Wait .............. Wait .............. Wait STOP SCROLLING PAY ATTENTION ON HERE ...
I believe silver-miner investors are currently operating from a state of raw HOPE, not conviction. They are terrified of drawdowns and therefore liquidate positions at the first hint of red, desperately trying to lock in profits—while simultaneously fantasizing about a cheaper re-entry.
This is exactly how bull markets function. They are designed to eject weak hands from the bull, and they rarely offer clean or merciful re-entry points. Silver is structurally positioned to trade north of $120 before this week concludes, and a large portion of the mining complex is likely to print fresh 52-week highs in the process.
I aggressively increased exposure to $GRSL.v (GR Silver Mining) during yesterday’s –10% forced liquidation, viewing it as a textbook volatility flush. My base case is a new 52-week high by Thursday or Friday.
Could I be wrong? Absolutely. This tape is violent, reflexive, and unforgiving. But that is precisely the environment in which asymmetric upside is born. This is my thesis. $XAU $XAG
🚨 BITCOIN MINERS ARE SHUTTING DOWN ACROSS THE U.S.
Bitcoin’s hashrate dropped fast, from 1.13 ZH/s to 690 EH/s in just two days.
This means many miners turned off their machines. Usually, a drop like this happens because miners give up due to losses (capitulation).
👉 This time is different. The main reason is a severe cold storm in the U.S. The U.S. controls about one-third of all Bitcoin mining worldwide.
Extreme cold: Puts huge stress on power grids Causes electricity prices to jump Makes mining too expensive to run Because of this, many miners were forced to shut down temporarily.
⚠️ If the cold weather continues, some miners may: Sell Bitcoin ($BTC ) Use that money to pay fixed costs like electricity, loans, and maintenance
This could create short-term selling pressure, even though the problem is weather-related, not a failure of Bitcoin itself.$BTC
Comex silver closed at 1:25 ET and monthly options priced. In the two hours since, price has rallied over $4 and is now moving back toward the $10 discount to Shanghai that we've seen for days.$XAG
Is China pushing silver prices higher on purpose to drain Western silver vaults? Since December 2025, silver in Shanghai has been trading much higher than silver in the US (COMEX/LBMA).
Premium started at $3/oz Rose to $7–8 on Christmas Then $10 → $13 → $17 Now $20–25 per ounce
📊 Right now: Shanghai silver: $126.95/oz COMEX silver: $106.15/oz Difference: $20+ At the same time, China is printing money fast (M2 expansion).
👉 Big question: Is China intentionally pumping silver prices to attract physical silver from the West into China?
💡 Reality: Physical silver always flows to who pays more. It looks like China may have decided to: Pay higher prices Pull global silver into China Drain COMEX & LBMA vaults If this destroys Western banks’ silver shorts, even better for China. Silver = strategic metal Control silver → control power. ♟️ China moves. Your turn, Trump. 🎉 GIVEAWAY: 100 oz SILVER to celebrate silver hitting triple digits 💥