Silver is Nowhere Near A Breakout. What A Silver Breakout Will Really Look like and What to Watch For.

I’ve had several conversations recently, I’m still trying to get family and friends into Silver. And despite Silver vastly out performing any other asset in 2025, I get into awkward conversations where people end up responding with their own financial advice. Literally my father in law, when I suggested just moving a small % of his net worth into Gold and Silver responded with wait til SpaceX goes public…

I’m literally at a complete loss as to what to even say. It’s reality vs delusion at this point. It was as shocking to me as saying to someone I need to take my car in for an oil change and someone responding with don’t do that let your car blow up. I really don’t have a good analogy here but it’s just insane, so hold that thought. And I also what to say my father in law is above average financially owns properties, he’s set up pretty well… so he thinks,…

Now I’m going to contrast that with a conversation I had with a handy man and his helper this past week, and I ended up giving them Silver and they absolutely loved it. And they were genuinely thinking they should buy a coin or two as they could afford it.

We hear about the K shape economy forming and such but I’ve never took time to really look at that in terms of Silver and perception of it.

I really do believe there’s two different economic understandings and realities existing. The first I’m going to call delusional money, this is money that’s continued to expand for people with assets like property businesses ETFs Bitcoin… market money. That just doesn’t end in their mind.

The Second Reality, people that are getting absolutely squeezed watching buying power get demolished year over, these are people closer to reality. There’s not a bunch of derivatives separating them from actual day to day struggles.

I believe it’s the latter now seeing Silver as a viable way to increase buying power and I believe this is still just forming, early stages. This money flowing into Silver is small in relation to the delusional money.

The delusional money hasn’t even started to move yet, imagine millions who have retirements properties businesses the Trillions in the various market positions. They’re nowhere near thinking about a flight to safety into Gold and Silver. They’re still looking at their delusional money as safe and real money as a risk. That really is the mindset still over the markets… markets safe, real money not safe.

I don’t know when that switch will flip, my opinion is that this will flip in 2026, sometime. I think Silver will be in the triple digits when it does. And that’s when we will see a real break out.

As crazy as this all seems 80$ Silver isn’t close to being a top and it’s already getting hard to get. We’re already seeing supply shortages and the delusional money hasn’t even entered the market yet…. I use to think 1000$ Silver was going to be the extreme upside, now I don’t even think I can put a number on Silver when Trillions try to buy it and there’s none to buy. I can’t even calculate it anymore.

These numbers are really in the delusional space. If you counted each second as a dollar, it would take you 12 days to get a million… but a trillion would take you 36 Thousand Years. These aren’t just simple decimal moves, they’re exponential expressions of reality.

We’re so use to ever expanding markets and printing Trillions on Trillions of dollars, we have lost the ability to perceive reality correctly.

If this switch gets flipped into Silver… I know this seems wild, I think you’ll see Bitcoin prices for an ounce of Silver. The system is really that inflated.

And it’s leading to extreme behaviors in govt trying to stabilize it. Russia Ukraine China Japan US Venezuela the Middle East Africa… The US is taking over a country right now. I’m not looking at this politically I’m looking at it economically.

Just my thoughts this morning don’t crucify me.