Aamir Khan

Waqar Zaka’s Private Group Member

[Bull Theory @BullTheoryio]

WHY SILVER IS EXPLODING LIKE NEVER SEEN BEFORE IN HISTORY ?

Silver just hit $120, up 450% in the last 2 years, adding over $6 trillion to its market cap and became the BEST performing assets in the world.

The main reason for this INSANE rally is supply chain + paper market problem happening at the same time.

Here’s what’s actually driving it:

1. THE MARKET HAS BEEN IN A REAL SUPPLY DEFICIT FOR YEARS

This is not a one month shortage.Over the last 5 years, the world has used more silver than it produced.
Total deficit: 678 million ounces.

That is almost one full year of global mine production missing from the system. So silver was already in shortage before the price started moving fast.

2. CHINA TURNED SILVER INTO A STRATEGIC EXPORT

China does not only mine silver. China controls a large part of the world’s refined silver supply. Recently, China tightened exports using licensing and restrictions. This means fewer silver bars are allowed to leave the country.

That directly reduces the amount of silver available for the rest of the world.

You can already see this in prices. Shanghai silver is trading near $127, much higher than global markets.
That premium exists because physical silver inside China is becoming harder to get.

When China slows exports:
• Other countries have to fight harder for limited supply
• Physical premiums rise quickly
• Factories pay higher prices to avoid production delays

3. INDUSTRIAL DEMAND IS GROWING RAPIDLY

Silver is not only a store of value. It is a critical industrial metal. Two major demand drivers are:

A) Solar demand

Solar panels need silver to conduct electricity inside each panel. Every panel uses silver in its internal wiring. As more countries build solar power plants, silver demand rises. Global solar silver demand is expected to grow from about. 200 million ounces per year to around 450 million ounces per year by 2030.

That alone can consume a very large part of global supply.

B) Data centers, AI, and electrification

More data centers are being built. Power grids are being upgraded. Electronics production is increasing. Silver is used because it carries electricity better than any other metal. In high performance systems, it cannot be easily replaced.

So demand keeps rising while supply is already tight.

4. THE PAPER MARKET IS WAY BIGGER THAN THE REAL METAL

Most silver trading happens through paper contracts, not real metal. Paper to physical leverage is estimated 350:1. That means for every 1 real ounce, there can be 350+ oz in paper claims. This only works as long as nobody asks for physical delivery.

But when physical delivery increases:
• Shorts cannot find metal
• They must buy contracts back
• Price moves up fast
• More shorts are forced to exit

That creates a forced buying loop.

5. LEASE RATES AND BACKWARDATION SHOWED PHYSICAL STRESS

A) Lease rates

Lease rates are the cost to borrow physical silver. Normally, lease rates are close to zero. They spiked close to 39% annualized recently. That means physical silver became extremely difficult to borrow.

B) Backwardation

Backwardation means spot prices are higher than futures prices. This happens when buyers want metal immediately, not later. Silver backwardation reached levels last seen around 1980 during some periods.
That shows severe physical shortage.

6. REFINING BOTTLENECKS MADE IT WORSE

About 9.7% of global refining capacity went offline in late 2025. Even when silver existed, it could not be processed fast enough into usable form.

That tightened supply further.

7. ETFs REMOVED EVEN MORE METAL FROM CIRCULATION

ETFs buy real silver bars and store them. Over 95 million ounces flowed into silver ETFs in early 2025 alone. That metal is no longer available for industry or delivery.

8. SILVER WAS CLASSIFIED AS A STRATEGIC MATERIAL

In August 2025, the U.S. added silver to its Critical Minerals List. This officially changed silver from a normal commodity into a strategic resource.

9. WHY SILVER MOVES FASTER THAN GOLD

Gold markets are large and deep. Silver markets are smaller and thinner. When demand rises, silver prices move much faster. Silver did not go parabolic for one reason.

It moved because of:

• Multi-year supply deficits
• China tightening refined exports
• Rising industrial demand
• Huge paper leverage with limited physical supply
• Lease rate spikes
• Backwardation
• London inventory stress
• Refinery shutdowns
• ETF absorption
• Strategic classification

The market stopped being driven by paper prices.
It started being driven by physical availability.

[Crypto Rover @cryptorover]

JAPAN BOND MARKET JUST BROKE 🚨

Today, BTC and the crypto market started to dump suddenly.

$785 million got liquidated within a few hours.

Meanwhile, Silver prices surged to its highest level ever.

Everyone is confused about why this is happening.

The answer lies in the Japanese bond market and it’s more important than most people realise.

Japan’s government bond yields just hit levels the market has not seen in almost two decades.

• The 10-year JGB jumped to 1.84%, the highest since 2008.

• The 20-year hit 2.88%, the highest since 1999.

But why did the market crash?

Because for years, Japan has been the global system’s cheapest source of funding.

Interest rates stayed close to zero while the rest of the world tightened.

This allowed investors to borrow yen at extremely low cost and invest in higher-yielding assets worldwide including US stocks, Treasuries, emerging markets, corporate bonds, and crypto.

This is the yen carry trade, and it has quietly supported global liquidity for decades.

Now that support is cracking.

Japanese yields are rising quickly, and the market expects the BOJ to do a rate hike on December 19.

If BOJ raises rates, borrowing yen becomes far more expensive.
That removes the main benefit of the carry trade.

When the trade stops working, investors unwind it:

• They buy yen to repay loans
• They sell foreign assets to raise cash
• They reduce exposure to high-beta markets
• They de-leverage quickly to avoid losses

This is exactly what triggered the sudden drop:

• Bitcoin fell as investors dumped their spot positions.
• Stocks sold off as global funds reduced risk.
• Gold rose as money moved into safer assets.

The timing makes this even more significant.

Japan is the largest foreign holder of U.S. Treasuries.

China continues to reduce its holdings.

The U.S. is running large deficits and needs heavy borrowing.
And global yields are already elevated.

But if the yields in Japanese bond keep going up then:

• Higher yields in Japan pull money back home.
• Japanese investors buy fewer foreign assets.
• Global markets lose a major source of liquidity.

That is why the reaction was sharp and broad, it was not a crypto-specific event.

It was a global liquidity adjustment driven by Japan.

What this could mean for Bitcoin and crypto next?

Bitcoin responds faster than any other asset to sudden changes in liquidity.

When funding tightens quickly, BTC is usually the first asset to drop and the first place where leverage gets flushed out.

Short-term outlook:
• Volatility remains high
• More forced selling is possible
• BTC may track broader risk sentiment
• Alts remain vulnerable as liquidity stays tight

[Aamir Khan @aamirkhan26692]

@AstroCryptoGuru @AstroCryptoGuru Sir! Please update when will market continues to upside.

[Machiavelli @TheRISEofROD]

USA is 🇮🇱✡️ Occupied

[Grace Chong, MBI @gc22gc]

Gaetz Explains It All to You

[Kerry Burgess @KerryBurgess]

Brilliant analysis.
Israel is kinda fucked. Last year I said it wouldn't exist in 10 years. Now I think it won't be here in 5 years.

[Globe Eye News @GlobeEyeNews]

BREAKING:

JD Vance says the U.S. should avoid a direct war with Iran and warns that Israel is trying to drag it in.

[Truthseeker @Xx17965797N]

‼️The Iran - Israel Ritual 👇

[The Thursday Times @thursday_times]

ڈونلڈ ٹرمپ کا آرمی چیف فیلڈ مارشل عاصم منیر کو مدعو کرنا اور ان سے ملاقات کرنا اس بات کا اعتراف ہے کہ پاکستان آج ایک ابھرتی ہوئی بڑی طاقت کے طور پر عالمی منظرنامے پر نمایاں ہو چکا ہے۔ یہ نہ صرف واحد اسلامی ایٹمی قوت ہے بلکہ دہشت گردی کے خلاف اس کی کامیاب کوششوں کو بین الاقوامی سطح پر سراہا جا رہا ہے۔
بھارتی دفاعی تجزیہ کار پراوین سوہنی

[Dr Farhan K Virk @FarhanKVirk]

بھارت کی خفیہ ایجنسی را کے چیف اے ایس دولت کے بڑے بیانات 🚨🚨

"ایران اسرائیل جنگ کے معاملات ٹھیک ہوجائیں گے کیونکہ پاکستان کے فیلڈ مارشل امریکہ گئے ہیں، انہوں نے مشورہ دیا ہوگا"

"پاکستانی فیلڈ مارشل بہت سخت ہیں، انہوں نے ہمارے جہاز اڑا دئے، انکو نرم ہونا چاہئے"

[Casual Geopolitics @Casualgeopol]

"American politicians r*ping little girls video taped by Mossad to be blackmailed by Israel."

- Rick Wiles

[Casual Geopolitics @Casualgeopol]

🚨 Anonymous claim to have secret files exposing a False Flag Plot to get America into war.

[Häyat $heikh @HS0fficial]

اے دلوں اور نگاہوں کو بدلنے والے، اے رات اور دن کے کنٹرول کرنے والے، اے سال اور حالات کے بدلنے والے، ہماری حالت کو بہترین حالت میں بدل دے۔

آمین 🤲

[Mohammad Shehzad Khan @MShehzadSpeaks]

سپر پاور کے تحتوں کو گرانے والا اکیلا لیڈر 🚨

آیت اللہ حمنائی اپنے قوم سے خطاب کرنے کیلئے پہنچ گئے آزاد اور بہادر بادشاہوں کا استقبال ایسے ہوتا ہے !!

[Eagle Eye @zarrar_11PK]

𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐟𝐨𝐫 𝐑𝐞𝐬𝐩𝐞𝐜𝐭𝐞𝐝 𝐂𝐢𝐭𝐢𝐳𝐞𝐧𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐈𝐬𝐥𝐚𝐦𝐢𝐜 𝐑𝐞𝐩𝐮𝐛𝐥𝐢𝐜 𝐨𝐟 𝐏𝐚𝐤𝐢𝐬𝐭𝐚𝐧 🇵🇰

A coordinated disinformation campaign is spreading across social media, especially on TikTok and X, attempting to falsely link Pakistan to the #Iran-#Israel conflict.

▪️Here are clear answers to key questions:

🔺Did Pakistan shoot down Israeli jets or assist Iran?

Absolutely not. This is entirely false. Pakistan has no involvement in the Iran-Israel war.

🔺Is Pakistan on high alert?
Yes. Due to hostile neighbors like India, Pakistan remains on constant high alert. A recent example is the downing of 6 Indian jets during the Indian aggression on May 7.

🔺Will Pakistan launch a nuclear strike on Israel if Israel attacks Iran with nuclear weapons?

No. This is a baseless and unserious rumor. Pakistan's nuclear doctrine is clear: it is defensive, not offensive.

🔴 We urge all Pakistani social media users to refrain from spreading or engaging with such false narratives.

This is part of a hostile propaganda campaign that poses serious security risks for Pakistan and the already volatile region.

#Pakistan #Iran #Israel #طهران
#IsraeliranWar

[Schlangenjäger @Shadowfox_11]

Exclusive : 🔺🔺

How Indian RAW worked with #Israel in Israel’s Op Rising Lion against #Iran 🇮🇷 🇮🇱 🇮🇳

[🪶Native Patriot 🇺🇸 @LaNativePatriot]

Good video.

https://t.co/2fdYSCIywf

[Douglas Macgregor @DougAMacgregor]

In the last 72 hours, Israel launched a preemptive strike against Iran when negotiations between Washington and Tehran were still ongoing.

Iran was caught off-guard. But Iran recovered more quickly from its Pearl Harbor moment than Israel expected.

In less than 18 hours after Israel’s surprise attack, Iran responded firing hundreds of ballistic missiles including hypersonic missiles into central Tel Aviv and across Israel.

Meanwhile, Israel's Iron Dome failed. Israeli intelligence failed. Now Netanyahu is pleading with Washington to intervene with American Military Power to rescue Israel from certain defeat; a defeat Netanyahu crafted with encouragement from Washington.

At the same time, Russia, China, Pakistan and most of the Muslim World are rallying to Iran’s defense.

Supplies, equipment and technical assistance are pouring into Iran.  

It’s time for a reality check:

Washington burned through $12 trillion in the Middle East since 2003. Result? 7,000 dead Americans. 50,000 wounded, open borders and 100,000 Americans dying yearly from Fentanyl poisoning.

Today, the United States is $37 trillion in debt, a sum that does not include so-called “agency debt.”   77 million Americans voted for President Trump because he promised to end the overseas conflicts and halt the march to WW3.

Trump’s mandate is unchanged: Secure America’s borders, ports and coastal waters. Deport illegal aliens, crush the criminals r-ping and murdering Americans. Restore the rule of law. But not one more drop of American blood for foreign wars.  

One Israeli strike on Kharg Island—where 90% of Iran's oil exports flow—or Bandar Abbas terminals, and Iran closes the Strait of Hormuz. That's 20% of global oil supply.

That means disrupted supply chains and runaway inflation. Gas hits $7/gallon overnight. Every working family crushed. Truckers can't deliver food. Economy crashes. For what? So Israel that started this insane war can drag Americans into a wider regional conflict with the potential for nuclear war?  

We have 40,000 troops in UAE, Qatar, across the Persian Gulf. They are sitting ducks. Iranian Shahed-136 Drones cost $20,000 each. American Patriot Missiles cost $4 million per interceptor.

Do the math. We will run through our inventory of missiles and go broke while Americans come home in boxes.  

The Middle East is on the brink. Here's what Washington must do to defuse conflict:  

1. Ask for an Emergency UN Security Council meeting. Ask for an Immediate ceasefire making it clear that Washington opposes the destruction of Iran, Israel and any other state in the Middle East.  

2. Demand that Israel stop the killing of Palestinians in Gaza and withdraw its forces from Gaza and the West Bank.

3. Suspend all military aid to Israel until Israel agrees to remove its troops from Gaza and permit humanitarian assistance to reach the people of Gaza.

4. Propose the commitment of Armed Forces from non-aligned nations to police Gaza and the West Bank. 5. Propose that the United States, Russia, China, India and Brazil convene a peace conference to arbitrate the dispute between Israel, Iran and Israel’s neighbors.  

I led American Soldiers under fire into action. I've seen plenty of flag-draped coffins. I don’t want to see any more. Washington’s warmongers had 22 years. They failed. They lied.

They profited while America bled. Time's up.  

America First means AMERICA FIRST. Not Israel first. Not Ukraine first. Not NATO first. AMERICA FIRST.

[Crypto Rover @cryptorover]

💥BREAKING:

TRUMP URGES IRAN TO MAKE A DEAL ASAP.

HE ALSO STATES THAT THE NEXT ISRAELI ATTACKS WILL BE EVEN MORE BRUTAL!