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.

 

[SummerLite]

Here is a concise description of the silver price plunge. JP Morgan getting rid of their shorts. Bank failures are likely coming so Hold on things are going to get bumpy, but stackers are ok!

I now have more confidence in Asian Guy since Andy Schectman says this is high level information and is working for the benefit of others it seems. He does make mistakes but overall very good info coming from who knows where. I trust Andy, he does his research, is a good person and although not everything he says rings true for me but thats the way it is with everyone for me. Not to say disregard your discernment.

 

[SummerLite]

Any advise on buying mining stocks? Does that require a very high investment for it to be worthwhile?

 

[Aeneas]

Any advise on buying mining stocks?

I doubt anyone here is going to give you advice about buying mining stocks other than do your research. It is a different thing than to buying silver, which you can hold in your hand and go buy half a sheep with if need be. With stocks you rely on a functioning system and traders to sell your stocks. Whether it is worthwhile depends on the stocks going up or down, more than the amount. If you invest $100 and it goes up 50%, then you can cash in with a profit of $50 minus broker fees. If it goes down, you have the loss including broker fees. Again, it is a personal decision and I admittedly have no experience with it and have also only read little about it.

 

[Aeneas]

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

Yes, that is a good one to subscribe to, I think and free.

Things are happening in the financial market. As the Asian guy and others have pointed out then JPM sold out of their paper contract exactly at the bottom of $75 after which it started to increase again. Now that JPM is out of shorting the silver price (suppressing it), they are likely to go long, so as to capitalise big on silver going up. That could hurt other banks who didn't get rid of their silver short positioning. JPM is likely to know which banks they are and could look for takeovers (my guess) given that is one of the bigger sharks in that fish bowl.

In completely unrelated news, the Metropolitican Capital bank and Trust went insolvent on Friday and is now taken over by the FDIC, the Federal Deposit Insurance Corporation.

Metropolitan Capital Bank & Trust | FDIC.gov

Comprehensive guide to the closing of Metropolitan Capital Bank & Trust, Chicago, IL on January 20, 2026

www.fdic.gov

On Friday, January 30, 2026, Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation. The Federal Deposit Insurance Corporation (FDIC) was named Receiver. No advance notice is given to the public when a financial institution is closed. First Independence Bank, Detroit, MI assumed substantially all the deposit accounts and substantially all the assets. All shares of stock were owned by the holding company, which was not involved in this transaction.

The first bank to fail in 2026! It is a relatively small community bank with $261 million in total assets. The timing is what is interesting, I think. Bank failures are fairly common, with 2 small ones in 2025. Here is Grok's quick explanation for context:

The total combined assets of failed banks in 2025 were approximately $113 million, a very low figure compared to years with larger failures (e.g., 2023 had 5 failures with over $548 billion in assets due to high-profile cases like Silicon Valley Bank). For context, bank failures remained rare and minimal in 2025, continuing a trend of low numbers seen in recent years (e.g., 2 in 2024, 0 in 2022 and 2021). Note that credit unions (regulated separately by the NCUA) had additional closures (around 5 in 2025), but the question focuses on banks, which refers to FDIC-insured commercial banks.

 

[axj]

Things are happening in the financial market.

The other big part seems to be the financial meltdown in Japan. At the same time Xi in China did the largest wave of arrests of army officials in decades. Some sources claim that he preempted a CIA-backed coup against him, which is huge if true. China currently arming Iran may have been the reason to do this alleged coup at this time.

 

[nicklebleu]

In isn't like the suddenly manifested a lot of physical gold and silver out of thin air and a lot to do with paper contracts being dumped big time. For those who thought of buying gold or silver, this is probably the best opportunity. Gold is already clawing back rapidly and now stands at $4900 and with silver at $82. The thing is finding a someone who will actually sell it.

… as long as you are aware that in the short to medium term the price still may go down some more, maybe even substantially so. Long-term the narrative for me hasn’t changed, so I am not inclined to sell anything at the moment.

One other thing … we always talk about “gold is worth such and such amount of dollars”, or “gold went up/ down”. This is the wrong way around. Gold is gold, and silver is silver. What goes up or down (mostly down), is the purchasing power of the currency. If for instance you look at the ratio between the S&P 500 (SPY) and gold (XAUUSD), you will see that the curve is mostly flat, while in nominal terms the SPY has gone substantially higher (in fact to record highs). This means that this massive increase in the SPY is only due to devaluation of the currency, strictly there were no gains. You were just compensating for the loss of purchasing power - as opposed to around 2000 where the SPY was truly outperforming PMs:

What that means is that PMs are mostly a wealth-preservation vehicle, not something “to make money” (except in certain circumstances, as maybe now, with leveraged position and not with physical gold/ silver).

Any advise on buying mining stocks? Does that require a very high investment for it to be worthwhile?

The mining sector is a very difficult environment for any investor, and you need a ton of knowledge about geology, PM markets, production risk, geographical risk etc. You can’t just go online and pick some stocks. You need the guidance of someone who knows the space intimately. There are analysts in the space who are dependable and have been in this game for decades (Rick Rule, Brian Lundin, Jeff Clark) - but their newsletters are not free.

Generally it can be said that miners usually outperform the metal in a bull market, but they are high-risk. You also need to invest in a basket of these, as you will perforce have some that will go bellyup - from every 10 mining companies that I am invested in, 2 are down 90% (worthless), 2 are 25-50% down, and the rest is up between 10 and 500%. This is a typical picture of a mining portfolio - if you did your homework well.

And it needs to be repeated that you only want to invest small amounts into each company.

Aside from that, a better alternative might be to invest into a mining ETF - like GDX (majors) or GDXJ (juniors) for gold, and SIL/ SILJ for silver.

And again, this is not an investment advice, especially now that we are in uncharted territory - given that what we experienced is a 10-sigma event which statistically should only happen once in around 180’000 trillion years, unless it is artificially produced (which everything in the market is). And everyone’s situation is different.

Anything could happen from here on forwards!

 

[dennis]

One thing to be aware of buying stocks of any kind is that you really do not directly own the stock in most cases. You do not get an authentic stock share certificate in ACME Co., you get a claim statement from the intermediary, essentially a banking partnership, who actually owns the stock purchased with the money you give them.

Cede and Company (also known as Cede and Co. or Cede & Co.) is a specialist United States financial institution that processes transfers of stock certificates on behalf of Depository Trust Company, the central securities depository used by the United States National Market System, which includes the New York Stock Exchange, and Nasdaq. Cede and Company is a shorthand for the phrase 'certificate depository.' Appropriately, the word 'cede' means to 'give up (power or territory)'because investors give up their stock and companies give up their shareholders to an intermediary.

Cede technically owns most of the publicly issued stock in the United States. Thus, most investors do not themselves hold direct property rights in stock, but rather have contractual rights that are part of a chain of contractual rights involving Cede. Securities held at Depository Trust Company are registered in its nominee name, Cede & Co., and recorded on its books in the name of the brokerage firm through which they were purchased; on the brokerage firm's books they are assigned to the accounts of their beneficial owners.

Cede and Company is a New York City-based partnership of certain employees of Depository Trust Company. Cede is a separate legal person from Depository Trust Company, which is owned by DTC Participants, who are banks and brokerage houses, and not employees of DTC.

One reason Cede is structured as a partnership is that each general partner can order transfers of stock registered in the name of the partnership without the need for presenting a separate corporate resolution to the stock issuer's transfer agent or stock registrar to validate the authority of the transfer.

Cede owns 83% of all issued stocks in the United States. The other 17% of all issued stocks is owned by directly registered holders through the direct registration system.

Cede and Company explained

and in the case of the bank failure Aeneas reports above the FDIC statement has this- I don't know why Cede & Co, would have a cash deposit in a small Chicago bank.

All deposit accounts, excluding Cede & Co. deposits, have been transferred to First Independence Bank, Detroit, MI ("assuming institution") and will be available immediately.

Metropolitan Capital Bank & Trust | FDIC.gov

Comprehensive guide to the closing of Metropolitan Capital Bank & Trust, Chicago, IL on January 20, 2026

www.fdic.gov