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Honza Černý Profile picture
Honza Černý
@honzacern1
🍌🦍 Stacking metal. Tracking lies. Tweeting truth. ⚡
Oct 6 • 8 tweets • 2 min read
🧵1️⃣
RETAIL ALERT from Josh Philip Phair, President of (Mike Maloney’s company).

He just said he’s never seen so many 7–8 figure retail orders in one day.
That means millions — even tens of millions — flowing into physical gold & silver.

👇GoldSilver.com 2️⃣
Premiums are rising fast.
Secondary gold inventory is drying up.
And silver… following the same path.

The physical squeeze is now visible in real time.
Oct 6 • 9 tweets • 2 min read
🧵1️⃣
🚨 SILVER ALERT 🚨

The game just changed.

The cost to short $SLV — the world’s biggest silver ETF — exploded from ~2% to 6.9% overnight.

And guess what?
Only 8,000 shares left to short.

Something big is breaking beneath the surface. 👇
#Silver #SilverStackers Image 2️⃣

When the borrow fee (CTB) triples, it means one thing:
➡️ Shorts are trapped.

They have to pay through the nose to borrow shares —
because there are barely any left to borrow.

That’s not just a number.
That’s scarcity screaming. 🧨
Oct 6 • 9 tweets • 2 min read
🧵1️⃣
Everyone’s asking:
“Why is it taking so long for the US to declare #silver a critical mineral?” 🤔

Let’s break it down — and compare it to how lithium became “critical.”

Spoiler: it always takes 5–6 months after the comment period closes. 👇 Image 2️⃣ The silver draft list

🗓️ Published: Aug 26, 2025

Public comments closed: Sept 25, 2025

Now USGS & the Department of the Interior are reviewing input from agencies, industry, and the public.
Next step → Final Rule in the Federal Register.
Oct 6 • 11 tweets • 2 min read
1️⃣Some people calling TOP when #silver aims for $50/oz.
🤣

Guys, we’ve been there — back in 1980.

And guess what?
Everything has changed since then…
Except the price. 👇🧵 Image 2️⃣ Population
1980: 4.4 billion
2025: 8.1 billion
➡️ +85% more humans using electronics, EVs, solar panels, servers...
Each of them needs silver. 🌍
Oct 6 • 11 tweets • 2 min read
🔥 THREAD: The U.S. economy is on the brink of recession — and inflation is roaring back to 4%, says Moody’s.
The Fed will have no choice but to cut rates… and when that happens, silver will explode. 🧵👇

Recession for now, but wait and see wha's next... Image 1️⃣ Moody’s just confirmed what stackers have known for months:
The economy isn’t “resilient.”
It’s cracking.
Debt, inflation, and weak growth are colliding — the perfect storm for a Fed pivot. 🌪️
Oct 5 • 6 tweets • 1 min read
1️⃣ That was 2021 — the so-called Silver Squeeze.

Stackers worldwide united.
But the vaults were still full,
and the paper market strong enough to fight back.
It wasn’t the collapse.
It was the warning shot. ⚡ 2️⃣ Fast forward to 2025:

⚙️ Industrial demand exploding
📉 COMEX & LBMA inventories draining
🚫 Silver Krugerrands sold out
🔒 CFTC data frozen by the U.S. shutdown
This time, the shelves are empty for real.
Oct 5 • 6 tweets • 1 min read
1️⃣

“How long will the government shutdown last?”
Kalshi markets say ~20.5 days.
That’s not just bureaucracy on pause — it’s a system on hold. 🧵 Image 2️⃣

While politicians debate budgets and debt ceilings,
CFTC stopped publishing silver data.
The real shutdown isn’t in Washington.
It’s in the vaults.
Oct 4 • 6 tweets • 1 min read
1️⃣
Ed Steer just dropped a bomb:

Most of the silver flown from London to COMEX this year likely came from LBMA vaults.

And they’ve probably been feeding ETFs like $SLV, $PSLV, Aberdeen... and many others.
What does that really mean? 👇 2️⃣
It means the elites are running out of easy silver.

LBMA is dipping into its deep reserves — because global supply can’t meet the demand from industry and investors anymore.

The vaults that once looked endless... aren’t. 🕳️
Oct 4 • 15 tweets • 2 min read
🧵 Thread: Why the “Hidden Wealth of the USA” chart makes zero economic sense 👇

1️⃣
It looks beautiful — golden numbers, trillions everywhere.
But here’s the thing:
Those numbers don’t mean free money for citizens. Let’s unpack why this “asset-backed dollar” fantasy collapses instantly. 💸Image 2️⃣
First, double counting.
They list land, real estate, stock market, mineral reserves… all overlapping.
Same wealth counted multiple times — it’s like adding your house, your yard, and the soil beneath it as three separate assets. 🧮
Oct 4 • 9 tweets • 2 min read
1️⃣
Trump administration reportedly plans to take an equity stake in Critical Metals Corp., tied to rare earth mining in Greenland.

Why does that matter?
Because when a government starts owning resources — it’s not business anymore.
It’s strategy. 2️⃣
They call them “critical minerals.”
But what they really mean is:
→ war metals
→ tech metals
→ supply-chain survival metals

Every empire in decline rediscovers the same truth:
Paper can’t fight wars. Metal can.
Oct 3 • 11 tweets • 2 min read
1/ Silver stackers: this isn’t 1970s déjà vu. It’s bigger. Gold & silver are just the opening salvo of a generational rotation out of paper and into hard assets. 🥈 2/ Why bigger? The capital ocean today is ~30×–100× larger than back then (depending on the proxy). Even tiny portfolio shifts now are tidal waves for metals.
Oct 3 • 6 tweets • 2 min read
1/ 🚨 Japan Gold Rush 🚨
At Tanaka Precious Metals in Tokyo, long lines are forming as people rush to buy gold. 🥇
Why? Small gold bars are SOLD OUT. Sales of 5g, 10g, and 20g bars are being suspended starting October 4.

#Gold #Silver #Stackers Image 2/
 📢 Official notice from Ginza Tanaka:

> "Due to rapid rise in precious metals prices and overwhelming demand, production of small bars cannot keep up. While 50g+ bars remain available, sales of small bars are temporarily suspended."

This is what shortages look like.
Oct 3 • 6 tweets • 1 min read
1/
 8.1M SLV shares were redeemed yesterday. 🚨
This morning: 0 shares available to borrow.
Borrow fee spiking.
Volatility exploding.

Not a good mix… unless you’re a silver stacker. 🥈✨

#Silver #SLV #Stackers 2/
 What does this mean?

Shorts are trapped.

Borrowing SLV shares is almost impossible.

Costs for shorting are soaring.

Option dealers are scrambling.

This is how short squeezes are born. ⚡

#SilverSqueeze
Oct 2 • 7 tweets • 1 min read
🧵 Thread : Silver Backwardation Confirmed

1/
 I called it just 3 days ago: Silver is in backwardation.
That means futures are trading below spot physical silver.
Normally, this only happens when physical demand explodes. Image 2/
 📊 What just happened?
On Sept 29, SLV issued ~6 million new shares

That equals ~18.6 million ounces of silver supposedly added

Total SLV shares jumped from 543.95M → 549.60M

👉 That’s heavy demand from institutions.
Oct 1 • 8 tweets • 1 min read
1/
 $5B injected into the banking system overnight.
Just a “tiny” repo operation by the Fed.

Probably nothing… right? 🧐
#QE #RepoCrisis #Silver Image 2/
 Look at the ON RRP (reverse repo facility).
It once held $2.2 TRILLION of excess cash.
Now? Barely $49B left.
That liquidity cushion is GONE. 🚨
#LiquidityCrisis #FRED
Sep 30 • 6 tweets • 1 min read
1/
 Bloomberg reports: “Unprecedented tightness” in precious metals.

London stockpiles are dwindling, multi-year deficits piling up.

Lease rates – usually near zero – have exploded.
#Silver #Gold #Platinum #Palladium Image 2/
 When the cost to borrow metal (lease rate) spikes, it means one thing:

👉 Physical metal is scarce.
👉 Big players are scrambling for the last ounces.
Normal market = lease rate ≈ 0%.
Today = 10–40%. 🔥
Sep 30 • 7 tweets • 1 min read
1/ 🚨 Russia + China are building a new securities depository – an alternative to Euroclear & Clearstream.

Why? Because sanctions showed that the West can freeze assets anytime.
#Silver #Gold #BRICS Image 2/ Euroclear & Clearstream = the backbone of Western finance.

They handle trillions in bonds & equities.

When Russia was cut off in 2022, its frozen assets proved: if you’re not in control of clearing, you’re not in control of your money.
Sep 29 • 6 tweets • 1 min read
1/ Paradox: When China’s SGE is closed for a week, it can actually push silver prices higher. Why? 🧵 Image 2/ SGE = the main hub for physical silver. During holidays, no new metal flows through the exchange → globally there’s less immediate physical liquidity.
Sep 29 • 7 tweets • 1 min read
1/
 Pending Home Sales just printed +4.0% vs 0.0% expected.
Strong housing data = “bad” for precious metals, right?
Well… not anymore. 🥈🚀 2/
 Silver is trading at $47.10/oz, up +0.96% today, hitting fresh 52-week highs despite stronger U.S. macro.
Volume? 150% above average.
Translation: money keeps flowing into silver. 💰
Sep 29 • 6 tweets • 1 min read
1/
 At $47 silver, the real question is: who in their right mind would short here? 🤔🥈

#SilverSqueeze #StackSilver Image 2/
 Sure, producers may hedge future production.
And some traders may try to grab a few dollars on a pullback.

But for most speculators? It’s like running with gasoline next to a fire. 🔥
Sep 29 • 6 tweets • 1 min read
1/
 Most people who actually think about silver ask:
“How much is left in COMEX and LBMA vaults?”

But here’s the truth 👇
It doesn’t matter.

#Silver #SilverSqueeze Image 2/
 COMEX & LBMA are paper markets.
They set the “official” price, but most of it is just contracts, not real silver moving around.

The game changes when physical demand explodes.

#SilverStackers #PhysicalSilver