Honza Černý Profile picture
Oct 28 14 tweets 2 min read Read on X
🧵 “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.
3️⃣
Let’s be clear:

China doesn’t need to export silver.
It chooses to — because it wants control over where real metal sits.

London (LBMA) and India (MCX) are now fighting for the same bars that just left Shanghai.
4️⃣
And here’s the twist:
The bank behind many of those flows ICBC (Industrial & Commercial Bank of China) is not just any Chinese bank.
It’s a member of the LBMA and a clearing member of the London Precious Metals Clearing Limited (LPMCL).
4️⃣.1️⃣ Translation: China is inside the Western vaults.
5️⃣
So… why silver, not gold?
Because gold is for power, but silver is for control.

Gold sits in central bank vaults — it’s about political leverage.

Silver moves through the economy — it’s about industrial domination.
6️⃣
Gold = Trust.
Silver = Control.

You need trust when your empire wants to borrow.

You need control when your empire wants to rule.

China already has gold.
Now it’s taking control of the metal every technology needs to survive.
7️⃣
Think about it:
Every solar panel, EV, missile guidance system, AI chip, or hospital instrument
needs silver.

If you control the flow of silver, you control the future.

That’s why the West can’t afford to ignore this move.
8️⃣
This isn’t a “sale.”

It’s a quiet test of the system.
Who really has the metal?

Who’s bluffing with paper?

And how desperate will the West become when the next physical shortage hits?
9️⃣
Gold may win the headlines.
But silver wins the war of logistics, industry, and reality.

Stackers already know:
When the fog clears, the ones holding ounces — not promises — will write the next chapter.
1️⃣0️⃣
So stack smart.
Stack steady.
Stack with intent.

Because when power fails, control decides who eats.
And the ones holding silver… won’t go hungry. 🥈⚡

#SilverSqueeze #StackerLogic
If this thread gave you something to think about:

👉 Follow @honzacern1 for more deep dives on silver, geopolitics & real value.

🔁 Share it so more stackers wake up before the next shortage hits.

🥈 Stay real. Stay stacked.
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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
🧵 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

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