bet on already overheated assets, which do not necessarily store value. As a debasement trade asset, BTC is also much riskier, as it has erased up to 10% of its value within hours.
On a four-year time frame, gold was also the #1 gainer, as BTC lagged during its two-year bear market. Gold is also catching up with BTC, already 58.2% up for the year to date.
Tokenized silver remains a niche asset
While silver has a well-established mainstream market, it is relatively niche as a tokenized asset.
Silver-based tokens only have a market cap of $203M even after the recent price appreciation. Most of the value is locked in the Kinesis Silver token.
The silver-based tokens are also only traded on the Kinesis platform, with no connections to larger exchanges or DeFi. Overall, tokenized silver is still a niche asset, trading away from the overall RWA tokenization trend.
Will BTC catch up with precious metals?
BTC remains more volatile and unpredictable, though there are expectations the digital coin may catch up with gold.
BTC is often historically lagging by about 60 days from gold, thus expecting a renewed attempt at a new high in the coming months.
However, the debasement narrative may also shift if the government debt market normalizes. While the debasement trade seems logical, it may also reverse if currencies show a return to sufficient reliability.
For gold and silver, the rush for spot demand is already creating backlogs and logistical problems. BTC as a debasement asset also suffers from even faster depreciation, often acting as a more volatile equivalent to tech stocks.
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