stackshiny

Sound money fanatic.

Don't follow me unless you want to wind up on a bunch of lists you really don't want to be on!

[stackshiny @stackshiny]

#silversqueeze gonna be a banger next few years, this ride has only just begun.

Just wait until the gold:silver ratio starts its wild swings/dips below 30:1, trading the ratio begins, USD chart becomes irrelevant & total ounces owned will start looking like this chart.

[stackshiny @stackshiny]

@aliasvaughn Marching and protesting no longer accomplish anything. Whole corrupt system will need to be brought down, all the rot cleaned out, and built anew. It will be a painful process, even for the most well-prepared, and there is no guarantee what gets rebuilt will be any better.

[stackshiny @stackshiny]

@LauraLoomer @TuckerCarlson Attacking real American GOATs like Carlson and Massie instead of heeding their advice is what killed Trump’s support among all but the neocon Cheney-Bush-Clintonites like yourself.

Trump went from best POTUS ever to ineffectual Israeli cock holster in 12 months. You’re done.

[stackshiny @stackshiny]

@DrCHuber Agreed some recourse is needed, but currently laws are set up so you can't stop them.

Needs legislative action sadly. Any judge that 'stands up' to these guys winds up getting removed and in some cases disbarred. Those are the actual laws right now on the books.

[stackshiny @stackshiny]

@DrCHuber They also go after who helped you clean & save seed from last year's crop: "Abetting copyright infringement". This is why so few seed cleaners remain in business; even if a farmer plants non-'licensed' crop, cross-pollination from the next farm can result in prosecution anyway.

[stackshiny @stackshiny]

@DrCHuber If you save seed, monsanto contractors come on your property (no permission needed, cannot trespass them), take samples of your crop, then slap you w/a copyright suit for using their "patented genetic material" w/o paying for the seed AKA 'license'

[stackshiny @stackshiny]

@CMEGroup crooked fucks

[stackshiny @stackshiny]

@peruvian_bull "Standing for delivery" just means the warrants (ownership) of the physical bars in the vault passes to you. Withdrawing the bars is a completely separate process.

So you don't really even need to 'arrange pickup', only need to stand for delivery to force a default.

[stackshiny @stackshiny]

@ThHappyHawaiian The most entertaining outcome would be if they get prosecuted and sentenced to 20 years hard labor at a silver mine

I'm kinda curious how they plan to unwind the shorts, given they exceed the total balance of the exchange vaults

[stackshiny @stackshiny]

Yet another cheap-ass Chinese knockoff. They tried ripping off the 1980 Hunt Brothers (in reverse) and we got Sum Ting Hunt naked shorting more silver than the entire exchange has in its vaults

The most entertaining outcome would be sentencing to hard labor at a silver mine

[JustDario @DarioCpx]

BREAKING: We now have the confirmation they attacked and tried to break the silver market at SHFE today - The SHFE is now will restrict the relevant accounts. Translation from Chinese below.

"On February 5, 2026, six groups of accounts under actual control exceeded the daily trading volume limit for relevant contracts , reaching the exchange's processing standard. The aforementioned clients' trading activities violated Article 16 of the " Shanghai Futures Exchange Abnormal Trading Behavior Management Measures ," and the exchange decided to take regulatory measures to restrict the opening of positions by the relevant clients in the corresponding contracts."

[stackshiny @stackshiny]

@Griffit15999943 @ghostofeustace @DarioCpx Whole point of futures markets for Precious Metals was to induce precisely this kind of volatility to deter physical ownership.

1974 diplomatic cable from Wikileaks dumps:

[stackshiny @stackshiny]

@ghostofeustace @DarioCpx I like your profile pic ;-)

[stackshiny @stackshiny]

A 30y chart of US #silver spot (TD+0) vs. continuous front month futures (contango vs backwardation) looking an awful lot like a seismograph..

And the initial shocks of "the big one" have just started registering

These are quite literally tectonic shifts unfolding right now

[stackshiny @stackshiny]

@thesiriusreport On top of the economic factors, you also run the geopolitical risk of those "proven reserves" getting nationalized.

A sizeable portion of the scenarios driving a PM moonshot thesis also result in entire swaths of miners going belly-up.

Low risk tolerance = physical only

[stackshiny @stackshiny]

@davidbateman I left miners a few years ago. Physical only, lowest risk profile possible.

Miners can easily go bust from credit squeezes, nationalization of their reserves or output -- even as silver moons. In the coming days, they're just another form of paper/synthetic/leveraged metals.

[stackshiny @stackshiny]

@BankerWeimar @grok In other words, even if you could yank bars right from SLV vaults, they first have to be refined into SGE-approved format. And someone has all that capacity booked already.

Look at any LBMA silver refiner outside of China, they all have various excuses but same story - backlogs

[stackshiny @stackshiny]

@BankerWeimar @grok Understood but only the AP's themselves (not clients) can create/redeem SLV baskets

Regardless, anyone can insure & airfreight bulk silver to Shanghai for ~$2/oz

BUT first needs to be refined into 15kg ingots, and every SGE-approved refiner suddenly having capacity issues

[stackshiny @stackshiny]

@end_share @perthmint Perth Mint, like every other refiner on the SGE-approved list of silver refiners, is too busy smelting 15kg ingots and shipping them to Shanghai to be bothered with making rounds/ingots for domestic/western spot prices

[stackshiny @stackshiny]

If you're on the list of SGE approved silver refiners (they mostly rely on LBMA silver lists), the **only** thing you're doing right now is smelting 15kg ingots for delivery to Shanghai 24/7

All these implausible cover stories about backlogs/outages/feedstocks are pure BULLSHIT!

[End_Share 🇦🇺 @end_share]

Why is the @perthmint which has 900 tonne per annum silver processing capacity saying they don't have a silver shortage, they just have a processing capacity problem? @Adrauso

C/o @flippersau

[stackshiny @stackshiny]

@wmiddelkoop Have to ask, why is it that every silver refiner outside of China on the SGE-approved list to deliver 15kg bars suddenly having all these "severe backlogs" and "operational difficulties"

Maybe they're just busy smelting nothing but 15kg ingots & shipping them to Shanghai