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Honza Černý Profile picture
Honza Černý
@honzacern1
🍌🦍 Stacking metal. Tracking lies. Tweeting truth. ⚡
6 subscribers
Dec 29 • 12 tweets • 2 min read
🧵 THREAD: Silver is disappearing — here’s the evidence

1️⃣
Silver is “down” on COMEX.
But price is no longer the signal.
Availability is.
Let’s follow the physical market. 👇 2️⃣
🇨🇳 China (SGE/SHFE), Dec 29:
• Silver trades $80–83/oz
• SHFE silver vaults: –22,692 kg in one day
• Previous day: –32,986 kg

That’s not trading.
That’s metal leaving the system.
Dec 25 • 20 tweets • 2 min read
🧵 THREAD: While Everyone Watches Crypto, Smart Money Moves to Silver

1️⃣
Something important is happening in the markets — and most investors are missing it.

While headlines stay focused on crypto, institutional money is quietly rotating.
Dec 25 • 13 tweets • 2 min read
🧵 THREAD: Two Prices. One Metal. And a Market That’s Breaking Image 1️⃣

Silver at ~$71–72 on Western screens.
Calm candles. Small pullbacks.

Looks… boring, right?
That’s exactly how real regime changes begin.
Dec 24 • 12 tweets • 2 min read
🧵 SILVER & GOLD: THIS RALLY IS DIFFERENT 🥈🥇
(Why year-end highs are stressing the system) Image 1/
 Gold and silver are hitting repeated all-time highs into year-end.

But the real story isn’t price.
It’s what these prices are doing to bank balance sheets.
Dec 23 • 14 tweets • 2 min read
🧵 SILVER STACKERS — READ THIS CAREFULLY 🥈

#PhysicalSilver #SilverInventory #COMEX Image 1/
 Today’s COMEX silver report wasn’t “boring”.
It was quietly explosive.

Over 3 MILLION ounces of physical silver left the system.

No headlines. No panic.
Just… gone.
Dec 23 • 14 tweets • 2 min read
🧵 THREAD: Silver vs Big Tech — the market cap crossover is closer than most think 🥈 Image
Image 1/
Two screenshots. Four days apart.
One quiet shift in market structure.

Silver’s market cap is accelerating — while Big Tech is stalling.
Let’s quantify it. 👇
Dec 21 • 10 tweets • 2 min read
🧵 THREAD: What actually matters about SILVER in that video 1/
 Let’s strip the hype away and focus on what the video actually says about silver — not politics, not fantasy currencies.
Because the silver part matters. A lot.
Dec 21 • 15 tweets • 3 min read
🧵 THREAD: Two ratios. One message. Silver is still at the beginning. 🥈 Image
Image 1️⃣

If you want to know where we are in the cycle, don’t stare at spot price.
Watch ratios (for now).

Ratios show relative mispricing — and that’s where the big moves start.
Dec 21 • 11 tweets • 2 min read
1/ 🧵 Something important is happening in China’s gold market — and most people are missing it.

Retail markets are no longer quoting investment gold prices.
Access is being quietly rerouted.
This is not noise.
It’s a signal. Image 2/ In Shanghai’s Shui Bei market, only jewelry gold is now openly priced.

If Chinese citizens want VAT-exempt investment-grade gold, they must go through commercial banks.
That alone should make you pause.
Dec 20 • 14 tweets • 2 min read
🧵 THREAD: Silver isn’t about hype. It’s about positioning.

1/
 This isn’t about chasing prices.

It’s about understanding where we are in the cycle.

Silver isn’t moving because of excitement.
It’s moving because the old structure is under pressure.
Dec 20 • 13 tweets • 2 min read
🧵 THREAD: “But wait…” — the most expensive words in silver history Image 1/
 “But wait for China.”
They said.

Heeeeey — but wait for January 1 silver export restrictions.
They said.

Heeeeey — but wait for April 1: India allowing #Silver as mortgage collateral.
They said.

Heeeeey — but wait for India’s silver pension funds.
They said.

HEYYYYYYY — WILL YOU WAIT?!
Dec 19 • 12 tweets • 2 min read
🧵 THREAD: Yen vs Silver – which is the better bet? Image 1️⃣
Buffett is moving into JPY.

So the question is simple:
👉 Is this a better bet than silver?

Short answer: NO.

Now the logic — no hype 👇
Dec 19 • 15 tweets • 2 min read
🧵 THREAD | Bank of Japan just pulled a key pillar out of the global bond system — and silver likes it 🥈 Image 1/
 The Bank of Japan just raised rates to 0.75% — the highest level in 30 years.
More importantly, BOJ clearly signaled more hikes ahead.

This is not a tweak.
This is a regime change. 🇯🇵
Dec 17 • 10 tweets • 3 min read
🧵 THREAD: The Metals Are Talking — And They’re Saying the Same Thing

1️⃣
This is no longer just about silver.
Dec 16–17, 2025 COMEX delivery data show simultaneous stress across metals:
• Gold
• Silver
• Micro Silver
• Copper
• Palladium

When multiple metals move together, it’s not speculation.
It’s systemic positioning.Image
Image
Image
Image 2️⃣ GOLD — the anchor

December gold deliveries:

• 31,756 contracts MTD
• JPMorgan: Issued 1,334 / Stopped 677
• Goldman, HSBC, Citi, Wells all active

This is not trading.
This is physical obligation management.
Gold is being used to stabilize the system.
Dec 17 • 14 tweets • 2 min read
🧵 THREAD: From the Crime of 1873 to the Silver Remonetization - NOW IT´S PAYBACK TIME 1/

In 1873, silver was removed from money. Not because it failed. But because it worked too well for ordinary people.

They called it progress. History remembers it as the Crime of 1873.
Dec 15 • 8 tweets • 1 min read
Something important is happening beneath the surface of the silver market — and it’s not noise.
It’s positioning. 🧵👇

Thanks to @BullionaireBob — highly recommended, a true legend on the silver battlefield. 1/
 Since July–November, US banks have covered ~110M oz of net short silver positions.

Short covering = buying.
That’s not what you do if you expect prices to fall.
Dec 15 • 9 tweets • 2 min read
1 oz of silver ≈ 1 barrel of oil.
That’s not a slogan.
That’s a historical ratio zone.

Energy vs metal.
And silver just caught up. Image 2️⃣
This ratio measures purchasing power.
How much energy one ounce of silver can buy.

Energy runs the world.

Silver enables it.
Dec 14 • 16 tweets • 2 min read
🧵 THREAD: China, Silver & the Politics of Distance

Why margin hikes, muted narratives & system stress are NOT bearish for silver 1/
 Recent silver “disruptions” aren’t random:

LBMA stress, leasing spikes, India deliveries, CME halts, JPM inventory controls, SHFE margin hikes.

Viewed together, they form a pattern — not chaos.
Dec 14 • 13 tweets • 2 min read
THREAD 🧵 | Are stackers ready? 🪙🔥 Image 1/
 US 1-year inflation expectations are still around 4.5%.

That’s not “transitory”.
That’s entrenched psychology.

People don’t believe inflation is beaten — and markets trade beliefs, not press releases.
Dec 13 • 13 tweets • 2 min read
THREAD 🧵 | A US power crisis is unfolding — and almost no one is connecting the dots to #silver 1/
 The US is heading toward a power crisis.
By 2028, peak electricity demand is expected to exceed available generation.

By 2033, the shortfall could reach 175 gigawatts — a level that threatens grid stability itself.

This is not speculation. These are planning numbers.
Dec 13 • 14 tweets • 2 min read
THREAD: BIG MONEY just placed a bet on Silver… and it’s not small. 🧵🥈

1/
 When institutions start loading Jan’26 silver calls (65, 68… even 100 strike) — that’s not “Chart trading.”
That’s positioning for a structural break.

Thx to @DarioCpx 2/
 They’re not buying these because they expect a cute +5%.

They buy calls because the upside is asymmetric:
small premium…
potentially violent price discovery.