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Silver Ocean Mechanics - Yeah Science! Physical demand rip currents running under frothy paper markets threaten bullion bankers

21,476 views • 8 months ago •via X (Twitter)

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🚨 JAMIE DIMON WARNED OF THE BASEL III “ENDGAME” (DEC 2023) 🚨 This wasn’t random. Jamie Dimon knew banks were on the wrong side of precious metals, and that the paper system was not built for what’s coming. Basel III Endgame is the final phase of post-2008 banking reform. It tightens: • How banks calculate risk • How much capital they must hold • What qualifies as “high-quality” capital Physical gold is now Tier 1, but only if it’s REAL. Allocated. Delivered. Specific bars. In a vault. No counterparty risk. Paper promises don’t qualify anymore. Why this matters beyond gold 👇 Precious and base metals all run through the same: • Bullion banks • Derivative infrastructure • Rehypothecation model When physical delivery demand rises in one metal, stress spreads to all of them. Silver is the weakest link: • Extremely thin physical market • Heavily shorted via derivatives • Historically suppressed • High paper-to-physical ratios COMEX and LBMA are built on paper. Unallocated metal trades 100x+ larger than physical supply. They are not designed for sustained delivery demand. What stress looks like: • Backwardation • Delivery delays • Premium spikes on physical bars • Contract roll failures There is a real risk of delivery stress in silver this month and into March. Basel III Endgame doesn’t “end manipulation” overnight, it removes the leverage that made it possible. Paper only works when confidence does. That confidence is being tested.

Echo 𝕏

14,923 views • 6 months ago

D. JENSEN: SILVER – THE AVALANCHE HAS BEEN TRIGGERED AND CAN NO LONGER BE STOPPED This is the core of the coming crisis. The numbers are so extreme they defy any orderly solution. THE IMBALANCE IN ONE STAT: ➡️Global Bond & Equity Markets: ~$270 TRILLION ➡️Annual New Debt Issuance: ~$27.5 TRILLION ➡️Annual Total Silver Supply (Value): ~$80 BILLION The potential demand from a fractional reallocation of paper wealth into physical silver is over 300 times larger than the entire annual market. THE CONSEQUENCE: EXPONENTIAL DEMAND vs. LINEAR SUPPLY We face a compounding problem - when investment demand comes on top of industrial demand: ✅ Demand is exponential: Driven by monetary fear, de-dollarization, and the failure of paper promises. ✅ Supply is linear: Mining output increases only marginally each year. The two curves do not meet. The system cannot clear. THE AVALANCHE THEORY: "STABLE UNTIL IT ISN'T" David Jensen applies criticality theory: The LBMA's paper market is a metastable system, like a snowfield on a steep mountain. ➡️It can appear calm for decades. ➡️A single trigger (e.g., a delivery failure, a major buyer demanding physical) can initiate a catastrophic failure. Once movement starts, the entire structure collapses non-linearly and uncontrollably. WHAT THIS MEANS FOR PRICE FORECASTS ❌Traditional analysis is useless. You cannot apply gradual, linear price targets to a system experiencing binary, catastrophic failure. ❌Bullion bank forecasts of $40-50/oz are not just wrong—they are irrelevant. They model a functioning paper market, not its collapse. ✅The true price discovery will happen when the paper claim system shatters and the global bid for any available physical metal meets minuscule supply. THE ONLY PRICE CONCLUSION: The price will move to whatever level is required to destroy excess paper demand and allocate the scarce physical metal to the highest bidder. In a world of $270 trillion in financial assets, that level is orders of magnitude higher than today. HT: maneco64 I recommend watching the entire fascinating conversation between Mario Inneco and David Jenssen. YouTube video link in the comment. #Silver #LBMA #FinancialMath #PreciousMetals #AvalancheTheory #Investing #Finance $SLV

Mark

138,282 views • 7 months ago

CHINA JUST EXPOSED THE SILVER SCAM – VAULTS ARE BEING RAIDED WHILE THE WEST SLEEPS 🚨 They don’t want you to see this: China is vacuuming physical silver at insane premiums while COMEX pretends prices are "normal." 🕵️‍♂️ THE PLAYERS - Subject: MASSIVE SHFE SILVER WITHDRAWAL + PREMIUM EXPLOSION - The Victims: Western paper silver holders getting crushed by reality - The Villains: COMEX manipulators + banks suppressing the true price THE CRIME 🔥 China's physical hunger is UNSTOPPABLE. SHFE silver just closed at $102.64/oz – while Western spot lags in the high $80s/low $90s. That's a DOUBLE-DIGIT PREMIUM screaming DEMAND. THE EVIDENCE 📊 Another 9,400+ kg (9.5 METRIC TONS) ripped from SHFE vaults IN ONE DAY. Total inventory now at just 346,369 kg (~11.1 million oz). These aren't paper games – this is REAL metal leaving the system FAST. China, the world's #1 silver consumer, is draining vaults relentlessly. THE COVERUP 🛡️ Western markets ignore it. They keep prices suppressed to protect their paper empire. But Shanghai doesn't lie – the premium is exploding because physical supply is TIGHTENING HARD. When China hoards, the fuse gets lit. 📅 TODAY'S BOMB: February 26, 2026 – 9.5 tons gone, price at $102.64 in Shanghai. The divergence is widening. 1. RETWEET if you're sick of paper silver lies 2. Reply "CHINA KNOWS" if you're watching the real drain 3. Tag a friend who's still asleep on this #Silver #SHFE Eronima Entertainment purposes only • DYOR

Eronima

18,228 views • 4 months ago

ED STEER: "Throw Technical Analysis Out the Window" - Why This Silver Rally is Different. 📈 Silver's price acceleration is entering parabolic territory. Here’s how fast each $10 move has happened: ➡️ $20 to $30: 145 days ➡️ $30 to $40: 145 days ➡️ $40 to $50: 39 days ➡️ $50 to $60: 12 days The intervals are collapsing. This is a classic signature of a parabolic rise. 🛑 Why technical analysis doesn’t matter right now. As Ed Steer states: “We've been in a managed market for 50 years... you can throw that stuff all out the window.” This isn’t a normal market. It’s the end of a multi-decade price management scheme. Forget moving averages. Watch physical supply, COMEX movements, and what the big traders are doing. The smoking gun: U.S. bullion banks are out. ➡️The latest Bank Participation Report shows the 5 U.S. bullion banks hold their lowest short position in history in silver. ➡️They’ve been covering for months. They no longer have an incentive to cap the price. What this means: ➡️The "cracks in the wall" are now full breaches. The physical shortage (92 million oz left COMEX since Oct 1) is meeting a paper short cover. ➡️This could be the "silver equivalent of the failure of the London Gold Pool" in the 1960s. The investment takeaway (from a 25-year veteran): ➡️Physical first. Before any stock, own the metal. It may become "unobtainium." ➡️Then, consider broad equity exposure in miners The lagging silver miners (up 146% vs. silver's 109% YTD) have massive catch-up potential. The Bottom Line: The mechanisms that suppressed silver for 50+ years are breaking down in real-time. When managed markets fail, prices don't rise—they explode. Watch the physical flows, not the charts. HT: CapitalCosm #Silver #Gold #PreciousMetals #Investing #Markets #COMEX #Parabolic #Bullion #ShortSqueeze #Miners $SILJ

Mark

90,730 views • 7 months ago