Silver Hits Record High Above $90: Why Bitcoin Could Follow Suit in 2026

• Why Is Silver Skyrocketing Above $90?
• 3 Reasons Bitcoin Could Mirror Silver’s Rally
• Key Signals to Watch for Bitcoin’s Next Move
• FAQ: Silver, Bitcoin, and the 2026 Macro Landscape

Silver has just shattered a symbolic barrier, soaring past $90 per ounce—an unprecedented level—after a spectacular rally since the start of 2026. Behind this surge lies a mix of macroeconomic factors (disinflation, anticipated rate cuts) and tightening demand, both industrial and financial. Interestingly, this cocktail of drivers increasingly mirrors the forces that have historically propelled Bitcoin’s bull runs. Here’s why bitcoin might be next in line for a breakout.

Why Is Silver Skyrocketing Above $90?

The immediate trigger was softer-than-expected U.S. inflation data: December’s CPI ROSE just 0.2% monthly, with core inflation at 2.6% annually. Markets quickly priced in Fed rate cuts by mid-2026, making "yield-less" assets like precious metals attractive again. As real rates ease, the opportunity cost of holding silver drops—and the result speaks for itself: a 40% monthly surge, with prices now breaching $90.

Geopolitical tensions and industrial demand (for electronics/energy) added fuel to the fire. Notably, gold also rallied (topping $4,600/oz), proving this isn’t just a silver story—it’s a broader "hard asset" revival.

3 Reasons Bitcoin Could Mirror Silver’s Rally

Bitcoin’s sensitivity to liquidity shifts is well-documented. Since January 2026, BTC has gained 9%, flirting with $95K (though still below its 2025 ATH of $125K). As the BTCC research team notes, "When the Fed pivots, crypto often leads risk assets higher."

Spot Bitcoin ETFs in the U.S. saw their largest inflows since October 2025 last week—a clear sign of returning institutional appetite. Unlike the 2020-21 cycle, this demand is now structural.

A new U.S. bill proposing clearer crypto asset classification could reduce the "regulatory discount" that’s weighed on markets. Even without immediate passage, progress alone matters.

Key Signals to Watch for Bitcoin’s Next Move

For BTC to fully replicate silver’s breakout, monitor:

• Rate Cut Confirmation: Sustained disinflation trends (source: TradingView)
• ETF Flows: Continued institutional participation (source: CoinMarketCap)
• Geopolitical Stability: Any escalation could boost crypto’s safe-haven narrative

Conversely, hotter inflation or central bank hawkishness could stall momentum. But the parallel is striking—when macro liquidity returns, scarce assets (metal or digital) tend to shine.

FAQ: Silver, Bitcoin, and the 2026 Macro Landscape

How high could silver go in 2026?

Analysts at BTCC suggest $100/oz is plausible if industrial demand persists and ETF holdings grow. The 2026 supply deficit (per Silver Institute) adds upward pressure.

Will Bitcoin outperform silver this year?

Historically, BTC rallies harder in risk-on environments. Its 4-year halving cycle (next due in 2028) may amplify gains if macro conditions align.

What’s the biggest risk to both assets?

A Fed policy U-turn. As one miner quipped, "Powell giveth, and Powell taketh away." Monitor Fed meeting minutes closely.