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Honza Černý Profile picture
@honzacern1
Oct 13 • 5 tweets • 1 min read • Read on X
🧵 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
4/
 $50 silver isn’t a number — it’s a signal.
Paper games are cracking.
Physical rules again.
The great unwind has started.
#SilverSqueeze #LBMA #COMEX #StackHard
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More from @honzacern1

Honza Černý Profile picture
Oct 14
🧵 | India’s Silver Premium = Reality Check

1️⃣
🚨 In India, silver ETFs are now trading at a 10–15% premium to spot.

Major funds (Kotak, SBI, Tata, UTI) have paused new purchases due to a shortage of LBMA-grade bars. That’s not normal.

m.economictimes.com/markets/commod…
2️⃣
Translation? Physical silver is tight.

When there’s not enough metal to back the paper, premiums explode and the “spot price” becomes fiction.
3️⃣
London just saw a historic short squeeze — lease rates over 30% last Friday.

Shorts are bleeding. Paper burns, physical rules.
Read 8 tweets
Honza Černý Profile picture
Oct 13
When I said WE ARE STRONG, I MEANT IT !!!!

🧵 | 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.Image
Image
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.
Read 7 tweets
Honza Černý Profile picture
Oct 13
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. ⚔️
Read 6 tweets
Honza Černý Profile picture
Oct 12
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 Image
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. Image
3) Within an hour, Bloomberg reports:

“China declined a US phone call after export control announcement.”
Diplomacy freezes. Communication breaks down Image
Read 4 tweets
Honza Černý Profile picture
Oct 12
🧵 | 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 Image
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.
Read 9 tweets
Honza Černý Profile picture
Oct 12
🧵 1/ “What is debt?”

Most people think debt is just “money owed.”

But in truth — debt is trust.

When you lend, you’re saying: “I believe you’ll return the value later.”

No trust → no debt → no system.
#SilverStackers #SoundMoney Image
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
Read 8 tweets

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