On December 29, most traders saw only one thing on their screens:
📉 Silver “crashed” nearly 5% in Western markets.
But while New York was panicking…
Shanghai was calmly buying silver at $82/oz.
Even more shocking?
💥 The $8 Shanghai premium WIDENED during the crash.
This wasn’t volatility.
This was the collapse of Western price discovery.
🧩 WHAT MAINSTREAM MEDIA WON’T TELL YOU
Behind the scenes, the familiar playbook was deployed:
• CME margin hike to $25,000
• Second margin increase in just 17 days
• Thin holiday liquidity
• Leveraged longs forced to liquidate
We’ve seen this before:
📌 1980 – Hunt Brothers
📌 2011 – Five margin hikes in nine days
But this time…
⚠️ Something broke.
🌏 TWO MARKETS. TWO REALITIES.
New York crashed.
Shanghai didn’t.
Chinese buyers kept paying 11% ABOVE the so-called “global benchmark.”
Why?
Because China doesn’t want paper contracts.
🇨🇳 China needs PHYSICAL silver.
Screens don’t power factories.
Metal does.
📊 THE NUMBERS THEY’RE HIDING
These are not opinions. These are facts:
🔹 60% of COMEX registered silver claimed in just 4 days (December)
🔹 820 million ounces of cumulative silver deficit since 2021
🔹 Silver lease rates hit 34.9% in October — ALL-TIME RECORD
🔹 China controls 60–70% of global silver refining
This is not a healthy market.
This is a physical bottleneck.
⏰ JANUARY 1, 2026: THE GAME CHANGES
📢 MOFCOM Announcement No. 68 goes live
China will now require export licenses for silver:
• 80 metric ton minimum production threshold
• Small exporters ❌ eliminated
• Supply concentration 📉
• Global availability tightens 🔒
This is structural.
And it’s irreversible.
🚗🚀 ELON MUSK JUST CONFIRMED IT
On December 26, Elon Musk warned:
🗣️ “This is not good. Silver is needed in many industrial processes.”
This isn’t a blogger talking.
This is the man behind Tesla, SpaceX, and xAI 🚀⚡
When Elon flags silver, he’s not speculating —
He’s protecting supply chains.
🔮 THE PREDICTION (AND THE LINE IN THE SAND)
📍 Shanghai silver premium will NOT fall below $5 by March 1st.
If it does?
➡️ I’m wrong about everything.
If it doesn’t?
⚠️ You are witnessing the end of paper silver price suppression.
🧠 WHAT REALLY HAPPENED
• Algorithms crashed COMEX
• Margin hikes forced paper selling
• Shanghai shrugged
• Factories kept buying
Shanghai’s message was simple:
“We don’t care what your screens say. We need metal.”
One market trades promises 📄
One market trades reality 🪙
👉 Reality just won.
🔖 Bookmark this.
History will remember December 2025 as the moment
silver stopped being priced by paper and started being priced by necessity.
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