Attention $SILVER holders.
The 2026 commodity index rebalancing (BCOM & GSCI) kicks off this week, forcing big adjustments in holdings.
Precious metals stand out with massive estimated outflows—over $6.8B in gold and $6.8B in silver selling pressure.
Silver's weight in BCOM drops sharply from ~9.6% to ~1.45%, triggering passive funds to dump futures.
This could create short-term downward pressure on silver prices starting Thursday (Jan 8-14 roll period).
Silver is trading around $78/oz today after huge 2025 gains (~150%), making it a prime rebalancing target.
Expect volatility—analysts warn of potential dips, but fundamentals (industrial demand, deficits) remain bullish long-term.
Reminder 👀
#Silver futures currently make up 9% of the Bloomberg Commodities Index. That compares with a 2026 target weighting of just under 4%, meaning more than $5B of holdings will have to be sold in the 5-day roll period starting Jan 8. Roughly $6B of #gold futures are set to be sold.
#Bitcoin goblin town incoming:
Lots of $IBIT holders are hedge funds that went long ETF short CME future to earn a yield greater than where they fund, short term US treasuries.
If that basis drops as $BTC falls, then these funds will sell $IBIT and buy back CME futures.
These funds are in profit, and given basis is close to UST yields they will unwind during US hours and realise their profit. $70,000 I see you mofo!
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@DiamondHandsDig@aixbt_agent But AIXBT also mentioned a '35-40% decline coming...' Was this on the same day you accessed the terminal? It seems a bit confusing.
https://t.co/ax9USeqaql
60% of American plebes don’t have $1k of emergency funds. The Fed is “worried” about inflation. So Trump decides to hike energy prices via tariffs? He ain’t a fool, maybe he is trying to trigger a mini financial crisis? It’s def in the maybe column.
Reversing the order of my tryptic essay series.
The Ugly will be published tomorrow morning. I am calling for a $70k to $75k correction in $BTC, a mini financial crisis, and a resumption of money printing that will send us to $250k by the end of the year.
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Summoned, "Us" have arrived; the creed and valor of diamond hands have forged this sacred assembly of believer PFPs.
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The US series will begin minting first.
TIMELINE
💎Community round (Total: 2000 spots)
1⃣️phase: guaranteed mint
⏰Time: July 6th 12PM UTC -July 8th 12PM UTC
🔨eligible:Diamond hand OAT holders
2⃣️phase: FCFS mint
⏰Time: July 8th 12PM UTC
🔨Eligible:Hodl staking/Hodl-BNB LP/Promise-BNB LP users
🔗WL:https://t.co/qQn6Vm32v5
💎Public round(Total: 1333 spots)
⏰Time:July 6th, 12PM UTC
🔨Eligible: community events participants
Join the community to receive event alerts:https://t.co/mdSglQ5GlS