➡ The value of silver is expected to skyrocket due to the Federal Reserve’s decision to print more money. This action could lead to a significant increase in inflation, causing the value of the dollar to decrease and the value of silver to increase. Experts predict that silver could reach $500 by 2026, a more than 1000% gain from its value at the start of the decade. This is due to the increasing instability of the financial system and the growing demand for silver as a safe investment.
➡ The article discusses the potential for hyperinflation and the impact it could have on the economy, particularly on the value of silver. It suggests that due to structural issues like broken supply chains and unpayable debt, inflation is becoming a bigger problem. The article also highlights the role of silver as a financial weapon in times of economic chaos, citing historical examples where silver preserved wealth during hyperinflation. Lastly, it warns about a potential breakdown in the financial system due to issues in the reverse repo market, which could lead to a surge in silver prices.
➡ The article discusses how the global economy has been kept afloat during crises through inflation and money printing. It also highlights the lack of understanding among bankers about the true nature of money. The article then shifts to the increasing demand for silver due to its essential role in the new industrial era, particularly in electrification, solar energy, and electric vehicles. However, the supply of silver is not keeping up with the demand, leading to a potential crisis.
➡ The supply of silver is decreasing while demand is increasing, leading to a widening gap each year. Silver mining is not keeping up with demand because it’s often a byproduct of other metals like zinc, lead, or copper. The silver supply is also underpriced compared to gold, and if the gold to silver ratio reverts to historical levels, the price of silver could skyrocket. The financial media often overlooks silver, but it’s becoming a strategic resource, especially for industries like energy, tech, and defense.
➡ The speaker believes that American society is slowly returning to sanity, particularly in terms of children’s rights. They also discuss the silver market, which is on the verge of a significant shift due to the collapse of the paper contract system that has kept prices artificially low. This could lead to a surge in silver prices. The speaker also mentions the concentration of wealth in unproductive areas like litigation and insurance claims, which could lead to unemployment in these sectors. Lastly, they highlight the increasing importance of silver as a strategic asset in the new financial era, as the dollar’s role as a global reserve currency is being challenged.
➡ Silver is becoming increasingly important for defense, energy, and AI infrastructure, leading to governments treating it as a strategic asset rather than a commodity. This is causing an increase in recycling programs, domestic mining, and tighter supply chain controls. The current financial system is under strain, leading to a potential shift towards precious metals like silver. This shift, combined with silver’s consumption in technology and decreasing availability, could lead to a sudden and significant increase in its value.

Once the printing starts this time, I think we’re going to see gold and silver, especially silver, really start to move. Like in ways that are going to be scary even. You’re watching Silver News Daily. Subscribe for more. Silver is no longer just a shiny metal tucked away in vaults. It’s becoming the centerpiece of the most explosive financial event of our time. Right now, behind the curtain of central bank policy and Wall street distractions, something massive is brewing. The Federal Reserve’s final act, the last great money, print money printing spree, has set in motion a chain reaction that could send silver to levels no one thought possible.

We’re not talking about slow, steady gains here. We’re talking about vertical price moves. A full blown moonshot daily. 30% surges, physical shortages, the collapse of paper contracts, and yes, real discussions of $500 silver by 2026. Think about that for a second. $500 silver. That’s more than a 1000% gain from where it stood at the beginning of this decade. And if that number sounds crazy to you, you’re not alone. Most people scoffed when gold hit $3,000 too. But this time it’s different, because we are entering the financial endgame. The system itself, the one that props up currencies, markets, and even governments, is cracking.

And silver. Silver is positioned as the escape hatch. The fuse has been lit, and those watching closely are seeing it already begin to burn. Just look around. Year to date, silver is already up nearly 30%, quietly climbing. While headlines focus elsewhere. Physical premiums are spiking, delivery delays are mounting. And insiders, they’re not just buying, they’re backing up the truck. Why? Because they know what’s coming. And it’s not just about silver’s past performance or historical ratios anymore. It’s about what happens when a currency loses control, when inflation turns from an annoyance into a nightmare, and when trust in fiat begins to crumble.

The question isn’t if silver is going to explode, it’s whether you’ll be ready when it does. Because the conditions are here, the catalysts are active, and the moment of breakout is approaching fast. So what exactly did the Fed just do? And why is this latest printing binge considered the point of no return? Stick with me. Because once you understand what just happened behind closed doors, you. You’ll see why. $500 silver isn’t hype, it’s math. What I understand and I, I queried some AI on this just to make sure I’m right. I don’t use them for my primary research, but I check my conclusions with AI to see if there’s something wrong with them.

So this checked out at least. So if you imagine what’s happening in a, in a margin trade when a, let’s say an institutional trader wants to increase his position for his clients so he borrows on margin from the broker. The broker’s got to get the dollars to somewhere. The broker gets it from the bank. The bank gets it from the repo market at least about half the time. So what happens is ultimately you have this loan that’s secured by equities by the client to the broker. The broker pledges his security, which he still owns, but the broker maintains his right to sell those securities by force if the margin loan can’t paid in time, if it gets called in.

So that puts the client of the broker in danger of having his stocks for sold. And the broker itself has to pledge those securities to the bank, the same securities that the client pledged him ultimately they pledged to the bank. So the bank has to sell. It’s really not up to the broker. The broker is just a middleman. The bank has to sell the security so it doesn’t get its dollars back. But where does the bank get its dollars? It gets its dollars from the repo market for which the bank that’s giving dollars ultimately lends the repo market every night treasury securities.

So these margin positions are ultimately dependent on the treasury securities that are pawned off to the repo market to another bank to secure the dollars that some other bank has in reserve. So since people are always asking for more and more margin as we see, I think Andy Scheffman talked about this on a interview recently and he was talking about how margin money, margin loans have exceeded $1 trillion. There’s no significance of $1 trillion other than that we’re base 10 humans because we have 10 fingers and 10 toes. So 1 trillion is a psychological number for us.

But what’s more significant is that the rate of increase in margin, the amount of margin debt outstanding that’s ultimately secured by treasury securities, that the rate of that has been going up and up, the acceleration has been going higher and higher and we’ve had two months. The printing press has never really stopped. But what just happened in Washington makes everything before look like warm up lapse. The Federal Reserve, under mounting pressure from weak jobs data slowing growth and persistent structural debt, has officially begun what analysts are calling its final printing spree. This isn’t just another rate cut.

This is a coordinated retreat. A full blown reversal from quantitative tightening to what could be the Most aggressive monetary loosening since 2020. And the effects on silver already visible. Let’s talk numbers. The Fed’s balance sheet has already ballooned back towards $7 trillion after shedding $340 billion earlier this year. Treasury redemption caps have been slashed from $25 billion to just $5 billion, while the MBS cap remains untouched. What does that mean? It means the Fed is quietly shifting back to full on liquidity injection, with more money seeping into the system than they’re willing to admit. And this liquidity, this freshly minted fiat, is pouring into risk assets, commodities, and yes, precious metals.

But this time there’s a twist. The inflation narrative is no longer under control. CPI may be printing at 2.7%, but look past the surface and you’ll see the foundation cracking. Food prices aren’t falling. Energy is volatile. And the housing market propped up by artificially suppressed supply and zombie debt. And while the media celebrates soft landings and Goldilocks recoveries, the Fed is panicking behind the curtain, quietly laying the groundwork for what could be the most reckless monetary policy shift in modern history. Scott Besant, the Treasury Secretary, Openly demanded a 50 basis point cut, calling CPI data fantastic.

But what he’s really saying is we need to print now. Because without fresh liquidity, the entire system begins to seize. Margin calls rise, liquidity dries up. And with over $1 trillion in margin debt already floating in the system, a freeze in credit markets could bring the whole game down. This is the beginning of the Fed’s final act, a last ditch attempt to save a system already on life support. But here’s where it gets dangerous. Because every time the Fed floods the system with new dollars, they destroy the value of every existing dollar. And that’s when silver stops being a commodity and starts becoming a necessity.

This printing spree isn’t just a trigger, it’s the match. And once inflation catches fire, it will devour everything in its path. Silver is the insurance, the hedge, the lifeboat. And right now, that lifeboat is filling fast. But here’s the real question. How does this lead to hyperinflation? And why are experts warning that this time the inflation spiral won’t be temporary, it’ll be terminal? I mean, there are many different ways to count a consolidation. You can debate where you want to start counting, where you want to stop counting, but if we just take just a general idea of what a consolidation is, the price doesn’t go beyond a previous high, then the average length of a consolidation since 2024 has been about four months.

There’s been one, that was three months. And usually the rallies are between one and two months. So the rallies are shorter in Timespan than the consolidations. That’s how it’s been. Doesn’t mean that’s how it always will be or that’s how it necessarily will be this time. But nothing fundamental really has changed since the beginning of 2024. We’re still operating on the leftover printing from 2020. We’re almost out now, finally, but we’re still operating on that. So it’s the same basic monetary structure. So, you know, based on that, it just seems like it’s. There’s a good chance here that the consolidation in gold is pretty much over.

And Once we pass 3500, we should start seeing the next rally, which shouldn’t take too long in Timespan. Should be about one or two months until we get to a new Plateau. Could be 4000, could be higher than that. It’s hard to tell exactly where it’ll stop. But in the meantime, we also have to look out for the end of the last tranche of 2020, 21, printing money, printed fuel. And because we have now still about $100 billion left in reverse repos, which is the backup money supply that comes in every so often, that’s still going to run out.

And when it does, the Fed is going to have to print again because all of the extra reserves are still being used in the plumbing of the system and they can’t be double booked. They can only go in one direction. And all of the hedge funds and everything like that, that uses that money, they need that to keep coming or they have to close their trades and that could cause a systemic toppling. So before that runs out, we should see gold start to rally. And I’m not discounting that gold and silver will get hit, perhaps severely, though less severely than most other things, in the event of some kind of a clog in the plumbing.

But that’s only going to be like, you know, a few days until the Fed responds, and then we should see a slingshot. So I’m not counting that as part of the trendy consolidation versus rally. That’s something else. For example, if you look at 2020, like February, March, April 2020 in gold, it was a humongous dip and it was one of the worst dips in history for gold stocks. But if you look on a chart that’s, you know, five years or longer, you don’t, you don’t even see it. It’s not even there. Because for years, economists warned about the risk of inflation.

Then it came. Then they told us it was transitory. But what we’re seeing now, this isn’t just inflation. It’s the beginning of something far more dangerous. Hyperinflation doesn’t show up with a warning sign. It starts subtly, erodes confidence slowly, and then suddenly spirals out of control. And right now, every signal says we’re moving into that spiral. The Fed’s latest policy shift is the tipping point. And silver’s historic role. In moments like this, it becomes explosive. Let’s start with what’s already happened. The dollar’s purchasing power has quietly evaporated, down nearly 18% over the past five years, based on shadow CPI estimates.

But that’s just the surface. What makes this moment different is that inflation is no longer being driven by demand. It’s structural. Supply chains are broken, debt is unpayable, and the velocity of money is starting to shift. That’s the critical piece. Once people stop trusting the currency, they stop saving in it, they spend it faster. And that’s when inflation feeds on itself. Silver thrives in chaos like this. Why? Because while most assets crumble under the weight of hyperinflation, silver surges. It’s not just a hedge, it’s a financial weapon. Look at historical examples. In the Weimar Republic, silver preserved wealth as the mark collapsed.

In Zimbabwe, a single silver ounce held more value than a wheelbarrow of cash. In Venezuela, as the Bolivar disintegrated, people turn to silver jewelry and coins to survive. It’s not a theory, it’s history repeating. And now, even in the so called stable west, warning signs are flashing everywhere. The Fed has essentially admitted defeat. They’re no longer fighting inflation, they’re fueling it. Trillions are being injected, not to stimulate growth, but to paper over systemic cracks. And every new dollar created devalues the ones already in your pocket. When that realization hits the public, when confidence in the dollar breaks, that’s when velocity accelerates.

That’s when cash floods into real assets. And that’s when silver goes vertical. But there’s more. Because unlike in the past, this time there’s a structural silver deficit. We’re entering a hyperinflationary environment with record industrial demand and shrinking supply. That’s never happened before. Most investors are still asleep thinking inflation is under control. But the ones who understand monetary history, they’re moving into silver now, before the fire starts. And when it does, it won’t be a slow burn. Hyperinflation accelerates exponentially. One week, it’s $5 for a gallon of milk. The next week it’s 10, then it’s 20, then it’s.

That same logic applies to silver. One day it’s $38, then $50, then $100. And the further inflation spirals, the more paper wealth gets destroyed and the more physical silver becomes priceless. So what’s the next trigger that could set this all in motion? It’s not just inflation. It’s a breakdown in liquidity itself. The very plumbing of the financial system is starting to fail. And that failure starts in a place most people have never even heard of. The reverse repo market. How big it’s going to be in terms of percentage? I think gold was like 20, maybe 20, 25% from the, the top, you know, maybe in February 2020 or early March 2020 to wherever it stopped at 1450, I think it was like maybe 1800 down to 1450.

What percentage is that? I don’t. Something like 20, 25%. If I’m. And I don’t think I’m wildly off there, I’m just not doing the math in my head. So, I mean, we could see something like that. What’s 25% of, let’s say 35, 3600, that $700 down? So could I see a crash in gold, like maybe 2800, 2900 and real panic on a repo crunch? Yeah, it’s possible, but most of my positions were established way before 27, 2800. So unlike 2020, which really got me my heart pumping in a bad way and sweating, I held on. But this one, it would be like, you know, a little bit, you know, like a mild roller coaster, like something I could handle.

And I’m sure most of most of your followers could handle it too, if they got in before 27, 2800. So it’ll be difficult, but it won’t be. A 25% dip from here wouldn’t affect most of the stackers, as you know, 25% did from 1800 to 1450. So it could be a similar breadth or a similar, similar move percentage wise. But I don’t, I don’t think the stackers are going to be fooled like they were last time. It’s the most overlooked corner of the financial system and it’s breaking the reverse repo market. The silent backbone of banking liquidity is now on life support.

And when it collapses, it won’t just be a Wall street problem, it’ll ripple through every asset class, triggering a domino effect that could send silver prices into the stratosphere. Because when liquidity vanishes, real assets dominate. And silver, already in short supply, could become the most sought after commodity on the planet overnight. Let’s break this down. The Fed’s reverse repo facility allows banks, hedge funds and institutions to park cash in exchange for safe collateral. Basically a way to drain excess liquidity from the system. But now those balances have plunged by over $175 billion since September. That may sound technical, but it’s a giant red flag.

Because when reverse repo usage dries up, it means the system is starving for liquidity. The blood flow of the entire financial body is thinning out. And that’s when fractures start to appear. The Fed knows this. That’s why in March 2025, they quietly slowed the pace of quantitative tightening, reducing treasury redemptions from $25 billion to just $5 billion per month. They saw what was coming. Because if reverse repo balances continue falling at this pace, the system could seize within three months. And here’s the part they don’t want you to hear. When liquidity breaks down, margin calls begin.

And when margin calls begin, assets get dumped. Not just stocks, but everything. Paper, silver, contracts included. In July, we already saw a taste of what that looks like. Over 483 million ounces of silver were sold short on COMEX in a single hour. Nearly 60% of global annual mine production. That’s not investing, that’s panic. That’s leverage unwinding. And yet, silver rebounded. Why? Because unlike stocks or bonds, physical silver is finite. It can’t be printed. And in a liquidity crisis, that scarcity becomes power. But here’s where it gets dangerous. When paper silver starts collapsing under its own weight, the physical market decouples.

That’s already happening. The exchange for physical premium exploded from near zero to over 80 cent per ounce in 48 hours. That’s real demand. Investors scrambling to get their hands on actual metal, not contracts. And when delivery requests start piling up, the COMEX system, built on a fractional reserve model, simply can’t meet them. That’s when the paper game ends. That’s when physical silver becomes the price setter. And that’s when silver stops rising slowly and starts going vertical. This repo collapse isn’t some abstract theory. It’s it’s the dry rot inside the financial walls, weakening the whole foundation. And the moment one load bearing beam gives way, whether it’s a fund blowing up, a bank failing or a liquidity freeze, silver explodes.

Because in that moment, trust in paper dies. And when paper dies, only metal remains. But this isn’t just about crisis, it’s also about opportunity. Because while the financial system is being hollowed out, the industrial world is ramping up like never before. Demand for silver isn’t just financial, it’s now industrial. And that demand, it’s setting records. Yeah, well, you could just take the most basic example of bailouts. Everything the Fed does is by definition a bailout, because they create claims on gold that doesn’t exist and give it to people so that they can spend. Whatever the Fed does is a bailout.

It just comes in bigger or smaller chunks. So basically a bank can do whatever it wants, whatever it wants, and it might experience some minor consequence. Somewhere you have a headline, oh, Wells Fargo paid the $2 billion in fines for spoofing or whatever it is. And then the article goes into what spoofing is and why it’s immoral. But then again, the entire banking system is being bailed out every day by the Fed providing whatever it is on the back end. It’s just that we see it more in chunks when it happens in a bigger way. Like we saw in 2008, like we in 2019, like we saw in 2020, they could shut down the entire planet without consequence.

Not without consequence. There will be consequences. But you can delay them with inflation, or you can spread them out over a longer period of time with inflation so they’re less noticeable. If there was no Fed and there were lockdowns, people would starve within days. And that didn’t happen because of the money that was printed that could just flow through the system and keep it sort of, kind of working so that nobody’s starved to death. But yeah. So if we’re going to take the example of executive function with children, the bankers today, they don’t even realize, they don’t even know that what they’re doing is.

Most of them don’t know that what they’re doing is wrong morally. They don’t know what money even is anymore. They, they’re proud of how they are handling the current perimeter structure, which if you listen to the details of it and, and listen to them explain, some of them are very smart people and most of them don’t. They’re not, they’re not nefarious people individually. They’re not trying to hurt anybody. They’re just doing what they see as the system they’re trying to keep in balance. So that’s what they’re supposed to do, but they don’t know that it’s wrong.

Just like kids don’t have an executive function because they were never taught what following directions is. Bankers don’t know what they’re doing because they’ve never been taught what money is. It’s the same thing. It’s just one is. One is the entire society, the entire economic structure, and the other is one child who was never taught by his parents to listen to what they say. Silver is no longer just a hedge. It’s the lifeblood of the new industrial era. And right now, demand for that lifeblood is surging like never before. We’re not talking about a few extra solar panels or some EV hype.

We’re talking about a structural global industrial consumption boom that is shattering records and the market isn’t remotely prepared for it. While investors focus on inflation and central banks, a silent super cycle is unfolding beneath their feet. And it’s being driven by one word. Electrification. Let’s talk about the numbers. Industrial demand for silver hit an all time high in 2024. Over 680.5 million ounces consumed, marking four straight years of record setting growth. And 2025 is set to break that record again, with forecasts now projecting over 700 million ounces used by industry alone. To put that in perspective, that’s nearly 84% of annual mine production.

And the year isn’t even over yet. Where’s all that silver going? Start with the solar industry. In 2024, solar alone consumed nearly 197.6 million ounces, driven by next gen photovoltaic technology and massive global installation mandates. That’s 19% of total silver demand, up 64% year over year. China alone used over 261 million ounces for its solar and green energy projects, making up over 90% of global PV shipments. And these aren’t optional upgrades. These are part of national decarbonization plans that are already underway. In this new energy economy, silver isn’t a luxury, it’s non negotiable. And that’s just solar.

Electric vehicles are gobbling up silver for batteries, charging systems and high performance electrical components. And as EV production triples over the next five years, silver demand is expected to spike in parallel electronics up 20% year over year, now using 445 million ounces in 2024 alone. From 5G towers to AI chips, everything that’s powering the next tech wave requires silver and lots of it. Here’s the reality the market is ignoring. Silver is not being recycled fast enough to keep up. In 2024, recycling increased by only 6%, totaling 193.9 million ounces barely enough to dent the industrial surge.

And mines, they’re flatlining. Production was essentially unchanged last year and remains well below 2016 levels. That means every new surge in demand is drawing down already tight above ground stockpiles. We are burning through silver faster than we can replace it. And the burn rate is accelerating. This isn’t a temporary spike. This is a paradigm shift. The industrial world is retooling itself around electrification, and silver is the core ingredient. There are no substitutes, there are no workarounds. And as nations race to build their energy infrastructure and green tech economies, silver becomes not just important, but essential. That means one thing.

Industrial users will pay whatever price is necessary to secure supply. And when that demand collides with a shrinking supply base, prices won’t just rise, they’ll blow through the ceiling. But while demand is soaring, the other side of the equation is looking worse by the month. Because the truth is, we’re running out of silver. The deficit isn’t just growing, it’s becoming unmanageable. And what happens when the world needs more silver than it can possibly produce? I think above 15% monthly acceleration, which you only had I think once in 2000 or two months, consecutive 15% or higher, something like that, I know it’s in the double digits and it’s very, it’s among the, the highest months of acceleration in margin debt ever.

So what happens is if the dollars run out in the repo market and then the, the amount of interest that you have to pay because it hits supply and demand. If the, if more, there’s more demand for the dollars and there’s dollars available, the interest on those dollars has to rise. And that means that ultimately the, the, the client that’s taking the, the margin right, he has to pay higher interest rates. If he can’t pay them right, in order to pay them, you have to, because he has no cash in his account. Otherwise he would be trading on margin.

He’s already fully positioned so he can’t pay those suddenly spiking interest rates. And then the broker gets called in by the bank, like, you have to pay me that interest because we’re having a repo clog here. And the interest is going up on those daily nightly repo loans. So you have to sell those positions and pay that interest. And then the banks. But if everyone’s doing that, everyone has to sell the positions. The value of the stocks that they bought on this margin loan are going to go down together because everyone has to sell to pay the interest rates.

And then if the value goes down enough, then if it goes down enough, then they can’t pay back the marginal loan itself. The principal, if the value of the stock’s being pawned off for the margin rate for the margin loan in the first place, can’t be pawned off and then the bank itself gets in trouble because the bank is the one that pawned off the Treasuries in order to get the cash in the first place to give to the broker to give to the client. So if the bank’s Treasuries get forced sold, so the bank has to sell those securities plus some of its securities that they secured with the other bank to get the dollars, then you have a whole bunch of Treasuries being forced sold at the market in order to pay back these margin loans.

What you have eventually, if it’s allowed to go on long enough, let’s say a few days or a week or two, which I don’t think it’s going to last that long because the Fed’s not going to allow it, then you have the situation of stock positions being forced sold to pay back repo margin loans and if the value is not enough because everyone’s selling, then a lot of Treasuries get sold in order to cover the repo loans where the stock values can’t plug in the hole. So you have rising interest rates, short term interest rates on the repo market, plus rising long term interest rates if Treasuries are being repossessed in order to pay back these repo loans and everything’s falling at the same time, which would include gold and silver and everything except the US Dollar itself very temporarily until the Fed step.

Just before we get going, we just launched the official Silver News Daily Telegram to kick things off. We’re running a 10 ounce silver giveaway. Yes, real physical silver. Not a voucher, not digital credits, actual bullion. This telegram will be our new home for real time silver discussions, market insights, collection picks and everything. Precious metals. It’s where the community truly comes alive. Here’s how to enter the 10 ounce silver giveaway. Be subscribed to Silver News Daily on YouTube. Turn on the notification bell comment 10 ounce giveaway on three separate videos. Be an active member of the Telegram group and say hi.

Once we hit 500 Active Telegram members, we’ll pick one lucky winner to receive 10 ounces of silver shipped directly to you. So get in early, stay active. Silver isn’t just under pressure, it’s under siege. For years analysts have war have warned about looming shortages. But now that shortage Is no longer a forecast. It’s a full blown crisis. The global silver supply chain is breaking and the numbers are undeniable. We’re entering our fifth consecutive year of structural deficit. In 2025 alone, the projected shortfall ranges between 117.6 and 149 million ounces. That’s not a blip. That’s an industrial catastrophe in slow motion.

Look at production. Global mine output for 2025 is sitting at 835 million ounces, which is down over bump from where we were in 2016. 7% may not sound like much until you realize that demand has surged by far more over the same period. Supply is shrinking, Demand is growing and the gap is widening every single year. From 2021 to 2024, the market ran a cumulative deficit of 678 million ounces. That’s nearly 10 months of global production already gone, consumed, vanished from above ground stockpiles that are rapidly being depleted. In 2020, we had 22 months worth of supply available.

By 2024, that number had collapsed to just 12.3 months. And at this pace, we could be facing single digit months of supply within the next two years. There is no margin for errors. Every ounce counts. And yet production is stuck. Recycling is too slow. New mining investment is lagging. Even the biggest producers, Mexico, China, Peru, Bolivia are flatlining. And geopolitical pressures Are only making it worse. Here’s what the mainstream won’t tell you. Silver mining is not keeping up because it can’t. Most silver isn’t mined directly. It’s a byproduct of other metals like zinc, lead, or copper.

That means even if silver prices rise, Production doesn’t necessarily increase Unless demand spikes in those other metals. Silver remains a secondary concern for miners. So while prices may be flashing alarm bells, the supply side has no easy way to respond. Recycling, it’s picking up, but not nearly fast enough. In 2024, recycled silver totaled 193.9 million ounces, up just 6% year over year. But most of that silver is locked inside industrial applications, Soldered into circuit boards, Woven into solar panels, Fused into car batteries. It’s not coming back anytime soon. It’s gone for decades. Which means new supply has to come from the ground.

And the ground isn’t giving. This is the part the financial media Isn’t prepared for. They still see silver as a volatile commodity, Bouncing around based on investor sentiment. But the truth is, silver is quietly becoming a strategic resource. And as supply tightens, Industrial users, Especially in energy, tech and defense, Won’t wait around, they’ll bid higher, they’ll secure contracts, and they’ll lock out retail investors who waited too long. But here’s where it gets even more critical. Silver isn’t just scarce, it’s also underpriced compared to gold. The gold to silver ratio is screaming for a reversion. And when that reversion hits, it won’t be subtle, it’ll be violent, it’ll be fast, and it could catapult silver into triple digits.

It could go either way. I don’t know how it’s going to play out, but I do have a strong feeling this is going to be the last time. As you go down the fiat process, crashes get closer and tend to get more intense. But, you know, the intensity also on the one side, yes, they do get more intense. On the other side, the Fed becomes more aware that it’s going to have to act sooner and sooner following any kind of sign of stress, which is what we saw in, in 2019 and in 2020. And I think we’re going to see it again.

So we’re going to see some kind of intense move, but we’re also going to see the Fed act very quickly. Where in 20, in 2008, it took them, you know, maybe, you know, a few months. It depends where you count, where the stress started. You could count it years, starting with the top in the, in the real estate market in 2006, you could start it with the excess reserves or whatever they were doing in the bank system in 2007 where they allowed the Fed to pay interest on excess reserves. Most people don’t know that that entire process, that entire set of rules, was only instituted once the banks told Congress, look, we need the Fed to be able to pay interest reserves, to keep all these reserves out of the monetary system, because otherwise everything’s going to explode.

That actually happened before the financial crisis even happened. So you account it in many different ways, but however you count it, it took the Fed some appreciable amount of time to really get moving, right? In 20, in 2019, it was much less. It was like they saw repo going up and up for maybe a week or two before they moved, and then they only moved. It really spiked. And in 2020, they acted immediately. Congress or whoever was in charge of locking down the planet said, look, we’re going to do this. And the Fed says, okay, we’ll print $4 trillion in the next day, two, three, four days, whatever it was.

So it’s going to be very quick, but it’s going to Be very extreme in terms of will be felt in the stock market, I don’t think for beyond a day or two in terms of nominal values. But once the printing starts this time, I think we’re going to see gold and silver, especially silver, really start to move, like in ways that are going to be scary even for stackers. Because if you put yourself in our situation in order for silver to, let’s say, move like 20, 30% a day, right when that happens, we’re going to see some really scary stuff happen in the equity markets, happen in the bond markets, prices.

You know, oil is going to start heading up, commodities are going to start heading up. Not as fast as gold and silver, but they’re going to start heading up. Very scary. And we’re going to feel like, you know, happy, but, you know, worried at the same time. That’s when we know that we’re really close, when our happiness is tempered by our own fear. Even if we’re in a good situation financially, which is once you start feeling that, you’ll know we’re almost there. And I think that’s going to start to be felt once the next printing round begins.

Whenever the last bits of monetary stimulus for 2020 finally run out, should be. The gold to silver ratio isn’t just a chart. It’s a countdown clock, a flashing red warning light that tells us exactly how undervalued silver really is. Right now, that ratio stands between 88 and 93 to 1, meaning it takes nearly 90 ounces of silver to equal the price of 1 ounce of gold. Historically, that number should be closer to 66 to 1. But during Silver’s most explosive bull markets, it doesn’t stop at 66. It collapses to 30, 20, even 15 to 1. And when that kind of reversion hits, silver doesn’t just catch up to gold.

It blows past all expectations. Let’s do the math. Gold is sitting near $3,500. At a 66.1 ratio, silver should already be at $53 per ounce. And that’s just to reach historical equilibrium. But if the ratio drops to 30.1, silver jumps to 116. At 21, you’re looking at 175 or silver. And if we hit the kind of extremes we saw in 1980, 15.1 silver would skyrocket past $230 an ounce. That’s without hyperinflation, that’s without comics disruption. That’s just the ratio rebalancing itself in response to decades of suppression. This is not a hypothetical. It’s Happened before. Twice in 1980, gold surged and silver went parabolic, pushing the ratio all the way down to 15.

Then again in 2011, silver soared to nearly $50 as gold hit its peak, closing the gap dramatically. Every time gold enters a new bull phase, silver starts slow, then slingshots. And we’re seeing this setup again right now. Gold has already broken records. Silver is still lagging. But history shows that lag doesn’t last. When silver plays catch up, it doesn’t walk. It runs. And this time, there’s more fuel behind the move than ever before. Because unlike in 1980 or 2011, we’re not just looking at speculative pressure. We’re looking at a total breakdown of monetary confidence paired with industrial demand surging at a record pace, all while supply collapses.

The ratio isn’t just out of whack, it’s completely broken. And when that kind of disconnect resolves, it does so violently. Some analysts are even pushing beyond $230. With gold forecasted to reach $5,000 to $7,000 in the coming years, a 15.1 ratio could easily put silver at $350 to $460 per ounce. That lines up exactly with the $500 predictions being whispered by insiders and top analysts. This isn’t about wild guesses. It’s about math, historical reversion, supply constraints, monetary chaos, and the sheer force of institutional capital looking for real hard assets. And here’s the part that amplifies all of it.

Wall street and the bullion banks have spent decades artificially suppressing silver prices. But that suppression is starting to fail. Paper contracts are breaking down, physical delivery is being demanded. And when the shorts can no longer roll their positions forward, the squeeze begins. What’s coming? On a financial level, and I would hope that there are enough people in society and we are at the head of it. We are at the head of that class as not just stackers, but anyone involved in anything real. There are still plenty of those people left. It’s just that the people that are involved in stacking paper in the right way so the pyramid doesn’t fall over, they take the headlines.

It’s like, technically, I guess, the mainstream media is in charge of the narrative, but nobody listens to them anymore. So there’s still a lot of people thirsting for truth out there. I. I’m very optimistic. I’m not saying that everyone is going to survive this, but I do think that we have enough people who understand what reality is or basically understand not saying they have any sophisticated theories or they can cite, you know, the entire structure of everything, but they just have a gut feeling of what. Of what right and wrong is, which is all you really need.

And then you just follow your instincts from there, as long as they’re good ones. That. And not that I’m not super pro Trump or I’m also not against Trump or anything, but I do see as very positive. The American society has made some very important basic moves back to sanity. Not really in the monetary sphere, not really in the financial so much or at all, but just in terms of, you know, children’s rights, which I see as the most important thing. I remember hearing that some. I forgot what. It had some weird name, but they were in charge of gender affirmation surgery for a bunch of minors in the country, and they decided to suspend operations.

These kinds of things are positive. And a small move back in the direction of sanity, even in the most basic issues, can wake up a lot of people and take them out of a spell. So we’re talking. What I’m saying is like, the people that they were kind of woke and they were like, yeah, men and women should be equal, whatever they’re thinking to themselves. And then they suddenly realize that children are being mutilated, and they kind of snap out of it. So I think we’re getting those people now. And as we head more into the hyperinflation, we’ll get more and more of those people that are realizing that this is all fake.

They won’t be able to explain it to you, but it will awaken some kind of visceral emotion in most humans that aren’t completely gone, that this is all wrong. Just like a lot of Nazi soldiers at the end of World War II, once the Russians had completed their invasion and the Americans were right there, and they were like, okay, what is this? What have we been doing? It’s like waking up from a nightmare that’s going to happen in America. And I’m not making any equivalent. I’m not calling Americans Nazis at all. No, not anything like that.

I’m just saying there’s a. Everyone’s under some kind of nightmare, including ourselves, and though we’re aware of it, we’re still stuck in here. And that’s all going to clear up and it’s going to be messy, but we should be able to reorganize from there in a way that is much more modest and much more honest and. And a lot safer for all of us. The silver market is a powder keg, and the fuse has already been lit. For years, banks and institutions have flooded the market with paper contracts, creating an illusion of abundance that kept prices artificially low.

But here’s the truth. The paper game is collapsing. And when it finally breaks, the resulting short squeeze could send silver prices into a frenzy unlike anything we’ve ever seen. Let’s pull back the curtain. The Comex silver market operates on a fractional reserve model, meaning the number of silver contracts traded vastly exceeds the amount of physical silver available for delivery. How bad is it? Only 0.01% of COMEX Silver contracts are actually settled in physical metal. The rest, just paper promises derivatives built on top of derivatives. And when trust in that paper system fades, panic starts. We’ve already seen the tremors.

On July 11, a staggering 483 million ounces of silver were sold short in just one hour. That’s more than half the planet’s annual mine production sold with a click. But instead of collapsing, silver rebounded. The price surged above $37.50, catching shorts off guard and forcing some to hedge their losses by buying physical. That’s the spark. Because once shorts are forced to cover with real metal, not contracts, they run headfirst into a wall of scarcity. Meanwhile, physical inventories are evaporating. JP Morgan alone withdrew 645,497 ounces from COMEX in a single day. Total eligible stockpiles are shrinking, and delivery requests are rising.

The exchange for physical premiums spiked from nearly zero to over $0.80 per ounce in just 48 hours. That’s not speculation. That’s desperation. And when those delivery requests start to pile up, comics won’t be able to meet them. That’s the moment the paper price decouples from physical. And when that happens, all bets are off. $50 gone, $100 blown past. Because once the suppression mechanism fails, Silver’s price isn’t determined by speculation. It’s determined by scarcity and fear. And that’s when the market flips. The buyers become aggressive, the sellers vanish, and the bid runs wild. Remember, silver is one of the most thinly traded major commodities on Earth.

A relatively small amount of capital can move it dramatically. Now imagine what happens when hedge funds, institutions, industrial giants, and retail investors all rush in while Comex is trying to deliver metal it doesn’t have. That’s not just a squeeze. That’s a detonation. And here’s the kicker. This isn’t a black swan. It’s been building for years. The manipulation, the leverage, the over promising, and now a lot of people on the margin. They’re going to lose their job evaporating. Trust the house of cards. I’m in the US now and I’m seeing it’ll launch. Really, this isn’t just a market story anymore.

It’s a true political in certain industries because of confidence in the dollar roads and global power. Kind of scary. I mean if you think about them, every billboard that I see, it’s a weapon in the, you know, some kind of. Not every single one, but like let’s say, you know, 50, 60% of all billboards as I drive on the, on the highways, they’re about, you know, there’s this big amount of Money, let’s say $500,000 and some injury attorney talking about how he can sue for you. I hear these ads on the radio non stop about the same thing.

Everything’s concentrated now. All the money’s concentrated in insurance claims and accidents and injury claims and whatever. All this is where all the, you know, the big inflation is going or part of it. So when you have a society that’s so concentrated in these very specific areas that are not very productive, all of that money goes away. And you have all these people in these very inflated industries that are suddenly unemployed and they have nowhere to go because no, there’s no demand for their services anymore. Right. So the, I mean the people that are in the very concentrated inflation, inflation influenced areas like litigation, that’s one of the reasons we have such a litigious society.

And securitization. Right. I’m reading a book now about how the CMBS market, the commercial mortgage backed securities market is structured and how much employment that feeds. So you have these, basically any profession that’s involved in moving paper around to kajigger, a refinancing of something to keep a pyramid going, basically somewhere in the structure they’re gonna have to find something else to do. And most of them don’t have any practical skill how to do anything other than manipulate the system in some way that right now is profitable. So those professional classes are going to get really hit.

People with skills are going to, they’re also going to get hit if they have minimum wage jobs now just to keep going. But if they have skills, their skills will be in demand somewhere. I don’t know what their standard of living is going to be, but they’ll probably be in better situation than people who have no skills other than pushing around big piles of mortgages to try to get him more time to pay his loan bankers, that sort of thing. So these people are going to be in, I Hope not dire straits. I hope they have some real savings, but if they don’t, they’re going to be in trouble.

And people that are living hand to mouth now, if they have skills, they’ll probably move up a little bit because the inflation is killing them. And once the hyperinflation comes, the inflation is over and they can start rebuilding. So, yeah, there’s going to be a period of difficulty for them, but it’s going to be easier for them than, let’s say, a hotshot banker that has, that has no skill in how to do it. The world is entering a new financial era, and silver is quietly becoming one of its most strategic assets. What used to be dismissed as a poor man’s gold is now being reclassified not just as a monetary hedge, but as a critical national resource.

As the global financial system unravels and a new order begins to take shape, Silver is at the center of it. Not just because of its scarcity or its industrial demand or its monetary history, but because of what it now represents. Sovereignty, survival and control. Let’s start with what’s shifting. The dollar’s role as global reserve currency is being challenged from all sides. Nations are forming new trade alliances, bypassing swift settling in local currencies and ramping up gold and silver purchases. But it goes deeper. The United States just placed a 50% tax on copper imports to retain control over critical minerals.

That policy could easily extend to silver, especially as it becomes vital to defense, energy and AI infrastructure. Europe is already treating silver as a strategic material. China never stopped. The west is just waking up to it. Governments are beginning to treat silver not as a commodity, but as infrastructure, as the fuel for solar grids, military satellites, electric vehicles and data centers. That’s why recycling programs are expanding, domestic mining is being incentivized, and supply chain controls are tightening. When supply chains fracture, as they did during COVID and again during global trade disputes, nations fall back on what they can control.

And if silver becomes untouchable, price becomes irrelevant. Access becomes everything. But there’s a darker reason this the financial reset. The existing fiat system is stretched to its breaking point. Massive debt loads, uncontrolled spending, inflation. Without real growth, governments around the world are preparing for some form of reboot. Whether it’s a digital currency, a new reserve framework, or a global basket of assets, one thing is trust in traditional money is dying. And when that trust vanishes, people don’t wait for new systems. They rush into the oldest one that works, precious metals. Silver will play a massive role in that shift, not just because of its historical use in coins and currency, but because of its modern role in technology.

It bridges both worlds, monetary and industrial. And unlike gold, which is hoarded in vaults, silver gets consumed. It disappears. That means the more the world depends on it, the less of it is left. And as nations realize that, silver stops being priced like a commodity and starts being valued when. Like a strategic asset, like oil, like semiconductors, like food. This is the hidden transition happening right now. You won’t see it in headlines, but you’ll feel it in premiums, in delivery delays, in surging demand. And once the reset becomes official, once a major currency fails or a new monetary regime is announced, silver’s repricing won’t be incremental.

It will be sudden, violent, and irreversible. But the real culmination of everything we’ve covered so far, the industrial surge, the monetary chaos, the supply crisis, the ratio imbalance, the COMEX squeeze, and now the global reset, all of it leads to one conclusion, one number one target that once seemed outlandish but now looks inevitable. It’s important for a society, not just, you know, what is the society in the collection of its people. And society doesn’t know how to. What is moving it. You look around at this humongous system, it’s like, how does this all work? And I can’t answer that either.

I have no idea, other than I’m just focusing on teaching my children how to work with their hands, how to sew, they know, how to crochet, to create things just to give them confidence and using their hands. My daughter might be the only one in her class. She’s in second grade, the only one who knows how to tie her shoe. And I have, because there’s no shoelaces on shoes anymore for kids. Try to find one. We were trying to find shoes her size, the shoelaces on them. We couldn’t find that because nobody knows how to tie shoes anymore.

And I have nieces and nephews that are older than her, like maybe 10, 11 years old that told me they don’t know how to tie shoes because they never had to do it right. And I’ll tell you this, like, my wife teaches gymnastics or tries to, but she just realized after a year or two of trying to do this, that children actually lack in. In this generation in Israel, I’m talking about. I don’t know what it’s like in the US Maybe you’ve seen this too. They lack the ability to even understand that following directions is a thing that you have to do because if there, if there are no consequences to actions, you know, parents just don’t discipline their children even in the most basic way.

I’m talking about hitting, I’m just talking about fault, you know, on saying this, you do it. If you don’t have that, you don’t have the ability, even if you wanted to, to basically follow directions and do what an authority figure is telling you to do. Now, I’m not saying all children have to listen to authority at all times, obviously not if they’re doing, if they’re saying or doing the wrong thing. But the basic skill of being able to follow directions is. Now the fact that we’re naming it executive function means that it’s not taken for granted that you even know how to do these things.

So now my wife is trying to figure out, how do you teach kids the ability to even follow directions? Like she’s saying something, therefore you follow. But even that logical connection is not there. How do you do that without the ability to impose consequences on the kids in your group? Like, okay, you didn’t come with a leotard, so you can’t participate today. She can’t do that because she’ll get fired. It’s impossible. So we have problems even deeper than people don’t have any skills or kids can’t do anything. It’s that kids don’t even have, beyond that, the ability to understand that following directions is a thing.

Everything is converging. The debt, the printing, the inflation, the industrial boom, the shortages, the suppressed price, the collapse of paper contracts, and now the geopolitical reclassification of silver itself. It’s no longer a matter of if. It’s simply a question of how fast. Because the setup for $500 silver isn’t based on hype. It’s based on the clearest supply, demand imbalance the modern financial system has ever seen. Think about what we’ve just covered. The Fed is back to printing, effectively surrendering to inflation. Reverse repo markets are draining, signaling a coming liquidity crisis. Industrial demand is hitting records, while mine supply is flatlining.

The gold to silver ratio is screaming reversion. Comex is cracking under the weight of physical delivery requests. And now governments are beginning to treat silver as a strategic asset, hoarding what they can before the real price discovery begins. This isn’t silver going parabolic. This is silver catching up. Catching up to decades of suppression. Catching up to trillions in fake money. Catching up to a world that finally realizes that that digital promises and printed paper mean nothing. If you can’t get your hands on something real. $500 silver is no longer a fantasy. It’s the rational endpoint of a system that has pushed fiat to its limits, ignored real world constraints, and underestimated the consequences of suppressing the most critical industrial metal on earth.

The price isn’t the story. The story is the reason for that price. And that reason is playing out in real time. Prepare accordingly, because when the breakout happens, it won’t wait for anyone. Sam.
[tr:tra].

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