26th March 2026 | Royal Mint Scandal!
The Silver Crisis Is Real!
Sorry, I have not had time to update this blog due to focus on the Epstein Files. However, the scandal of fake 2026 silver Britannias delivered to CHARDS, a major UK trade customer, cannot be ignored.
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🚨BREAKING: MASSIVE ROYAL MINT SCANDAL — Non-Silver FAKE Coins Sold as Silver Britannias!🚨
👉🏻The Royal Mint just admitted they shipped a batch of 2026 Silver Britannia bullion coins that were NOT SILVER!
🚨Their official statement:
👉🏻“We are aware of an error impacting a small number of 2026 silver Britannia bullion coins from a recent production run, which were sent to a trade customer.”
👉🏻They say they’ve identified the cause, are in direct contact with the affected customer, and are reviewing the entire process!
👉🏻This is a huge breach of trust from one of the most respected government mints in the world!
👉🏻CHECK YOUR 2026 BRITANNIAS NOW!
🚨Credit to Backyard Bullion for the official statement and Chards Coin & Bullion both on YouTube!
🚨Crustacean Nation:
👉🏻Royal Mint error = wake-up call to verify every coin?
👉🏻How do you check your Britannias for authenticity?
👉🏻You buying more physical silver from other sources now?
👉🏻Drop your thoughts & stack updates below 👇🦀🪙
Not financial advice. Stay stacked and verify your metal!
Comment: Presumably, the Royal Mint did not think a major UK re-seller buying thousands of coins would test each and every coin before selling on to a customer.... Obviously, CHARDS does not trust the Royal Mint which is wise when we know there is a worldwide silver supply crisis. The image of the metal tester came from CHARDS. It is the Sigma Metalytics Precious Metal Verifier @Grok link. It shows there is 75.2% copper and 24.6% Nickel, the rest is Manganese and iron. No silver at all... Simply, the evidence suggests silver is very scarce i.e. paper price does not reflect the real price being paid around the world. The paper price makes it seem that silver is in abundant supply, while silver vaults have been consistently drained for many months. The Royal Mint has been caught out and CHARDS refused to let them get away with it. This was achieved by contacting Backyard Bullion with 98.6K subscribers and providing the proof of a major scandal. CHARDS knew that the news would go viral on social media.
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Statement from The Royal Mint
You may have noticed I have taken my video down and removed my previous post.
I don't have all the information and I would remind people NOT to publicly speculate until we know all the facts. Be careful with what you say, how you say it publicly.
Follow Chards for more updates in due course.
When I can share more I will. | YouTube Post Link
Comment: Update 26th March @BackyardBullion YouTube Post Link. This is just an explanation for why he took the video down.
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THE PRIVATE CREDIT IMPLOSION WILL TRIGGER A GREATER FINANCIAL CRISIS
JustDario, 26th March 2026
Now more people are talking about Private Credit. Surely the many headlines coming day after day about funds denying their investors’ requests to cash out resonate more with a larger audience, hence deserve more visibility in media hungry to attract engagement and maximize advertising revenues compared to all the warnings a few people like myself, last time with “PRIVATE CREDIT: PEOPLE CAN SMELL THE SMOKE, BUT CANNOT SPOT THE FIRE YET“, made about it over many years when people did not care too much. However, this massive problem, not surprisingly, is still being downplayed and sugar-coated. My goal today is to provide you with a better understanding of the real scale of this monster, what the hell Private Credit really is, what the real nature of the problems impacting the market is, and how to put yourself in a safe place to avoid the incoming greater financial crisis when the 10-meter tsunami waves ultimately hit the shores.
Comment: Dominoes falling or is the game of jenga still in play? This is just some education.
Big Banks Are Playing Both Sides of the Private-Credit Meltdown
Private-credit funds’ exposure to software has come back to bite them, presenting new risks and opportunities for banks
Wall Street Journal, 24th March 2026
JPMorgan Chase Chief Executive Jamie Dimon has long been skeptical of private credit. Lately, he has been getting a reminder why.
Blame it on the “Saaspocalypse.” Private-credit managers are facing a continuing reckoning as individual investors stampede out of private-credit funds, worried about a downturn in software, a number of high-profile defaults and restrictions on accessing their money. Managers have had to enforce limits on redemptions, with Apollo Global Management and Ares Management both experiencing large withdrawal requests this week.
Comment: The super rich are eating the rich now.... Yes, there have been rumours of a Private Equity meltdown, but now we have some media coverage. Behind a paywall.
🚨 THIS WAS NOT SUPPOSED TO HAPPEN!
Swiss banks are dumping Gold for the first time in 50 years.
They survived empires collapsing, world wars, hyperinflation, and monetary resets.
And now they're shifting billions OUT of gold.
Not into bonds.
Not into stocks.
Not into crypto.
Swiss banks are among the most conservative institutions on Earth.
They don’t chase trends.
They don’t speculate.
They don’t make impulsive reallocations.
Yet in Q4 filings, they executed the largest single reallocation from gold into SILVER since 1978. | XTwitter Link
Comment: I think this is being caused by a liquidity crisis and now the Middle East has ignited. Update: Unconfirmed reports of Dubai , Saudi and Qatar central banks offloading Gold reserves to raise funds. | XTwitter Link
JUST IN: 🇺🇸 63 U.S. banks on brink of collapse with $517 billion losses - FDIC | XTwitter Link
Comment: Why are we waiting? ¯\_(ツ)_/¯ ¯\_(ツ)_/¯
THE FINANCIAL BANKING SYSTEM IN CUBA HAS COMPLETELY COLLAPSED, CUBANS WOKE TO LEARN THEIR BANK ACCOUNTS HAVE BEEN EMPTIED…THERE IS NO CASH AT ATM’S!
The entire financial
system in Cuba has completely collapsed for some reason this monumental story has not made it on to MSM ?
The Cuban people have been left with no financial resources, they have no means of buying food …they are desperate and they are afraid.
This is the final destination, this is where globalism wants to lead you to the apocalypse.
Cubans were forced to adopt the digital banking system & now they are financially ruined, they have no recourse.
THE GOVERNMENT WILL NEXT OFFER THE CUBAN CITIZENS UNIVERSAL BASIC INCOME | XTwitter Link
Comment: The elites stole all the resources and kept their money in bank accounts abroad. Now and sadly, some Cubans are dreaming of McDonalds and Walmarts, but they don't realise that is not the dream, that's another nightmare | XTwitter Link.
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🚨 BREAKING: Cuba has been hit by another nationwide blackout — the second grid collapse in just one week, leaving millions affected as concerns grow over the country’s power infrastructure.
Comment: Over recent years, there have been major electrical infrastructure collapses in South American countries, South Africa and Spain. Wondering if this is related to Space Weather and authorities not taking the risks of electrical shocks to the grid seriously.
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RT News posts video of black swans! | XTwitter Link
Comment: I wonder what they know.....
⚫️ JUST IN: the SHFE [Shanghai Futures Exchange] is taking no prisoners.
Today the SHFE suspended 2 more group of accounts for violating trading rules under Article 16. In just 5 days the SHFE now suspended 17 groups of accounts for trading violations | XTwitter Link
Comment: The East is no longer going to tolerate the naked short theft. Update: 26th March 2026 | Not heard a squeak about how Bian Ximing's 450t vs ~350t inventory naked short was sorted out.
⚫️VICE PRESIDENT OF THE BANK OF CHINA EXPELLED FROM THE PARTY FOR SERIOUS VIOLATIONS OF DISCIPLINE AND LAW - XINHUA
You can short #Gold and #Silver in China at the Shanghai Futures Exchange. But no one likes leveraged naked shorts that are bigger than the entire physical inventory at both the SGE & SHFE physical Silver vaults combined… | XTwitter Link
Comment: I wonder if the Chinese authorities locked up this greedy billionaire?
🇩🇪🚨Severe Shortages in Physical Precious Metals
German dealers are overwhelmed ("We're drowning!"), with the physical market in an emergency state since early 2026, unaffected by the recent futures price crash
- BayernLB (Germany's largest precious metals wholesaler): Often receives double the daily orders it can process; staff and refineries are at full capacity.
Practical Example: Ordering 100,000 coins may yield only 10,000, delivered after six weeks. | XTwitter Link
Comment: Meanwhile bankers still suppressing the price so they can keep their precious metals betting shop going.
31st January 2026 | Silver Soon #Unobtanium? #Bust | Update 1st February 2026
When you think things can't get any crazier, 6 Sigma, 10 Sigma, 14 Sigma events and more (sounds like a song) are being discussed concerning silver market manipulation. @Grok did the calculation for the 14 Sigma event
Link, otherwise I would have ignored it! So, silver market trading was expected to be wild, but the number of extreme swings have been unprecedented. Time will tell whether anyone goes to prison for the 30th January 2026 silver stock market manipulation. Meanwhile, retail dealers are not dropping prices because they can't source new inventory. This means that western paper spot price has become a convenient fiction for bankers to sort out their financial miscalculations!
Silver Soon #Unobtanium? Updates for China, Singapore & UK
China
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2/ IOU is worthless in China.
This weekend Chinese dealer couldn't buy any physical Gold and Silver with the lowered paper price
The upstream wholesaler doesn't sell at west market Paper Price
Comment: Eric Yeung is based in Hong Kong and due to his extensive contacts, knows whats really going on in the chinese PM market. Also: Prices of PM bars in dollars during the 30th Jan 2026 PM crash on China's largest e-commerce platform http://JD.com (gold bar equivalent to $5720.79/oz, and the silver bar is equivalent to $163.35/oz) Link.
Singapore
🔥“OVER THE PAST WEEK IT HAS BECOME DIFFICULT TO NEAR IMPOSSIBLE TO SOURCE PHYSICAL SILVER!”🔥
🚨 “IT REMAINS UNCERTAIN WHETHER WE WILL BE ABLE TO ACQUIRE ANY ADDITIONAL SILVER INVENTORY AT ALL!”🚨
-Bullionstar Founder Torgny Persson posted a Trading Update for customers Saturday, & it is clear that the PAPER SILVER market is DISLOCATING from the PHYSICAL SILVER MARKET:
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Comment: The full letter is provided here. I checked the website, Bullion Star based in Singapore currently have stock that require minimum buy or sell order purchases. Here they clearly state that once they sell-out, silver may become unobtanium.
United Kingdom
🚨The UK’s Largest PM Refiner & Retail Dealer Baird & Co Has SHUT DOWN ONLINE SALES 🚨 | XTwitter
Link
Australia
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🦘🚨BREAKING: AUSTRALIA'S PERTH MINT SUSPENDS SILVER SALES🦘
Comment: Not surprised.
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$90 TRAP: JM Bullion "Down" & LBMA Offline While Silver Crashes (Don't Be Fooled)
YouTube, 30th Jan 2026
Comment: Since Asian Guy channels are legion I have to decide if what is being said makes sense. Not easy when nuance is important and bankers are allowed to break stock market rules literally every day now.... Whatever, I liked the black swan graphic in this video. Well, bankers are trying to force out traders with silver futures contracts (each contract worth 5,000 troy ounces @Grok Link), by constantly changing trading rules and rigging the market, but it is simply not working.... Some of these traders may actually represent industrialists and even major institutions who want the physical metal which the banks can't deliver. In the process, bankers pissing off retail and coin dealers is not important enough to be concerned about when bullion banks are now worried about their long term existence.
Something BIG Is Happening to Silver | China’s Emergency Action Changes Everything
YouTube, 30th Jan 2026
Comment: We have Chinese silver investor mania now? Btw, Shanghai is a main hub for distributing silver and their stockpiles are dwindling fast. I am finding it difficult to accept that after reports of years of stockpiling silver and silver dore, there are shortages in China. Something does not add up. I think there was a government loan/bond problem that was linked to silver (as collateral?) so China was forced to give some silver up.
BREAKING: Chinese Aunts Are Storming the Banks—The Silver Panic Has Begun
YouTube, 21st Jan 2026
Financial Crux | 🚨 BREAKING: The global silver bank run has officially begun.
Chinese retail investors are lining up outside banks in Shenzhen. Turkish refineries have been sold out for 10 days straight. A Korea Mint silver offering sold out in under an hour. And Indian demand is now HIGHER than during last year's historic short squeeze.
In this deep dive, we expose what the mainstream financial media refuses to tell you about the silver shortage that is spreading from Shanghai to Istanbul to Mumbai—and why Western banks are powerless to stop it.
Comment: The infamous chinese aunties or "grab hags." To be fair, the situation is dire in China and now the President Xi Jinping has purged (killed off) all the top military brass, the country is at risk of descending into chaos with warlords in charge of their own fiefdoms, see YouTube.
There is a “BANK RUN” for “underground” unallocated #Gold accounts in Shenzhen China right now. Everyone wants to withdraw their physical #Gold from their “underground” unallocated #Gold accounts but the “underground” Chinese vaults naked shorted unallocated #Gold… | XTwitter video
link
More:
Chinese gold investor protests! | XTwitter videos link & chinese physical gold buying queueing in the cold link
THEY DUMPED SILVER: This Is NOT A Real Market Anymore
YouTube, 30th Jan 2026
The Hidden Economy | Gold and Silver are Crashing Hard. One of the biggest weekly crashes in years. But here's what doesn't make sense — while the price was crashing, mints around the world stopped selling. Shelves went empty. Dealers started defaulting.
Comment: Physical silver is either out of stock or being rationed worldwide, but bankers crash the price!
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Comment: Friday 30th 2026 | This is hard to believe. Now we know that the silver market has bifurcated and the gap between East and West is now ~40%. [Update: At the crash bottom the difference between western spot silver price and Shanghai Silver Premium was 60%!Link.] In China, silver coins are being bought at ~$101 (seen higher values) to melt down into bars because demand is strong Link,
but in the West paper silver backed by thin air controls the price of physical. Apparently there are supposed to be circuit breaks stopping the price from falling so fast, but we also find out that that only kicks in when bankers need help... What is annoying is when we also find out that the price fall is not actually recuperating that many contracts. So the bankers have won a battle but I don't think they will win the war. Update: The smoking gun! JP Morgan closes shorts at the bottom of the crash! Link
Despite the incredible shenanigans and silver price swings we saw at the Comex on Thursday, only a total ~227k contracts were traded in the whole day (including o/n hours). What's ridiculous? The total OI at the Comex went DOWN by 305 contracts overall.
Pretty hard for the naked shorts to shake longs when those are there because they are waiting to get their hands on the metal, isn't it? | XTwitter Link
Comment: Retail with physical are not the problem, bullion bankers need those contracts and they are not being closed out! Banksters are trying to get blood out of a stone....
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🚨 TOTAL SYSTEM FAILURE
Gold: -7%
Silver: -17%
In the last 24 hours, over $10 trillion has been wiped out of the financial markets.
That’s about half of China’s GDP, the second-largest economy in the world.
GONE. IN ONE DAY. EVAPORATED.
[...]
Remember two days ago, when I told you about sigma-6 events and how rare they are?
Ladies and gentlemen, I present the first-ever sigma-7 event in the history of financial markets.
This is pure market manipulation by the top 1%, aimed at wrecking the remaining 99%.
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Warning: There are going to be a lot of 'technical issues' going forward.
Comment: Desperation!
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Silver just posted two 4-sigma moves in the same day, rising and falling 14% in a matter of hours.
Comment: Bankers trying to shake out traders and scare physical holders, but it did not work! Price straight back up!
🚨 THE IMPOSSIBLE JUST HAPPENED
The probability of what is happening is near zero.
Three 6-sigma events occurred in one week.
– Bonds
– Silver
– Gold | XTwitter Link
The $377 Billion Collapse: JP Morgan's Secret Silver Memo Exposed
YouTube, 27 Jan 2026
Comment: This is not the only Asian Guy video talking about trouble at JP Morgan. After explaining again that JP Morgan is being told to half their shorts or risk financial ruin, we are told that silver is unique among commodities with 50,000 applications. So, what is not mentioned is why all these banks refused to allow the price to rise when it was easy to calculate that severe silver shortages were inevitable. Update: The Friday precious metal crash implies that maybe JP Morgan were desperate and have the ability to rig the market. The facts are now available to PROVE that they closed shorts at the lowest level possible before the price rose back up again. Of course this is all done by computer trading programs or algorithmns.
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Silver just posted two 4-sigma moves in the same day, rising and falling 14% in a matter of hours.
Comment: Bankers trying to shake out traders and scare physical holders, but it did not work! Price straight back up!
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This is absolutely insane:
Silver just swung nearly $2 TRILLION of market cap in 14 hours.
Between 9:00 AM ET and 1:00 PM ET, silver added +$500 billion of market cap.
Then, between 1:00 PM ET and 4:30 PM ET, silver lost -$950 billion.
Then, between 4:30 PM ET and 10:30 PM ET, silver added back +$500 billion of market cap.
Silver is quite literally throwing around Bitcoin's entire market cap in a matter of hours.
The current situation in silver will be referenced for decades to come.
THEY LIED TO US: Secret Fed Document Reveals Silver Price Target of $890/oz (Here's Proof)
1982 Federal Reserve document reveals what silver SHOULD be worth—and it's not $30. In this video, I expose the Fed's own internal price equilibrium model that calculates silver at $890 per ounce based on current monetary conditions.
Comment: Wild trading! Hmmmm.... I did watch 20 minutes of an Asian Guy video that mentioned this Fed Res secret document, but no price was given... Also, I was not sure we could verify claims made by Asian Guy channels concerning major banks being forced to close out their shorts which I think is impossible, but now the sackings have started... Goldman Sachs have just sacked their chief PM trader Benjamin Binet-Laisne Link. They must have lost billions....
#Bust
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BUST THIS CARTEL BEFORE THEY TEAR THE MARKETS A NEW A**H0LE.
Comment: WARNING!! There is a lot of cursing in this long post. People can't believe the level of criminality.
They Crashed Silver on Purpose… Here’s The Real Plan | XTwitter video Link
Comment: This posh British guy (ex-banker) is hilarious. He posted a video when on a skiing holiday, so he must have been very concerned! He says that the crash was designed to shake out leveraged longs and convert the silver market into a purely physical market. He also stated that these crashes will continue.
19th January 2026 | | #Toolate? Update! 20th January 2026
The Trump Swan! What a beauty!
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The United States will establish minimum prices (price floors) for processed critical minerals and their derivative products (PCMDPs). This includes refined 99.9% pure #Silver, which is now classified as a critical mineral in the U.S.
Comment: Post edited. Some are wondering if this is the reason why the US Mint re-priced and doubled the price of silver eagles which incidentally are not available yet....
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Fact Sheet: President Donald J. Trump Directs Negotiations to Adjust Imports of Processed Critical Minerals and Their Derivative Products into the United States
The White House, January 14, 2026
SUPPORTING AMERICAN INDUSTRY: Today, President Donald J. Trump signed a Proclamation pursuant to Section 232 of the Trade Expansion Act of 1962 (Act) ordering the U.S. Secretary of Commerce and U.S. Trade Representative to jointly negotiate agreements with trading partners to address the threatened impairment of national security with respect to imports of processed critical minerals and their derivative products (PCMDPs) from any country.
The Government Just Flipped: "Price Floors" Coming For Silver? | "National Security Threat"
YouTube, 15th Jan 2026
Boring Currency | While the market was distracted by volatility and the drop to $90, the United States Government quietly ended the 50-year war against the price of silver. On Wednesday, January 14, 2026, President Trump signed a historic proclamation under Section 232 of the Trade Expansion Act, declaring that America’s reliance on foreign critical minerals is a "Direct Threat" to national security.
In this strategic deep dive, we analyze the document that changes the investment thesis forever. The proclamation explicitly directs the Trade Representative to consider "Price Floors" for critical minerals. This signals a massive paradigm shift: the government is no longer fighting inflation by suppressing commodity prices; they are now fighting for supply security by supporting them.
Comment: The bullion banks should NEVER have been allowed to control the price of silver.
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Comment: Hmmmmm..... Jim Willie talked about silver moving in fibbonacci numbers, but the recent rise is extremely fast, NOT what I believe anybody was expecting. The prices and dates given presumably based on current price movement (compounded by short covering?).
$55 | Nov 28
$89 | Jan 13
$144 | Mar 30
$233 | April/May ??
$377 | May/June ??
$610 | July ??
Obviously the price hike will be way above the stupid historical prices allowed by greedy bankers who were front-runnng and skimming off trades. So, I will be watching! Meanwhile, there is no doubt this is going to f%$£%&-up the bullion banks and the big naked shorts. Btw, the silver price reset will be set at about same time as the 50 year gold-backed treasury bonds due at the 4th July 2026 for the 250th anniversary of the U.S.
Link 1,
Link 2 &
Link 3.
I don't think the timing is a coincidence. Please think about the silver-gold ratio if gold gets re-valued to $15,000. Old-timer silver stackers who bought at $4-5) are going to be deliriously happy and rich.
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#Toolate?
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Bullion Dealers Limit Silver Orders — Retail Supply BREAKS
YouTube, 20th January 2025
Comment: Link starts at ~11 minutes with US Mint re-pricing explanation. To be honest, I am losing sympathy for lastminute.com people because #silversqueeze/silver has been trending on social media on and off for many months if not the last few years... Moreover, I have zero sympathy for world planners pushing AI without understanding that they have handicapped themselves with their own stupid policies, therefore sabotaging the effort to make their hellscape dreams work.
$500 Silver
XTwitter, 20 Jan 2026
Comment: This is Asian Guy on Twitter responding to the idea of $500 silver. As usual the video is too long ~30 minutes, but the analysis is thorough. Btw, the number of Asian Guy copy channels on YouTube is now ridiculous. I am ignoring any algo picks with headlines about the silver price crashing. Also, if I watch a video with obvious dubbing of the silver price etc and easily verifiable information that is wrong, then I stop watching. Money coming from thin air pays for fake and misleading information.
Banks Can Legally "Seize" Your Accounts (Bail-In Law)
YouTube, 18th Jan 2026
Jon CC | Most people think the money in their bank account belongs to them. Legally, they are wrong. Under the Dodd-Frank Act (Title II), once you deposit cash, you become an "Unsecured Creditor" of the bank.
If the bank fails (like we saw this week with the glitches), they no longer need a taxpayer "Bail-Out". They can execute a "Bail-In" — converting YOUR deposits into worthless bank stock to save themselves.
The only way to opt-out of this legal trap is to hold assets that have NO Counterparty Risk. That asset is Physical Silver.
In this video, we break down the legal fine print they don't want you to read and why the "Smart Money" is draining their accounts to buy metal before the freeze.
Comment: Btw, if you still have not got this point yet, this is a necessary reminder. Having silver and gold are an insurance policy or hedge against a banking/financial system wide disaster. Very few realise this and that is why the silver price going parabolic is bothering analysts because retail panic is not involved! Due to the excessive money printing, government spending and criminality of the bullion banks, it's mostly institutions and industrialists panicking!
16th January 2026 | European Banks Stuffed & US Mint Doubling Silver Prices! Update 17th January 2026
Silver Going Parabolic! Black Swan Incoming?
The silver rocket has taken off and I am waiting for a few major banks to go down! However, there are many other murmurs like Japanese bonds causing a crisis and unraveling the Carry Trade and private equities in BIG trouble, so the game of Jenga is still in play.
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If you wonder to know what’s the price of 1oz of physical silver here is the answer from the United States Mint: 173$
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People’s Bank of China (PBOC) Panda #Silver coins are now selling at around 177 USD/Troy Ounce equivalent.
They were selling at 129.45 USD/Troy Ounce equivalent on Friday.
Comment: Posted edited/cropped short. So, maybe the US Mint has decided to sell silver eagles at the same price as China.... This means the COMEX/LBMA paper "spot" price is now officially a joke. I have no idea what is going to happen on Monday Tuesday (Monday is a U.S. bank holiday). Maybe financial Armageddon for banking shorts.
🔴 These 350,000 ounces I bought a month ago were all American Silver Eagles I bought at $57 + $1.50 premium are now listed on the US Mint site for $173. Up $40M. | XTwitter | 17 Jan 2026
Link
Comment: Woww.... Billionaire David Bateman telling us his about his latest silver buying... Internet archives prove that David Bateman did not get his silver eagles from the US Mint because they were expensive at $91 Link. Therefore, I presume they were older silver eagles from a dealer. However, the spot price of silver was ~$57 in the first week of December Link.
At Christmas he also gave 100 oz silver bars to parents 34 grand kids and 10 great grand kids. Apparently, lots of blank stares from everyone.
Link
After that, his 12 year old son had to buy more off him on request! LOL!! Link
🔴
The Physical Shortage of Silver Is Insoluble at Current Prices | David Jensen.
YouTube, 17th January 2026
Transcript exerpt: But I I I see, you know,
14:24
an intense shortage building now um in the market in terms of availability. I I had an interesting talk uh this week
14:31
with a large uh bullion dealer and um really it was it was interesting
14:38
to hear, you know, like Perth Mint right now has no silver bars for sale. They're
14:43
only selling uh 1 oz coins and and uh the Royal Mint in the UK there has no
14:48
bars, silver bars for sale at all. Um they're only selling uh 1 oz and
14:54
fractional uh silver coins. And the US mint um despite uh the fact
15:00
that it's legislated to provide uh silver coins uh bullion to the market in
15:06
in whatever quantity is necessary uh to meet market demand. they're delivering
15:12
uh silver to the market at 16th of the rate that they were providing it in in in 2024.
15:19
So, we're seeing, you know, a decline there. And and on the Canadian mint side, um um last year in 2025, this
15:27
dealer said that they had been they produced 100 oz bars for 2 months and
15:32
produced 10 oz bars for one month into the market. And and the other thing that
15:38
was really of note was that um some of their clients had been debanked for
15:44
buying silver and gold from them and they were told that their accounts were being shut down because they were making
15:51
material purchases of the metal uh from this bullion dealer. So, that kind of
15:57
speaks of a desperation when a bank is debanking uh long-term clients because
16:02
they're making uh physical bullion buys because this stuff is the kryptonite to
16:08
the leveraged uh system that the banks have been operated operating and uh
16:13
clearly in desperate straits when you try to do that kind of stuff. Yeah, they they're not happy when you
16:19
ask for delivery
Comment: I started the link where Jensen started talking about the UK, US, Canadian & Perth Mints no longer selling silver bars and a US bank closing the accounts of people buying silver.
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🚨LONDON HAS A 62,000 TON SILVER PROBLEM!!
🔥The Scale Of London’s Silver Problem Speaks Of A Rapidly Increasing Acute Global Silver Shortage
David Jensen's latest is a MUST read:
Comment: You can read the article on XTwitter or on David Jensen's Substack,
London's Silver Problem Is Distressing Global Silver Availability | A 62,000 Tonne Silver Problem
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#Silver doesn’t need a crisis to reach $200/oz.
It only needs time.
Years of suppression, paper leverage and rule changes compress price.
When control fades, repricing isn’t explosive — it’s inevitable.
Comment: Unfortuntely, the banking manipulation is ongoing, so the wild swings continue. Good luck if you are buying or selling.....
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Did you know the 1980 silver peak of ~$50/oz equates to just $210 in today's CPI-adjusted dollars? But adjust for M2 money supply growth, and it's a staggering $758/oz. Fiat inflation is the silent thief
Made possible by
@SilverElMining
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Fixed this for you @Forbes
Comment: If you are following other commentators, the refrain is that a fractional reserve system does not work when people demand the commodity. So "exposure" to price and settling contracts for cash that is being constantly printed out of thin air and given to banks etc is no longer working for silver. Cash will not work to make solar panels, car batteries and tech for data centres etc etc. I think the banks have been very very short sighted and I hope the biggest short sellers blow up.
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🧵 Silver doesn’t react to headlines.
It reacts to SYSTEM STRESS.
U.S. military action in Venezuela isn’t about silver supply.
But it does matter for silver — a lot.
Here’s why 👇
Comment: This thread is about geopolitical moves affecting the price of silver.
🔴
Silver over $91: A Once in a Lifetime Wealth Transfer has started
YouTube, 15th Jan 2026
Comment: I have only recently discovered this older British YouTube blogger with the name "Join the Dots: Cutting Through the Noise" @jointhedots13 and I like his truth telling style. Quite frankly, I admire the effort to explain the financial impact of banking induced chaos to people who have no idea how bankers routinely cause havoc with boom bust cycles.
The Dollar Reset Nobody's Talking About | Gold, Silver & Crypto
YouTube, 4th Jan 2026
Comment: If you need to catch-up on the silver moves in the last few months and what they mean, @jointhedots13 gives a brief summary of three excellent interviews with YouTube links provided.
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IT’S OVER: The Spread Just Exploded to $13, Shanghai Hits $104! (Banks Are TRAPPED)
YouTube, Jan 14, 2026
JPMORGAN'S $347 NIGHTMARE: What Happens If They Cover 4.2B Oz Short (21-Day Timeline Analysis)
YouTube, Jan 15, 2026
IT’S OVER: Banks Are Dumping Shorts & Buying Physical (Front-Running China's Supply)
YouTube, Jan 15, 2026
Comment: Over the last 2 weeks or so, Asian Guy channels (probably fakes) have been making claims that banks are in serious trouble with their shorts and that they have been told to get out of the silver shorting game. It is likely that the information is only partly true because it is FACT that banks are criminal and have sold silver using paper contracts representing silver that does not exist. Currently, the reason that US banks are not seen to fail is because they are being bailed out by the US Federal Reserve. This is via the REPO window (pawn shop for banks using collateral swapped for cash). Then there are claims that European banks also have massive short positions in silver. This well respected blogger @Eurodollar University says there is a problem there,
HOLY SH*T: European Banking Data Confirms a Systemic Problem. Update: Rumour European banks stuffed!
Link. For those who have been paying attention, European banks detonating might explain the European reports in recent months to have cash and extra supplies at home, see older blog entries.
Btw, I still think the original Asian Guy channels are there to teach. Asian Guy ====> AG ====> Silver. However there is now a lot of copy cat channels and they may be stealing content and dubbing dates and prices to confuse. Whatever, there are plenty of other good bloggers providing good content.
1st January 2026 | #AsianGuy Update! | 6th January 2026
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The signs were there.
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Our 1st Lady looks absolutely stunning in that SILVER dress 🇺🇸
We are going so much higher 🚀
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Melania walks out in a stunning SILVER dress to the theme tune of the Lone Ranger….. HI-HO Silver Away……
To start 2026 - the year of the horse
2026 New Earth Let’s GO!
Comment: Some serious COMMS? Again Trump is talking about 'Peace On Earth' at Mar-a-Lago New Year’s Eve bash .... When the banks blow up, there will me 'Peace On Earth'....I chose this post because the video was better quality than others, but we also get a reminder that this is 'The Year of the Horse'. This is important as the silver price is going to gallop!
📣📣HOW BIG IS THE SILVER & GOLD TIME 💣💣💣
Mitch Vexler who has been relentlessly exposing the 5.1 Trillion Property Tax Bond Fraud.
Shows just how large the Silver and Gold problem is and the contagion it could cause.
Right now you better believe they are throwing everything and the kitchen sink to save the system.
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Comment: This starts of by methodically explaining how there is a serious problem with silver traders (banks) being under water. Next we are told that the US government has a serious problem and that they will need to revalue gold to ~$58,000. This is similar to previous valuations I have provided. So what should the price of silver be? The problem is that gold is not required for our technological world and I am starting to believe after 5 years, that Bix Weir is right and that silver will go 1:1.
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Comment: NO arbitration going on between COMEX and buyers in other countries because there is no physical silver available to buy. Update: Asian Guy | 93% of Silver Refiners Blacklist Western Buyers Link
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🔴
Silver Price in Tokyo hits $130 per ounce. Guess that's how you spell FOMO in Japanese
Once Shanghai opens up again on Sunday night Jan 4 2026, More Fireworks
Silver Academy, 31st Dec 2025
Comment: Here we get a few examples of where the Western price of silver has completely diverged from reality. The bankers need an artificially low price to deal with their derivative exposure. The financial system is designed to screw the people, so this current situation is just more of the same, but the end is in sight.
🔴
We Are Seeing the Scouring of Global Markets to Secure Physical Silver | David Jensen
YouTube, 1st Jan 2026
Comment: The fake silver market exposed! Bankers don't seem to understand the concept of supply and demand! Bits of paper don't represent real physical silver!
🔴
Must watch by Asian Guy, basically telling us the transfer of wealth is upon us and the metal markets are about to get crazy🎉 | XTwitter video Link
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Count down time… #Silver 🔥🔥🔥
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Comment: It was the pay with soon to be toilet paper that got me too... Update: Asian Guy explains that this was a deal proposed by American bankers but shunned by Chinese authorities DEFAULT CONFIRMED: China Rejects US Emergency Deal (COMEX Closed)
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Between the 23 of Dec 2020 and the 23 of Jan 2021 $GME price jumped more than 5 times, a move nobody could picture in its wildest dreams not even
@TheRoaringKitty
Like it or not, but #silver current set up is incredibly similar with only 2 main differences:
- It’s a titanic clash among heavyweight institutional players with very limited retail participation
- the “buy” button cannot be pulled away from the physical market that mostly trades OTC
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The eight banks trapped in the $silver squeeze (and $gold), are:
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🚨 SILVER PRICE MANIPULATION
Silver was on a direct path to $90+ this week. The momentum was high but then it mysteriously crashed, now we know why:
1. Margin Hikes: Raised to $25k to force small players out.
2. Bank Bailout: Liquidity injected to cover a $35B+ failed short position.
3. Price Discrepancy: Street prices reached $50+ over spot, but charts remained down to protect the institutions betting against Silver.
Result: Price smashed back to $71.
They didn't crash the market because it was "overbought." They crashed it because they were insolvent and needed an eject button.
We’re witnessing institutional level manipulation on a never before seen scale.
Comment: Desperate measures taken by the banking cabal explained....
🔴
Just learned that theres Silver in CD's on Chinese Tiktok... interesting. Did anyone else know? | XTwitter video Link
Comment: Salvaging of silver will become widespread.
28th December 2025
Silver Going Parabolic! Black Swan Incoming?
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Comment: There is some pushback on this post, but the recognition that silver is going parabolic is widespread.
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Comment: Elon Musk has just informed 200 million followers that there is an issue with silver.... "This is not good. Silver is needed in many industrial processes." | XTwitter Link
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Silver smashing records above $75/oz! Driven by pension/ETF inflows, China's upcoming export curbs, COMEX margin hikes squeezing shorts, Ghost Week thin liquidity volatility, surging physical demand & global supply pressure. Bull run intact?
Comment: 26th Dec 2025 | Over $82 dollars in Shanghai which people in the know realise is the real price, not the fake paper swapping price at the Comex and LBMA. PLEASE NOTE: BETTING ON A COMMODITY IS NOT THE SAME AS OWNING THE COMMODITY AND MANY ARE GOING TO FIND THIS OUT WHEN THEY DEMAND SILVER THAT THEY THINK THEY HAVE BOUGHT. As previously explained, the paper to physical ratio is ~400-1. Yes that means that for 400 paper ounces, there is only 1 physical ounce. There is going to be a lot of disappointed investors who will soon find out that they have only been betting on the silver price.
Comment: John Perez runs the "Silver is Money" channel on Telegram. He has been a silver broker for decades and coined the phrase, “Bitcoin dies, #Silver flies!” I am very impressed with this prediction based on the high levels of panic that we are currently witnessing.
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🔴 Gap Up Sunday Night!
Based on today's price, silver is likely to gap up on Sunday night, probably into the mid-80s, and reach the mid-90s by Sunday night. Monday's session could easily exceed $100, and if that happens, I would expect a $10–$15 gap up on Tuesday, taking silver to $125 an ounce next week—earlier than I expected.
Link
Comment: I think people are shocked at the sudden violent move upward of the silver price and so these predictions are worth noting. Before the usual silver pundits were saying $50 by the end of the year.... They have gone very very quiet now. THIS IS NOT A SHORTSQUEEZE CAUSED BY RETAIL. RATHER WE HAVE PANICKED INDUSTRIAL BUYERS TRYING TO OUT BID OTHER MAJOR BUYERS (SOVERIEGN WEALTH FUNDS, PENSION FUNDS, INVESTMENT FUNDS, CENTRAL BANKS, ETC) WHATEVER. WE ARE IN HISTORICALLY COMPLETELY UNCHARTERED WATERS... LITERALLY... ONLY THE ASIAN GUY (AI) IS EXPLAINING WHERE THE PRICE IS GOING NEXT AND WHY AND GETTING IT RIGHT....
LEAKED: Samsung CEO Emergency Call — Needs 50M Oz, COMEX Offers 5M
YouTube, 28th Dec 2025
On December 18th, 2025, Samsung Electronics held an emergency procurement meeting at their Seoul headquarters that reveals the silver shortage is no longer theoretical—it's operational reality affecting the world's largest electronics manufacturer. A leaked internal memo shows Samsung requested 50 million ounces of physical silver from COMEX for Q1-Q2 2026 production. COMEX offered 5.2 million ounces. That's 10.4% fulfillment. This isn't a supply tightness, this is structural collapse of the delivery mechanism when industrial buyers who actually need metal discover the vault is empty.
Comment: There is a very long write-up here. This video is not just about Samsung. Quite frankly, this crisis can be blamed on the banks that hyped bitcoin/crypto, but suppressed the share price of miners.... Now there is less and less silver coming out of the ground while demand from industry is soaring. Embarrassing.... Looks like a major banking meltdown is coming due to derivative exposure as the silver price soars.
Deeper analysis: This is ultimately caused by the Cabal/WEF mindset that we the people will own nothing and be happy. Bitcoin/crypto is nothing but digital code, silver is a hard asset but used everywhere in a technological world. Even the Cabal aim to spy on everyone using AI, but the new data mega centres need silver. The stupidity is obvious.
LARGEST LIFE INSURANCE PROVIDER IN US, NEW YORK LIFE, WITH $900b AUM, SUGGESTS PRECIOUS METALS ALLOCATIONS UP TO 20% | XTwitter
Link
🚨 Pension Funds Are Rushing Into Silver, $47B Hits Jan 15
Pension funds managing millions of retirements are piling into physical silver ahead of a $47 billion institutional wave expected to hit by January 15. | XTwitter
Link
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MOST PEOPLE HAVE NO IDEA WHY SILVER WENT PARABOLIC IN 2025 TO BEGIN WITH. CHINA'S EXPORT RESTRICTIONS ON #SILVER THAT BEGINS JANUARY 1ST, 2026 WILL FINALLY BREAK THE FAKE COMEX/LBMA PAPER DERIVATIVE MARKET.
IT WILL ALSO HAVE DIRE IMPLICATIONS ON WESTERN MARKETS. FEW UNDERSTAND THIS!!! #SILVERSQUEEZE
Comment: I like the graphic but sentiment here is probably not completely correct. The silver market breaking is due to many factors including BRICS+ nations being sick of the dollar (reserve currency) being debased by continuous printing. Russia's international bank account being stolen was probably the final straw. Silver is the known weakness of the western financial system and the silver stake has been finally driven hard into the heart of the financial system. Big buyers of silvers are demanding real metal and you can't print that.... All this means is that the final solution will be going back onto a gold standard and those who have precious metals are going to get seriously rich.
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Comment: Most of these YouTUbe channels have popped up in the last two weeks. I presume that some kind of information campaign was set up by White Hats, to calm retail down. The information is highly informative. From this small selection, the oldest channel is actually 2 months old
https://www.youtube.com/@Financial_Revelations1
https://www.youtube.com/@Finalwealthwarning
https://www.youtube.com/@theboringcurrency
https://www.youtube.com/@TheExposureIndex
https://www.youtube.com/@FinanceThroughTime-i9p
#AsianGuy
DAVID JENSEN WARNS ABOUT THE ‘ASIAN GUY’⚠️
🔍 A mysterious source dubbed "Asian Guy" is flooding the silver market with intel. What's the real game?
📢 This anonymous source has gone viral, posting relentlessly about COMEX, the LBMA, and imminent shortages.
➡️ 10-20% of what he says is demonstrably wrong.
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Comment: 6th Jan 2026 | I have been thinking of providing an update on the Asian Guy AI videos for a few days because there are too many reports of events taking place that are not immediately substantiated by other silver bloggers. A wild example being that JP Morgan missing a margin call. Personally, I think the AG AI has been cloned (now AG AI2) and it's handlers are now deliberately putting out misinformation on multiple channels. I think the older videos are still most likely to be accurate, in terms of explaining how the silver market operates.
🔴 My vibe Monday when silver is at $80+ | XTwitter video Link
Comment: This will be people who bought silver at $4-5 after the last major crash/25 year low.
🔴 Silver Investors | XTwitter video Link
Comment: LOL!!
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🎁 Christmas season is the time of giving, when Russia makes sure that all of its friends get something nice and are well and merry.
As for the naughty ones, they too will get what is coming for them.
Comment: Lots of messages provided here but the most interesting is "NOT WAR JUST PEACE, FOREVER, FOREVER". If the current banking system is destroyed, then there is no credit to lend out to make wars easy and profitable.
23rd December 2025
$70 dollar spot silver price and the silver madness has only just started....
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Samsung's #silver battery breakthrough:
A battery that consume 1 kg silver!!
16 million EVs * 1 kg silver per car = 500 million oz per year!!
Annual world production is 824 million.
1 kilo per car sounds crazy high, but that is what the expert says.
#SilverSqueeze
THE "9-MINUTE" CHARGE: Why Silver Is Going To $150 (Samsung Leak)
YouTube, 23rd Dec 2025
Comment: We are provided with some excellent anaylsis here. Surprisingly, we are told that Samsung will only get distressed when the price of silver hits $1,000 an ounce! Btw the Asian Guy videos are generated by AI, but the information is all quite brilliant. The Samsung battery has just killed the financial system that traded paper silver, but today nobody wants paper, they NEED real silver! The consequences for the world's financial systems are going to be massive. Whatever, congratulations to anyone who brought silver or gold!
🔴
Boomers Who've Been Waiting For The Silver Manipulation to End Since 1980 Watching Silver Soar Through $70 Tonight... | Xtwitter video Link
Comment: LOL!!!!
🔴 Wow! This is appreciation that you don’t see much from Companies anymore! Solid Gold LEGO piece!
Additional Context: Lego didn't "just show" this. The solid gold Lego gift for 25+ year employees, and a few select others, was a program between 1979 & 1981, 45 years ago.
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Comment: Gold at new All Time Highs (ATHs) and the US dollar (world's reserve currency) is going down the drain!
14th December 2025
A Flock of Black Swans!
A Flock of Black Swans Is Forming & the Power Elite Knows Exactly Why | Thornton & Schectman
YouTube, 11th Dec 2025
Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, sits down with Dr. Mark Thornton, Senior Fellow at the Mises Institute, for a deep-dive into the systemic fragilities building beneath the surface of the global financial system and why a flock of black swans is forming all at once.
Comment: This video comes with a summary and chapters. I saw a clip on XTwitter concerning a flock of black swans link and I had to see what else was said!
Actually Thornton does not say this exactly, but the idea comes that this is back to financial jenga where nobody knows what is going to be the first financial structure to break and cause a black swan.... If you need to save time, this is where the black swan talk starts Link.
Only 5 Banks Remain Short Silver (This has NEVER Happened!) | Ed Steer
YouTube, 13th Dec 2025
Comment: I was stunned by the following concerning assessment re a parabolic price rise in silver:
Price changes in days
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$20 and $30 was 145 days.
$30 and $40 was also 145 days.
$40 and $50 was 39 days.
$50 and $60 was 12 days.
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You can work out that means silver could hit $100 by the end of the year... It explains why there are posts concerning traders very confident that silver will be $100 by January or the very latest February Link
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Comment: The silver price is skyrocketing, but I think it's getting a bit late to start buying large amounts. Millionaires are competing with billionares, investment bankers, countries and central banks! Seriously, the internet was awash with silver talk 5 years ago.... I consider this late to the party...
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Is JPMorgan hoarding silver? Here’s what it means as reports claim the bank has been stockpiling the precious metal
The Economic Times , 10th Dec 2025
Synopsis
JP Morgan is making a historic silver bet. The bank now holds over 750 million ounces of physical silver, adding 21 million ounces in six weeks. It exited 200-million-ounce paper shorts, leaving zero short contracts for the first time. Physical supply is tightening as the U.S. Mint reports coin shortages. COMEX open interest is 244% of registered silver, lease rates near 30%, and 169 million ounces moved to non-deliverable vaults.
Comment: Since this is The Economic Times (Indian), I think it is likely to be more correct.
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Comment: Yes, but gold is being revalued higher too....
Why JPMorgan Just Stockpiled 169M Ounces of Silver — The 500% Squeeze Begins
YouTube, 7th Dec 2025
Comment: JPMorgan has protected themselves against the failure of fiat currency at the same time as committing fraud to lower the silver price!
China Silver Export Restrictions Transform Global Market Dynamics
Discovery Alert, 11 Dec 2025
China's implementation of silver supply deficits control mechanisms beginning January 2026 represents a fundamental shift in global precious metals dynamics. China silver export restrictions emerge as strategic policy tools designed to preserve domestic stockpiles whilst creating leverage over Western industrial dependency. Furthermore, the convergence of industrial demand growth, monetary instability, and resource nationalism creates perfect conditions for market dislocations that dwarf traditional commodity cycles.
6th December 2025
The Silver Crisis Really Escalates! - Bullion Bankers Desperate!
This is just recap of what went down at Thanksgiving night and associated analysis. Briefly, the consensus is that LBMA and COMEX are both facing extinction and trading of precious metals will move to Asia and be controlled by China. There are conflicting thoughts of what will happen then. Some say China wants cheap silver, but others believe that the Chinese will take the opportunity to turn pricing into a casino.... Well, price discovery is now happening so the true price without massive price manipulation is far far higher. A gold to silver/gold ratio of 10-1 would be a good starter rather than the ridiculous ~75-1 that exists now. Btw, an important point. At Shanghai's metal exchange, SGE’s Trading Structure Prevents Naked Shorting of #GOLD and #SILVER Link. Greedy bankers will lose out!
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What we just discovered is shocking: bullion banks are fighting a losing war to stop a nuclear short squeeze in silver.
Comment: Here is another long thread about the stress in the silver market Link
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A global silver shortage has rattled markets, pushing Indian spot prices to Rs 1.9 lakh/kg, 20% above futures. MCX raised margins amid high demand from industries and festive buyers.
Supply issues, geopolitical tensions, and mine closures fueled the rally, doubling silver’s international price from $22 to over $50. | Oct 15 2025
WEEKLY WRAP with Alasdair Macleod | 12th Dec 2025
King World News, 6th Dec 2025
Comment: Start at ~ 7 minutes. Alasdair make it very clear that India is having problems getting physical silver. In this regard, China won't help despite being the no.2 silver producer in the world. Besides, China needs silver for it's own industrial base and sees India as competition. Therefore, India have resorted to demanding huge volumes of silver from the LBMA and Comex. I can only presume that these sleepy and corrupt metal markets have not planned for increasing demand for industrial silver and are now in BIG trouble because the silver does not exist in such huge quantities. I am not 100% convinced that retail investment demand has not started yet, but I do agree major panic has yet to start.....
Associated article @KWN Silver Short Squeeze Continues With Shortages Of Physical Metal Across The World
🔴
Major Battle for Physical Silver Raging as JP Morgan Protects Its Stack from Delivery
YouTube, 4th Dec 2025
Comment: According to Mario Innecco (maneco64 on YouTube), his insider sources claim that Middle Eastern central banks or Gulf Co-operation central banks cleaned out JP Morgan of 34 million ounces of silver which is the equivalent of 6,800 lots of silver futures. The real problem was that they wanted delivery of the physical silver a piece of piece of paper was not sufficient. JP Morgan panicked and decided to shut the silver market down by pulling the plug literally on the whole financial exchange in Chicago (CME) to hide the real problem of supplying silver demand. Furthermore, JP Morgan has shocked the silver market by withdrawing 13.4 million ounces of silver that they pretended was available for purchase. Instead this silver is withdrawn from sale making the amount of silver generally available for purchase even smaller Link. Theoretically, the price should go up due to scarcity, but these bankers have HUGE problems as they have sold silver contracts on physical silver that does not exist. Meanwhile, they are now getting REPO loans to pay margin calls.
🔴
The $100 Silver Window Is Closing — And Banks Are Banned From Selling Physical Silver
YouTube, 3 Dec 2025
37.6 million ounces of silver vanished in 47 days.
Not sold.
Not consumed.
Vanished.
From COMEX vaults.
This is the largest silver drain since 1980 — the same year silver exploded to $49 and almost collapsed the futures market.
Now it’s happening again… but this time it’s worse.
Comment: This is a history lesson and pattern recognition that history is repeating now.... I think this is excellent piece of AI.
🔴
The Night COMEX Went Dark: What Really Happened During Silver’s Black Friday Shutdown?
YouTube, 30 Nov 2025
On Thanksgiving night, silver crossed $54… and the COMEX futures market suddenly went dark. CME blamed a “cooling failure.”
But the timing, the data, and the vault movements tell a very different story.In this episode, we break down:
• The hidden stress building inside COMEX before the shutdown
• Why 7,330 delivery notices hit on Day 1
• The vault anomalies: JP Morgan’s –13M oz shift, Asahi inflows, CNT reclassifications
• Why metals were offline while everything else traded normally
• What December deliveries reveal about the real physical float
• And what the March 2026 contract is quietly signalling…
This wasn’t a glitch. It was a stress test.
Black Friday was the tremor. March is the earthquake.
Comment: This is ~ 6 minutes explanation of the Comex meltdown from an Indian perspective. India is not impressed....
🔴
7 Years of Silver Deficits Without a Significant Price Rise is WHY the Silver Shortage Will Last for Another 10 years!🧨🧨🧨 | XTwitter Link
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🧵 THREAD: What happens to #Silver if physical delivery stops? | XTwitter
Link
29th November 2025
The Silver Crisis Escalates!
Actually, there are signs of impending disaster all over the place. The following is just a brief summary of what's up!
The Silver Swan automaton- handcrafted in 1773 by James Cox and John Joseph Merlin | XTwitter video Link
Comment: Is silver manaipulation the black swan we know is coming? Listen to the bells tolling here!
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Why Silver Has Smashed To New All-Time Highs Today
David Jensen, Nov 28, 2025
Silver is trading above $55 USD/oz. today and the question for many is why.
In summary, worldwide shortage. Silver shortage has raised its head and is towering over the world’s largest cash/spot physical silver market in London where billions of oz. of silver that can’t be delivered has been sold to unwitting cash market buyers and that has now become visible.
Comment: XTwitter version: Link
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Server Overheat Excuse Questioned (CLIP)- Eric Yeung
Comment: Eric Yeung @KingKong9888 questions why the CME closed down for for 10 hours overnight which is ridiculous in today's computing world. This looks like they were due to default on a massive delivery and decided to literally pull the plug. Others claim that they had to wait for the Federal Reserve to open and give a bank or banks an emergency $24.4B bailout (liquidity lifeline) so that they could carry on.... Link
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🔴 The official story gets stranger by the hour.
If the outage was truly a “cooling issue”, we’d see it across multiple CyrusOne clients — not only on CME’s matching engine during a vertical move. | XTwitter Link
Comment: There is some serious skepticism concerning what happened when the price of silver went vertical (all time high) and then suddenly trading was stopped... Actually, the price of gold futures were also at record heights so this might have been desperation on two fronts....
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Silver Breakout - Mike Maloney on What Comes Next
YouTube, 28th Nov 2025
Comment: 90% of global derivatives trading stopped! Folk are really excited.
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🔴
BREAKING INTEL: China Is Refusing To Send Its Silver To London To Fulfill Orders—
This Action Will Trigger A Run On Silver When Silver Supplies Run Out!
Comment: So ICBC bank in China lends to the LBMA. The CCP clamps down and now Shanghai is short? Total chaos!
🔴
China is running short on #Silver — Shanghai inventories have collapsed to decade lows. The supply squeeze keeps tightening.| XTwitter Link
Comment: The price is too low! The solution is so simple except bankers who are naked short will lose billions when they are forced to buy back millions of ounces of silver at exorbitant prices.
🧵 1/
The global silver market just flashed another major warning signal — and this time it’s coming from all three pillars of the physical system:
🇬🇧 London
🇺🇸 COMEX
🇨🇳 Shanghai
All are reporting simultaneous drawdowns.
That almost never happens… unless something big is brewing. | XTwitter Link
Comment: Yes the system went bang, 4 days after this post!
Previous technical glitches | XTwitter Link
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The silver system has already defaulted, says David Jensen.
@ASchectman sits down with the LBMA expert to break down what really happened in London – the backwardation, the missing metal, the 50M-oz emergency injection, and why global silver price discovery may never be the same.
‘London Silver & Gold Market Is a Smoking Hole’ – What Happens Next | David Jensen & Andy Schectman
YouTube, 16 Nov 2025
Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, sits down with mining executive and precious metals analyst David Jensen to break down what may be the most important silver story of our time: a rolling failure inside the London Bullion Market Association (LBMA).
Reply by Eric Yeung 👍🚀🌕@KingKong9888
David Jensen:
1) All LBMA forward bilateral contracts are based on spot bilateral contracts, and forwards are only a small portion of overall contracts.
2) LBMA is not a centralized exchange like the COMEX. They can’t “force majeure” to cash settle like the COMEX. It will be a messy situation if they can’t get physical metals to full-fill their contract obligations.
3) The LBMA effectively has ZERO physical #Silver free-float right now despite getting #Silver from the COMEX. The LBMA is living HAND to MOUTH. Whatever physical #Silver the LBMA is getting right now is already gone (out for delivery).
4) LBMA is screwed if you take COMEX concentrated “naked shorts” into consideration as well. | Link
Comment: Eric Yeung based in Hong Kong really understands this truly opaque trading system and his analysis of how bad the LBMA's situation stands implies that the crisis will soon become obvious and infect bullion banks. Why? Because many have paper contracts that do not represent physical metal rather access to price fluctuations. Others have what they think is a paper certificate that they think represents real metal but the problem is that the same metal has been sold to many other institutions at a ratio of ~ 400-1. This is an epic mess. There is not enough metal to go round.
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🤣🤣🤣Hedge funds weren’t built for a world where yen is no longer “free money.”💸💸💸
Japan’s 30-year just ripped to 3.30%...highest since ‘96.
Carry trade era?
Over.🚫
Stress zone?
Passed it.
We’re deep in panic😱 territory now.
Cheap yen funded everything:
Leverage, swaps, ETF shorts, synthetic hedges, even the clown show on meme stocks.
When the cost of yen goes vertical, funding implodes, hedges break,and suddenly assets they swore “can’t squeeze”…start breathing fire.
JGBs aren’t just bonds...they’re the margin engine of the whole synthetic short universe.
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The Hidden $20 Trillion Global Carry Trade That Will Unwind Everything
YouTube, 22 Nov 2025
More: THE SILENT COLLAPSE: How Japan Just Triggered The Greatest Wealth Transfer In Human History Link
🔴
Yen/Dollar Carry Trade, a short explanation. | XTwitter video Link
Comment: This is another major problem brewing as the unwind will trigger instability in the global financial systen.
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Interview with UK's MoneyMagpie
Jasmine Birtles and I discuss why and how the credit bubble will burst and the consequences for investors. Recorded last Wednesday.
Alasdair Macleod, Nov 18, 2025
“Fiat currency collapse, a historic credit bubble, systemic risk, gold, silver and the end of the current financial system are exactly what I dig into in this MoneyMagpie Invest episode with Alasdair Macleod. We talk about why every fiat currency in history has died, why this credit bubble looks bigger than anything we have seen before and what happens to ordinary savers when the system finally snaps.
”In this conversation, Alasdair explains how debt, money printing and leverage have created a huge global bubble in credit and equities, why the dollar and other major currencies are at the centre of the problem and why he believes we are now in the end game for fiat money. We look at historic episodes like Weimar Germany, the Great Depression and previous credit implosions and ask whether today’s mix of record debt and political paralysis is even worse.
Comment: Ex banker Alasdair Macleod gives his standard talk on getting out of credit and into real money.
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BlackRock FAILS Credit Test For $1.7 Trillion Debt TIME BOMB
YouTube, 26 Nov 2025
Comment: The GREAT FINANCIAL CRISIS VERSION II is brewing and even GIANTS LIKE BLACKROCK MIGHT BE AT THE CENTRE OF IT!!!!!!
14th November 2025 | Update 15th November 2025
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Saw this at the piggly wiggly this morning!
#silver making headlines!
Comment: I presume this is a fake TIME front cover, but the sentiment and silver price increase is just about right (depending on currency). Btw, the bankers are naked shorting silver in desperation, so who knows what the price will become when they are forced to give up. Many believe the death trap for bullion bankers is coming soon.... This will be when there is a failure to deliver real physical silver for a BIG customer and opinions do vary as to how that will be handled.
Update: 15th Nov 2025
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🧵 THE SYSTEM IS STRAINING — AND SILVER KNOWS IT
Comment: Top post edited. This is a good thread. Decent summaries are hard to find.
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Silver Explodes - There's Just Not Enough | Bill Holter
YouTube, 10th Nov 2025
Bill Holter joins Dunagun Kaiser to discuss the growing dominance of the physical gold and silver markets over paper manipulation. Holter warns that failure-to-deliver risks on COMEX could soon expose the fragility of the global financial system as real metal supplies tighten in New York, London, and Shanghai. He explains how a credit freeze or liquidity crisis could rapidly trigger systemic collapse and why physical ownership outside the system is critical. Bill also details the historic anomaly in junk silver premiums, why refiners are melting it down, and why it may soon become the most valuable form of silver. Finally, he cautions investors to avoid predatory dealers and shares how to verify legitimate bullion sources before it’s too late.
Ed Steer says, "In December, silver will explode like never before."
YouTube, 10th Nov 2025
Comment: Despite the title, this is a basic synopsis of what is going on in the silver market. I think this video is AI generated but the content is good enough. Many are stating that silver is about to skyrocket, but obtaining silver now is getting harder and a longer process due to shortages.
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🧵 SILVER LOCKDOWN — The Global Shift Has Begun 🥈⚡
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Oct. 29 — China quietly changed the rules.
From 2026, every silver export will require an individual license per contract.
No quota, no freedom. You want silver out of China? You’ll need Beijing’s permission. 🇨🇳
Comment: I wondered if this was prompted by the ICBC bailing the LBMA out last month, see details in blog below. The Chinese government have a long term goal of world domination and due to Tariffs are not playing nice when it comes to supplying critical minerals. Still, China is falling apart due to their Tofu Dreg construction, so I have a very hard time thinking the current government is going to survive all the disasters coming their way.
Royal Mint CHAOS - They Sent SILVER Instead of GOLD — You Won’t Believe What Happened!!
YouTube, 12th Nov 2025
Comment: Royal Mint Chaos! Imagine paying for gold and getting silver... Apparently 4 other customers got the same poor customer service...
The Royal Mint sends out 45,000 packages a month, but this is still terrible....
Serious Trouble at The Royal Mint – UK Bullion Buyers BEWARE!
YouTube, 2nd Nov 2025
Something strange is happening at The Royal Mint, and it’s starting to worry UK investors and gold and silver stackers alike. Reports are coming in that The Royal Mint is cancelling customer orders, delaying shipments, and struggling to keep up with demand — even as gold and silver prices continue to rise.
In this video, I break down exactly what’s going on behind the scenes at Britain’s national mint, why these order cancellations are happening, and what this means for the future of UK bullion investing. Is it simply a backlog, a supply issue, or something more concerning about how The Royal Mint operates?
Comment: Royal Mint cancelling orders when the gold price goes up? We only know because Backyard Bullion is an influencer with 85K followers.
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Fury after Royal Mail offers man £750 after losing £10,000 gold bar in post
Metro 10th Nov 2025
A man says a £10,000 gold bar, which he planned to use for part of his pension, has been lost by Royal Mail.
Rob Hobson bought a 100g gold Britannia bar from his dad’s inheritance and had agreed a buyback offer from the Royal Mint after it was valued at £9,731.
But despite sending it special delivery and with extra insurance, the bar never arrived at its destination.
Comment: I asked at my local Post Office and the teller stated that they only insure up to £5,000 and you have to tell them what's in the package and pay the additional insurance cost. XTwitter headline only
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🎯 Hedge funds are borrowing at record levels, pumping up their bets with borrowed money. While this can boost profits, it’s a double-edged sword: if markets turn, losses are magnified, forcing quick sell-offs that can disrupt the wider financial system.
This leverage risk creates a fragile web of interconnected threats that regulators are watching closely, warning that a sudden market shock could trigger a cascade of liquidity problems and financial instability. #HedgeFunds #LeverageRisk #FinancialStability
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A Trillion-Dollar Time Bomb Just Went Off on Wall Street
YouTube, 7th Nov 2025
UBS is reportedly closing down not one but two hedge funds, in a more that raises a lot of questions but also some very uncomfortable parallels to 2007. One of those funds is exposed to First Brands, so understandable. The other...isn't. And that raises the prospect of the R-word; in this case, that does not stand for recession, rather its uglier monetary twin.
Comment: Rich people losing money is a no-no! The panic of rich people trying to get their money back is what causes the crisis of distress/fire sales. Next will be the stampede into gold.... Update: Holy Sh*t! The Credit Losses Are WAY Bigger Than You Think | 12th Nov 2025
Comment 2: Hard to comprehend that BlackRock - the world’s biggest investment group - are facing heavy losses after its shadow banking business fell victim to an alleged $500m (£380m) fraud. Yes, lost ALL their investment money....
BlackRock in $500m shadow banking blow-up.
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Holy Sh*t…Two SUBPRIME Hedge Funds Just Blew Up (Exactly Like Bear Stearns)
YouTube, 12th Nov 2025
Comment: George Gammon also talks about Hedge Funds blowing up and gives a history lesson comparison with the last major financial crisis (GFC). This is dealt with in more detail here
Here Come The Hedge Fund Bailouts.... | Xtwitter video Link
Comment: Hmmmm...... Found this from May 2024.... Looks like someone saw Hedge Fund bailouts (via the back door) coming....
[Missing?] Gold at Fort Knox
YouTube, 9th Nov 2025
Comment: This link starts at the short story of a Rockefeller personal assistant who became a whistleblower and who ended up dead for revealing there was a problem with missing gold at Fort Knox.... Since this has been long suspected, it's interesting to hear this story.
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The #illusion of wealth: #Stockmarkets vs #Gold reality | XTwitter Link
Comment: Rafi Farber has been doing these charts, gold vs Bitcoin too....
Unfortunately, the implications are not obvious for most to understand when people don't know the difference between money and credit.
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🪙🥇Central banks already entered the golden age.
Comment: I am hoping we get a 'real' golden age, but I think some major clean-up is still required....
31st October 2025 (Update: 1st & 2nd November 2025)
We have a Real Silver Crisis!
Silver’s Red Alert: Backwardation Exposes the Paper Market Lie
YouTube, 1st Nov 2025
Beware: Silver’s backwardation is revealing a lie at the heart of the paper market. This significant pattern is an indication of a structural shift from the paper to the physical markets, which changes everything. Prices have been printed, not discovered, and now physical demand is calling the bluff. This is the red alert for every investor still trusting paper value.
Comment: Lynette Zang explains that there is some serious demand in the silver market by BIG buyers...
The Global Silver Shortage Has Arrived - and Dirt-Cheap Prices Are to Blame
After decades of price suppression, the world is waking up to a silver deficit so deep it could ignite the biggest precious metals bull run in history.
The Jerusalem Post, 31st Oct 2025
Jon Little has recently acknowledged that his earlier concerns about outright silver scarcity may require refinement.
By some estimates, approximately 6.8 billion ounces of silver exist globally, enough to suggest that physical shortage is a "relative term."Moreover, the critical nuance lies in the market-clearing price: while there is silver "out there," it is disappearing when it was priced from $28.85 (January 2025) to today's $50 per ounce. When adjusting for decades of monetary inflation and shifts in real purchasing power, the true equilibrium price for silver may be well above $600 per ounce. At such levels, latent inventory could indeed come to market-potentially alleviating the shortage for a limited period of perhaps a year or two. [...]
Put simply, Jon Little states, "the paper-derivative attacks that crushed Silver's price are exactly what created today's shortage. If Silver had been given the respect it deserved over the past century, it wouldn't have been squandered in torpedoes, bombs, missiles, space stations, and mountains of discarded electronics rusting or smoldering in landfills across the developing world."
1st Nov 2025 Update | Comment: The real question is: why the failure to keep up with inflation? Seriously, trying to support the US dollar and the derivatives market no longer makes sense...
Even Robert Gottlieb, ex-executive of JP Morgan Bullion bank is implying that the physical #Silver that was shipped from NY and Shanghai to London to alleviate the super low physical #Silver free-float at the LBMA was short-lived.
#Silver is now back in backwardation (LBMA spot vs COMEX futures). | XTwitter
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Comment: Basically, it has been established from many different sources that LBMA borrowing silver on a short term basis is a waste of time.... The end is coming....
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London's Serious Silver Shortage Continues
Jensen's Economic, Precious Metals, & Markets Newsletter,
Oct 30, 2025
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Someone BIG Just Froze the Silver Price Breakout… UNTIL | Eric Yeung
YouTube, 29th Oct 2025
Comment: Eric Yeung explains that the ICBC (Industrial and Commercial Bank of China) bailed out the LBMA for 3 months by leasing them 100 - 150 milion tonnes of silver for 3 months (according to Bloomberg). So the LBMA have only delayed the inevitable by a couple of months... What is worse is that those watching realise they have been given another opportunity to buy cheaper silver.... Much higher prices are required to fix the problem, but that would mess up the derivatives market and some big banks will get seriously burnt...
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@BullionaireBob | Well - if it was not clear before it is now!
The #silver miners NOT coming to the rescue once the #LBMA and #COMEX run out of #freefloat in Dec - Mar
All eyes 👀 will turn to the #stackers and the prices for #physical silver will 🚀
#silversqueeze | XTwitter
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Gold and Silver Will Go Vertical Only After Final Money Printing Round Begins
YouTube, 30th Oct 2025
Comment: Rafi Farber @EndGameInvestor is surprised by how quickly the gold price is shooting up, even after a major correction in the last few weeks. Therefore, he thinks we are much closer to financial collapse than he previously believed.... However, with all the funny money printing (14 "magic money computers" run by the US federal government) and only keeping track in secret, who knows whether the concept of a final round of money printing is valid? Rafi talks about the Repo facility being taped, basically banks emergency lending cash from the Fed.
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my Japanese silver samurai — @BruceIkeGold
"upward price pressure stays for long term" 🩶 | XTwitter
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Where #silver could be in 6 month? Well over $100 or maybe $200 | XTwitter
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The masses still have no clue about silver! A give-away.... XTwitter video
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The security guards watching over 400,000 gold bars at the Bank of England are on strike from 7 am on 13 Nov.
Alarm system or new Louvre? 🤔
For the avoidance of doubt, this is humour, not incitement.
Comment: When I first saw this I thought it was a joke.... Seriously, the LBMA are begging for a break-in to hide the fact that gold they have claimed for years is in their vaults is not there and therefore has been stolen due to a strike... This is truly pathetic....
Unions claim Bank of England gold under threat as security staff walk out
Strike leaves £200bn worth of bullion ‘vulnerable’ to theft
Telegraph, 39th Oct 2025
Union bosses claim the Bank of England’s £200bn gold reserves will be left “vulnerable” as security guards prepare to walk out in a pay row.
Around 40 workers at the outsourced security firm Amulet will strike for 24 hours from 7am on Nov 13, with a picket line planned outside the central bank on London’s Threadneedle Street.
The Bank of England’s vaults hold around 400,000 gold bars worth more than £200bn, making it the second largest custodian of gold in the world behind the Federal Reserve Bank of New York.
Unite said the security staff involved in the dispute were responsible for the Bank’s perimeter and the control room, meaning any strike action would leave it in a “vulnerable” position.
‘No choice but to take action’
Comment: Is this where the idea came from? French police arrest six over armed robbery at gold laboratory
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Repo Market | "Why is nobody covering what's happening with the banks right now and the repo market?" ! 29th Oct 2025 Link
Comment: US Bank runs coming? This is just an alternative opinion.
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Welcome back, Michael Burry.
How are we planning to short the Everything Bubble? | XTwitter video Link
Comment: From what I have seen, the famous Michael Burry (who predicted the 07 Great Financial Crisis and made a fortune) has been making noises about how bad things are for at least 2/3 years. The BIG SHORT movie trailer is in this thread plus a video of Michael Burry explaining how the entire system is one big Ponzi scheme ticking time bomb.
Steve Eisman Reacts to Scenes From The Big Short
YouTube, 24 Sept 2025
Steve Eisman reacts to some scenes from 2015's The Big Short and reveals what was true, where there was literary license, and gives some insight on what was really going on during the 2008 financial crisis.
14th October 2025
Demise of LBMA’s Silver Promissory Note Scheme Marks the End of the Fiat Currency Regime.
YouTube, 14th Oct 2025
Comment: This is a bit of a ramble. The LBMA, the most important gold and silver market in the world has zero silver liquidity as of last Friday (10th October 2025). Basically the LBMA / London Bullion Metal Association is completely dry! Default coming next? Is the LBMA finished? Those claiming there is plenty of silver are deluded... Yes, there is silver in the ground, but bankers suppressing the price for decades means miners don't have the capacity to get at extra silver quickly. So, traders trading zillions of ounces in paper contracts have had a monkey wrench thrown by a few wise ones demanding the real physical metal (ie people who need silver for electronics and solar panels etc plus canny investors). There was a previous problem with gold, but who knows if that is still an ongoing problem. Some realise the fiat currency system is about to collapse. Literally, there will be no credit to borrow to trade with.... Real assets will be required in the future.
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Lineups stretch around the block at ABC Bullion, buyers rushing in for Gold & Silver like it’s 1979 all over again. 🥇🥈 | XTwitter video Link
Comment: This is not just a meme, this is Australia. Please note previous reports of the rush to buy gold. Silver buying is now a serious problem in some countries.
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🚨Royal Mint restricts sales of 1 oz Gold & Silver Britannias.
The SILVER FREEZE Has Begun — Dealers & Refineries Stuck!
YouTube, 14th Oct 2025
Comment: Quite frankly, wholesale suppliers can't get stock, but the mainstream retail panic buying has not even started yet.... Quite astounding.... I thought the CEO here sounded embarrassed for letting his customers down but it's not his fault! Well, with the paper to physical ratio at ~396-1 it's no surprise that big players demanding real physical (via a complicated system that is not worth the effort to explain here), has caused a major headache. The corrupt system is imploding right now.
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Comment: You can read this Indian newspaper article online Link.
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Silver Gets Rushed To London To Cover LBMA Shortage
YouTube, 13th Oct 2025
Comment: As a one time insider, Vince provides excellent explanations on what the hell is going on.... It seems the current silver crisis has been created between a small consortium of banks working together trading silver. If you audit once a year things can go wrong.... Anyway, all the media reports of LBMA flying silver from the United States to London is ridiculous. (Andy Schectman CEO of Miles Franklin agrees with me, see Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman. Silver weighs a lot but is actually very cheap compared to gold so transportation costs are not viable... Now if they used secret fast MAGLEV trains as described in the movie Kingsman: The Secret Service which we know exist, then yes, they could get silver fast.... To save some big bullion banks, then desperate measures might be taken.... LOL!
WEEKLY WRAP with Alasdair Macleod | 10th October 2025
Kingworld News
Comment: The end of the fiat currency system. Too much paper printing. Investment portfolio managers now have to rotate into gold/gold mining stocks which will affect silver and all the other metals. Some old PM stackers are going to get stinking rich....
London Silver Shortage Leads To Squeeze, As US & China Hoard
YouTube, 10th October 2025
Yesterday was a historic day in the silver market. But not just because the price finally broke the $50 level.
There was some wild action beneath the surface, as a key spread between the London and New York silver pricing essentially broke down, in one of the more significant events we've seen yet in silver history. And fortunately, Vince Lanci is here today to break it down and explain exactly what happened.
Comment: Vince Lanci is getting some respect from me because he knows how to explain things well in a system that was designed to be opaque and keep prying eyes away from watching the corruption.
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Can the banksters keep silver down forever? 🤔 They can rig the game, but they can’t change the rules of supply and demand. Tick tock.
Comment: Now, silver refiners are REFUSING TO PLAY THE GAME.... Bankers and traders are in deep sh#t... You can't meet your obligations in PMs when no one will supply you....
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A U.S. TREASURY-ISSUED GOLD-BACKED STABLECOIN? ⚖️
Dr. Judy Shelton told me she envisions a “Solidus”.
A modern digital currency partially backed by a gold-convertible Treasury.
A nod to the ancient Roman coin that stood for strength and trust. This idea could fuse blockchain transparency with sound-money integrity.
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Comment: Using a stablecoin and avoiding the corrupt banking system seems like a good idea....
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