Honza Černý Profile picture
Nov 10 9 tweets 2 min read Read on X
🧵 NUCLEAR SILVER: The Secret No One Talks About ⚛️🥈

1️⃣ Nuclear plants are silver devourers.
Each large reactor (1,600–1,800 MW) needs 3–5 million ounces of silver for control rods and critical systems.
Silver is irreplaceable here — it literally regulates nuclear reactions.
2️⃣ These rods aren’t “one and done.”
They must be periodically replaced, meaning constant demand.

No AI magic or digital workaround can replace physical silver in this process.
3️⃣ The 2025 supply nightmare is real:

➡️ Nearly 100% of mine output now goes to industrial demand.

➡️ Zero silver left for investors at current production levels.

➡️ Chronic deficits have become “insane” — and accelerating.
4️⃣ China’s nuclear ramp-up:

✅ 23 reactors under construction (2024)
✅ 30 more planned by 2030
✅ Plus small modular reactors (SMRs) for AI data centers

This is massive long-term demand, and silver is at the heart of it.
5️⃣ The US–China resource war is heating up:

🇺🇸 The U.S. listed silver as a Critical Mineral.

🇨🇳 Beijing imposed export controls and quotas.

Both sides are preparing for an energy + AI metals collision — with warehouses running empty.
6️⃣ Silver is no longer “just an investment metal.”

It’s national security infrastructure — fueling nuclear, solar, and AI power.

When governments start guarding it, stackers already holding it are far ahead of the curve.
7️⃣ And if you’re wondering what they’ll tell investors when there’s no silver left?

Don’t worry — it won’t be called “confiscation.”

It’ll be called “temporary industrial prioritization” for the public good.

Because let’s be honest — few would give it up voluntarily. 😏
8️⃣ Confiscation won’t come with soldiers — it’ll come with higher prices.

They’ll call it a “strategic buyback” for the energy transition.

Most investors will sell “to lock profits”…

…but the real goal will be to drain physical silver from private hands.
9️⃣ The first price spike is the trap.
The second one changes the game.

Smart stackers won’t sell into hype — they’ll wait for hysteria.

🥈 Don’t sell into excitement. Sell into history.

Sell only a portion.

Wait until they start running out.

#Silver #Nuclear #AI

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More from @honzacern1

Nov 10
🧵 THREAD: Trump’s new $2,000 stimulus checks — economically insane, politically brilliant. 👇

1️⃣
New $2,000 checks for every American sound generous.

But in reality, it’s an inflation bomb — and a nightmare for the Fed. 💣 Image
2️⃣
U.S. national debt just passed $38 trillion.

It’s rising by $1 trillion roughly every 100 days.

And now more free money?

That’s not stimulus — that’s gasoline on the fire.
3️⃣
The Fed is preparing to cut rates.
Trump’s move would throw a wrench into that plan:

more money → more inflation → the Fed forced to stay hawkish.

➡️ A direct clash between fiscal and monetary policy.
Read 5 tweets
Nov 9
🧵 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.
Read 8 tweets
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

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