Salar_X

This hasn’t happened since 1968.

For the first time in 60 years, central banks hold more Gold than U.S. Treasuries.

They just bought the dip and that is not a coincidence.

If you hold any assets right now, you MUST pay attention:

This is not diversification or politics.

Central banks are doing the opposite of what the public is told to do.

They are reducing exposure to U.S. debt.
They are accumulating physical gold.
They are preparing for stress, not growth.

Treasuries are the backbone of the financial system.

They are used as collateral.
They anchor global liquidity.
They support leverage across banks, funds, and governments.

When trust in Treasuries weakens, everything built on top of them becomes unstable.

This is how market collapses actually begin.

Not with panic.
Not with headlines.
But with silent shifts in reserves and collateral.

Look at history:

1⃣ 1971–1974

→ Gold standard breaks
→ Inflation surges
→ Stocks stagnate for a decade

2⃣ 2008–2009

→ Credit markets freeze
→ Forced liquidations cascade
→ Gold preserves purchasing power

3⃣ 2020

→ Liquidity vanishes overnight
→ Trillions are printed
→ Asset bubbles inflate everywhere

Now we are entering the next phase.

This time, central banks are moving first.

What you are seeing now is the early stage of stress:
→ Rising debt concerns
→ Geopolitical risk
→ Tightening liquidity
→ Growing reliance on hard assets

Once bonds crack, the sequence is always the same:
→ Credit tightens
→ Margin calls spread
→ Funds sell what they can, not what they want
→ Stocks and real estate follow lower

The Federal Reserve has no clean exit.

1⃣ Cut rates and print:
→ The dollar weakens
→ Gold reprices higher
→ Confidence erodes further

2⃣ Stay tight:
→ The dollar is defended
→ Credit breaks
→ Markets reprice violently

Either way, something breaks.

There is NO way out.

Central banks are not speculating.
They are insulating themselves from systemic risk.

By the time this becomes obvious to the public, positioning will already be done.

Most will react.
A few will be prepared.

The shift has already started.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling major tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn notifications before it's too late.

$LIGHT $BULLA $RIVER

Banks and brokers made ~ $5 BILLION.
While everyone else lost over ~ $10 TRILLION.

This was the BIGGEST manipulation ever.

Let me explain this in simple words.

COMEX settlement is based on a VWAP from 13:24 to 13:25 ET.

LBMA settlement happens at 12:00 UK time.

Most silver OTC contracts settle off the LBMA reference, and a lot of OTC expires into month end.

Now look at Jan 30.

LBMA silver benchmark settled at $103.19.
COMEX benchmark a few hours later settled at $78.29.

That is a massive dislocation.

And metals crashed in isolation.
Stocks, bonds, and other commodities were basically unaffected.

Anyone who understands markets knows this is logically wrong.

Now connect the dots.

On Friday, COMEX open interest dropped by ~8k contracts by end of day.

Using the LBMA vs COMEX differential as the reference, banks could extract ~ $1B gain on shorts by pushing COMEX through the floor AFTER LBMA settled.

But it gets worse.

$SLV kept trading after the LBMA benchmark settlement and printed almost a 20% discount to NAV.

Here's the trick.

AP banks could buy $SLV shares from panic sellers, tender the shares, claim bars at $103.19, and make a killing.

And the data lines up.

According to iShares, $SLV share count increased by ~51M shares from Thursday to Friday.

Because of the NAV discount, banks could extract up to ~ $1.5B exploiting the ETF if they bought that share increase and then turned around to claim bars at the higher settlement price.

Keep an eye on ETF redemptions.

Then you had the leveraged ETF layer.

Leveraged silver ETFs like $AGQ got forced into liquidating a huge amount of derivatives during the crash.

Brokers made a killing there too.

All in all, it's fair to estimate banks and brokers made up to ~ $5B in profits, or reduced losses, orchestrating one of the biggest one day silver manipulations in history.

And they likely made more if the same dynamic hit gold, platinum, and palladium too.

The result is simple.

A massive price dislocation.

Not only physical vs paper.
But also between products and exchanges.

Trading resumes in less than 24 hours.

And there is a real chance what's next is even more historic than Friday.

Because China and India won't stop buying silver with the severe industrial shortage they're dealing with.

I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on.

I'll post the warning BEFORE it hits the headlines.