➡ Due to a lack of confidence in the current money system, people are investing more in tangible assets like silver and gold. Silver is becoming more popular because it’s cheaper and reacts quickly in times of crisis. Investors are buying metal instead of keeping their money in banks. This trend is causing a surge in silver prices and demand, with even wealthy families and institutions starting to invest in it.

➡ There’s a growing global demand for silver due to fears of currency devaluation and economic instability. This demand, combined with a declining supply and increasing industrial use, is causing a potential shortage. As a result, silver prices are expected to rise significantly. It’s suggested that owning physical silver could be a good way to protect wealth in times of financial uncertainty.

Foreign. You’re watching Silver News Daily. Subscribe for more. The way the world’s evolving geopolitically, trade wise, economically, we’re in for some turbulent times ahead. More and more countries are trying to be less dependent on the dollar. Yeah, I mean the JGB market is the second biggest government born market in the world. And the Japanese investors, they hold over a trillion dollars of foreign reserves as well in other countries. So yeah, it’s hugely important to keep an eye on the Japanese markets. Fiat currencies are imploding and the world is on the edge of a panic. No central bank can stop.

As confidence in the dollar craters and the yen carry trade goes up in smoke, something far bigger is brewing. Silver. And not just any price move. We’re talking $500 silver. Right now, China’s insurance titans are quietly stacking gold like it’s wartime. They know what’s coming. The dollar’s dominance is dying. And when that final domino falls, silver will be the spark that ignites the inferno. While headlines scream about inflation and economic recovery, the real story is buried beneath the surface. Precious metals are surging and silver just posted its biggest daily gain since October. But that’s just the warm up.

Momentum is building. Resistance is breaking. And if you think $35 is high price, buckle up because the next stop could be historic. As institutions lose faith in fiat and investors scramble for anything real, silver’s perfect storm is already here. The question isn’t if silver is going to explode. The only question is, are you ready before the world wakes up? Yes, I think it’s like an expansion of what governments and central banks have been doing, especially China and the other Global south nations. They’ve been increasing their net holdings of gold over the last three and a half years.

And I think now the Chinese are thinking, well, we need to get financial institutions to do the same. And I don’t think they had any provisions for insurance companies. So they, they announced in February that they could have up to 1% of their assets in gold. And Elijah, the more I see the way the world’s evolving geopolitically, trade wise, economically, I think we’re in for some turbulent times ahead. And I think more and more countries are trying to be less dependent on the dollar. So this is just normal. And I speculated in this recent video, because this is kind of old, but my speculation is that eventually this provision for insurance companies could go up maybe 5%, maybe 10% in a few years.

And it wouldn’t be surprising because if you look back over 100 years, most central banks, they held, like, almost 90% of their assets were gold. So why shouldn’t financial institutions also do so? And, yeah, that was the premise of my argument. While the world watches gold, China is quietly waging a different kind of war, one that doesn’t involve bullets, but bullion. Insurance giants across the country have been piling into gold at an unprecedented pace, signaling a shift that goes far beyond portfolio diversification. This isn’t about hedging inflation. This is about hedging collapse. The US Dollar, long considered the bedrock of global finance, is losing its grip, and the Chinese know it.

As trust in Western financial systems erodes, Beijing is executing a calculated pivot toward hard assets. And it’s not just happening in public view. Behind closed doors, Chinese institutions are liquidating foreign bonds, unloading U.S. treasuries, and converting reserves into precious metals at breakneck speed. The signal couldn’t be clearer. They’re preparing for a new monetary order, one where gold and silver once again anchor the global economy. This quiet gold war is setting the stage for silver’s dramatic return to power. Because when gold starts moving like this, silver doesn’t just follow, it explodes. And if China’s massive hoarding is any indication, that explosion is closer than anyone realizes.

Yeah, no, I mean, since the administration started on January 20th, the dollar has dropped from like 109 on the dollar index to around 100 right now. So, yeah, it has come off. And, I mean, it’s the Keynesian fallacy as well, that if you devalue, your exports will go up and it will cut the trade balance. But I’ve never seen a country around the world, and there are many examples of this, especially in the Third World countries that devalue and debase their currencies. They never become wealthy and export things, because a lot of times you also have to import, like, intermediate goods or commodities to produce the finished goods, the manufacturing goods in the U.S.

so if your dollar is weak, it’s going to cost more. And an example of a country that has not really had a policy of devaluation is like Switzerland, even though they’ve tried their best to keep the Swiss franc as weak as possible with no success, because it’s still a strong currency and they don’t have such a bad history of devaluation, and it’s a wealthy country. So that’s the way I see it. And I think it is the policy of the Trump administration, a weaker dollar, and I think it’s. It will be particularly pronounced versus gold. But that doesn’t mean to say Elijah, that other countries are also not going to devalue versus gold.

So it’s going to be a race to the bottom. And that’s why it’s not just the dollar that’s going down the drain, it’s all of the fiat currencies. Now, while China hoards gold in the shadows, another financial fault line is cracking wide open the yen carry trademark. For decades, global investors exploited Japan’s near zero interest rates, borrowing in yen to fund riskier bets elsewhere. It was a system built on stability. But that stability is now gone. As inflation grips even Japan and interest rates begin to rise, the very foundation of the carry trade is disintegrating. The unwinding has already begun and the consequences are seismic.

Investors who were leveraged to the teeth are now being forced to unwind those positions fast, triggering a massive ripple effect across global markets. What happens when trillions of dollars flee over leveraged assets at once? They don’t just vanish, they rush to safety. And that flood is heading straight toward precious metals. As liquidity tightens and financial structures unwind, gold may be the first port of call, but silver, with its lower price point and explosive upside, becomes the high leverage hedge of choice. Traders are watching the yen collapse not just as a currency story, but as but as a signal of what comes next.

A flight from paper promises to physical reality. The same institutions that once played the currency game are now being cornered into metals and silver. Undervalued, underheld and under the radar is their escape hatch. We’ve had inflation for decades if you look at the money supply, because that’s the true definition. But I know what you mean. The CPI that has gone up and what was happening prior to 2022 is that every time the government and the central bank inflated the system fiscally and monetarily, all that credit and currency went into financial assets. At this time, it came out of financial assets like stocks and bonds and went into consumer goods.

And people feel it. And I think, yes, the government is going to. How are they going to react? Well, they’re going to tinker with the data. They’re going to find new ways of like revising the CPI, just like they’ve been doing since the 80s. If you look at shadow stats and John Williams, they’ve done it here in the UK in 2022, chopped off like 1% off CPI. And the other thing they’re going to do, I think even if we have a Republican administration, they’re going to bring in price controls. I think that’s what Richard Nixon tried to do.

And every, all of those things are. And yeah, people are not going to be happy, they’re going to be more and more unhappy. Yes, you can try to get OPEC to produce a lot more oil and bring the oil price down, but that’s not really bringing inflation down, it’s just bringing oil prices down. So ultimately, I mean the way to kill inflation would be to have a massive recession, massive Great Depression. That would really, that’s the only way to eliminate a lot of that funny money that’s been put onto the money supply over the last few decades, especially the last 15 years.

So I don’t see any politician be in the US or in Europe wanting to do the right thing in terms of that because the general public still expects like Peter, to pay. Paul, as I mentioned the other day, Frederick Bastiat, he said that the state is the great fiction by which everyone wants to live at the expense of everyone else. And it still applies. Confidence in fiat money is evaporating. And it’s not just investors who are waking up. Governments and central banks are scrambling too. What we’re witnessing is a systemic collapse in belief. The very trust that once gave paper currencies their power.

With inflation ravaging real incomes and national debts spiraling into the stratosphere, faith in central bank solutions is gone. Every rate cut, every stimulus, every promise of a soft landing now rings hollow. People are beginning to realize that these currencies aren’t backed by anything. And when belief dies, fiat dies with it. This crisis of confidence is fueling a stampede into tangible assets. Gold is already benefiting, but silver is where the panic is headed. It’s cheaper, more accessible and historically moves faster in times of turmoil. We’ve seen it before in past inflationary storms. Silver didn’t just rise, it detonated.

And right now with the dollar wobbling and trade policies and chaos, that storm is back. Investors aren’t waiting for central banks to act, they’re acting first. And what they’re doing is simple. Dumping paper, buying metal. As the old money system unravels, silver is becoming the lifeboat. And the rush for seats has already started. Yeah, and if you look at the aside from the sovereign nations buying gold for their central banks or treasuries, if you look at the so called smart money, the family offices, I saw something from ubs. I think it was in, in Gold We Trust, the Ronald’s shop in Lichtenstein Incrementum ag.

That’s what the name I wanted. He, he had a bar chart and these family offices and family offices are like Private hedge funds for the the most wealthy families on the planet. They still only hold 2% of their assets in gold. It’s not much, 2% and 1% in commodities and the rest is still mostly stocks and bonds, private equity. So yeah, the public hasn’t even really put their toes in the water as far as gold and silver are concerned. In China though, they’re also pushing, they’ve been pushing for the last few years for the public to buy gold.

They have special gold accounts. You can open a gold account at a normal bank. I mean we can’t do that here in the uk. Banks haven’t dealt with gold for decades here. So yes, we’re still, yeah, we’re still not even in the mania phase at all for gold. 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. The charts are screaming what the headlines won’t say. Silver is primed for liftoff. Just days ago, Silver posted its biggest one day gain since October, catapulting past key resistance at 34.55 and brushing up against multi year highs.

This wasn’t a a fluke, it wasn’t noise. It was a breakout. And the technical signals are crystal clear. Momentum is shifting hard in favor of the bulls. The RSI isn’t overbought, MACD is flashing green and the price action is explosive. Traders are no longer just watching silver, they’re chasing it. What’s even more telling is the resilience. Even with a brief dip from profit taking, Silver found strong support near $3,400, refusing to collapse under pressure. That kind of price behavior doesn’t come from hype, it comes from real demand. The next resistance lies just above at $35.36. And if that level cracks, we’re staring down a path to $37.46 and beyond.

Technical traders are setting stops just below key levels Gearing up for what could be the most violent breakout in over a decade. But here’s what makes this setup so dangerous for the bears. Unlike past rallies driven by retail speculation, this one is being powered by macro fundamentals. Collapsing fiat, supply shortages and institutional demand. The technicals are just confirming what the macro has already declared. Silver is no longer asleep, it’s waking up. And once it clears the last resistance, there’s no telling how high it might go. Currencies because they’ve been the derivative of the dollar. But as for the bond market, yeah there was a 20 year bond auction I think last week and demand wasn’t great.

The dealers, the primary dealers who work with the Fed, they had to step in to buy a little extra. Even the Fed stepped in. But I think, yeah, demand still there. I mean yesterday I think they had a seven year note auction and then that went quite well. But as I spoke with you before we got on, there’s a lot of talk now about a provision in the, in the big beautiful bill. Well it’s a section in 899 and it talks, it gives the the treasury power to tax foreign investors and some people are concerned that it could apply to U.S.

treasury coupon or income even though there’s like an international understanding now that you shouldn’t tax, have withholding tax on interest income from government bonds. So I think that puts more uncertainty into Treasuries and after August I think there’s going to be like 7 trillion to roll over. Only this year of all the debt that has been accumulated and hasn’t been able to be rolled over because of the debt ceiling. So yeah, I think it’s a huge problem. The technical picture for let’s say the 10 year futures and the T bond futures doesn’t look very good. And personally I’ve been saying since 2020, 21, even 2019 that I thought we were near the end of the bond bull market and that’s been the case since 2020.

Yields have been rising. We’ve had some kind of consolidation since, for the last year and a half but we could very easily see yields spike again. Maybe that’s what Trump and Powell were speaking about yesterday at the White House. I know Trump demanded set told him that he was wrong not to cut rates. But I had a look Elijah, since the Fed cut rates last year in September by 50 basis points, they cut another two times by 25 and the 10 year yield is actually up almost one full percent. It was at around 360 when they started cutting and it’s now around 440.

So I’m not sure if cutting rates is the solution. I’m not like, being like, partisan here. I’m just giving you the facts. But we’re seeing a few weak numbers as well. We saw PCE today came in a little lower than expected, the core and the headline number. And we’ve seen jobless claims jump up to like 240. So maybe bonds will stabilize a little bit, but over the medium to long term, I think it would be a big, big problem for, for the treasury for refinancing and the cost of interest, expense. Even Elon Musk came out the other day and said he’s not impressed with the big, beautiful bill.

He said, you can’t have a big and beautiful. You can only have one or the other. The big players aren’t waiting. They’re moving and fast. Behind the scenes, central banks and institutions are quietly loading up on silver, even as the spotlight stays fixated on gold. This is the smart money at work. They see the writing on the wall. The dollar is weakening, inflation is sticky, and global confidence in sovereign debt is eroding. These institutions aren’t just buying metals, they’re hedging systemic collapse. And while their gold purchases make headlines, it’s their silver positions that could deliver the biggest surprise.

Silver is still flying under the radar, which makes it the perfect stealth asset. Physical inventories are being drained, premiums are creeping up, and delivery times are stretching. Comex stocks are thinning, and even industrial users are starting to panic about supply. But that’s exactly how the big players like it. Quiet accumulation before the fireworks begin. What’s different this time is scale. This isn’t a small reallocation. It’s a global shift in capital moving from intangible promises into hard assets. Hedge funds, sovereign wealth funds, even pensions are dipping into precious metals. And as silver gains technical momentum, institutional allocations are increasing.

They know what’s coming. The old rules are breaking down. And when that happens, silver isn’t just an asset, it’s insurance. The moment the public catches on to what the institutions are already doing, the silver market won’t just tighten, it’ll lock. Lock. Yeah. And I heard President Trump saying, because a reporter asked him about the deficits and the, the bill, and he said, and it was, they were referring to Representative Thomas Massey. And he said he doesn’t know what he’s talking about. He doesn’t know about government. And the thing is, we need to stimulate the economy to, to solve, you know, to fix things, which to me sounded Like a Keynesian strategy.

Not a strategy where you’re trying to cut the size of government, cut taxes, which is a good thing. I don’t disagree with that. But you need to cut government spending as well, and that’s not being done. What begins as quiet accumulation always ends in panic buying. And we’re now crossing that threshold. Retail investors, many of whom missed gold’s early move, are flooding into silver with urgency. Physical dealers are reporting unprecedented demand. Online inventories are thinning by the hour and premiums are spiking well above spot. This isn’t cautious buying, this is fear driven action. People are sensing that something big is coming and they don’t want to be left holding fiat when it hits.

This behavior mirrors the early stages of every major silver bull run. At first, the institutions move quietly, then momentum builds and finally the public piles in, fast, loud and in massive volume. That’s where we are right now. You have people buying junk, silver, kilo bars, coins, anything they can get their hands on. Social media is lighting up with silver stackers, comparing delivery delays and out of stock notices. And unlike past surges, this isn’t just a Reddit fueled frenzy, it’s broad based, global and growing. The panic is spreading because the fundamentals are impossible to ignore. Currency devaluation, supply chain stress, geopolitical chaos, it’s all converging.

And silver, still cheap relative to gold, is the logical outlet. Every wave of retail demand tightens the market further, pushing prices higher and squeezing out the latecomers. At some point, silver stops being available at any price you’re willing to pay. And the way demand is accelerating right now, that moment is no longer theoretical, it’s imminent. Yeah, well on an individual basis, we’re more immune because we can do things that will help protect us financially, like having physical gold and silver, like getting out of debt. Even though you could see the value of debt be obliterated by inflation.

The important thing about that though is that you have to make sure that you’re able to carry that debt and not go bankrupt before the currency collapses. And yeah, so on societal or national basis, it’s much harder. And the only way that things are going to get better are either through a collapse of the system, like a hyperinflationary collapse, or mega deflationary collapse, which I don’t see, because when push comes to shove, the Fed will start printing and the government would start spending. We’re seeing the government spend now and things are supposed to be okay. So yeah, my, my money is on hyperinflation and that’s why I’m holding on to gold and silver and I’m trying to, yeah, live within my means.

Also, it’s not just about money. It’s about being in good stand with your community and, and the people you live around. I, I think that’s important too when, when money dies. So now combine surging demand with a supply chain hanging by a thread and you’ve got a powder keg. For years, silver supply side has been quietly deteriorating. Mining output is declining, ore grades are falling and new discoveries are rare and increasingly expensive to develop. Meanwhile, industrial usage keeps hitting new records, fueled by the global push for solar energy, electric vehicles and high tech infrastructure. The result, a deepening structural deficit that no amount of financial engineering can hide.

We’ve already seen signs of stress. Silver’s above ground stocks are shrinking, refiners are running at full capacity, and lead times for physical delivery are stretching longer with every passing week. When investors panic buy silver, they’re not just pushing the price, they’re draining what little physical supply is left. That’s when the real crunch begins. Because unlike digital assets or fiat currency, you can’t just print more silver. It has to be mined, processed, refined and delivered. And that takes time the market no longer has. And let’s not forget the geopolitical backdrop. With tensions rising globally and protectionist trade policies re emerging, supply routes are being disrupted just as demand hits escape velocity.

The industry is warning of apocalyptic shortages. And that’s not hyperbole. If the current trajectory continues, we could see a scenario where physical silver is effectively unavailable no matter the price. That’s not just a market squeeze, that’s a full scale breakdown. And once that domino falls, the consequences will ripple far beyond the silver market. Yeah, I mean we had a scare last August with the yen carry trade. And the yen carry trade is basically not just Japanese investors, but foreign investors borrowing very cheaply in yen and then taking the proceeds in dollars, euros, pounds or Aussie dollars and buying high yielding assets.

And that worked well the last couple of decades because the Japanese authorities, they’ve had a policy of keeping the yen weak and keeping rates at zero or negative. But now with rates all around the world going up, even though the Japanese central bank, the BoJ is still doing like I think $40 billion of QE every month, they haven’t been able to keep their yields, bond yields low. For example, the 40 year has gone from like near zero or even negative four or five years ago to over 3% now. So what that does is that it makes the yen stronger because Japanese investors, they’re bringing a lot of their funds home because they can get a higher yield in Japan.

So that strengthens the yen. The people who have borrowed in yen, who did the carry trade, they’re getting crucified on their borrowings in yen because the yen’s going up in value and the cost of borrowing is going up. So what they do is they liquidate their higher yielding assets in the west and to close out that trade. And so the thing to do if you want to keep track of the Japanese yen carry trade is to see if the, if the, the dollar is dropping a lot versus the yen, that’s a bad sign. And, and also to see if the 10 year and the 40 year JGB yield, if they start going up and the yen start going, starts going up, that’s bad.

Right now it’s kind of stabilized. But yeah, it, it could affect, yeah, U.S. financial markets, European financial markets, and it could have like a domino effect contagion. The silver panic isn’t happening in a vacuum. It’s part of a larger monetary unraveling that’s now accelerating toward hyperinflation. Governments are printing like there’s no tomorrow, debt ceilings are becoming irrelevant and real yields are collapsing under the weight of endless stimulus. This isn’t economic growth, it’s currency dilution on a historic scale. And for anyone paying attention, the conclusion is inescapable. Fiat money is burning and silver is the fireproof safe haven the world is running to.

Just look at what’s happening with gold. It’s already charging toward new records, but silver hasn’t even begun to catch up. The gold to silver ratio remains historically stretched, signaling that silver is dramatically undervalued. In past inflationary cycles, silver didn’t just follow gold, it played catch up with a vengeance. And now, with central banks boxed into a corner and real world inflation far higher than the official numbers suggest, silver is being revalued in real time. We’re entering a world where hard assets will dominate and paper wealth will evaporate. This isn’t theory, it’s already underway. Grocery bills, rent, fuel, it’s all climbing while currencies lose value daily.

People are beginning to understand that money as they know it is changing. And silver, once dismissed as a relic, is being rediscovered as the essential tool for wealth preservation. In a hyperinflationary environment. Silver isn’t just a hedge, it’s a necessity. And the markets are finally catching up to that reality. What we’re witnessing isn’t a silver rally. It’s a global monetary reset unfolding in real time. Every crack in fiat, every tremor in the bond markets, every ounce of gold China locks away is pushing silver toward a reckoning the world isn’t ready for. The breakout above $35 was just the beginning.

With institutional demand surging, retail panic spreading, and a full blown supply crisis taking shape, the path to $500 silver is no longer the sum fringe prediction. It’s the logical conclusion of a system that has run out of answers. The market is waking up to a reality it has ignored for too long. Silver is money. It always has been. And in times of chaos, it doesn’t just survive, it dominates. Whether it’s to protect wealth, escape inflation, or hedge against financial collapse, silver is rapidly becoming the cornerstone of the new monetary era. So if you’ve been watching from the sidelines, this is your signal.

Because when the next phase begins, hesitation won’t just be costly, it’ll be fatal. Subscribe now to stay ahead of the curve. And remember, this isn’t financial advice. Always speak to a qualified professional before making any investment decisions.
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