Honza Černý Profile picture
Oct 27 10 tweets 2 min read Read on X
🧵 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.
4️⃣
And the timing?
Gold hit $4,381/oz — +55% this year.

Panic? Maybe.
But more likely: preparing the system for the new “monetary gold standard 2.0” — under full surveillance.
5️⃣
So let’s recap the week:
🇬🇧 UK hides the names of short sellers.

🏦 LBMA builds a database to track every gold bar.

Transparency? No.

That’s hierarchy — top sees all, bottom sees nothing.
6️⃣
And while they digitize gold...

🥈 Silver remains the rebel metal — outside their system, untracked, unchained, real.

LBMA wants your gold on a ledger.
Stackers hold silver in their hands.
7️⃣
This isn’t about gold vs silver.

It’s about freedom vs permission.

And that’s why stackers smile when LBMA says “transparency.”

Because we know what comes next.
RIP 🪦 LBMA.
8️⃣
And for those who already hold physical metal —
Your coins, bars, and pre-2027 gold remain off-grid.
They can’t tag or trace what’s already in your vault.

That’s why stackers buy now:
Freedom doesn’t get a serial number. ⚡

#Silver #SilverSqueeze #LBMA #StackerLogic
⚡ If you value real metal, real freedom, and real talk, hit Follow & Share — let’s wake up the markets together.
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More from @honzacern1

Oct 29
🧵 THE ERA OF “YIELDLESS GOLD” IS OVER. 💥🥇

1️⃣
For decades they mocked gold:

“Gold pays no interest.”
“Gold is dead money.”
“Only fools stack it.”

But that narrative just collapsed in China.
2️⃣

ICBC, Everbright, and other Chinese banks now pay interest on gold accumulation accounts.

0.2% to 0.5% per year — not in paper money, but in gold grams.

That’s right: gold earning gold. ⚡
3️⃣

Each account tracks holdings down to four decimal places — preparing the system for future gold-based settlements and digital gold units.

Call it “gold savings,” but in truth it’s a prototype of gold-backed payments.
Read 8 tweets
Oct 29
🧵 China’s 15th Five-Year Plan (2026–2030):
How Beijing Just Drew the Map for a Global Silver Drain. 🇨🇳🥈

1️⃣
Everyone’s watching China’s GDP targets.

Stackers watch something else:
👉 silver demand quietly embedded in every policy line.

This isn’t just about growth.
It’s about industrial stacking.
#SilverSqueeze #StackerLogicImage
2️⃣
🔹 “Raise household consumption”
🔹 “Expand the middle-income group”

Translation: more electronics, solar panels, EVs, and AI hardware — all silver-hungry sectors.

China wants internal demand to replace exports.
That means less silver leaving the country. ⚡
3️⃣
📊 Technology and Industrial Development
“Breakthroughs in integrated circuits, high-end instruments, advanced materials.”

That’s not abstract policy.

That’s silver in chips, sensors, and medical tech — a national priority through 2030.
#CriticalMineral #SilverUse
Read 9 tweets
Oct 29
🧵 How $SLV hides real silver shortages 🥈💥
1️⃣
People keep asking:

“Can $SLV face a gamma squeeze — like $GME or $AMC — through call options?”

In theory, yes.
In practice, not really.
Here’s why 👇
2️⃣
Unlike company stocks, ETFs like $SLV or $GLD can create or redeem shares anytime.

When demand rises, authorized participants (mostly big banks) just mint new shares and fill them with metal.

When demand falls, they destroy shares and pull metal out.

No fixed supply = no true squeeze.
Read 7 tweets
Oct 29
🧵 THE CLUB IS CRACKING – LBMA, JPMorgan & the Gold Vault War 🥇💥

1️⃣
For years, JPMorgan ruled London’s gold vaults like a medieval fortress.

The “clearing club” of the LBMA was nearly impossible to join.

Now? The walls are shaking. Image
2️⃣
Citigroup and Morgan Stanley are moving in — both applying to become clearing members of the London bullion market.

Translation: they want a seat at the vault.
A seat that JPMorgan has guarded for over a decade.
3️⃣
LBMA’s own chairman admitted what stackers have said for years:

“Is it a club that won’t let anyone in? Well… it should be open.”

When the club itself starts admitting that, you know pressure’s rising.
Read 11 tweets
Oct 28
🧵 “Gold is for Power. Silver is for Control. 🇨🇳🥈”
1️⃣
Reuters just confirmed:
100–150 tons of Chinese #Silver are leaving the country — not all to London.

A large part heads straight to India, where premiums exploded to record highs.

👉 The East is competing for physical metal while the West still trades paper.
2️⃣
Why would China ship its silver out?
Simple: strategy.

This isn’t a random trade flow — it’s a signal.

China is testing how far it can push the global supply chain while quietly strengthening its hand in both industry and finance.
Read 14 tweets
Oct 28
🧵 SilverSqueeze 2 – The Reload of Reality

1️⃣Everyone feels it.

SilverSqueeze 2 is coming — but it won’t look like 2021.

No Reddit hype, no easy targets.

This one builds quietly, pressure by pressure, ounce by ounce.

Follow @honzacern1 for daily silver intel 🥈👇 Image
2️⃣
Why it matters:

Silver is the pressure gauge of the financial system. When credit, inflation, or political trust crack — silver reacts first.

It’s the canary, not the speculation.
3️⃣
Look at the data 👇

Asahi vault: 59M oz Brink’s: 67M oz Total = over 120M oz of visible onshore stockpiles.

Stackers see “huge inventory.” Reality: these are buffers, not surpluses.
Read 13 tweets

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