Silver's on a tear—up around five bucks from Friday's close, now trading near $85 per ounce. That's over 180% appreciation over the past year. Pretty wild move.

But here's the million-dollar question: what's actually driving it? Loose monetary policy flooding the system? Erosion of faith in the US dollar? Genuine supply constraints from industrial demand chewing through inventory? Could be all three firing at once.

The real question is which pressure point matters most right now—and how long it holds.