Silver $120 - why didn’t anyone tell me to buy silver?
Silver $60 - get that shit out of my face
Silver $280 - why didn’t anyone tell me to buy silver?
My call on Silver from over 2 weeks ago is aging nicely. We followed the trend back down to support and are now seeing a breakout. Was becoming more confident as bears became cocky and sentiment began saying we’re going much lower.
$HYMC released a new presentation overnight showing that Institutional and Insider Ownership has increased to 95% of SOI.
This has increased from 62% last August 2025, and from circa 20% in 2023.
Thoughts?
“China acquired +48 tonnes of gold in May via the London OTC market, the biggest monthly purchase in over a year, according to Goldman Sachs estimates.
This is 4.8x more than the official +10 tonnes reported by China's central bank for May.”
Interesting 🧐.
#Gold
The scale of China’s physical silver accumulation is staggering. While the West has been running a structural silver deficit for 6 consecutive years, consuming more than it mines and recycles, China has been quietly building a massive strategic reserve. The chart below illustrates the sheer volume of this accumulation. In the first quarter of the year, China imported a record 52 million troy ounces of silver.
HydroGraph ($HG | $HGRAF) has signed agreements with Western International to support a Texas graphene manufacturing facility.
The Bellville site is designed for up to 360 tons/year of Fractal Graphene™, with expansion potential beyond 750 tons/year.
📖 https://t.co/bcrKXbiQY5
🎯🎯🎯Silver: What Might Happen Today
Today (July 13, 2026) marks the approximate 180-day mark from President Trump’s January 14, 2026, Proclamation on “Adjusting Imports of Processed Critical Minerals and Their Derivative Products into the United States”
Agencies are expected to deliver an update or response on the status of negotiations (with partners such as Japan, the EU, and others).
Possible developments include:
➡️ Announcements or progress reports on bilateral agreements that incorporate price supports, floors, or benchmarks for selected critical minerals (including silver in some frameworks).
➡️ Recommendations for price floors, adjustable tariffs to enforce them, subsidies, or guaranteed purchases to stabilize production and reduce reliance on adversarial suppliers (especially China).
➡️ Next-step actions such as phased implementation of price supports, stockpiling expansions, or fallback measures if talks stall.
➡️ Market-sensitive details on which minerals (or derivative products) are prioritized.
Markets could react with volatility in silver and related commodities—potential upward pressure on prices if concrete price-floor language or agreements emerge, or mixed reactions depending on the scope and enforcement details.
Industry views are divided (some favor incentives/tariffs over direct price controls; G7 partners have shown skepticism in earlier discussions).
This is national security and trade policy framed around supply-chain resilience, not monetary policy or currency reform.
Silver prices have already shown sensitivity to broader events (e.g., recent geopolitical remarks affecting oil and rates).
India's MCX exchange has a critically low level of silver vault stock left (for the SILVER contract in KG form).
2,985,689.04 ozt remain
The withdraw rate through last 5 days = ~95K/day
Run rate = 3M / 95K = ~32 (working) days (~1.6 months)
Will India let the exchange crater, or remove the import duties and restrictions that are causing the problem?
🔥🔥Poland is buying gold at a historic pace:
Poland's central bank has purchased +82 tonnes of gold so far in 2026.
This includes +37 tonnes added since the last official data release in April, worth approximately $5 billion at current prices.
This brings Poland's total gold reserves to a record 632.4 tonnes, worth approximately ~71.5 billion euros, up from 613.9 tonnes at the end of May.
The country was the largest central bank buyer of gold in 2025, and is on track to repeat that in 2026.
Poland's central bank is targeting 700 tonnes of gold reserves, which would place it among the top 10 countries globally by gold holdings.
Poland is stockpiling gold like never before.
The mentally deficient people who told you #silver would never breach the previous high of $50 are back at it again claiming that silver will never reclaim $120.
The Central Bank of Uzbekistan added another 9 tonnes to its #gold reserves in June. This lifts its YTD net purchases to 41 tonnes - making it the second largest buyer based on available data. Total gold holdings now 432 tonnes.