🧵 Thread: The Silver Tug-of-War Nobody Is Ready For

1️⃣
Japan just detonated a global bomb.
A 2.75% yield on the 20-year JGB is a signal:
the world’s cheap-money era is OVER.

Liquidity is tightening everywhere — and the margin calls are just starting.

Prepare yourselves

2️⃣
So let’s talk #SILVER.

Because what’s coming is a brutal tug-of-war between:
paper manipulation
vs.
real-world physical fundamentals
…and the ending will not be a draw.

THREAD: Japan Just Broke the Global Money Machine — Here’s What It Means 🧵🌍

1/
Japan’s 10-year bond yield just hit 1.73% — the highest since 2008.
Most people don’t realize it, but this number can shake the entire world economy.

Here’s why. 👇 2/
For 30 years, Japan kept interest rates at 0% and printed money endlessly.
That cheap money was exported everywhere:

• US Treasuries
• European bonds
• Emerging markets
• Global stock markets

Japan was the world’s “silent buyer.”

🔥 THREAD: China Just Sounded the Silver Alarm (Nov 17, 2025)

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China’s SGE/SHFE silver vaults just hit another all-time low.

Not “low for the month.”

Not “seasonally low.”

A record low.

Physical supply is getting dangerously tight.

https://twitter.com/oriental_ghost/status/1990329101866193171

2/
Western media?

Silent.

But inside China?

Refineries are now working 24 hours a day, and import companies are pressuring Western suppliers to deliver physical silver on time — or face contractual consequences.

🧵The Liquidity Picture Nobody Wants to Talk About
Something really odd is happening right now.

On the surface, markets act like everything is under control.

But the underlying data tells a very different story.
Two things line up almost perfectly:👇 1) The RRP facility is basically empty
Not long ago, it held $2.4 trillion.

Today? Around $1.5 billion.

That’s not a “normal adjustment” — that’s the system running without its safety buffer.

When the backstop is gone, the financial engine is exposed.

This isn’t theory or speculation.

It’s the clearest sign of tightening liquidity we’ve seen in more than a decade.

1️⃣

China is quietly draining its silver vaults.
If the current pace holds, exchange stocks hit zero in about 2 months.

Not a slogan – just math from SGE/SHFE’s own reports. 👇 #silver 2️⃣

Start of the period (late September 2025):

• SHFE vaults: ~1,189,648 kg
Mid-November 2025:
• SHFE vaults: 576,894 kg

That’s a drawdown of –612,754 kg in 46 days – roughly 13 tonnes per day just from the futures exchange.

🧵 THE SYSTEM IS STRAINING — AND SILVER KNOWS IT

(Grand Thread for Silverstackers)

1️⃣
When the New York Fed quietly convenes an emergency meeting with Wall Street banks to discuss a key lending facility, it means one thing:

👉 Liquidity is cracking.

Not “in theory.” Not “sometime later.”
Now.

Even the Fed admits money markets are tightening faster than expected.

Thanks to: @KingKong9888 @DarioCpx @kshaughnessy2

2️⃣
Why does this matter?
Because when the Fed has to remind banks to use its Standing Repo Facility, it means the institutions prefer to borrow at higher rates in the market rather than tap the Fed.

That only happens when banks are:

✅stressed

✅unsure who’s solvent

✅or scared of revealing weakness

This is how cracks look from the inside.

🧵 SILVERSTACKERS: READ THIS BEFORE YOU PANIC 👇

1️⃣ Price action ≠ thesis

Yes, silver just took a violent hit: we dropped a couple of dollars from a double top above $54 to the low $50s in hours.

That’s not “the end of the bull market”.

That’s what a tightly coiled market looks like when leverage gets nuked. 2️⃣ Gold says the monetary reset is ON

Gold is still trading around $4,000+ after setting fresh all-time highs above $4,300 this autumn.

You don’t get record gold and $50+ silver in a healthy fiat system.
You get it when the system is quietly breaking.

🧵 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.

https://twitter.com/Mark4XX/status/1987852946348937636

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.

🧵 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. 💣 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.

🧵 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. 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.

🧵 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. 👇

https://x.com/honzacern1/status/1983244265095372962

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. ⚡

🧵 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. 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.”

🧵 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.” 👇 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.

🧵 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
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.

🧵 THREAD:

U.S. Declares Copper & Silver CRITICAL 🚨
This just changed everything for commodities and real assets. 👇 1️⃣ It’s Official.

The U.S. Geological Survey has officially added SILVER 🥈 and COPPER ⚙️ to America’s Critical Minerals List.
That means they’re now considered vital to the nation’s economy and national security. 🇺🇸

🧵 THE GREAT SILVER DRAIN — EAST & WEST ALIGN 🥈🌍
1️⃣
Silver just hit $48+ globally.
China’s SGE silver vaults dropped over 90 tonnes this week.

And now, the Comex giants are queuing for physical delivery.

This is no random move — it’s the start of a global squeeze. ⚡

🧵 CHINA’S SILVER VAULTS ARE BLEEDING — THE PHYSICAL STORM IS HERE 🇨🇳⚡🥈

Thanks to @oriental_ghost 1️⃣
Silver just spiked +1.9% on Shanghai Gold Exchange.
Price closed near ¥11,422/kg ≈ $49.90/oz — almost $50 silver in China.

📈 Demand is overwhelming the system.
This isn’t paper speculation — this is physical.

🧵 THE SILVER STORM IS TURNING INTO A LIQUIDITY HURRICANE ⚡🥈

They told you silver was boring.
They told you manipulation would never end.

But look closer — the system itself is cracking. 👇
1️⃣ The Hidden Reservoir is Draining
The Fed’s Reverse Repo Facility — once holding $2.5 trillion — is now near zero.

That “ocean” of excess cash that kept markets calm?

💨 Gone.

No liquidity buffer.
No margin of safety.
When liquidity dies, real assets rise.

🧵 THE U.S. GOVERNMENT SHUTDOWN — DAY 34
What happens to silver when the lights go out in Washington? 🏛️🥈 1️⃣
The shutdown has lasted over 34 days — the longest in modern history.

Regulators are silent.

Reports are frozen.

And one of the most important market signals — the COT report — hasn’t been published since September. 📉

🧵 MICHAEL BURRY JUST WENT 66% SHORT ON PALANTIR — HERE’S WHY IT MATTERS 💥

1️⃣
Michael Burry’s latest 13F filing shows a massive short position on $PLTR, making up 66% of his entire portfolio.

That’s not a hedge — that’s a full-scale conviction trade. 📉 2️⃣
Why $PLTR?

Because it represents everything Burry loves to bet against:

AI hype with no clear earnings
Retail cult following

A valuation detached from fundamentals

Classic “bubble DNA.” 🧬

China's Strategic Move on Silver: What it Means for the Market and Global Politics 🇨🇳🥈

1️⃣ China's New Policy on Key Minerals China has officially classified silver, along with tungsten and antimony, as strategic minerals under export control.

This is a direct step to solidify China’s position in the global supply chain for critical materials.

But what does this mean for the silver market? 🧐👇 2️⃣ Silver’s Growing Strategic Importance With demand soaring in solar energy, electronics, and national defense, silver is becoming a cornerstone of global energy transition and security strategies.

China produces over 30% of the world’s silver, meaning they control a significant portion of global supply. 🌏🔋