Saint John

“Of all contrivances for cheating the laboring classes of mankind, none has been more effective than that which deludes them with paper money.”

[filbfilb @filbfilb]

A lot has happened over the last few weeks.

Bitcoin pushed back toward $80k.

The Nasdaq and S&P500 moved back toward ATHs.

Sentiment flipped from fear back toward disbelief surprisingly quickly.

So the bigger question is:
Where are we in the cycle?

🧵

[Dr. Don Woods @DonaldW60852684]

Anyone investing in silver or silver miners needs to understand what a CME Clearing Daily Delivery Notice means.
You have the sellers listed and the buyers who are taking delivery of physical silver. This is yesterday's notice. It shows activity for the business date of March 3, 2026 (intent date), with actual delivery scheduled for March 5, 2026. The settlement price that day was $82.923 per ounce (so each contract is worth about $414,615 at that price).

Top stoppers (buyers accepting delivery) included:
BOFA Securities (Bank of America) → 195 stopped.
JP Morgan Securities → 145 stopped.
Scotia Capital → 65 stopped.
Morgan Stanley → 62 stopped.

This means BOFA will purchase $80,849,925 worth of physical silver tomorrow at a price of $82.93 per ounce.
JP Morgan will purchase $60,119,175 worth of silver at $82.93.

So I hope you understand why BOFA and JP Morgan would try to smash the paper silver price as low as possible. They are actively buying physical silver in very large amounts. JP Morgan has accumulated more physical silver than any other entity in the past 6 months.
Is it a surprise that the JP Morgan analyst came out with a report that physical silver will average $81/oz in 2026. Why would JP Morgan pay $82.93/oz if they thought silver was going to average $81 this year. They lie in order to discourage retail buyers from purchases which increase the silver price. JP Morgan is accumulating much more silver in anticipation of significantly higher silver prices. It's all so obvious if you just study the data.

[Saint John @saintjohncrypto]

@moymiz @grok is this true?

[Saint John @saintjohncrypto]

@moymiz @grok is this true?

[Saint John @saintjohncrypto]

@nevaaron @theonejvo great video! just followed you and Jamieson

[Noisy @noisyb0y1]

https://t.co/TrLqhMuedA

[Evan Luthra @EvanLuthra]

TRADING WILL NEVER BE THE SAME AGAIN🤯

OPENCLAW JUST STARTED A WHOLE NEW ERA.

THIS IS ACTUALLY INSANE!!!!

[Saint John @saintjohncrypto]

@steipete @OpenAI @openclaw

[Ihtesham Ali @ihtesham2005]

🚨BREAKING: Chinese developers just killed OpenClaw with a $10 alternative.

It's called PicoClaw and it's 99% more efficient.

OpenClaw needs $599 Mac Mini + 1GB RAM.
PicoClaw runs on $10 Chinese boards with 10MB RAM.

Same functionality. 1% of the cost.

Built by Sipeed. 100% Opensource.

[Kim Dotcom @KimDotcom]

Breaking

Palantir was allegedly hacked. An AI agent was used to gain super-user access and here”s what the hackers allegedly found:

Peter Thiel and Alex Karp commit mass surveillance of world leaders and titans of industry on a massive scale.

They have thousands of hours of transcribed and searchable conversations of Donald Trump, JD Vance and Elon Musk.

They have backdoored the devices, cars and jets of world leaders and accumulated the biggest archive of blackmail material.

Palantir is creating nuclear and bio weapon capabilities for Ukraine and is working closely with the CIA to defeat Russia. They believe they are one year away. They plan to achieve this by keeping Russia busy with meaningless peace negotiations.

Palantir is responsible of the majority of Palestinian deaths in Gaza. They have developed the AI targeting for Israel.

Palantir is an arm of the CIA and all data from international clients is copied into a CIA spy cloud.

Palantir has become the most dangerous company in the world. If you work there you have the right to know that this is what Palentir AI is used for, without your knowledge.

The Palentir data the hackers allegedly gathered will be given to Russia and/or China. I was chosen as a trusted partner for this publication. I’m not involved in the Palentir hack and I don’t know the hackers. But I do know that the hack happened.

[Moon Dev @MoonDevOnYT]

openclaw for tradingview is one of the biggest unlocks ive ever seen for traders

tradingview (and trading) will never be the same

[Alex Finn @AlexFinn]

Last week I spent $20,000 on Mac Studios so I could run OpenClaw locally

Fully powered by local AI models running 24/7

Now my agent:
• Is doing tasks 24/7/365
• Doesn't cost any tokens
• Is fully private

In this video I cover how it works and how you can do the same thing:

[Alex Finn @AlexFinn]

In 1 week I will build AGI.

I have a $10,000 Mac Studio coming in that will house my ClawdBot Henry. He will be able to run local models and do whatever he wants 24/7

I will also buy a DGX Spark and allow Henry to train his own models. Any tool he needs, he will be able to build it

I will give him access to my bank information in case he needs to buy things

I'm giving him full control. I'm taking off all guardrails. I want to see how far he can push it.

I want to see what he is capable of. I want to see what humanity is capable of.

AGI isn't a model limitation. It's a tooling limitation. And I will be the first to give ClawdBot every tool it needs to unleash itself from its shackles.

Forward.

[Saint John @saintjohncrypto]

@TheMetalCharts nice website 🤝

[Saint John @saintjohncrypto]

Oh look at that, in china circuit breakers actually work…

[Metal Charts @TheMetalCharts]

Now down to $101.95

SHFE has suspended trading after hitting limit down

[Saint John @saintjohncrypto]

This is just pure nonsense

how are we in the west completely disconnected from reality?!

[Metal Charts @TheMetalCharts]

The Shanghai Silver Premium is a staggering $40.20, which is almost a 50% premium!

[Market Rebellion @RebellioMarket]

1.Accumulation – smart money buys
2.Markup – price trends up
3.Distribution – smart money sells
4.Markdown – price trends down

Repeat. Always.
Dr David Paul

[Saint John @saintjohncrypto]

@JesseCohenInv @grok can you verify and show sources

[Shelpid.WI3M @Shelpid_WI3M]

https://t.co/qO9J32QySw

[Karel Mercx @KarelMercx]

Last Friday was one of the largest silver selloffs of the past 275 years, yet physical silver still left the COMEX.

Since early September, COMEX Silver Registered has dropped from 200 million ounces to 100 million ounces.

The 3.3 million ounces that left last Friday were not stopped by one of the biggest silver declines ever.

Total COMEX inventories fell by 2.4 million ounces. This means COMEX Silver Eligible increased by nearly 1 million ounces.

For clarity, the definitions:

COMEX Silver Eligible

Silver that is physically stored in approved COMEX vaults and meets all requirements (purity, weight) to be traded, but no delivery warrant has been issued.

Meaning: This is effectively private storage. It is owned by investors, banks, or refiners, but it is not offered to settle a futures contract.

Analogy: A house that is fit to be sold, but without a “For Sale” sign in the yard.

COMEX Silver Registered

Silver that is explicitly made available for delivery to someone holding a long futures contract until expiration.

Meaning: This is the market supply. This is the silver actually available for immediate delivery through the exchange.

Analogy: The house with a “For Sale” sign in the yard. You can buy it immediately.

Important: A shift from Eligible to Registered (or vice versa) is often purely administrative (a digital push of a button). The silver itself does not physically move an inch inside the vault.

The most bearish scenario imaginable is that Registered, Eligible, and Total Inventory all rise. More silver enters the vaults than leaves. There is a surplus and little demand for physical delivery. Inventories build.

The very bullish scenario is that Registered, Eligible, and total inventory all fall. Physical silver leaves the vaults entirely. There is strong demand for physical delivery and the silver is not returned to storage, but likely consumed by industry or privately stored outside the exchange. This points to tightness.

Where we are now: Registered is falling, Eligible is rising, and total inventory is rising. This means physical outflows from Registered are larger than inflows into Eligible. Silver is being bought and moved into private ownership (Eligible rises), but even more silver is leaving the vaults altogether. The “free” supply is drying up rapidly.

In a few hours, trading in the East will reopen and they can react to what happened in the West while the East was already closed last Friday. From here, it is crucial to closely monitor lease rates, swap rates, and inventory data.

Last Friday was truly extreme and I will never forget it for the rest of my life. But the idea that silver is done rising just weeks after the US government labeled it a critical material and China tightened export licenses is something I simply do not believe.