Hanzo ㊗️
Hanzo ㊗️|12月 30, 2025 18:16
🚨 SILVER SHORT JUST BECAME MATHEMATICALLY IMPOSSIBLE BofA and Citi combined are short 4.4 billion ounces of silver. Global annual production? 800 million ounces. These two banks would need to buy every single ounce mined on planet Earth for the next 5.5 years straight just to cover their positions. No jewelry. No solar panels. No electronics. Nothing else gets any silver. And here's the problem: industrial demand already eats up 60% of annual supply. The actual investable float is tiny. They're not shorting a market with real inventory behind it. They're shorting phantom supply that doesn't physically exist. So how did this happen? Rehypothecation and unallocated accounts. Bullion banks lease the same physical bar to multiple clients. You buy "silver exposure," they take your cash and use it to suppress COMEX prices. Works great until someone actually wants delivery. The moment a sovereign wealth fund or major industrial buyer demands physical metal at scale, the system breaks. There isn't enough real silver to back the paper contracts they've sold. This isn't like the Hunt Brothers in 1980. That was two guys trying to corner the market by buying physical. This is the opposite. Major institutions have naked shorted five times the annual planetary output of a strategic metal. When this unwinds, COMEX will probably invoke force majeure. Cash settlement only. "Sorry, we can't deliver the metal we sold you. Here's cash at yesterday's closing price." But the real physical metal? That'll be trading somewhere completely different. You'll see market bifurcation. Paper price stays suppressed and managed. Physical price goes vertical. If you're holding a contract and not the actual metal, you're holding paper promises from banks that are short 5.5 years of global production. That's the position. No precedent for this at current scale. When the squeeze starts, paper and physical will price two entirely different realities.(Hanzo ㊗️)
+6
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads