platinum

Ну что кто остался в рядах холдеров $ETH ? И кто подобрал на дне еще себе в портфель эфира ?)
У кого крепкие руки , стоим до конца , ту зе мун )
Соболезную всем кто на хаях и хайпе затарился акциями драгоценных металлов , и теперь фиксирует убытки за металлолом 🥲 #gold #silver #platinum #PALLADIUM
Ювелиры вы там как ? Живы ?

Dear family! Over $12 trillion disappeared from global markets
Not through a slow repricing.Not through sector rotation.
But through a sudden, synchronized unwind that cut across metals and equities at the same time.Moves of that size don’t come from “volatility.” They come from stress.
Start with the damage
#Gold dropped roughly 16%, erasing about $6.4 trillion in value.#Silver suffered the heaviest hit—down nearly 39%, wiping out $2.6 trillion.#Platinum fell close to 30% ($110B).
Equities followed. The S&P 500 lost about $1.3T, the Nasdaq another $1.4T, and small caps added to the bleed.
In two days, markets lost more value than the entire annual output of multiple G7 economies combined. That context matters.
This didn’t start with fear — it started with excess
Precious metals were already extended beyond historical norms.
Silver had just completed nine straight positive monthly closes, something never seen before. Previous cycles peaked at eight. Over the prior year, silver returned over 200%, reaching 65–70% YTD gains at the top.
Gold wasn’t far behind. Its advance had gone vertical, fueled by expectations of aggressive monetary easing. At those levels, upside depended on new leverage, not new buyers.
Where positioning went wrong
As metals rallied, flows didn’t concentrate in physical supply. They concentrated in paper exposure—futures, options, and synthetic products
Price targets became increasingly extreme, and positioning became increasingly one-sided. Late entrants arrived with size and leverage, assuming momentum would persist.
That assumption broke first.
Why the decline turned violent
The silver market is structurally fragile. For every ounce of physical metal, hundreds of paper claims exist.
When prices slipped, margin calls triggered forced liquidations. Selling fed more selling. Liquidity vanished.
The result: a one-day collapse exceeding 35%, driven not by choice, but by mechanics.
That stress showed up clearly in pricing. Paper markets repriced instantly, while physical silver remained significantly higher—especially in Asia—revealing a disconnect between contracts and real supply.
Then the system added pressure
As volatility increased, exchanges raised margin requirements sharply across metals.
Higher margins in a falling market don’t stabilize price. They accelerate deleveraging. Traders had to post more collateral or exit—immediately.
This is why the move felt continuous and one-directional. The market structure itself enforced selling.
The macro shift that sealed it
Metals had benefited from uncertainty around future Federal Reserve leadership. When the odds shifted toward Kevin Warsh, that uncertainty premium disappeared.
Warsh’s stance—skeptical of prolonged QE and balance-sheet expansion—implied a different policy mix than markets were positioned for.
That shift wasn’t the cause.It was the final stress test.What this really wasDemand didn’t vanish.Fundamentals didn’t collapse.
This was a positioning event—a reset of a market that relied on leverage, consensus narratives, and paper liquidity to keep prices elevated.
When those supports failed, prices had to fall fast enough to clear the excess.
Markets don’t break because people are wrong.They break when too many people are right in the same direction
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