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Honza Černý Profile picture
@honzacern1
Nov 6 • 9 tweets • 2 min read • Read on X
🧵 CHINA’S SILVER VAULTS ARE BLEEDING — THE PHYSICAL STORM IS HERE 🇨🇳⚡🥈

Thanks to @oriental_ghost Image
1️⃣
Silver just spiked +1.9% on Shanghai Gold Exchange.
Price closed near ¥11,422/kg ≈ $49.90/oz — almost $50 silver in China.

📈 Demand is overwhelming the system.
This isn’t paper speculation — this is physical.
2️⃣
Shanghai Futures Exchange (SHFE) silver vaults:
656,170 kg → 639,940 kg in ONE DAY
➡️ -16,230 kg

Meanwhile, Shanghai Gold Exchange (SGE) weekly vaults:
905,235 kg → 830,310 kg
➡️ -74,310 kg in ONE WEEK

That’s over 2.3 MILLION ounces of physical silver gone. 💨
3️⃣
This is not small investors stacking coins.

These are industrial buyers and state entities pulling metal.

China is absorbing global supply — while the West debates rate cuts.
4️⃣
When vaults drain, the paper illusion dies.
You can’t print silver.
You can’t rehypothecate empty shelves.
5️⃣
The market is screaming:
Real demand > paper control.

Stackers were never wrong.
They were early — and patient.
Now patience is about to be paid in ounces, not dollars. 🏆
6️⃣
Every day that vaults drain…
Every day that premiums rise…
Every day that headlines ignore it…

You’re one step closer to the moment the world wakes up to silver’s true value.

Stack accordingly. 🥈⚡
If you’ve been stacking, stay strong.

If you’re new, start learning now.

Because when silver breaks the system, there’s no “buy button” left.

#Silver #Stackers #China #PhysicalSilver #SilverSqueeze
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More from @honzacern1

Honza Černý Profile picture
Nov 8
🧵 THREAD:
🥈 Why SILVER’s inclusion on the U.S. Critical Minerals List changes EVERYTHING 👇

1️⃣
When the U.S. adds a metal to its Critical Minerals List, people usually shrug:

“So what? There are 50 of them already.”

But this time… it’s different.
Because Silver isn’t just another mineral.Image
2️⃣
When Lithium was added, it meant:
⚡ “We need batteries.”

When Copper was added, it meant:
🔌 “We need wiring.”

When Silver was added, it meant:
💣 “We need CONTROL over the entire energy and technology chain.”
3️⃣
Unlike other critical minerals, Silver has no substitute.
Copper is slower.
Aluminum overheats.
Graphite burns.
Lithium leaks.

Only Silver conducts electricity and heat better than anything else on Earth.

And that makes it the bloodstream of modern civilization.
Read 12 tweets
Honza Černý Profile picture
Nov 8
🧵 THREAD:
The U.S. Supreme Court just allowed President Trump to block full SNAP funding. PART 1

Let’s unpack what this means for 41 million Americans who depend on food assistance — and why this decision hits deeper than just “budget discipline.” 👇 Image
1️⃣ What happened:

The Supreme Court issued a temporary stay — letting the Trump administration delay or reduce November’s SNAP payments while the case moves through the appeals court.

This isn’t a final ruling — but the damage begins now.
2️⃣ What is SNAP?

SNAP = Supplemental Nutrition Assistance Program, aka food stamps.

It helps low-income families buy groceries.

Cutting it, even temporarily, means empty fridges, longer food-bank lines, and chaos in stores like Walmart or Dollar Tree.
Read 12 tweets
Honza Černý Profile picture
Nov 8
🧵 LONDON JUST BLINKED — SILVER ISN’T “PLENTIFUL.” IT’S RUNNING OUT. 🥈

Lease rates exploded.

London had to yank 53.8M oz into the system just to calm things down.

You don’t do that when supply is comfy. You do it when metal is scarce.

Thanks to @jameshenryand Image
Image
1⃣

The vaults tell the truth.

LBMA silver: from ~1.1B oz (’21) → ~770M oz today.

That’s a third gone. While deficits run 5 years straight.
Paper can lie. Inventory cannot.
2⃣

Gold looks stable. Silver does not.

Why? Because silver is consumed — in solar, electronics, defense, medicine.

It leaves the vault, enters the real world… and doesn’t come back.
Read 13 tweets
Honza Černý Profile picture
Nov 6
🧵 THREAD:

U.S. Declares Copper & Silver CRITICAL 🚨
This just changed everything for commodities and real assets. 👇 Image
1️⃣ It’s Official.

The U.S. Geological Survey has officially added SILVER 🥈 and COPPER ⚙️ to America’s Critical Minerals List.
That means they’re now considered vital to the nation’s economy and national security. 🇺🇸
2️⃣ Why It Matters:

This list isn’t symbolic.

It’s the blueprint for future policy — guiding billions in investment, mining permits, and trade protections.
In plain English:

→ “Critical” = “Strategic priority.”
→ “Strategic priority” = “Money and protection follow.” 💰🛡️
Read 10 tweets
Honza Černý Profile picture
Nov 6
🧵 THE GREAT SILVER DRAIN — EAST & WEST ALIGN 🥈🌍 Image
Image
1️⃣
Silver just hit $48+ globally.
China’s SGE silver vaults dropped over 90 tonnes this week.

And now, the Comex giants are queuing for physical delivery.

This is no random move — it’s the start of a global squeeze. ⚡
2️⃣
📄 Comex Silver Delivery Intentions – Nov 6 (CME Report):
Among those standing for delivery:

Wells Fargo

JP Morgan

RJ O’Brien

Advantage Futures

ADM

CME itself

When the biggest players take metal instead of cash,
you know the storm is real. 🌪️
Read 6 tweets
Honza Černý Profile picture
Nov 5
🧵 THE SILVER STORM IS TURNING INTO A LIQUIDITY HURRICANE ⚡🥈

They told you silver was boring.
They told you manipulation would never end.

But look closer — the system itself is cracking. 👇 Image
Image
1️⃣ The Hidden Reservoir is Draining
The Fed’s Reverse Repo Facility — once holding $2.5 trillion — is now near zero.

That “ocean” of excess cash that kept markets calm?

💨 Gone.

No liquidity buffer.
No margin of safety.
When liquidity dies, real assets rise.
2️⃣ From Draining to Firefighting
The New York Fed’s own repo data shows daily spikes in emergency operations.

Translation: institutions are scrambling for dollars.

This isn’t “normal plumbing.”
It’s the first smoke before the next credit fire. 🔥
Read 10 tweets

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