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Honza Černý Profile picture
Honza Černý
@honzacern1
🍌🦍 Stacking metal. Tracking lies. Tweeting truth. ⚡
Oct 27 • 10 tweets • 2 min read
🧵 “THE €1.50 ILLUSION – HOW THE SYSTEM HIDES SILVER’S TRUE VALUE” 🥈

1️⃣
Take a close look at your Austrian Silver Philharmonic.
See that inscription? “1,50 Euro.”

That’s not a typo.

It’s a psychological trick. Image
Image 2️⃣
The face value is €1.50.

The real price today? Around €55–60 across Europe.
That’s a 40× difference.

And most people never question why.
Oct 27 • 10 tweets • 2 min read
THREAD: When the Shutdown Ends, Silver Awakens 🥈⚡

1️⃣
26 days and counting since the U.S. government hit the brakes.

But when Washington wakes up again… something far bigger will start moving.

Not Congress.
Not the Fed.

👉 Silver. Image 2️⃣

Because behind all the political theatre, the Pentagon and DOE already whispered the truth in 2024:

“Silver is essential to national defense.”

They just haven’t stamped it officially yet — “critical mineral” status pending.

Shutdown paused that.
Oct 27 • 12 tweets • 2 min read
🧵 Thread: China’s Silver Vaults Are Draining Fast — and No One’s Talking About It

Except few - THANKS TO @oriental_ghost Image 1️⃣Shanghai’s silver vaults are bleeding metal. Both the Shanghai Gold Exchange (SGE) and the Shanghai Futures Exchange (SHFE) are reporting steady outflows of physical silver since mid-2025.

This isn’t a rumor — it’s visible in the data.
Oct 27 • 8 tweets • 2 min read
1️⃣
🚨 COMEX just reported 15 consecutive days of silver outflows.
That’s 35 million ounces — over 1,000 tons of metal leaving vaults.

Sounds like a lot? Let’s break it down. 🧵

#Silver #COMEX #StackerLogic 2️⃣
If you divide 35 million ounces by, say, 1 million serious stackers worldwide...
That’s just 35 ounces each.

Barely a kilo of silver.
Not hedge funds, not institutions — just individuals waking up.

And that’s what scares them most. 🥈⚡
Oct 26 • 6 tweets • 1 min read
1/
 The FedWatch Tool just flashed 98.3% odds of a rate cut by January 29, 2025.

Translation: the Fed is getting ready to pour gasoline on the fire. 🧯🔥 Image 2/
 After two years of “fighting inflation,” they’re about to flip back to cheap money.

They can’t fight debt with higher rates forever — the system starts to suffocate.
Oct 26 • 9 tweets • 2 min read
1/
 CHINA “SURRENDERED” in 48 hours? 🤔
Really? Since when does Beijing fold without a long game?

This isn’t surrender — it’s a tactical retreat inside a global realignment. 2/
 Mainstream headline: “Trump wins. 100% tariff canceled.”

Reality: something far bigger is happening behind the curtain — a reset of power, leverage, and trust.
Oct 26 • 11 tweets • 2 min read
1/ China just shut down three Shuibei gold/jewelry companies — accused of running a “casino”: quasi-futures, high leverage, paper contracts with no physical backing.

Translation: paper games are being squeezed. 🧯

MANY THANKS TO: @oriental_ghost Image 2/ The model under fire? “Pre-pricing” + OTC margin bets sold as “gold trading.”

Minimum deposits as low as ~2–3% to lever up. When spot moves, retail gets wiped, platforms scramble, and systemic risk leaks into the real economy.
Oct 26 • 9 tweets • 1 min read
🧵 When Buffett Waits, Stackers Prepare 🦍🥈

1️⃣ Warren Buffett’s favorite indicator — the Market Cap to GDP Ratio — just hit 219.6%.
That’s not a market. That’s a fever. 📈 Image 2️⃣ The historical mean sits around 100%.
Every time this ratio exploded above 150%, a brutal correction followed:

2000 💥, 2008 💥, 2020 💥.
Now? We’re at the edge of reason.
Oct 26 • 9 tweets • 2 min read
🧵 Thread: “10% of world silver shorted. But don’t worry, it’s fine. Trust the system.” 1️⃣
Ed Steer just dropped a bomb:
The short position in $SLV is now equal to 10% of global annual silver production.

83.86 million troy ounces shorted.
Up 54% in two weeks.

All that paper silver... with zero physical metal behind it.

But hey — “trust the process.” 🫠
Oct 26 • 13 tweets • 2 min read
1/
 America’s household debt stress is building.

Car loans, credit cards and personal debt are flashing amber. Here’s the data (not doom), what it means, and why many are hedging with silver. 🧵 2/
 Auto loans: Americans’ car-payment trouble keeps climbing. A new study finds 60-day auto delinquencies up ~50% vs. 15 years ago; about 1.6% of all auto loans were 60+ days late in July ’25.

Subprime is far worse.
Oct 24 • 6 tweets • 1 min read
🧵 THREAD: “The Post-American Era Has Begun.” 🌍⚡

1️⃣
BREAKING: Singapore’s Prime Minister just warned of a “messy transition to a post-American order.”

That’s not coming from Moscow or Beijing —that’s from one of the world’s most trusted financial hubs. 👀 Image 2️⃣
Singapore has always played the middle ground —East meets West.

If they’re sounding the alarm, it means global finance is already pivoting.
Oct 23 • 13 tweets • 2 min read
🧵 THREAD

“The BRICS Masterstroke – The Geopolitical Silver Squeeze”

When you think it’s chaos — it’s strategy.

When you think BRICS retreated — they just changed the battlefield. 🧠

Let’s go 👇
@honzacern1 & @patato_ass

#SilverStackers #StackerLogic #SilverSqueeze 1️⃣

Reuters: China’s state oil giants suspended Russian oil purchases after new U.S. sanctions on Rosneft and Lukoil.

At first glance — it looks like Washington’s win. 🇺🇸
But look deeper… and it smells like a Sun Tzu move. 🐉
Oct 23 • 8 tweets • 2 min read
🧵 THREAD:

“Physical Silver Is What the People Want!” 🥈
COMEX deliveries are exploding — and that changes everything.

1️⃣
This chart shows COMEX silver deliveries from 2007 to 2025.

For years, barely anyone took physical. Just paper trades, contracts, and “settlements.”

Then something shifted. 👇 2️⃣
Around 2020, deliveries skyrocketed.

The amount of silver taken off COMEX went from under 10 million ounces a month to over 70 million at peaks.

That’s a 7× increase.
Oct 23 • 7 tweets • 1 min read
🧵 THREAD: China’s silver vaults hit a new low. 🇨🇳🥈

1️⃣
Oct 23, 2025 — fresh data from SGE/SHFE shows something big:
Industrial demand for silver remains strong, while the vaults keep draining.

Physical silver is leaving the system — fast. ⏳ 2️⃣
SGE silver vaults dropped again this week:
–57,390 kg (almost 2 million ounces)
Vault total now: 1,050,675 kg

That’s the lowest level of 2025.
Every week, less silver — more demand. 📉📈
Oct 22 • 8 tweets • 1 min read
1⃣Rumor says LBMA just leased 150 metric tonnes (4.8M oz) of physical #Silver from Chinese national banks via the Shanghai Gold Exchange (SGE) —
at grotesquely high lease rates. 🤯
That’s not normal. That’s panic.

Huge respect to Erik – @KingKong9888, absolute legend! 2️⃣

Why borrow silver from China?

Because London doesn’t have enough.

If LBMA vaults were comfortably stocked,
they wouldn’t be paying sky-high rates to lease metal halfway across the world. ✈️🥈
Oct 22 • 12 tweets • 2 min read
1/
 🇮🇳 CONNECT THE DOTS:
Until March 31 2026, India restricts silver imports (DGFT licensing).

From April 1 2026, the RBI will allow 85% LTV loans against gold and silver. 🏦🥈 Image 2/
 What changed?

“Free” imports → now Restricted.
You’ll need a license to import certain silver jewelry/products.

Goal: curb duty evasion, improve traceability, and clean up import channels.
Oct 22 • 12 tweets • 2 min read
1/
 🇮🇳 RBI just moved silver into the “gold league.”
The Reserve Bank of India raised the Loan-to-Value ratio to 85% for loans against gold and silver (up to ₹2.5 lakh). 🏦🥈 Image 2/
 What does it mean?

Indian banks will now officially accept silver as collateral, just like gold.

A huge shift — from retail to institutional recognition.
Oct 22 • 9 tweets • 2 min read
🧵 THREAD:
"October 2025 — the month silver steps into the spotlight." 🥈🇺🇸 1️⃣
Something big is coming.
The U.S. Department of Commerce has been running a Section 232 investigation on silver — to decide if America’s dependence on foreign silver is a national-security risk.

That report was due by late October. ⏳
Oct 22 • 7 tweets • 1 min read
🧵 THREAD:
“Where do they keep getting it from?” 🥈

1️⃣
SLV – iShares Silver Trust.
Borrow fee: 9.25%.

Available shares to short: 100,000.
Yesterday: zero.

Today: magically full again.
Where did it come from? 🤔 Image 2️⃣
No, they didn’t fly in pallets from COMEX.

These “shares to borrow” don’t come from real silver.

They come from the system itself — paper, derivatives, and interbank lending.
Oct 22 • 9 tweets • 2 min read
🧵 THREAD:
China just drained more silver from its vaults — while the West keeps shorting paper. 🥈🇨🇳 1️⃣
SGE/SFE Daily Report — Oct 22, 2025
China’s silver vaults just lost 57.7 tons of metal in one day.

That’s 1.85 million ounces physically withdrawn.

Vault levels hit a new low since COVID-19.
Oct 21 • 8 tweets • 2 min read
🧵 THREAD:

“What if bullion dealers had to follow the COMEX dump?” 🥈💥 Image 1️⃣
Imagine this:
Silver futures crash −8%, COMEX shows panic, and yet… physical silver is tight.

What happens if retail bullion dealers are forced to match paper prices?

Spoiler: the entire illusion collapses. 👇