TheCryptoGuy

$Tel $Vra $Trias $Fet $Rio $Agx $Anyone $Paal $FI

[TheCryptoGuy @TheCryptoGuyx]

I see big opportunity within the DESCI sector. $Wel has a chance to fully send in the coming months very promising project #Biotech Calling it now!!

[TheCryptoGuy @TheCryptoGuyx]

@quotesdaily100 @grok how about mixed handedness

[TheCryptoGuy @TheCryptoGuyx]

@melefante6 Numbers don’t add up here buddy

[TheCryptoGuy @TheCryptoGuyx]

@jordanreviewsit The definition of insanity it is all by design perform your task, get into debt (student loans, car payment, mortgage) don’t ask questions. Currently stuck trying to break free of this cycle.

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

i have no desire to be rich so i can buy a lambo or birkins.

I want to be rich so I can control my time and go to the gym at 2 pm on a wednesday.

sit at a cafe and relax for an hour on a rainy afternoon.

so I can cook meals at home with fresh ingredients.

spend on my family and friends without worrying about a budget.

that’s my idea of a rich life, not the fake consumerist idea shoved down my throat.

[TheCryptoGuy @TheCryptoGuyx]

@felixprehn @grok what do you think about this

[Andrew Tate @Cobratate]

Every retweet of this post will equal a dollar given to children with Leukemia.

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

The White House: We’re unable to track $6.2 billion dollars sent to Ukraine.

California: We’re unable to track $24 billion dollars spent to combat homelessness.

The Pentagon: We’re unable to track $2.3 trillion dollars of military spending.

The U.S. Treasury: We’re unable to track $5 trillion dollars of pandemic spending.

The IRS: We know you sent $601.57 to your friend, you better report it or you’re going to jail.

What are your thoughts?

[SilverTrade @silvertrade]

🚨JP MORGAN CLOSED 3.17 MILLION OZ OF SILVER SHORTS EXACTLY AT THE BOTTOM OF FRIDAY’S SILVER CRASH!!🚨

⚡️JPM Issued ALL 633 of Friday’s #Silver Delivery Notices at a Settlement of $78.29!!! ⚡️

#silvercrash #SilverPrice

[RisenFit @risenfit]

BULLISH $UAMY 🇺🇸
— HOURLY BULLISH SYMMETRICAL TRIANGLE
— 4-HOUR “J” HOOK ROUNDING BASE

🇨🇳CHINA ANTIMONY JUST WENT OFF-LINE, CREATING DEMAND AND HIGHER PRICES FOR UAMY U.S. ANTIMONY INGOT 🇺🇸

• China controls 60–70% of global supply

• Lengshuijiang disruptions ripple immediately into export pricing

• 2 months shutdown, likely longer with repairs

• 2,000 tons of antimony ingot supply removed

• One of Lengshuijiang’s major private producers
(Lengshuijiang = China’s antimony hub) out of commission

• this is bullish for UAMY both near-term pricing and strategic positioning.

🔸🇺🇸
Tightens spot availability of Sb ingots

•Pushes buyers toward inventory drawdowns

•Raises export premiums for non-Chinese supply

•Strengthens the case for price spikes during Q1–Q2

Even if prices don’t explode immediately, the floor moves up.

🔸
1. Pricing leverage (immediate)

UAMY sells into:
•Flame retardants
•Alloys
•Defense / specialty markets

Higher global Sb prices → margin expansion, even without volume growth.

⸻

2. Strategic supply value increases

With China losing:
•A major private smelting node
•Thousands of tons of refined output

Western buyers care more about:
•🇺🇸 Non-China supply
•🇺🇸 Regulatory-safe sourcing
•🇺🇸 Defense-aligned supply chains

UAMY’s positioning improves without spending a dollar.

[Scott Walters @swalters]

China is likely never going to export antimony again to the U.S.

$UAMY is the only active producer of this strategic metal in the U.S. and is scaling output to meet demand.

Adding further price support to antimony is news today that China lost a major processing facility to fire. 2000 tons of production lost for months. It never would have made it to export anyway. Metal price will be held and likely bid higher..

Follow our https://t.co/2ECTxAzUpQ ($MAXM.CSE) for updates on our active antimony and tungsten exploration in Canada.

Incredible market..

https://t.co/B8IzeUPjn7

[George Noble @gnoble79]

For decades, the global silver market operated on a simple assumption:

Nobody would actually demand delivery of the metal they owned on paper.

That assumption just collapsed.

In the first seven days of January, 33.45 million ounces of silver were physically withdrawn from COMEX for delivery.

That's 26% of COMEX's registered inventory gone in a single week.

Traders who had March futures contracts were paying premiums to ROLL BACKWARDS to January, demanding immediate delivery weeks early.

They weren't willing to wait. They wanted metal in hand.

Here's the China problem you have to understand if you're buying silver:

On January 1, 2026, Beijing implemented export controls that fundamentally changed global silver supply.

This wasn't a minor tweak. They reclassified silver as a strategic material, putting it in the same category as rare earths.

To export silver from China now, companies need government licenses. Only 44 firms qualified.

They must have annual refining capacity of 80+ tonnes and credit lines exceeding $30 million.

Why does this matter? China controls 60-70% of global refined silver exports.

The world's dominant refining hub just effectively ring-fenced its supply for domestic use.

The physical-paper divergence:

Here's where it gets uncomfortable...

In Shanghai, physical silver trades at 12-13% premiums over Western paper prices.

In Dubai, premiums hit 40%.

In Japan, secondary market premiums reached 60%.

Meanwhile, the paper-to-physical ratio on COMEX sits at 356:1.

For every one ounce of deliverable silver, there are 356 ounces of paper claims.

The system worked because nobody called the bluff. But now they're calling it.

The supply deficit reality:

The silver market has been in structural deficit for five consecutive years.

Cumulative shortfalls from 2021-2025 total roughly 820 million ounces. Nearly an entire year of global mine production.

Mine production peaked in 2016. Roughly 71% of mined silver comes as a byproduct from gold, copper, lead, and zinc mines.

So even if silver prices double, miners can't easily ramp production. Their operations are driven by base-metal economics, not silver prices.

The industrial demand trap:

Unlike gold, silver isn't primarily a monetary metal. Industrial demand now represents 59% of total consumption.

Solar panels. EVs. AI data centers. Semiconductors.

This demand is price-inelastic.

Factories don't stop production because silver got expensive... They pay whatever it takes to keep lines running.

So what does this mean?

Silver is now in backwardation. Spot prices above futures prices.

That's rare. And it's significant.

Backwardation tells you buyers want metal NOW, not paper promises for later.

The last time silver showed this kind of sustained backwardation was before the 2011 spike to $49.

The gold-silver ratio has compressed from over 100:1 in recent years to around 50:1 now.

Historically, that ratio has traded as low as 15-20:1 in extreme moves.

If gold holds and the ratio compresses further, silver will go beyond $150.

It's math.

My take:

Silver is no longer just an industrial metal with monetary characteristics.

It's becoming a triple-identity asset: industrial input, monetary metal, and strategic material.

When China weaponizes export controls, when Western inventories drain, when paper claims vastly exceed physical supply, and when industrial demand is non-negotiable, you get exactly what we're seeing...

A structural repricing.

Pullbacks will be sharp. The CME has already raised margin requirements.

But the underlying dynamics aren't speculation. They're geology, geopolitics, and supply-demand math.

Physical silver in your possession has no counterparty risk.

Paper claims on silver that may or may not exist? That's a different bet entirely.

If you don't hold it, you don't own it.

[Montana Magnet @USAC_Bull]

🚨 BREAKING: THE STATE OF ALASKA JUST BOUGHT 60,000 SHARES OF $UAMY

• 15 other institutions filed this week.
• 200k+ shares accumulated.
• 3 filings dropped TODAY alone.

Governments. Buying. Antimony. 👀

[TheCryptoGuy @TheCryptoGuyx]

@pirateblakbird Glad to be a part of the 1%

[QE Infinity @StealthQE4]

This is actually good advice from Kevin.

In 2026 cash is trash.

Part 2 below.

[TheCryptoGuy @TheCryptoGuyx]

@WealthWatcherCo @NoLimitGains Done

[TheCryptoGuy @TheCryptoGuyx]

@NoLimitGains Done

[TheCryptoGuy @TheCryptoGuyx]

@IncomeSharks This does not take into consideration the multi decade price manipulation of the COMEX and the failing paper contract system. 400x paper notes for every piece of physical

[TheCryptoGuy @TheCryptoGuyx]

@jakepaul 🤡🤡🤡

[Alex Jones @RealAlexJones]

ECONOMIC BOMBSHELL: Price Of Silver Skyrockets Up 97.4% Year-To-Date As Major Banking Insitutions Run Out Of Supply, Yet Demand Is STILL Increasing!

Renowned Market Expert- Dr. Kirk Elliott- Joins Alex Jones To Predict 10 Year Bull Market Run For Silver, Reaching $70 An Ounce By End Of The Year!

@kirkelliottphd

[Grant Cardone @GrantCardone]

Abolish property taxes for all ages.