Honza Černý Profile picture
Oct 21 9 tweets 2 min read Read on X
🧵 THREAD:

“They dumped silver — not because of truth, but because of leverage.” 🥈⚡

1️⃣
Today’s silver “crash” wasn’t about supply or demand.
No new data.

No change in fundamentals.

Just paper. Just leverage.

A synthetic flush designed to reset sentiment — and scare the weak hands.Image
2️⃣
COMEX shows no surge in open interest.
Volume?
Average.

Physical flows? Still tight in Asia.

This wasn’t the market discovering price — it was the system defending illusion.
3️⃣
Every time silver nears $50, something “mysterious” happens.

A massive sell wall.

Thousands of paper ounces hitting the tape in seconds.

Not real metal — contracts.
Because real metal doesn’t move that fast.
4️⃣
These moves aren’t random.

They’re about option strikes, dealer hedging, and keeping volatility tamed.

A few big players push prices down to protect their short books and kill the call buyers.
5️⃣
But here’s the truth they can’t suppress forever:
You can’t print silver.

You can’t “short” a solar panel, a battery, or an industrial supply chain.

Every physical ounce withdrawn from the system makes their game weaker.
6️⃣
So let them dump the paper.

We’ll keep stacking the metal.

Because when the disconnect breaks — and it will — the physical price will speak louder than a thousand COMEX contracts.
7️⃣
Remember this day.

Not as a defeat, but as confirmation that we’re close.
They wouldn’t fight this hard if the system wasn’t cracking.

Stay calm. Stack steady. Think long-term. 🦍🥈
8️⃣
In the end, truth wins over leverage.

Reality over illusion.

Ounces over options.

Keep stacking, stackers. The game’s rigged — but not forever. 💪🔥

#SilverSqueeze #SilverStackers #StackerLogic #COMEX #LBMA
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More from @honzacern1

Oct 23
🧵 THREAD

“The BRICS Masterstroke – The Geopolitical Silver Squeeze”

When you think it’s chaos — it’s strategy.

When you think BRICS retreated — they just changed the battlefield. 🧠

Let’s go 👇
@honzacern1 & @patato_ass

#SilverStackers #StackerLogic #SilverSqueeze
1️⃣

Reuters: China’s state oil giants suspended Russian oil purchases after new U.S. sanctions on Rosneft and Lukoil.

At first glance — it looks like Washington’s win. 🇺🇸
But look deeper… and it smells like a Sun Tzu move. 🐉
2️⃣

By “pausing” oil imports, China, India & Russia just triggered a domino effect:
Oil prices up

USD stronger

Inflation pressure back

Real assets more valuable
Sound familiar?
They’re pushing the West into its own inflation trap. 💣
Read 13 tweets
Oct 23
🧵 THREAD:

“Physical Silver Is What the People Want!” 🥈
COMEX deliveries are exploding — and that changes everything.

1️⃣
This chart shows COMEX silver deliveries from 2007 to 2025.

For years, barely anyone took physical. Just paper trades, contracts, and “settlements.”

Then something shifted. 👇
2️⃣
Around 2020, deliveries skyrocketed.

The amount of silver taken off COMEX went from under 10 million ounces a month to over 70 million at peaks.

That’s a 7× increase.
3️⃣
It means investors no longer trust paper promises.
They want real metal — in their hands, not digital IOUs.

Paper can be infinite. Silver cannot. ⚡️
Read 8 tweets
Oct 23
🧵 THREAD: China’s silver vaults hit a new low. 🇨🇳🥈

1️⃣
Oct 23, 2025 — fresh data from SGE/SHFE shows something big:
Industrial demand for silver remains strong, while the vaults keep draining.

Physical silver is leaving the system — fast. ⏳
2️⃣
SGE silver vaults dropped again this week:
–57,390 kg (almost 2 million ounces)
Vault total now: 1,050,675 kg

That’s the lowest level of 2025.
Every week, less silver — more demand. 📉📈
3️⃣
Industrial buyers don’t speculate.
They consume.
Once silver goes into solar panels, batteries, or chips — it’s gone.

No “paper replacement.” No ETF illusion.
Physical disappears forever.
Read 7 tweets
Oct 22
1⃣Rumor says LBMA just leased 150 metric tonnes (4.8M oz) of physical #Silver from Chinese national banks via the Shanghai Gold Exchange (SGE) —
at grotesquely high lease rates. 🤯
That’s not normal. That’s panic.

Huge respect to Erik – @KingKong9888, absolute legend!
2️⃣

Why borrow silver from China?

Because London doesn’t have enough.

If LBMA vaults were comfortably stocked,
they wouldn’t be paying sky-high rates to lease metal halfway across the world. ✈️🥈
3️⃣

China knows it holds the leverage.
High lease rates = “You want our metal?
Pay up.” 💰🐉

This is not generosity.
It’s strategy.
Read 8 tweets
Oct 22
1/
🇮🇳 CONNECT THE DOTS:
Until March 31 2026, India restricts silver imports (DGFT licensing).

From April 1 2026, the RBI will allow 85% LTV loans against gold and silver. 🏦🥈 Image
2/
What changed?

“Free” imports → now Restricted.
You’ll need a license to import certain silver jewelry/products.

Goal: curb duty evasion, improve traceability, and clean up import channels.
3/
Timing isn’t random.

First, tighten the gates on unmonitored inflows.
Then, let banks operate with silver as collateral safely and transparently.

March 31 → April 1. That’s not coincidence.
Read 12 tweets
Oct 22
1/
🇮🇳 RBI just moved silver into the “gold league.”
The Reserve Bank of India raised the Loan-to-Value ratio to 85% for loans against gold and silver (up to ₹2.5 lakh). 🏦🥈 Image
2/
What does it mean?

Indian banks will now officially accept silver as collateral, just like gold.

A huge shift — from retail to institutional recognition.
3/
🔧 Applies to: commercial banks, urban & rural cooperative banks, and NBFCs (incl. Housing Finance Companies).

🗓 Effective: April 1, 2026 — part of a standardized, regulated framework for lending against precious metals.
Read 12 tweets

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