Honza Černý Profile picture
Feb 14 12 tweets 2 min read Read on X
Thread 🧵: Global Asset Registry — And Why Physical Silver Matters Image
1/
At the IMF & World Bank Annual Meeting (Oct 2025), Erica Payne, president of Patriotic Millionaires, proposed a Global Asset Registry.
The goal?
Track who owns what. Everywhere. 🌍

Let’s unpack this.
2/
Her three proposals:
• A global registry of assets (who owns what, how much, and where it came from)
• A global debate on what is “enough” wealth
• Stronger taxation that actively reduces extreme wealth

This isn’t fringe. It’s gaining traction in elite policy circles.
3/
The intellectual roots go back to economists like Thomas Piketty and Gabriel Zucman.
Organizations such as Tax Justice Network and ICRICT have been pushing this since 2017–2019.

It’s not law yet.
But the architecture is being discussed.
4/
Important:
There is no official implementation date.
No binding adoption by the International Monetary Fund, World Bank, G20, European Union, or United Nations.

But the conversation is happening.

And policy conversations have a habit of becoming reality.
5/
What is a Global Asset Registry really about?
Transparency? Yes.
Tax enforcement? Yes.
But also:

📌 Centralized visibility of private wealth
📌 Cross-border data sharing
📌 Reduced financial privacy
That changes the game.
6/
Now let’s bring this home for stackers.
If wealth becomes globally traceable,
digitally registered,
centrally reported…

What happens to assets outside the digital system?
7/
Physical silver in personal possession:
• No counterparty
• No centralized ledger
• No broker statement
• No digital custody trail
• No ETF wrapper

It exists because you hold it.
That distinction becomes powerful in a registry world.
8/
A Global Asset Registry targets:
• Bank accounts
• Securities
• Real estate titles
• Offshore structures
• Corporate holdings

All of which are recorded somewhere.
But private physical bullion stored personally?
That’s structurally different.
9/
This isn’t about evasion.
It’s about resilience.

When policy shifts toward global coordination and wealth compression, owning part of your savings in tangible form reduces systemic exposure.

Diversification isn’t just financial.
It’s jurisdictional.
10/
History shows:
Wealth concentration triggers reform.
Reform increases transparency.
Transparency expands enforcement.

Physical silver is not a rebellion.
It’s a hedge against systemic overreach.
In a world debating global registries…
ownership matters.
Stay diversified.
Stay informed.
Stay sovereign. 🪙

#Silver #Wealth #AssetRegistry #FinancialFreedom #PhysicalSilver
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More from @honzacern1

Feb 12
COMEX Is Bleeding Silver.

🧵 1/

While everyone watches the price…
COMEX silver is quietly bleeding.

And almost nobody is talking about it. 🩸🥈

Let’s look at what just happened.Image
2/

📉 TOTAL REGISTERED SILVER:

Was: 101,394,888 oz
Now: 98,138,005 oz

💥 −3,256,882 oz
In. One. Day.
Registered = metal ready for delivery.

That’s the ammo pile shrinking.
3/

📉 TOTAL COMBINED STOCKS:

Was: 386,273,024 oz
Now: 381,568,803 oz

💣 −4,704,221 oz gone.
Not a paper move.
Not a spreadsheet trick.

Physical silver leaving the system.
Read 13 tweets
Feb 9
CHINA CURBS U.S. TREASURIES — AND THE SILVER SIGNAL NOBODY WANTS TO SEE 🧵Image
1/
China is quietly telling its banks to limit exposure to U.S. Treasuries.

Official reason? “Concentration risk & volatility.”
Real reason? They don’t trust the exit.
2/
Treasuries are no longer “risk-free.”
They’re policy tools, weaponized by deficits, geopolitics, and refinancing stress.

China sees what’s coming — too much debt, too little real demand.
Read 14 tweets
Feb 8
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.Image
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.
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.
Read 10 tweets
Feb 7
🧵 THREAD:

This Executive Order isn’t about weapons.

It’s about physical scarcity. 🪙Image
1/

The America First Arms Transfer Strategy isn’t a foreign-policy memo.

It’s an industrial command.

The key phrase isn’t “arms.”
It’s production capacity.

And capacity runs on physical inputs, not paper.
2/
The order explicitly says the U.S. will use foreign money to expand domestic production.

That means:

– new factories
– new lines
– new inventories

You can’t finance that with ETFs.
You need metal.
Read 12 tweets
Feb 7
PHYSICAL SILVER CRISIS — WHAT’S REALLY HAPPENING 🧵Image
1️⃣

Physical silver is breaking away from paper markets.
Since early 2026, demand exploded while supply chains simply can’t keep up.
2️⃣

Major European wholesalers and dealers admit they’re overwhelmed.

Daily orders often exceed what they can process — even at higher prices.
Read 12 tweets
Feb 6
🧵 THREAD: Is this really the bottom in silver? Let’s break it down.
1/
Calls for a “silver bottom” are getting louder.

Leverage washed out. Margins raised. Asia volatile.
On paper, that looks constructive.
But paper ≠ physical.
2/
Yes, leveraged longs were flushed.
Yes, positioning has weakened.
Yes, ETF outflows suggest speculative fatigue.

That clears traders.
It does not create metal.
Read 14 tweets

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