🚨 THIS HAS NEVER HAPPENED BEFORE, NEVER!!!

I’ve been analyzing this for 12 hours and it’s worse than I thought.

Silver production: ~800 million ounces/year
Bank shorts: 4.4 billion ounces
If silver keeps rising, the biggest banks in the United States will collapse.

Here’s what I discovered:

Yesterday, silver hit $92. Then it dropped more than 6% in a few minutes, rebounded to around $91, and now it’s crashing again.

I’ve been in these markets for 20 years. Most people see a normal correction, but I see a TRAP.

At $90 / oz, their combined short position now represents a liability of approximately $390 BILLION.

That’s larger than the market capitalization of most global banks.

This is literally survival. Banks are doing everything they can to stay afloat.

WHY THE DROP $86 OVERNIGHT?

They had to do it. If silver had surpassed $100 yesterday, margin calls would have liquidated those banks.

They offloaded paper contracts during a period of low liquidity overnight to FORCE THE PRICE DOWN.

But let’s look more closely at the physical market:

While the paper price dropped $6, lease rates simply increased.

The cost of borrowing physical silver is skyrocketing.

We are in RETREAT.

Spot Price > Futures Price.

This means people don’t want a paper promise in 6 months, they want the metal NOW.

THE MATH IS TERMINAL:

We know shorts hold 4.4 billion ounces.
We know annual extraction is about 800 million ounces.

But at $90, the supply of recyclable material is running out because people are hoarding it.
And industrial demand ( AI chips, solar energy, electric vehicles ) is inelastic: they must buy at any price to keep factories running.

BofA and Citi are not only short on the metal but are short on the industrial revolution.

THE "FORCE MAJEURE" IS THE FOLLOWING

I warned you two weeks ago about “cash liquidation.”

It’s already starting in wholesale markets.

Distributors are quoting unavailable delivery dates or 6-week delays for volume deliveries.

When the price again surpasses $92 ( it will ), it won’t stop at $100.

It will spike to $150 overnight when the first major short declares force majeure.

THE TWO MARKETS ARE SEPARATING:

1. Screen Price ($88): A fiction maintained by algorithms.
2. Street Price: unreachable.

They are shaking the tree one last time to get your physical...

BUT DO NOT SELL.
We are witnessing the death of the paper derivatives market in real time.

Ladies and gentlemen, welcome to the supercycle of commodities.

How do I know all this?

I’ve worked in macro from 2003 and have predicted all market highs and lows for OVER 10 YEARS.

From now on, I promise to share all my moves publicly so everyone can see.

If you want to profit, all you have to do is follow me.

Many will regret not following me earlier.