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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.
 
As this story is written, it is 11:01 AM eastern U.S. time on Sunday, December 28. Reports have been coming in CLAIMING "a systemically important bank, a major player in Silver Futures, failed to pay its Margin Call by 2:00 AM and was liquidated by the futures Exchange at 2:47 AM eastern US time."

The reports are CONCEALING the name of the bank, but it is confirmed that overnight, the federal reserve was forced to pump another $34 Billion into the Banking System through its Emergency Overnight Repo facility. This $34 Billion is on top of the $17 Billion which had to be pumped-in two days ago, on Friday morning.

The Bank involved is described as "one of the largest players in the precious metals derivatives market" blew past every risk limit, breached every covenant. and exhausted every line of credit."

The Bank is further described as having been "massively short silver; we are talking massive positions numbering in the hundreds-of-millions ounces."

According to the information coming out this morning, when Silver broke through $70 per ounce on Friday, this bank received a "Margin Call" from the Commodities Exchange(s) which "exceeded their liquid capital." I am further told that "the clearinghouse gave them until Sunday morning to post $2.3 BILLION in additional cash collateral."

The report goes on to say that "over the past 36 hours, the Bank Executives frantically tried to raise cash. They reportedly called their counter-parties, they tried to sell assets, they begged for Bridge loans. Nobody helped them."
 
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.
Just AI generated text ozcopper? OR is this an account compromise scenario?

 
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What crash? What bubble burst? Silver is at $108.00 AUD / $72.00 USD this morning. Sounds great to me, if all of the supposed games, emergency bailouts, margin hikes and such occurred and silver is still at these prices I'm not complaining.

Six months ago I was fantasising about $75 AUD by Xmas and told anyone who cared to listen buy anything under $45 USD.
No crash on my radar.
 
Having trouble with images today, but just look at the price in AUD from OCT to DEC.
Top $84, Neckline $79, fell to $74, before hitting ~$70 range, then retraced to test highs, and then blew past them.
Besides timeframe being months instead of days, and at a ratio of 1.5AUD : 1 USD.

The feeling of Deja-vu, I mean...
its got back up from here before.

oganesson.webp
 
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It will be interesting to see what the narrative from the press have to say in the future when the dust has settled on all of this.

One of the biggest things that stick for me from 2011 was that it became far more obvious how much the press is used as a weapon against your average investor, bastards couldn't lie straight in bed. :rolleyes:
 
I plan to be HODLing and stacking for another decade so this is filler for me.
It sure is fun to watch the drama unfold and exciting too.
We are making history almost every single day and this will be talked about for a long long time.
I just hope I have enough popcorn to last!

($50 seems like such a tiny number now. Its wierd. )
 
Having trouble with images today, but just look at the price in AUD from OCT to DEC.
Top $84, Neckline $79, fell to $74, before hitting ~$70 range, then retraced to test highs, and then blew past them.
Becides timeframe being months instead of days, and at a ratio of 1.5AUD : 1 USD.

The feelong of Deja-vu, i mean...
its got back up from here before.

The 1 Minute chart in AUD is worth a squiz at the moment I reckon
xagaud 1m chart 301225.webp
 
The yuge bear run reminds me of my buddy that likes to date desperate single moms.
He thinks hes getting a good deal cuz shes easy and a cheap date but he has to pay big bucks for the overnight babysitter.

Good job bro. Now your broke and your mouth tastes strange.
You gonna pay for it either way I guess.
 
It will be interesting to see what the narrative from the press have to say in the future when the dust has settled on all of this.

One of the biggest things that stick for me from 2011 was that it became far more obvious how much the press is used as a weapon against your average investor, bastards couldn't lie straight in bed. :rolleyes:

100%.
I think the huge difference fundamentally this time around opposed to 2011 is the very very real case of supply and demand.
The industrial demand is set for exponential growth in the coming couple of years, Team that with a finite resource mined at a snails pace, then mathematically there's only one direction this can go.
Not sure how the media will be able to gloss over this glaring fact.

Who knows, maybe this time next year we're saying "remember the good old days when you could get silver at $100!".
 
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