🚨 This Has Never Happened Before
I’ve been studying this for 2 weeks, and it’s worse than I expected.
Silver mines produce about 800 million ounces per year.
But banks are short about 4.4 billion ounces.
If silver keeps rising, banks could face huge losses.
7 days ago silver hit $92.
Then it suddenly dropped 18% in hours.
It bounced to $86 but hasn’t fully recovered.
Most people see normal price swings.
I see a setup.
At $92, bank short exposure was around $410 billion.
Why did silver suddenly drop to $64?
Because if it broke above $100, it could have triggered massive margin calls.
So big players likely sold large paper contracts overnight to push price down.
But here’s the key:
Even though the paper price fell,
borrowing real silver became more expensive.
Spot price > Futures price.
That means buyers want silver now, not later.
Shorts: 4.4B ounces
Yearly supply: 800M ounces
If people hold their silver and demand stays strong (AI, solar, EVs, defense), supply gets tight.
Some dealers are already reporting delays.
If silver breaks above $91 again, the move higher could be fast.
Right now it looks like there are two markets:
Paper silver (screen price)
Physical silver (real metal)
This could be the early stage of a big commodities cycle.$BTC
