$XAG
The Silver Reality: Shanghai vs. The World 🚀
The $8–$9 premium in Shanghai isn’t just noise—it’s a physical supply shock. While the West trades "paper silver," the East is facing a real-world squeeze.
Why this matters:
Physical Squeeze: China’s new export licenses (effective Jan 1, 2026) are trapping supply to feed their Solar and EV industries.
Inventory Crisis: Local stocks are depleted, forcing industrial buyers to pay massive premiums just to secure metal.
Chart Intel: XAGUSDT is holding steady at $103.67, showing strong absorption above key MAs. Volatility is coiling for a massive breakout.
The Play: Physical leads, paper follows. Expect the global market to reprice aggressively as shorts are forced to cover.
Status: Bullish Structural Shift. 📈