$PAXG $XAU $XAG : The Short of the Century
PAXG, $XAU, and $XAG—these are the three assets that defined the "Great Reset" of early 2026. For those who stepped in and took a short position then, today they own millions. The parabolic rally that saw Gold soar past $5,300 and Silver touch record highs finally met its match in a "liquidity cliff" that caught the entire market off guard.
The crash we witnessed on January 30, 2026, was a historic "margin-call" event. After a vertical climb fueled by the US government shutdown fears, the CME Group raised margins on gold to 8% and silver to a massive 15%. This forced a wave of deleveraging that liquidated over $5 trillion in market cap in a single session. Smart money recognized the "overbought" signals on the monthly RSI and the "Death Cross" formation on the silver charts, correctly predicting a return to the $50.00 psychological floor.
The nomination of Kevin Warsh as the next Fed Chair was the final trigger. His reputation as an "inflation hawk" crushed expectations for further rate cuts, sending the US Dollar on a record rebound. While retail investors were panic-buying PAXG as a "safe haven" at $5,600, the shorts were already stacking positions. We’ve seen a total reset of the commodity super-cycle. This wasn't just a correction; it was a wealth transfer from the "late-to-the-party" bulls to the disciplined bears. The targets were hit, the liquidity was swept, and those who followed the signals are now sitting on generational wealth.
The trend didn't just bend; it broke. Are you still holding or did you catch the short?
