๐จ SILVER IS TRYING TO TELL YOU SOMETHING โ AND PEOPLE ARE IGNORING IT
Let me put this in a very human way.
If you think silver is $100/oz, youโre not looking at the real market.
Youโre looking at a screen price.
Out in the real world, itโs a different story:
๐บ๐ธ COMEX: ~$100 (paper)
๐ฏ๐ต Japan: ~$145 (physical)
๐จ๐ณ China: ~$140 (physical)
๐ฆ๐ช UAE: ~$165 (physical)
That gap isnโt small.
Thatโs a system screaming under pressure.
Hereโs what bothers me:
In a normal market, this kind of spread wouldnโt last.
Arbitrage would crush it in days.
But it hasnโt.
And that tells me one thing:
the paper market canโt let go.
Why?
Because banks are sitting on huge short positions in silver.
If silver trades where physical actually clears โ say $130โ150 โ
the losses arenโt theoretical anymore.
Theyโre real.
They hit balance sheets.
They hit capital ratios.
At that point, itโs not about trading.
Itโs about staying alive.
So whatโs happening now feels like this:
People quietly pull real silver out of vaults.
Banks quietly print more paper contracts.
Real value gets tucked away.
Promises multiply.
That worksโฆ until it doesnโt.
When inventories get thin enough,
delivery stress spikes.
And then the paper price stops mattering.
Iโm not saying this explodes tomorrow.
Iโm saying the tension is building.
Silver isnโt calm.
Itโs restrained.
And when restraint breaks,
it doesnโt break gently.
Most people wonโt see it coming โ because theyโre staring at the wrong price.
