When you lend, you’re saying: “I believe you’ll return the value later.”
No trust → no debt → no system.
#SilverStackers #SoundMoney
2/ Every modern dollar, euro, or pound is debt.
Your bank balance = the bank’s promise.
Government bonds = IOUs wrapped in confidence.
When debt expands, money expands.
When debt contracts, money dies. 💀
3/ That’s why debt IS the currency.
We don’t trade gold or goods anymore — we trade promises.
A promise backed by… another promise.
It’s turtles all the way down. 🐢
#SilverSqueeze #MonetaryReset
4/ Now imagine what happens when trust fades.
Interest rates explode.
▶️Rollovers fail.
▶️Collateral loses value.
▶️Debt freezes.
▶️The “money” built on that debt evaporates — instantly. 💨
5/ That’s not just a debt crisis.
That’s a monetary crisis.
Because when your “money” = someone else’s unpaid promise, the moment promises break, your currency dies with them. ⚰️💵
#Silver #Gold #SoundMoney
6/ That’s why stackers hold real money — no counterparty, no promise, no default.
When the trust chain snaps, silver doesn’t. 🪙
Trust once lost can take decades to rebuild.
But ounces? They don’t need trust. They are value.
#StackerLogic #SilverShortage #HardMoney
7/
The fiat world runs on credit.
The stacker world runs on metal.
When the first collapses, the second finally shines. 🌕
Stay patient. Stay physical. Stay outside the promise.
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🧵 | Paper Smash Confirmed — COMEX vs. Physical Reality
1️⃣
Friday’s COMEX data (Oct 10 2025) tells the story:
Open Interest jumped +1,591 contracts in one day — that’s ~8 million paper ounces of “silver” magically appearing on screens.
Volume hit 158,816 contracts.
No mine dug this metal out of the ground overnight.
2️⃣
Each COMEX contract = 5,000 oz of Ag.
Total OI now stands at 171,302 contracts = 856 million oz paper silver.
Meanwhile, COMEX warehouses hold just ~280 million oz registered + eligible.
That’s 3 paper ounces for every real one.
3️⃣
What happened next?
Price dumped below $51 while China’s SGE and SFE traded $59+ per ounce.
A $8 spread between East and West.
Physical stays strong — paper panics.
🧵 1/
🚨 Silver just broke $50.
Now at $51.40/oz, up +2.2% today — and smashing through every technical ceiling in sight.
This isn’t a rally anymore.
It’s a structural break.
#Silver #SilverSqueeze
2/ LBMA clearing data for August showed +26% jump in silver transfers — fewer transactions, but 43% bigger average size.
That’s not “trading.”
That’s metal moving across oceans.
COMEX → London.
Spot market’s starving for real ounces.
3/ When it takes 18 years to open a new gold mine in Australia, imagine how long it takes to restart a silver supply chain already running dry.
Demand can overwhelm supply fast.
#Gold #Silver
1️⃣
🚨 BREAKOUT CONFIRMED
Silver just hit a new all-time high — $51.47/oz.
This isn’t a rally. It’s a rupture in the system. Mini thread with a big meaning 💥🧵
#Silver #SilverSqueeze
2️⃣
For years they said: “Too heavy to move, too cheap to care.”
Now silver is proving why real money always finds its way out when paper markets run dry. 💥
3️⃣
LBMA spot > COMEX futures.
Borrow rates surging.
Physical premiums exploding.
They’re not “trading silver” anymore — they’re fighting for it. ⚔️
Thread 🧵 | Something big is brewing behind the scenes
1) Nomura: reports $150B in forced selling on Oct 10.
Funds were liquidating, margin calls flying. Somebody had to raise cash — fast.
#Markets #BlackMonday
2) Meanwhile, Trump posts on Truth Social:
“Don’t worry about China, it will all be fine.”
When politicians start saying don’t worry, it usually means someone is definitely worried.
3) Within an hour, Bloomberg reports:
“China declined a US phone call after export control announcement.”
Diplomacy freezes. Communication breaks down
🧵 | Why London “needs” COMEX silver
1️⃣
Let’s be clear:
London doesn’t need silver to trade it —
it needs silver to survive its own lie.
#Silver #LBMA #COMEX
2️⃣
LBMA runs on “unallocated” paper promises.
No one actually owns metal — they own a claim on a claim on a claim.
When someone dares to ask for real bars, the vaults suddenly “need a few days.”
Cute.
3️⃣
So what happens when those requests pile up?
They call New York.
COMEX “lends” metal — not sells it — so London can pretend it’s solvent for another week.
Thread 🧵 | David Jensen: The “London Promissory Note Market”
1️⃣
Mining executive & metals analyst David Jensen (@JensenStrategic) says it plainly:
The LBMA isn’t a bullion market — it’s a promissory note factory.
Unallocated paper claims there are orders of magnitude larger than COMEX futures.
#Silver #Gold #LBMA
2️⃣
LBMA’s spot market trades over 300 million oz of silver daily, equal to 3 billion oz turnover —
in a world that mines ~850M oz per year.
That’s not “liquidity.”
That’s leverage on promises.
Meanwhile, COMEX averages just 100–200k contracts daily (~0.5–1B oz).
3️⃣
For gold, London holds ~385M oz in paper claims vs 280M oz in vaults, much of it locked in ETFs or leases.
Translation: the “physical” market is a spreadsheet illusion.
COMEX may set headlines,
but London sets the price — on paper.