According to Bijié Wǎng, the crypto market remains under pressure amid ongoing trade tensions. In Q1 2025, a surge in tariffs triggered a 18% decline in total crypto market value and $500 billion in outflows. Bitcoin [BTC] has fallen 25% since Trump initiated a new tariff war in early October. Silver prices have risen sharply, reaching $79 per ounce in Q4 2025, with a 70% quarterly gain. Analysts suggest China, which controls 60-70% of global silver supply, is at the center of a potential 'metal war' as export restrictions take effect on January 1, 2026. This could cause a supply-demand imbalance, especially after silver demand hit 1.24 billion ounces in 2025. Meanwhile, institutional interest in silver is rising, with 50-60% of global supply now held by major investors. In contrast, Bitcoin continues to struggle, with weak demand and declining Coinbase Premium CPI data. Hecla Mining [HL], the largest U.S. silver producer, has seen its stock rise 170% over two quarters, reaching a $12 trillion market cap, reflecting strong institutional demand.
China's Silver Export Restrictions May Trigger 'Metal War' and Challenge Bitcoin in Q1 2026
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Summary
Bitcoin news shows continued pressure from trade tensions and shifting commodities demand. The fear and greed index remains in fear territory as tariffs in Q1 2025 caused an 18% market drop and $500 billion in outflows. Silver prices jumped to $79 per ounce in Q4 2025, up 70%, as China’s 2026 export restrictions threaten supply. Silver demand hit 1.24 billion ounces in 2025, with 50-60% of the global supply now held by institutions. Bitcoin fell 25% after Trump’s October tariff move, with weak demand and falling Coinbase Premium CPI. Hecla Mining’s stock rose 170% in two quarters, hitting a $12 trillion market cap.
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