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More from @honzacern1

Honza Černý

@honzacern1

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. 👇

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

Honza Černý

@honzacern1

Nov 4

🧵 THE U.S. GOVERNMENT SHUTDOWN — DAY 34
What happens to silver when the lights go out in Washington? 🏛️🥈

1️⃣
The shutdown has lasted over 34 days — the longest in modern history.

Regulators are silent.

Reports are frozen.

And one of the most important market signals — the COT report — hasn’t been published since September. 📉

2️⃣
No COT = no transparency.

We’re flying blind.

No one knows how big the COMEX positions are, who’s net long, or how deep the shorts go.

Only one thing’s certain — uncertainty itself. 🌀

Read 7 tweets

Honza Černý

@honzacern1

Nov 4

🧵 MICHAEL BURRY JUST WENT 66% SHORT ON PALANTIR — HERE’S WHY IT MATTERS 💥

1️⃣
Michael Burry’s latest 13F filing shows a massive short position on $PLTR, making up 66% of his entire portfolio.

That’s not a hedge — that’s a full-scale conviction trade. 📉

2️⃣
Why $PLTR?

Because it represents everything Burry loves to bet against:

AI hype with no clear earnings
Retail cult following

A valuation detached from fundamentals

Classic “bubble DNA.” 🧬

3️⃣
Remember 2008?
Everyone laughed at him then, too.
But when the music stopped, he was the only one holding the score sheet. 🎼💣

Read 9 tweets

Honza Černý

@honzacern1

Nov 3

China's Strategic Move on Silver: What it Means for the Market and Global Politics 🇨🇳🥈

1️⃣ China's New Policy on Key Minerals China has officially classified silver, along with tungsten and antimony, as strategic minerals under export control.

This is a direct step to solidify China’s position in the global supply chain for critical materials.

But what does this mean for the silver market? 🧐👇

2️⃣ Silver’s Growing Strategic Importance With demand soaring in solar energy, electronics, and national defense, silver is becoming a cornerstone of global energy transition and security strategies.

China produces over 30% of the world’s silver, meaning they control a significant portion of global supply. 🌏🔋

3️⃣ The Impact on Global Supply This move will likely limit silver exports from China, reducing supply available to the rest of the world.

While it's not a total ban, increased regulation and export quotas will likely push the price higher. 💸📈 #SilverSqueeze

Read 9 tweets

Honza Černý

@honzacern1

Nov 2

🧵 China’s New Gold Rules: Bloomberg calls it a setback — but it’s actually a cleanup. 🥇🇨🇳

1️⃣
Bloomberg says “China ends gold tax break.”
Reality? China just made it easier for ordinary people to stack gold legally and tax-free.

Let’s break it down 👇

2️⃣

From November 2025:

🔹 Annual tax-free limit for personal gold sales jumps from 200 000 RMB ($27 k) to 500 000 RMB ($70 k).

🔹 That means millions of Chinese can now buy, hold, and sell gold without paying VAT or income tax.

3️⃣

Plus — a brand-new tax deduction for gold investors.
If you invest through official channels (bars, ETFs, SGE), you can deduct 10 % of your annual gold investment from your taxable income.

Gold stacking is becoming state-endorsed.

Read 8 tweets

Honza Černý

@honzacern1

Nov 2

🧵 SILVER LOCKDOWN — The Global Shift Has Begun 🥈⚡

1️⃣
Oct. 29 — China quietly changed the rules.
From 2026, every silver export will require an individual license per contract.

No quota, no freedom.

You want silver out of China? You’ll need Beijing’s permission. 🇨🇳

2️⃣

Official MOFCOM Notice No.69:

“In 2026, silver exports will continue under license management.

Exporters must apply for an export license for each valid contract before customs clearance.”

That’s a polite way of saying:
China now controls every ounce leaving the country.

3️⃣

This isn’t just bureaucracy.

It’s strategic nationalization of flow.

Each shipment will be approved — or denied — by the state.

Silver is now classified as a resource of national interest.

Read 13 tweets

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