$BTC | MACRO ALERT 🚨
China has restricted gold exports for years —
gold flows in, but rarely flows out.
Since then? Gold prices have gone parabolic.
Now China is applying a similar playbook to silver.
Starting Jan 1, 2026, silver exporters will need special government licenses —
and only large, state-approved players qualify.
This tightens global supply significantly,
especially with silver already running multi-year deficits.
Even Elon Musk weighed in, calling it “not good” —
silver is critical for EVs, solar panels, and electronics.
Industrial demand isn’t slowing — it’s accelerating.
