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CNBC is already running the “bubble burst” narrative. Bloomberg too. They want you scared. They want you out.

But nobody’s talking about what happened in Shanghai during that exact same window.

While American traders panic-dumped at $75, Chinese buyers were paying $90. Ninety. For the same metal. The premium didn’t shrink during the crash—it widened.

Let that sink in.

This wasn’t a top. This was a heist.

I’ve been in this game long enough to know what a liquidity vacuum looks like. There were zero bids between $83 and $76. The algos pulled everything. Price didn’t fall—it teleported. And the second it hit $75, physical demand stepped in like it was Christmas morning.

Here’s the part that should terrify you: China locks silver exports in 72 hours. January 1st. Export licenses only. They control 70% of global supply. COMEX is down 70% on inventory. London’s vaults are bleeding. And Elon Musk just tweeted “this is not good” about the shortage.

The gold-silver ratio is 60:1. Historical average is 30. That’s $150 silver just to normalize.

Everyone’s calling this 1980. It’s not. The Hunts were speculators playing paper games. This is industrial demand crashing into empty vaults. Solar panels don’t negotiate. AI chips don’t wait.

Retail just handed their silver to sovereign wealth funds at a 15% discount.

And most of you have no idea what’s about to happen.
 
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