1/9
🚨 STACKERS, WAKE UP.
This is the moment we’ve been watching for years.
The silver paper house of cards is starting to crack.
February 2026 set the stage — March could be HISTORIC.
🚨 STACKERS, WAKE UP.
This is the moment we’ve been watching for years.
The silver paper house of cards is starting to crack.
February 2026 set the stage — March could be HISTORIC.
2/9
📦 February 2026 deliveries: INSANE.
In just the first few days:
➡️ ~19 MILLION ounces taken physically.
That’s nearly ALL of last February’s deliveries — in under a week.
Even more telling: ~98% of open interest stood for delivery.
Buyers don’t want paper. They want REAL METAL.
📦 February 2026 deliveries: INSANE.
In just the first few days:
➡️ ~19 MILLION ounces taken physically.
That’s nearly ALL of last February’s deliveries — in under a week.
Even more telling: ~98% of open interest stood for delivery.
Buyers don’t want paper. They want REAL METAL.
3/9
📊 Now look at March 2026:
• Open Interest: ~80,500 contracts
• That’s OVER 400 MILLION ounces demanded
• COMEX registered (deliverable) silver: ~103 MILLION ounces
Do the math.
If even 25–30% stands for delivery like we’re seeing now…
👉 THERE ISN’T ENOUGH SILVER.
📊 Now look at March 2026:
• Open Interest: ~80,500 contracts
• That’s OVER 400 MILLION ounces demanded
• COMEX registered (deliverable) silver: ~103 MILLION ounces
Do the math.
If even 25–30% stands for delivery like we’re seeing now…
👉 THERE ISN’T ENOUGH SILVER.
4/9
🌍 This isn’t isolated. The drain is GLOBAL:
🇨🇳 China (SHFE + SGE):
• Less than 30 MILLION oz left in visible vaults
• They’re absorbing metal aggressively
🏦 LBMA estimates:
• ~150M oz global free float — total
That’s not abundance.
That’s tightness.
🌍 This isn’t isolated. The drain is GLOBAL:
🇨🇳 China (SHFE + SGE):
• Less than 30 MILLION oz left in visible vaults
• They’re absorbing metal aggressively
🏦 LBMA estimates:
• ~150M oz global free float — total
That’s not abundance.
That’s tightness.
5/9
🚨 Silver lease rates just spiked above 6% — highest in years.
This is the canary in the coal mine.
Banks are paying up to borrow metal to cover shorts.
High lease rates =
• Physical scarcity
• Stress in the system
• A classic squeeze setup
Only this time… it’s bigger.
🚨 Silver lease rates just spiked above 6% — highest in years.
This is the canary in the coal mine.
Banks are paying up to borrow metal to cover shorts.
High lease rates =
• Physical scarcity
• Stress in the system
• A classic squeeze setup
Only this time… it’s bigger.
6/9
🧠 Stackers, let’s be honest.
While the world chased:
• Fiat illusions
• Paper promises
• “It’s just a pet rock” narratives
YOU stacked real money.
You survived the dips, the suppression, the mockery.
Now the system itself is blinking.
🧠 Stackers, let’s be honest.
While the world chased:
• Fiat illusions
• Paper promises
• “It’s just a pet rock” narratives
YOU stacked real money.
You survived the dips, the suppression, the mockery.
Now the system itself is blinking.
7/9
⏳ The next 2–3 weeks matter.
📅 First Notice Day: Feb 27
Possible outcomes:
• Massive short covering
• Violent price discovery
• Cash settlements — or worse
If March follows the 3–4× delivery trend of recent years?
👉 200M+ oz demanded.
That’s GAME OVER for paper games.
⏳ The next 2–3 weeks matter.
📅 First Notice Day: Feb 27
Possible outcomes:
• Massive short covering
• Violent price discovery
• Cash settlements — or worse
If March follows the 3–4× delivery trend of recent years?
👉 200M+ oz demanded.
That’s GAME OVER for paper games.
8/9
🪙 To every silver stacker reading this:
• HOLD STRONG
• ADD if you can
• Remember why you stacked
Not for quick flips —but for generational wealth.
The screen price lies until physical forces the truth.
🪙 To every silver stacker reading this:
• HOLD STRONG
• ADD if you can
• Remember why you stacked
Not for quick flips —but for generational wealth.
The screen price lies until physical forces the truth.
9/9
We’re weeks from potential default territory.
Paper silver is being exposed.
Physical silver is reclaiming its role.
Stackers win. Always.
Who’s still stacking in 2026? 👇
Reply & RT — let’s wake the community.#PhysicalSilver
#SilverSqueeze
#COMEX
We’re weeks from potential default territory.
Paper silver is being exposed.
Physical silver is reclaiming its role.
Stackers win. Always.
Who’s still stacking in 2026? 👇
Reply & RT — let’s wake the community.#PhysicalSilver
#SilverSqueeze
#COMEX
@threadreaderapp unroll
• • •
Missing some Tweet in this thread? You can try to
force a refresh
