silver

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I’ve been analyzing this for 2 weeks, and it’s far worse than I thought.

Silver production: ~800M ounces per year
Bank short exposure: 4.4 BILLION ounces

If silver continues higher, major U.S. banks will collapse.

Here’s what I uncovered:

7 days ago, silver pushed to ~$92.
Then it dropped over 18% within hours.
Bounced back near $86.
Still not recovered.

Most people see volatility.
I see a TRAP.

At ~$92 per ounce, the combined bank short position is $410 BILLION in exposure.

That’s larger than the market cap of most global banks combined.

WHY DID SILVER DROP TO $64 OVERNIGHT?

Because it had to.

A clean break above $100 would have triggered margin calls that cascaded through the system.

So the insiders did what they always do:
They dumped paper contracts into thin overnight liquidity to force the price down.

But here’s what the screen doesn’t show:

While the paper price fell, lease rates exploded.

The cost to borrow physical silver is surging.

We are now in FREE FALL.

Spot > Futures.

That means buyers don’t want delivery in 3 or 6 months.
They want the metal NOW.

This is where the math becomes fatal:

Shorts: 4.4B ounces
Annual mining: ~800M ounces

At these prices, recycling supply dries up because holders hoard.

Industrial demand doesn’t slow down:
AI
Solar
EVs
Defense

Factories must buy regardless of price.

Some banks aren’t just short silver.
They’re short the industrial supply chain.

CASH SETTLEMENT IS NEXT

I warned earlier about this.

It’s already starting at the insider level.

Large dealers are quoting:
No availability
Or 4–6 week delivery delays

When silver reclaims $91 — and it will — it won’t stall at $100.

The move will be discontinuous.

Once the first major short declares force majeure, price gaps become unavoidable.

WE NOW HAVE TWO SEPARATE MARKETS

Screen price: a managed number
Physical market: increasingly unobtainable

The shakeouts are designed to flush weak hands out of physical supply.

Pay attention.

We are watching the paper derivative structure fail in real time.

This is what the early phase of a commodities supercycle looks like.

I’ve been in macro for over 15 years and have called all major market tops and bottoms before others.

From here on, I’ll continue to share all my moves publicly so my followers can act.

If you want to win big this cycle, all you need to do is follow me and turn notifications on.

Non-subscribers will regret not following me sooner.
$XAG
$XAU
$PAXG
#silver #gold

🚨 WARNING: 100% PROOF WHAT’S NEXT FOR SILVER!!!

I just spent 41 hours researching this… and the numbers look insane.

I’ve uncovered metrics that are too strong to ignore, and the data backs up everything I’m saying.

The paper vs. physical disconnect in silver has reached an extreme.

And I’m watching one thing closely:

👉 the flow of funds for the capitulation signal that finally breaks the suppression mechanism.

Here’s the hidden war nobody’s talking about:

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WHY CHINA NEEDS SILVER CHEAP

Most retail investors think China wants silver to moon.

INCORRECT.

China is the global manufacturing engine.

Silver is their raw fuel:

Solar
EVs
Tech components
Military supply chain

If silver rips, their margins get crushed.

So industrials over there are desperate to keep silver suppressed under $50.

They’re positioning for a gold/silver ratio of 200.

It’s a suppression play. Plain and simple.

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THE WHALE SHORT

We now have confirmation a Chinese hedge fund is short 450 metric tons of silver.

But here’s the twist…

That same entity is aggressively LONG physical gold.

He’s betting on the spread.

He wants gold to fly… while silver stays pinned.

Western desks are helping facilitate this — executing orders that keep silver stagnant even with rising demand.

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THE FED PIVOT: STRIKE PRICE

The U.S. has officially designated silver a critical mineral.

That changes everything.

Here’s the logic:

If silver stays cheap, U.S. processing facilities can’t compete with China’s labor costs.

It’s mathematically impossible.

And discussion from the incoming administration (Vance, Bessent) suggests a floor price strategy.

They NEED silver expensive to incentivize domestic production.

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THE GLOBAL REVALUATION EVENT

There is zero incentive left for any sovereign entity to suppress gold.

BRICS: dumping treasuries for hard assets
Europe: needs a revaluation to balance central bank books
USA: staring at $38T in debt

The only way out is a revaluation of the 8,000+ tons of U.S. gold to market rates.

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THE SUPPLY SHOCK

Shanghai exchange silver inventory is at a 10-year low.

Official data says 900 tons.

Real-time channel checks suggest less than half is actually left.

Physical demand is draining the vaults.

And when delivery requests hit…

Paper shorts get obliterated.

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THE ENDGAME

They cannot decouple silver from gold forever.

Because the physics of the market won’t allow it.

Here’s what I believe happens next:
1. Gold gets revalued to solventize sovereign debt
2. Silver violently catches up as paper shorts are forced to cover
This is a generational setup.

A real store-of-value play.

But don’t rely on an ETF.

Don’t rely on a contract.

Hold the physical asset.

If it’s not in your safe… it’s not your money.

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I’ll keep you updated as this develops.

Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.