Thread by @honzacern1

🧵 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. 👇

https://x.com/honzacern1/status/1981339523087815145

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. ⚡️

4️⃣
The red line (12-month average) keeps rising again in 2025.

Even with high prices, people are still taking delivery.
That’s not speculation — that’s conviction.

5️⃣
The system can print contracts endlessly.

But it can’t print silver bars.

And the more people demand delivery, the thinner the illusion becomes.

6️⃣
The message is clear:

People want physical silver.
Not ETFs. Not futures. Not promises.
Just ounces. 🦍🥈
#SilverSqueeze #StackerLogic #PhysicalSilver #COMEX #SilverStackers

@threadreaderapp unroll

@threadreaderapp unroll