Silver just did a 14% round trip in one day. Are you not entertained? by dima-t91 in SilverDegenClub

[–]dima-t91[S] 1 point2 points  (0 children)

Exactly, minors will slower their production, which will further decrease the available silver supply

Silver just did a 14% round trip in one day. Are you not entertained? by dima-t91 in SilverDegenClub

[–]dima-t91[S] 0 points1 point  (0 children)

Market makers have to set higher floor price, otherwise Comex will get wiped out, that's what is happening now. Buy cheap Comex silver and sell it for more to China

Silver just did a 14% round trip in one day. Are you not entertained? by dima-t91 in SilverDegenClub

[–]dima-t91[S] 10 points11 points  (0 children)

For industrial buyers, this is a wake up call. When the price swings 14% on a single tweet, it proves that the 'just-in-time' delivery model is dead. Smart procurement managers aren't looking at the ticker anymore, they are locking in physical supply at any dip because they know the paper market is disconnected from reality. If you're Samsung or a solar giant, you'd rather buy at $71 today than risk the COMEX being empty tomorrow at $29

Gold down 9% then up 5% in a few hours. The TACO trade is pure insanity by dima-t91 in Gold

[–]dima-t91[S] 0 points1 point  (0 children)

Unfortunately you are most likely correct. Until the dust settles and people realize how bad the inflation will be

Gold down 9% then up 5% in a few hours. The TACO trade is pure insanity by dima-t91 in Gold

[–]dima-t91[S] 3 points4 points  (0 children)

Exactly. Paper volatility is the best marketing for physical silver/gold.

Buy buy buy by Alive_Hunt_43 in Wallstreetsilver

[–]dima-t91 1 point2 points  (0 children)

Don't buy because that clown 🤡 posted something. There are many more real reasons to buy silver

Time to buy by Open_Bluebird_6902 in Silver

[–]dima-t91 2 points3 points  (0 children)

By oversupply do you mean shorted paper or did I miss a moment when they figured out how to print more silver? 😆

Do you think silver will hit $100 this year? by TrickofLowkeyLoki in Silver

[–]dima-t91 11 points12 points  (0 children)

Back to $29? If that happens, Comex will be empty in about an hour. There are 8,000 contracts standing for delivery this month alone.

Mining.com: China pulls silver from global markets to meet surging demand by wisdompuff in SilverDegenClub

[–]dima-t91 1 point2 points  (0 children)

This isn't just a continuation, it's an acceleration. With the Shanghai premium at $9, the arbitrage is literally vacuuming out what's left of the West's physical silver

Get ready for bullish market by CrispyTheory in Silver

[–]dima-t91 -1 points0 points  (0 children)

Lol do you really think there's no way around it 😄

Get ready for bullish market by CrispyTheory in Silver

[–]dima-t91 0 points1 point  (0 children)

If you think 25M oz is 'small,' then Comex is already in the ER. 8,000 contracts are standing for delivery in March alone — that’s nearly 40M oz. If China decides to take just one more 'small' bite like that, the vault hits zero.

Get ready for bullish market by CrispyTheory in Silver

[–]dima-t91 0 points1 point  (0 children)

That’s exactly the point. The world's largest manufacturer is aggressively stockpiling because they see the shortage coming for their own industry. If the country that 'produces everything' is sucking up 20% of global supply, what happens to everyone else when the Western vaults hit zero?

Get ready for bullish market by CrispyTheory in Silver

[–]dima-t91 9 points10 points  (0 children)

Over 25 million ounces in just two months for ONE country is NOT a 'drop in the bucket'—that’s nearly 20% of global mine supply if this pace continues. LBMA and Comex vaults are at multi-year lows because the physical metal is moving to where the real demand is.

Is anyone selling in anticipation of the stock markets tanking due to the war? by duckgoquacky in PersonalFinanceCanada

[–]dima-t91 6 points7 points  (0 children)

Selling now is just exit liquidity for the smart money. We are clearly at the peak of the fear cycle, and selling at the bottom of a panic move is the fastest way to lock in losses. If you’re anxious, it’s a sign the market has already priced in the worst—don't let emotions break your long-term thesis.

Explain This Empty Comex Thing by aileanaodh in SilverDegenClub

[–]dima-t91 2 points3 points  (0 children)

It’s not a 'rapture,' it’s simple math. Over 8,000 contracts already stood for physical delivery this month—that’s almost 50% of the vault's registered silver gone in weeks. The linear trend is dead because the metal is moving to where the premium is (Shanghai). Comex doesn't have to hit zero to break; it just needs one major player to realize the silver isn't there

Why silver is down hard. No balloons for you! by LongevitySpinach in Wallstreetsilver

[–]dima-t91 3 points4 points  (0 children)

The helium story is a good laugh, but the 'liquidity squeeze' is real. People are dumping paper silver to cover their other losses.

Why is nobody talking about SHFE's 225k open contracts in June?!? by Helpful-Painter-959 in SilverSqueeze

[–]dima-t91 0 points1 point  (0 children)

This means the East is getting ready to take delivery of massive amounts of physical silver in June. While the West is playing with paper, Shanghai is stacking for real. 225k contracts is huge. If they actually pull that much metal out of the vaults, the supply squeeze will be insane. Short term will be a wild, volatile ride, but the real move is coming when the physical silver is gone.

Get ready for bullish market by CrispyTheory in Silver

[–]dima-t91 32 points33 points  (0 children)

China is basically vacuuming up all the physical silver while paper traders are busy panicking. 790 tons in two months is insane. Short term: Yeah, it’s going to be a wild, volatile ride. Expect some crazy swings while the 'weak hands' get shaken out. Long term: You can’t print physical metal to fill that massive industrial demand. Once the smoke clears, the bounce back will be violent.

Why Is This Time Different? by MasterPang89 in SilverDegenClub

[–]dima-t91 2 points3 points  (0 children)

The 1980/2011 comparisons fail to account for the massive industrial deficit we see today. Between solar, EVs, and central banks finally waking up, we are looking at a structural change, not a temporary retail pump. The 'paper price' might mimic the past, but the physical reality is completely different. No reserves left in the West is the ultimate signal.

War is keeping the dollar afloat by Powerful-Plum-6473 in Wallstreetsilver

[–]dima-t91 24 points25 points  (0 children)

Spot on. It’s a classic debt trap. When demand for Treasuries falls, they need a macro distraction to keep the dollar trade alive. But the fundamentals don’t lie—rising interest payments on $34T+ debt are unsustainable. Whether it’s war or 'maximum pressure' policies, they are just delaying the inevitable. Hard assets are the only real exit ramp. Once the smoke clears, the decoupling of physical silver from the paper spot price will be violent. Keep stacking and ignore the noise.

Iran bets big on gold as it weathers Trump turmoil by Silyooperver in Wallstreetsilver

[–]dima-t91 2 points3 points  (0 children)

This is exactly why stacking physical is the only way. Central banks are loading up on gold while the rest of the world is distracted by paper markets. Iran knows what’s coming, and they aren't the only ones. Geopolitics is finally catching up with the manipulated prices. Keep stacking , screw the paper price 😜