Silver goes ballistic and shakes the financial system

[Liliea]

Paper contracts got sold but the physical metal still carries some value for a rainy day.

Here is umbrella for overwhelmed investors: tokenized gold in ethers backed by physical gold, a combination of physical assets and digital technology. This opens the door for other metals (Mother Earth's assets) to follow suit with this hybrid model.

Hong Kong's tokenized gold ETF: A gateway to digital-physical convergence in precious metals.​

The Hang Seng Gold ETF, managed by Hang Seng Bank, operates under a dual-structure model:
exchange-traded shares and tokenized fund units on the Ethereum blockchain.

Remember that the Ethereum blockchain is the Rothschild (HSBC) project. This is the first step toward normalizing smart contracts, AI agents, programmable blockchain capabilities, decentralized financial protocols, and a model for the future of asset ownership. In short, the tokenization of things (all things! ).

This design allows investors to own physical gold stored in Hong Kong vaults, while taking advantage of blockchain technology to achieve transparency and fractional ownership. The tokenized units, issued by HSBC Bank, are not traded on secondary crypto markets. They are subscribed or redeemed through authorized distributors. Ensuring regulatory compliance and liquidity management.
The ETF's cost structure is a key factor that sets it apart from other financial instruments. With an annual management fee of 0.25% and a total recurring expense ratio of 0.4%, it is a very attractive option.

... one week before the stock market closes in China.

It is considered a convergence point between the digital and physical worlds. For institutional investors, tokenization reduces counterparty risk and operating costs, enabling real-time settlement and programmable asset management.

This is how they intend to continue the fraud, and it is partly why silver fall and gold up. The technocrats want to benefit, but they will not succeed because they are extremely greedy:

Traditional gold, although a safe asset that has proven its effectiveness over time, has certain limitations. Storage and insurance costs can reduce returns on gold. In addition, liquidity constraints make gold difficult for smaller investors to access. Tokenized gold reduces these disadvantages while maintaining the intrinsic value of the asset. As long as geopolitical tensions and macroeconomic uncertainties persist (…) The ability to trade gold 24 hours a day and access fractional shares becomes a crucial advantage.
Deeptranslator

The cabal controls the market, and it is rare for silver to outperform gold, so the sharp decline confirms this. During COVID, something similar was happening with silver. I know because it hurt that time. This time, I hesitated a lot and managed to sell, but it definitely feels different. When Donnie realizes he is going to fall, things could get much stranger.

https://twitter.com/x/status/2016796963329757647

Now I'll just say what a friend taught me: the metals market, like all of Mother Earth's assets in the collapse (of 3D reality, now), will start to go crazy, so you can make money if you know how, but money means nothing if you don't have health and consciousness.

https://twitter.com/x/status/2016913998818537746

Internet of Everything (IoE) Group |

ioe.eng.cam.ac.uk

El ETF de oro tokenizado de Hong Kong: Una puerta de entrada hacia la convergencia digital-física en los metales preciosos.

El ETF de oro tokenizado de Hong Kong: Una puerta de entrada hacia la convergencia digital-física en los metales preciosos.

www.ainvest.com

 

[mxwlll0]

Been following along to this story and thread - appreciate the insights. I've seen this creator posted earlier in the thread, but in this latest video he gives (what I think) is a good overview on what could be going on and what we can expect in the coming months:

Basically the US has dumping paper silver all week, mints are pausing orders until supplies restock (AU, UK, ID, US), China paused exports of physical silver and are buying above paper prices (true value of physical). Would seem like a larger rebound toward end of February. So hold and buy if you can ¯\_(ツ)_/¯

Here's Grok summary of the last 5 mins where he summarizes his points:

Key points from the last 5 minutes of the video ("THEY DUMPED SILVER: This Is NOT A Real Market Anymore" by The Hidden Economy):

• Structural supply deficit in physical silver — Annual demand (industrial, investment, jewelry) has exceeded mine supply by hundreds of millions of ounces for 5+ years. Cumulative deficit >800 million ounces. This has drained above-ground stockpiles, vaults (Shanghai critically low, Comex registered declining, London drawdowns to Asia/India). The "bathtub" is emptying — buffer/reserve is nearly gone, no slack left in the system.
• Physical market consequences catching up — Mints suspending sales, dealers defaulting → signs of years of deficits finally hitting reality. Not short-term; structural & accelerating issue.
• Paper vs. physical divergence entering new phase — Paper price (COMEX futures/derivatives) volatile/manipulated, can crash/spike. Physical becoming scarcer: premiums exploding (e.g., 60% in Japan, 40% in Dubai — pay $120–130+ when paper says $95). Disconnect widens; physical availability declines → paper price eventually meaningless when no metal to deliver.
• Historical parallel (1979–1980 silver squeeze) — Similar paper/physical split; dealers out of stock, premiums exploded. Paper eventually caught up to physical reality → silver surged from $6 to $50 (~800% move). Not exact repeat (modern rules/limits exist), but same dynamic: physical reality forces upward adjustment when supply can't meet demand. Paper can delay, not prevent forever.
• Physical reality wins long-term — Manipulation suppresses price temporarily but can't create real silver/mining. Lease rates exploding, vaults draining → moment approaching fast.
• Three viewer types & call to action — 1) Scared/panicking/selling. 2) Confused/paralyzed. 3) Understands → sees crash as accumulation opportunity while others panic. Asks which you are.
• Closing recap & thesis — Price crashed 22% while physical vanished (mints out, defaults, China draining tons, lease rates 39%). One is lying — not the empty vaults. This is manipulation + paper/physical disconnect. "They dumped silver. The whole world is running out." Decide your side. Video ends urging subscriptions/notifications, comments on paper vs physical winner, teases more updates.

 

[Chu]

Paper contracts got sold but the physical metal still carries some value for a rainy day.

Another one from Gold and Geopolitics which I thought was interesting on this topic:

This one's for the history books!

Friday’s Silver Massacre

no01.substack.com

I also don't think it's a coincidence. And in the long-term, physical is still very high compared to years before. We may indeed be witnessing the beginning of an economic shift.

 

[dennis]

This is a highly technical analysis but I think I trust it more than most others I've seen. His cattle to gold index is interesting too.
He's "bullish" on silver.

 

[Gwenllian]

And in the long-term, physical is still very high compared to years before.

It is. Just one example. Last Summer I sold a bit of gold in order to fulfill my obligations and the gold price then was already a great deal on the up compared to the years before. So, if even though a correction occurred prices are still very high, astonishingly high for someone like me who has been following the price of gold and silver for many years.

 

[Aeneas]

This is a highly technical analysis but I think I trust it more than most others I've seen.

Thank you for that technical analysis. I liked that even if it was only sheepishly technical. The point he doesn't make, but which could be made, is that in times of a fiat currency collapse, farmers might be quite happy to take silver for farm produce. It could be more tempting that a wheel barrow full of fiat currency notes.