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 27
🧵 THREAD: LBMA’s “Transparency” = Total Control ⚙️🥈

1️⃣
LBMA just announced a “digital transparency platform” for gold bars.

Starting 2027, every accredited refinery will have to upload their data.
Origin. Weight. Serial number. Movement.

Sounds great, right?
Wrong. 👇
2️⃣
They call it transparency.
But what it really means is traceability — digital control over every bar that moves.

Because when you can track every ounce…
you can also freeze, flag, or deny it. 💡
3️⃣
London’s OTC gold market was always a black box.

Private deals, no public ledgers.
Now it’s being digitized — not to open it, but to centralize it.

Once the data lives on their servers, they own the visibility.
Read 10 tweets
Oct 27
🧵 “THE €1.50 ILLUSION – HOW THE SYSTEM HIDES SILVER’S TRUE VALUE” 🥈

1️⃣
Take a close look at your Austrian Silver Philharmonic.
See that inscription? “1,50 Euro.”

That’s not a typo.

It’s a psychological trick. Image
Image
2️⃣
The face value is €1.50.

The real price today? Around €55–60 across Europe.
That’s a 40× difference.

And most people never question why.
3️⃣
This is how the system hides real money in plain sight.
They mint silver as “legal tender,” then assign it a joke value so small it looks irrelevant.
Read 10 tweets
Oct 27
THREAD: When the Shutdown Ends, Silver Awakens 🥈⚡

1️⃣
26 days and counting since the U.S. government hit the brakes.

But when Washington wakes up again… something far bigger will start moving.

Not Congress.
Not the Fed.

👉 Silver. Image
2️⃣

Because behind all the political theatre, the Pentagon and DOE already whispered the truth in 2024:

“Silver is essential to national defense.”

They just haven’t stamped it officially yet — “critical mineral” status pending.

Shutdown paused that.
3️⃣

Once the budget deal passes, every agency rushes to “deliver results.”

Expect a wave of strategic updates and supply-chain security memos.

And in one of them…
🥈 Silver will quietly slip onto the Critical Minerals List.
Read 10 tweets
Oct 27
🧵 Thread: China’s Silver Vaults Are Draining Fast — and No One’s Talking About It

Except few - THANKS TO @oriental_ghost Image
1️⃣Shanghai’s silver vaults are bleeding metal. Both the Shanghai Gold Exchange (SGE) and the Shanghai Futures Exchange (SHFE) are reporting steady outflows of physical silver since mid-2025.

This isn’t a rumor — it’s visible in the data.
2️⃣

Earlier this year, SGE inventories fell to ~937 tons, the lowest in 8 months (verified April 2025).

Now new reports suggest the vaults may have dropped below 1,000 T for the first time ever.

That’s not noise.

That’s supply stress.
Read 12 tweets
Oct 27
1️⃣
🚨 COMEX just reported 15 consecutive days of silver outflows.
That’s 35 million ounces — over 1,000 tons of metal leaving vaults.

Sounds like a lot? Let’s break it down. 🧵

#Silver #COMEX #StackerLogic
2️⃣
If you divide 35 million ounces by, say, 1 million serious stackers worldwide...
That’s just 35 ounces each.

Barely a kilo of silver.
Not hedge funds, not institutions — just individuals waking up.

And that’s what scares them most. 🥈⚡
3️⃣
Because once real people stop “playing markets” and start taking delivery, the game changes.

The COMEX can print contracts.
It can’t print ounces.
Read 8 tweets
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

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