Honza Černý Profile picture
Nov 9 8 tweets 2 min read Read on X
🧵 When money printers start humming again… stackers will already be holding the real thing.

1️⃣ China’s not playing games.

Their M2 just exploded past 335 trillion yuan.
They call it “supporting growth.”
I call it printing. Image
2️⃣ And the U.S.?

They won’t say “QE” out loud — not yet.

But watch the signs:
Fed balance sheet creeping up, repo stress, RRP shrinking.

That’s stealth QE in motion.
3️⃣ They can’t stop creating liquidity.

Too much debt.
Too many promises.

Once deflation knocks, they open the floodgates again — every time.
4️⃣ Meanwhile, global fiat money (M3) = $140+ trillion.

All the gold in existence? Around $26 trillion.

That ratio used to be way tighter back in 1980.

If gold just catches up… we’re talking 3× from here.
And silver? It usually runs faster.
5️⃣ No one rings a bell when QE returns.

You just see markets melt up, yields crack, and headlines say “liquidity returning.”

By then, it’s too late to stack cheap ounces.
6️⃣ Every empire prints to survive.

Ours just happens to have digital ink.
But you can’t print silver.
You can’t fake scarcity.
7️⃣ When they start bailing out the system again, stackers won’t be surprised.

We’ve been front-running the truth all along.

🥈 Real wealth doesn’t need permission. Just conviction.

👇
If you stack, study, and question everything — you’re one of us.

Follow Honza Černý for silver insight, macro truth, and the fight for real money. 🩸🥈
#Silver #Stackers #Gold #QEPD

youtube.com/watch?v=sSFi5S…
@threadreaderapp unroll

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Honza Černý

Honza Černý Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @honzacern1

Nov 8
🧵 THREAD: This time they can’t suppress silver. 🥈

1️⃣
Michael Oliver just shocked the commodity world:
He’s scrapped his $60–70 target for silver and now sees $100–200/oz within two quarters.

That’s not hopium — it’s structural. Let’s unpack why this time might be different. 👇
2️⃣
In 1980 and 2011, silver exploded too —
📈 6 → 50 USD (+730%)
📈 17 → 49 USD (+194%)

But both times, they managed to crush it back down.
This time, the world has changed.

And the system that kept silver “under control” is cracking. ⚡
3️⃣
🇺🇸 The U.S. just classified silver as a Critical Mineral.
🇨🇳 China imposed export controls (starting 2026).
🇦🇺 Australia made it one of its 5 priority metals for 2024–2035.

Three continents, one message:
Silver = national security asset, not just an industrial metal.
Read 11 tweets
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
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 14 tweets
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
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
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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(