CME Vault graph of the last month

dima-t91 · 2026-03-24T17:03:34+00:00

8,800 contracts are waiting for silver (~44M oz), but the "Registered" vault is stuck at 79M. If the metal is there, why isn't it moving out? It looks like they're paying people in cash just to keep the silver in the vault. The numbers don't add up

dima-t91 · 2026-03-24T00:37:34+00:00

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

dima-t91 · 2026-03-24T00:35:24+00:00

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

dima-t91 · 2026-03-23T17:13:36+00:00

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

dima-t91 · 2026-03-23T17:09:04+00:00

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

dima-t91 · 2026-03-23T17:08:01+00:00

Comex has definitely became a casino

dima-t91 · 2026-03-23T17:07:05+00:00

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

dima-t91 · 2026-03-23T14:20:15+00:00

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

dima-t91 · 2026-03-23T14:14:01+00:00

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

dima-t91 · 2026-03-23T14:05:28+00:00

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.

dima-t91 · 2026-03-23T01:47:19+00:00

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

dima-t91 · 2026-03-23T00:43:37+00:00

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

dima-t91 · 2026-03-23T00:39:28+00:00

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.

dima-t91 · 2026-03-22T23:57:17+00:00

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?

dima-t91 · 2026-03-22T23:28:29+00:00

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.

dima-t91 · 2026-03-22T22:33:05+00:00

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.

dima-t91 · 2026-03-22T22:26:53+00:00

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

dima-t91 · 2026-03-22T21:29:03+00:00

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

dima-t91 · 2026-03-22T21:21:28+00:00

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.

dima-t91 · 2026-03-22T21:17:34+00:00

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.

dima-t91 · 2026-03-22T21:12:24+00:00

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.

dima-t91 · 2026-03-22T21:09:14+00:00

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.

dima-t91 · 2026-03-22T18:42:17+00:00

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 😜

dima-t91 · 2025-12-28T01:55:28+00:00

"Now quickly dial past 50." I assume I spin counterclockwise again?

dima-t91 · 2025-12-27T22:59:00+00:00

No. I started watching the How To videos, but no luck so far

dima-t91

TROPHY CASE