Honza Černý Profile picture
Oct 26 9 tweets 2 min read Read on X
🧵 Thread: “10% of world silver shorted. But don’t worry, it’s fine. Trust the system.”
1️⃣
Ed Steer just dropped a bomb:
The short position in $SLV is now equal to 10% of global annual silver production.

83.86 million troy ounces shorted.
Up 54% in two weeks.

All that paper silver... with zero physical metal behind it.

But hey — “trust the process.” 🫠
2️⃣
There isn’t a single ounce of real silver backing those 83.86M shorted shares.
Not one.
It doesn’t exist — and it never will.
This is what happens when financial alchemy replaces metal with promises.
3️⃣
And the irony?
People still think inflation is the problem.
No, my friend — the problem is that reality itself is leveraged.
4️⃣
Most people are still asleep, scrolling through nonsense and believing paper wealth means freedom.

Meanwhile, a few of us are quietly stacking real money — the kind you can hold, not the kind that vanishes when a server crashes. 🥈
5️⃣
We’re still in the preparation phase.
The window is open — for now.

The only ones who can shorten this timeline are India, China, and the physical buyers who are slowly draining the vaults dry.
6️⃣
When this paper castle collapses, it won’t be gradual.

It’ll be instant.

No warnings. No second chances.
Just a silent “404: Silver not found.”
7️⃣
So keep stacking. Keep thinking.
While the world sleeps — we prepare.

🥈⚡ #SilverSqueeze #StackerLogic #HardAssets #SilverStackers
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More from @honzacern1

Oct 26
1/
The FedWatch Tool just flashed 98.3% odds of a rate cut by January 29, 2025.

Translation: the Fed is getting ready to pour gasoline on the fire. 🧯🔥 Image
2/
After two years of “fighting inflation,” they’re about to flip back to cheap money.

They can’t fight debt with higher rates forever — the system starts to suffocate.
3/
So what happens next?

💵 Dollar weakens
📉 Real yields fall
💥 Commodities rise
🥈 Silver reawakens
Read 6 tweets
Oct 26
1/
CHINA “SURRENDERED” in 48 hours? 🤔
Really? Since when does Beijing fold without a long game?

This isn’t surrender — it’s a tactical retreat inside a global realignment.
2/
Mainstream headline: “Trump wins. 100% tariff canceled.”

Reality: something far bigger is happening behind the curtain — a reset of power, leverage, and trust.
3/
While the world cheered “capitulation,” China quietly:

– tightened capital controls,
– accelerated rare-earth stockpiling,
– opened yuan settlements across BRICS banks,
– and recalibrated energy routes — slowing Russian flows while signing Gulf deals.

Translation: not backing off Russia, just rebalancing risk. ♟️
Read 9 tweets
Oct 26
1/ China just shut down three Shuibei gold/jewelry companies — accused of running a “casino”: quasi-futures, high leverage, paper contracts with no physical backing.

Translation: paper games are being squeezed. 🧯

MANY THANKS TO: @oriental_ghost Image
2/ The model under fire? “Pre-pricing” + OTC margin bets sold as “gold trading.”

Minimum deposits as low as ~2–3% to lever up. When spot moves, retail gets wiped, platforms scramble, and systemic risk leaks into the real economy.
3/ Regulators finally called it what it is: gambling.

Depending on “hedging/manipulation,” cases can be charged as illegal business ops, gambling, or operating a casino.

That’s not a slap on the wrist — that’s a paradigm check.
Read 11 tweets
Oct 26
🧵 When Buffett Waits, Stackers Prepare 🦍🥈

1️⃣ Warren Buffett’s favorite indicator — the Market Cap to GDP Ratio — just hit 219.6%.
That’s not a market. That’s a fever. 📈 Image
2️⃣ The historical mean sits around 100%.
Every time this ratio exploded above 150%, a brutal correction followed:

2000 💥, 2008 💥, 2020 💥.
Now? We’re at the edge of reason.
3️⃣ Buffett is famous for waiting “until blood runs in the streets.”

But here’s the catch:

He waits with cash.
Stackers wait with silver. 🥈
Read 9 tweets
Oct 26
1/
America’s household debt stress is building.

Car loans, credit cards and personal debt are flashing amber. Here’s the data (not doom), what it means, and why many are hedging with silver. 🧵
2/
Auto loans: Americans’ car-payment trouble keeps climbing. A new study finds 60-day auto delinquencies up ~50% vs. 15 years ago; about 1.6% of all auto loans were 60+ days late in July ’25.

Subprime is far worse.
3/
In January ’25, 6.6% of subprime auto borrowers were 60+ days late—the highest in decades, per Fitch, as record car prices + high rates bite.
Read 13 tweets
Oct 24
🧵 THREAD: “The Post-American Era Has Begun.” 🌍⚡

1️⃣
BREAKING: Singapore’s Prime Minister just warned of a “messy transition to a post-American order.”

That’s not coming from Moscow or Beijing —that’s from one of the world’s most trusted financial hubs. 👀 Image
2️⃣
Singapore has always played the middle ground —East meets West.

If they’re sounding the alarm, it means global finance is already pivoting.
3️⃣
Every empire ends the same way:
→ Endless debt
→ Divided leadership
→ A rush for real assets
Read 6 tweets

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