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 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
Oct 28
🧵 THREAD: China’s Silver Vacuum → U.S. “Critical Mineral” Pressure 🥈⚡

1️⃣
China’s reported silver inventories at the Shanghai Gold Exchange just imploded:

-4.676M oz in a week

29.104M oz remaining (lowest since 2016)

Translation: the physical market is tightening where it matters most.Image
2️⃣
When China’s onshore stockpiles drain like this, they don’t post memes.

They import.

They will try to vacuum silver from the rest of the world to feed solar, chips, EVs, and defense.
3️⃣
That global pull doesn’t ask permission from paper markets.

It drains vaults, widens spreads, and forces refiners to chase feedstock.

Paper can stall. Factories can’t.
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

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