2026-02-24 22:03:10

#GateTradFiTopPick

My watchlist currently shows the most attention from the TradFi sector on #Gate Silver (XAG/USD).
This asset is in a bullish trend in TradFi with a price of ~$87.87 (a pullback from the peak $89 after the tariff rally), where industrial demand creates a structural deficit of 67–120 million ounces in 2026. Its undervaluation (gold:silver ratio ~50:1–80:1) makes it attractive for inflation hedging and speculation, with forecasts of $113–$128 in February and $120+ annually (JPMorgan).Fundamental factors: Supply deficit for the fifth consecutive year due to secondary mining (70% of gold/copper) and China's export restrictions starting January 2026, which pressure physical premiums.Industrial demand: solar energy (232 million ounces/year), EV, AI technologies — 50%+ of consumption, with a forecast of 665 GW of solar capacity in 2026. Investment: ETF inflows of 15–20 Moz in 2025, +11% price growth since the beginning of 2026; macro tailwind — currency devaluation and commodities supercycle.

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