Post
CryptoZeno
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🚨 WARNING: #SILVER IS FLASHING A SYSTEM RISK SIGNAL… AND THE GAP CAN NO LONGER BE IGNORED
COMEX shows silver near 100 per ounce but that number is no longer real. The physical market has broken away with Japan clearing around 145 the UAE near 165 and China around 140. A forty to sixty percent spread is not a discount. It is a signal that the paper market has detached from reality.
Physical demand is overwhelming supply. Solar manufacturers are consuming annual output China is tightening exports and strategic reserves are at historic lows. The cheap price is only for paper claims that depend on trust in a system losing credibility.
The reason the gap does not close is simple. Banks that dominate paper trading are heavily short. If silver snaps to the real clearing zone near 130 to 150 the losses on those positions would be massive and would hit balance sheets instantly. Tier one capital ratios would weaken and stress would show up across the system. This is not active price discovery. It is survival mode.
Physical buyers are quietly removing silver from vaults while banks keep issuing synthetic exposure. Real metal leaves the system while paper claims multiply. As registered inventory drops each withdrawal increases the pressure. When the vaults reach a critical threshold the paper price becomes irrelevant and the market reprices to physical instantly.
This is not ordinary manipulation. It is a structural warning that solvency risk is building in the background. If the squeeze accelerates silver can reprice violently and spill into other risk markets including crypto. Movements in hard assets often lead funding stress and $BTC reacts quickly when liquidity tightens. $BNB
#goldsilveratrecordhighs #trumpcancelseutariffthreat
COMEX shows silver near 100 per ounce but that number is no longer real. The physical market has broken away with Japan clearing around 145 the UAE near 165 and China around 140. A forty to sixty percent spread is not a discount. It is a signal that the paper market has detached from reality.
Physical demand is overwhelming supply. Solar manufacturers are consuming annual output China is tightening exports and strategic reserves are at historic lows. The cheap price is only for paper claims that depend on trust in a system losing credibility.
The reason the gap does not close is simple. Banks that dominate paper trading are heavily short. If silver snaps to the real clearing zone near 130 to 150 the losses on those positions would be massive and would hit balance sheets instantly. Tier one capital ratios would weaken and stress would show up across the system. This is not active price discovery. It is survival mode.
Physical buyers are quietly removing silver from vaults while banks keep issuing synthetic exposure. Real metal leaves the system while paper claims multiply. As registered inventory drops each withdrawal increases the pressure. When the vaults reach a critical threshold the paper price becomes irrelevant and the market reprices to physical instantly.
This is not ordinary manipulation. It is a structural warning that solvency risk is building in the background. If the squeeze accelerates silver can reprice violently and spill into other risk markets including crypto. Movements in hard assets often lead funding stress and $BTC reacts quickly when liquidity tightens. $BNB
#goldsilveratrecordhighs #trumpcancelseutariffthreat
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