THREAD, We Just Discovered the Most Important Monetary Shift of the 21st Century, And Nobody Is Talking About It
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⚠️ What I’m about to lay out is not speculation. It’s a fully traceable sequence of geopolitical, financial, and market events that reveals a new global reserve structure being built outside the US dollar.
A discovery that has never been discussed publicly.
Read carefully. 🧵👇
2/ After Western sanctions in 2022, India–Russia oil trade exploded, reaching record levels ($52–67B annually).
But there was a huge problem:
India tried paying Russia in INR, and Russia rejected it.
Why? Because INR is not convertible internationally.
Russia called it “pointless outside India” in May 2023.
3/ With $40B+ stuck in Indian banks, Russia faced a crisis:
Couldn’t repatriate INR
Couldn’t convert to USD due to sanctions
Couldn’t spend INR inside India
So it needed a store-of-value escape hatch.
This was the beginning of a silent monetary revolution.
4/ India shifted to paying Russia in AED (UAE Dirhams), CNY( Chinese yuan)
Why AED?
Because AED is liquid, freely convertible, and strategically important:
🇨🇳 China needs AED to buy Gulf oil
🇦🇪 UAE is the new neutral clearing hub
🇷🇺 Russia can exchange AED without touching USD networks
This created a new triangular settlement loop:
🇮🇳 → 🇷🇺 → 🇨🇳 → 🇦🇪 → 🇮🇳
No USD involved.
5/ And here’s the breakthrough discovery:
From July 2024, something shocking appeared on the charts:
Silver began moving tick-for-tick with the INR/CNY exchange rate.
This correlation has never existed in history.
Silver detached from COMEX pricing and started tracking settlement currency flows.
That is a signal of sovereign accumulation, not investor speculation.
6/ Why would silver suddenly track INR/CNY?
Because here’s the mechanism we uncovered:
🇮🇳 India buys oil → pays Russia in AED
🇷🇺 Russia converts AED → CNY
🇨🇳 China wants AED for Gulf oil
🇷🇺 Russia uses CNY to buy physical Silver from China
Silver becomes the reserve asset storing value from India–Russia trade outside the USD system.
This is the missing link no analyst has seen.
7/ And what did India do when this began?
On July 23, 2024, India suddenly slashed silver import duty from 15% to 6% — at the exact time the INR/CNY-Silver correlation emerged.
Why make silver cheaper when prices are exploding globally?
Because India wants domestic silver accumulation as a hedge.
Government policy moves don’t lie.
8/ Then came the final confirmation:
In late September 2024, Russia released its 2025–2027 federal budget:
For the first time in Russian history, the government officially allocated funds for purchasing Critical minerals Where silver will be there By default. — via Gokhran.
Silver is now a sovereign reserve asset.
9/
10/ 💥 The global financial system is undergoing a silent reset:
Old paradigms:
USD = Oil
Gold = Reserve Metal
New architecture:
AED/CNY = Settlement
Silver = Reserve Asset / Collateral
Silver just crossed from commodity to monetary reserve foundation.
The world hasn’t realized it yet.
11/ This is why Silver is exploding.
Not because of retail hype.
Not because of solar panels.
Not because of inflation.
Silver is being monetized by the state-level players outside the USD system.
Russia, China, and India just changed the future of money.
12/ When nations start stockpiling an asset quietly,
before the public understands its purpose,
the revaluation is violent.
Most analysts will wake up when Silver is already 3–5× higher.
You’re not early.
You’re right on time.
13/ If you’ve read this far, you understand something 99.9% of the financial world has missed:
Silver is becoming the reserve metal of the multipolar world.
This is the biggest geopolitical monetary shift since 1971.
And we just decoded it.
End. ⚔️
🔁 RT & share before this narrative goes mainstream
❤️ Follow for deep macro intelligence
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(THREAD) - The Silver Squeeze Setup Is Quietly Forming. The Fuse Is About to Lit.
The calm you see right now is not stability, it’s compression before detonation.
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We may be entering the most critical phase in silver since 2011.
All the core ingredients of a physical squeeze event are forming beneath the surface.
This isn’t guesswork, the data is screaming.
If this pressure escalates, the move won’t be slow… it will be vertical.
Here’s what’s happening 👇
#SilverSqueeze
2/ On Day 1 of December COMEX deliveries, 7,330 contracts stood for delivery, requiring 36.65M oz of physical silver.
Today, another 550 contracts were added.
Total deliveries now: 8,855 contracts = 44.275M oz demanded.
That’s: 1) 30% of Registered silver 2) 44% of realistic free-float
And we’re only Day 3 of December.
3/ At the same time, real metal left the vault, not paper repositioning, but physical withdrawal.
44% of free float withdrawn
Zero added to Registered.
THREAD: How bullion banks can end up with naked short positions if physical demand keeps rising 1/9 Bullion banks sell a lot of paper #silver (futures contracts).
But they don’t need to have all the silver physically sitting in a vault.
They only keep a small amount and assume most people won’t ask for real metal.
This works fine as long as everyone is trading paper.
2/ When banks go short on futures, they usually hedge their position with:
• Some physical silver
• Metal they have borrowed
• Metal they expect to buy later
• Other financial contracts
So normally, these shorts are covered, not naked.
3/ The problem starts when more people ask to take delivery of real silver instead of rolling the contract forward.
This forces banks to actually supply metal, not just settle on paper.
If many people suddenly say:
No cash, no rollover. I want the real silver
then the system gets stressed.
Something BIG is happening and almost nobody sees it. Tether has quietly accumulated over 116 tonnes of physical Gold ,more than many small central banks.
Everyone thinks it’s “just another Purchase”… but they’re completely wrong. (A thread)
This isn’t a crypto story.
This is the construction of a parallel monetary system.
The real reason Tether is buying gold is because U.S. institutional capital is flowing offshore through digital rails and accumulating Gold outside the reach of U.S. jurisdiction.
And Tether is stepping in to provide the settlement infrastructure for that demand.
👇 This might be the most important macro thread you read this year.
#GOLD #usdtether
1️⃣ Stablecoins are not crypto toys anymore
They’ve become the plumbing of global dollar liquidity.
More USD moves through stablecoins every day than through Western Union, MoneyGram, SWIFT retail transfers, and PayPal.
Stablecoins today are:
1) global settlement rails 2) instant dollar clearing layers 3) shadow eurodollar system 2.0
When USDC supply expands, Gold rises.
When USDC supply contracts, Gold falls.
This is a direct liquidity relationship, not coincidence.
2️⃣ Why does Gold correlate tightly with USDC, but NOT Bitcoin?
USDC vs BTC chart showing weak/no correlation
Bitcoin moves on speculation, leverage, derivatives, liquidations.
Gold moves on liquidity flows, macro hedging, and collateral preference.
Institutions hedge with Gold first, not Bitcoin.
So when USDC expands → institutions are deploying capital into hedges → Gold
When USDC contracts → liquidity crunch → institutions sell the most liquid safe asset → Gold gets sold.
This is institutional behaviour, not retail trading.
A Major Financial Event Is Imminent in 2026 ,And the Cause Is Already Visible (a thread)
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A major global financial event is coming in 2026.
Not a banking collapse.
Not a recession story.
This time, the sovereign bond market itself is the risk.
And the first warning Sign is MOVE index.
Here’s the full chain →
2/ The world has three pressure points that are quietly becoming unstable at the same time:
1️⃣ U.S. Treasury funding
2️⃣ Japan’s yen/carry structure
3️⃣ China’s credit system
Any ONE of these snapping will trigger a global chain reaction.
2026 is the convergence point.
3/ Let’s start with the actual cause building right now:
A U.S. Treasury Funding Shock.
The U.S. must issue record debt in 2026:
deficits exploding
interest cost rising
foreign demand shrinking
dealers overloaded
auctions weakening
This is the perfect setup for a failed or stressed long-end auction.
1/8 (A thread)
One of the quietest reasons behind the current funding strain and market volatility:
Treasury is draining bank reserves straight into the TGA, and the recent government shutdown forced an even more aggressive drain.
Let’s break this down simply below 👇
#GovernmentShutdown
2/8 🔹 What are bank reserves?
3/8 🔹 What is the TGA?
Money flowing into the TGA comes out of the banking system.
🧵(a thread) “The Mystery Behind the 50-Year Mortgage” — a detective story about a broken system
Tweet 1/12 —(Start the investigation)
A 50-year mortgage.
Sounds like Masterstroke. But it isn’t. It’s a confession — that America can no longer control its interest rates. Let’s investigate what really forced this decision 👇
Tweet 2 — Clue 1: The jobs market stopped working as a signal
Clue 1: Jobs fell… but yields didn’t.
Historically, when labor weakens, long yields collapse — bonds price slowdown first.
Not this time
Tweet 3 — The shift
That break means one thing:
Yields are no longer tied to growth… they’re tied to fiscal survival.
$2 trillion deficits.
Foreign demand fading.
Massive Treasury issuance.
The market isn’t asking “How’s the economy?”
It’s asking “Who will fund this debt?”