🚨US MINT NEARLY DOUBLES SILVER EAGLE PRICES FROM $91 TO $173/oz!!! 🚨
The US Mint Halted Silver Sales This Week to REPRICE Silver Eagle Coins.
The Mint wasn't kidding...
🚨Proof Silver Eagles Hiked 82% From $95 to $173!!🚨
🔥Backdated Uncirculated Silver Eagles Hiked 86% From $91 to $169!!! 🔥🔥
🚨 THIS HAS NEVER HAPPENED BEFORE
I’ve been analyzing this for the last 24 hours and this is VERY BAD.
World silver production: ~800M ounces
BofA & Citi shorts: 4.4 BILLION
I’ve spent two decades in macro, and I thought I had seen it all.
I WAS WRONG.
If silver keeps going up, the biggest banks in america will collapse.
Here’s what I uncovered:
Yesterday, silver hit $92. Then it dropped over 6% in a few minutes, pumped back up to around $91, and now it’s crashing again.
I’ve spent 20 years in these markets. Most people see a normal correction, but I see a TRAP.
At $90/oz, their combined short position is now a ~$390 BILLION liability.
That’s larger than the market cap of most global banks.
This is literally survival. The banks are doing everything they can to stay afloat.
WHY THE DIP TO $86 OVERNIGHT?
They had to do it. If silver had broken $100 yesterday, margin calls would have liquidated those banks.
They unloaded paper contracts during thin overnight liquidity to FORCE THE PRICE DOWN.
But look closer at the physical market:
While the paper price dropped $6, lease rates just went vertical.
The cost to borrow physical silver is skyrocketing.
We are in BACKWARDATION.
Spot Price > Futures Price.
It means people don’t want paper promise in 6 months, they want the metal NOW.
THE MATH IS TERMINAL:
We know the shorts are 4.4B ounces.
We know annual mining is ~800M ounces.
But at $90+, the recycling supply dries up because people hoard.
And industrial demand (AI chips, solar, EVs) is inelastic, they must buy at any price to keep factories running.
BofA and Citi aren't just short the metal, they’re short the industrial revolution.
THE "FORCE MAJEURE" IS NEXT
I warned you 2 weeks ago about "cash settlement."
It’s already starting in the wholesale markets.
Dealers are quoting unavailable or 6-week delays for volume delivery.
When the price snaps back above $92, and it will, it won't stop at $100.
It will gap to $150 overnight when the first major short declares force majeure.
THE TWO MARKETS ARE DETACHING:
1. Screen Price ($88): A fiction maintained by algorithms.
2. Street Price: Unobtainable.
They’re shaking the tree one last time to get your physical…
BUT DO NOT SELL.
We are witnessing the death of the paper derivative market in real-time.
Ladies and gentlemen, welcome to the commodities supercycle.
How do I know all of this?
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
🚨 SILVER WILL GO TO $300/OZ
The math is simple.
> Banks are shorting silver for $4.4B.
> Industrial demand consumes 60% of the annual supply already.
These banks need 5.5 years of EVERY ounce mined on Earth just to cover.
There's no way out.
They can't cover without buying every ounce mined for over five years.
But solar panels, electronics, and industrial uses aren't stopping. That silver is already spoken for.
Which means these shorts are PERMANENTLY stuck.
Every covering attempt pushes physical prices higher.
> Higher prices make the remaining position more expensive.
> More expensive positions create urgency to cover.
> More urgency pushes prices even higher.
It's a structural doom loop.
CME keeps hiking margins to shake out longs.
BofA and Citi keep suppressing paper prices on COMEX. But none of that creates physical metal.
The moment large buyers demand actual delivery, the system breaks.
Because the metal backing those paper contracts doesn't exist.
COMEX will eventually invoke force majeure. Cash settlement only.
But physical silver will be trading at completely different levels by then
This is why silver only goes up from here.
Not because of inflation or speculation.
Because the short position is mathematically impossible to close, and real supply is genuinely limited.
They're defending paper prices at $92 through margin hikes and forced liquidations.
But physical premiums keep climbing. Delivery times keep extending. The bifurcation is already happening.
You can manipulate paper prices temporarily. You can't manipulate a physical supply that doesn't exist.
There's no scenario where they cover these positions at current prices.
Price has to rise until either new supply appears or shorts capitulate.
Neither is happening at these levels.
Silver's not a trade anymore.
It's trapped capital searching for an exit that doesn't exist.
And that creates persistent upward pressure regardless of what paper markets show.
🚨 IT'S OVER: Banks Tap Fed for $17 BILLION as Silver Shorts Implode 🚨
While everyone watched silver rip to $79, the real “smoking gun” hit the plumbing: $17B tapped from the NY Fed repo window the Friday after Christmas, an emergency cash grab that screams margin stress + liquidity panic. Add record COMEX delivery demand (63M oz) and you’ve got the setup: paper shorts running out of ammo while physical buyers take the metal. The suppression machine is cracking.
I find it hilarious how the MAXIS always try to slide “Bitcoin” in the name when talking about the”Strategic Reserve”. It literally has NEVER been referred to as such when discussing the “STRATEGIC RESERVE”, except in the maxis description when repost about it. It very well may be included but literally has never been called that. 🤣
I love how the maxis always jumping narrative to narrative. Failed at payments (a long time ago), then self proclaimed “store of value”, now terrified a true store of value that has been around for thousands of years is going to be tokenized. So now back claiming “payments” when it’s literally through a layer 2 and doesn’t even settle immediately. It’s lent and then settles when the “lightning” network catches up. 😂
What happened to gold and silver today?
For those of you who are new to the space, this was a classic ambush by the bullion banks. We know for sure that London is running out of physical silver (as evidenced by the large premium of the spot price over the futures price), and that there is a surge in investment demand in countries such as China and India. This threatened the very existence of the LBMA, a fractional reserve market which is highly leveraged, and has been instrumental in suppressing the prices of precious metals for many years.
So they allowed the prices to run for a while, luring in new investors who never owned any physical gold or silver, but wanted to bet on their price, often with leverage. And once enough of them were in, they did what they always do - they dropped a shitload of futures contracts on the market, at an early hour, when New York is asleep and the volume is thin. This pushed the price of silver below $50 an ounce, triggered a bunch of stop-loss orders, and created a cascade in the price. As a matter of fact, it seems that this cascade is not over, and may continue in the coming days, taking the price as low as $46.5/oz.
The purpose of this cascade is to generate a "shock and awe" effect, which will frighten investors and prevent them from buying gold and silver. Now that silver is trading below $50, they can pretend as though this rally was a random spike, just like 1980 and 2011. This way they hope to stabilize the LBMA and continue controlling the price for ever.
But if there is a genuine shortage of silver, their efforts will eventually fail. With or without the retail investor, the amount of silver available for sale will continue to shrink, until these tricks and manipulations no longer work. This is why we advise people to buy physical silver, without any debt or leverage. Those who stack the physical metal can withstand large draw-downs like we've seen today, and cannot be easily shaken out of their position.