➡ Silver is becoming a crucial asset in the global economy and financial system due to various factors like monetary shifts, a weakening dollar, and increasing industrial demand. Despite being underestimated and treated as a regular commodity, silver’s value is expected to rise rapidly and significantly. This shift is seen as a rare opportunity, but it’s crucial to pay attention now before the momentum fully takes hold. The market is expected to recognize silver’s true role and scarcity, leading to a revaluation that could redefine how people view silver for years to come.
➡ Silver, often seen as underperforming compared to gold, is actually building pressure for a significant increase in value. This is due to a combination of factors including a weakening financial system, increased industrial demand for silver, and a decrease in confidence in fiat currencies. The current lag in silver’s price is not a sign of weakness, but an indication that it hasn’t been revalued yet. When this revaluation happens, it’s expected to be sudden and significant, potentially redefining the entire market cycle.
➡ The gold to silver ratio, which shows how many ounces of silver it takes to buy one ounce of gold, indicates that silver is currently undervalued. This ratio has historically signaled when silver is about to surge in value. Right now, gold has increased in value due to various factors, but silver hasn’t caught up yet, suggesting a potential opportunity for investment. When the ratio corrects itself, silver’s value could rise significantly, as has happened in previous cycles.
➡ This text discusses the potential risks and benefits of digital transactions and the rising value of silver. It warns that digital transactions can be tracked, taxed, and potentially shut off, limiting personal freedom. However, it also highlights the increasing value of silver in the global economy, as it can thrive in various economic scenarios and is becoming more appealing due to lower interest rates and a weakening US dollar. The text also expresses skepticism towards Bitcoin and other cryptocurrencies, and concerns about the potential for everything to be tokenized in the future.
➡ The text discusses the potential for a significant increase in the value of silver due to a combination of factors. These include a loss of confidence in traditional currencies, increased money creation, and a growing demand for silver in industries like renewable energy and electronics. The text also highlights the importance of using cash to maintain financial freedom and privacy, and warns against a future where all transactions are tracked electronically. Lastly, it encourages viewers to educate themselves about these issues through resources like the Silver Sunrise documentary and themorganreport.com.

So when things get wacky in a war situation, rather than go to gold, which would be expected, they go back into the US Dollar. The data shows that you’re watching Silver News Daily. Subscribe for more. So when you step back and look at everything coming together, the monetary shifts, the weakening dollar, the growing expectation of easier policy, the structural supply deficit, and the explosion in industrial demand, it becomes. It becomes clear that this isn’t just another cycle. This is a moment where multiple forces are converging at once, all pointing toward the same outcome. Silver is being pulled higher, not by one driver, but by an entire system that is starting to reprice what real assets are actually worth.

And this is exactly why voices like David Morgan are calling this the opportunity of a lifetime. Because opportunities like this don’t appear when everything is obvious. They appear in these early stages, when the fundamentals are aligning, but the majority hasn’t caught on yet. When silver is still being underestimated, still being priced as if it’s just another commodity instead of what it’s becoming, a critical strategic asset in both the financial system and the global economy. If this trend continues, if capital keeps rotating, if supply continues to tighten while demand accelerates, then what we’re looking at isn’t just a rally.

It’s a revaluation, a shift that forces the market to recognize silver’s true role in scarcity. And when that recognition happens, it won’t be subtle. It will be fast, aggressive, and impossible to ignore. The real takeaway here is simple. The window to understand what’s happening is now, before the momentum fully takes hold. Because once silver moves into that next phase, once it breaks key levels and captures global attention, the opportunity doesn’t disappear, but it changes. It becomes more crowded, more volatile, and far less forgiving for those who arrive late. So the question isn’t whether silver has the potential to move.

It’s whether you’re paying attention before that move becomes undeniable. If you want to stay ahead of these shifts and understand where this market is going next, make sure you’re subscribed and staying informed. Because what’s coming could redefine how people view silver for years to come. And as always, this is not financial advice. You should speak to a professional before making any financial decisions. You know, the amount of deliveries, and this is talked about almost ad nauseam, and especially in the last couple of years. I mean, people such as myself and Ed Steer and Ted Butler, some of, let’s say the early silver people have looked at this, you know, on the delivery month over and over and over again.

And you know, even though there’s massive amounts of deliveries, especially in the last year, the amount of inventory varies very little. Going past the last four years basically have a in and out, in and out, in and out, but basically pretty darn flat as the amount of physical silver. And the reason for that is that a lot of the deliveries are bank to bank. So the silver actually sits in the warehouse, but the new owner is holding that in the same warehouse. So, for example, you could see a pallet full of commercial bars and it says JPM for JP Morgan.

And then after the delivery month, JP Morgan is delivered to hsbc. So the tag that says JPM gets pulled off that pallet and the sticker says HSBC gets thrown on there. And that’s almost literally what happens now. Not in every case, of course, but what we’re primarily interested in is how much silver comes off or out of the COMEX warehouse. And so what we could see in 2025 is we have this huge influx of silver coming in to the COMEX warehouses. Call them bolts, that’s what they are. And we saw that rapid increase. Now, some say it was tariffs, some say it wasn’t, some others say facts are facts.

We got an increase in inventory regardless of the reason why, and then it flattened out and that same amount of inventory basically left the COMEX warehouse for kind of an in leveling and an out, and basically back to the starting point where we started in 2025. So we’re slightly below that. But what is important, and I think Andy Schectman has made a point out of this, that in the last few months we’ve seen a rapid outflow from the COMEX warehouses to. To wherever it’s flowing. I would suggest some to the LBMA and I’d say most of it from I think everything that we that follow the silver market can determine.

I’m at best silver is about to do something that almost no one is prepared into. And if David Morgan, Shanghai Gold Exchange, Shanghai Metals Exchange, Financial Opportunities and India too as well. So those two markets, the market is quietly shifting beneath our the idea that gold has already made its breaking recording headlines. Delivery silver, you got to take just enough to keep the majority of investors unaware of what’s building valid. And that’s exactly how inventories because every single time in history when gold surges, silver doesn’t just follow, it detonates. It moves faster, harder, and more violently than almost any other asset on the planet.

And the frightening part is that the setup we’re Seeing today is stronger than anything we’ve witnessed before. We’re not just dealing with inflation or currency instability anymore. We’re looking at a global financial system under pressure, a weakening US Dollar, shifting Federal Reserve policy, and a surge in demand for real tangible assets. Silver is sitting right in the middle of all of it right now. Prices are already pushing higher, hovering near levels we haven’t seen before, quietly gaining strength as the dollar weakens and investors begin repositioning. But this is where it gets interesting, because what we’re seeing today isn’t the move, it’s the early stages of the move.

The kind of slow, almost unnoticeable climb that happens right before acceleration, the calm before something much bigger. David Morgan has been watching this market for decades, and his argument is simple but powerful. Silver is no longer just a precious metal sitting in gold’s shadow. It’s becoming the most strategically important commodity in the modern world. It’s embedded in everything. Energy, technology, infrastructure, the very systems that are shaping the future. And yet, despite all that, it’s still priced as if none of it matters. That disconnect is where the opportunity lies. Because when the market finally catches up to reality, when investors realize that silver isn’t just undervalued, but structurally mispriced, the revaluation won’t be gradual.

It will be aggressive, it will be chaotic, and it will leave the majority of people wondering how they missed it. The real question isn’t whether silver will move, it’s whether you’ll recognize what’s happening before the rest of the market does. You know, some of my earlier work, you know, I have made the proposition that there would be some point where there’s a very strong demand that might not be met or delayed or that type of thing. And we have already seen that occur a few times. I mean, Andy Jackman of Miles Franklin has talked about a point in the retail market where he could basically not find any silver for retail products.

And that I turned him on to an outfit that was in the industrial side called Pyromet and Pyro Met was making hundred ounce bars that were not the best bars ever, but that was, I think, if I recall correctly, about all he could source for a while as far as silver product. Now, that subsided over time, but we’ve also seen on the commercial bar side, I remember, I think it was the second tranche that Sprott Asset Management bought for the PSLV. And if I recall correctly, it was 22 million ounces, I believe correctly. And the silver was delayed not by A lot by a few weeks.

But nonetheless, the demand delivery date was not met. A lot of it was, but there was still, you know, I Forget how much, 5% or so that had not met the delivery date that came in. But. And so I got pretty excited. Aha. They’re very short on commercial bars, which is really the silver market. I mean, retail is very important, but it’s a derivatives market based on commercial bars. So that’s what I focus on. I focus on everything. But that’s the one that really see what would occur as far as a quick movement or a quick adjustment in price.

Because if you couldn’t deliver a thousand ounce bar, that would really throw a wrench into the, into the gear, so to speak. So I thought, ha, that’s it. Well, a year or two goes by and they have another tranche which was, I think, greater than that one. And you know, they delivered it early. So I mean, the silver market does ebb and flow. And there is always, you know, more mining, more recycling. And sometimes the market is very tight and sometimes the market isn’t so tight. So not trying to be too long winded, Elijah Silver has always lived in gold’s shadow.

But that’s exactly what makes it so dangerous when the cycle turns. Because if you go back through every major bull market, the pattern is impossible to ignore. Gold moves first. It grabs attention. It pulls in the smart money, it breaks headlines. And while all that is happening, silver lags just enough to make people think it’s underperforming, maybe even irrelevant. But that lag isn’t weakness. It’s pressure building. Look at 1980, gold was the story pushing higher as inflation spiraled out of control. But silver didn’t just follow that move. It exploded from under $6 to nearly $50 in a matter of months.

Then it happened again. In 2011, gold climbed steadily, breaking past $1,900. And silver once again waited until it didn’t. When it finally moved, it surged from single digits to almost $50, delivering gains that completely outpaced gold. This is what silver does. It doesn’t lead. It amplifies. And right now, we’re watching that same setup unfold again, but on a much larger scale. Gold has already entered a powerful phase, driven by central bank accumulation, geopolitical uncertainty, and a loss of confidence in fiat currencies. Institutions are positioning, governments are hedging, and the narrative around hard assets is shifting fast.

But silver hasn’t fully caught up yet. And that gap is where the opportunity is hiding. What makes this moment different is the scale of the forces involved. In previous cycles, silver’s move was largely driven by monetary demand, investors reacting to inflation, currency debasement and economic instability. But today, there’s an entirely new layer underneath it. Silver is no longer just a monetary metal, it’s an industrial necessity. So now you have two powerful forces converging at the same time. On one side, you have investors waking up to the reality of a weakening financial system. On the other, you have industries consuming silver at record levels, regardless of price.

That combination changes everything, because it means silver isn’t just waiting for gold anymore. It’s being pulled higher from multiple directions at once. The lag we’re seeing right now isn’t a sign that silver is behind. It’s a sign that it hasn’t been repriced yet. And when that repricing begins, history suggests it won’t be slow or controlled. It will be sudden, aggressive, and far bigger than most people expect. So the real takeaway here is simple. Gold may be leading the narrative, but silver is setting up for the move that could redefine this entire cycle. And if that pattern holds, what comes next won’t just be a rally, it will be an acceleration that forces the market to completely rethink what silver is actually worth.

But the overall trend is very clear. We’re using up more than we’re mining. We’re using it more than we can recycle. So somewhere down the road, that’s going to occur to a point where it’s going to be very tough to meet the demand without a big increase in price or, and someone willing to sell silver, you know, for Fiat. And that’s what we’ve already seen. We saw that in January and I think that, that we’re going to see it again. And I think the next time that we see it, we could and not would, but could get in a situation where we get information, which you’ve already seen before out of the lbma, that they’re down to this much and they’re going to hold deliveries off by six weeks because they can’t meet the demand in that amount of time.

So it’s a very dynamic market. It does ebb and flow, but dynamics, the trends are all in favor of silver. Chart of silver’s price and other war situations, you’ll find actually the trend is counterintuitive. You get in the war cycle and you actually see the silver price go down for a while and then you can see it bounce back. The reason is not an absolute, but the best determination, I think, is valid. Is the whole system still runs on interest rates. It runs on the right. Now, the silver market is starting to send signals that something bigger is unfolding.

And if you’re paying close attention, the shift is already happening in real time. Prices are pushing higher, rebounding toward the $79 level. And what’s driving that move isn’t just speculation. It’s a combination of macro forces quietly aligning in silver’s favor. One of the biggest drivers right now is the weakening US dollar. As the dollar loses strength, commodities priced in dollars naturally become more attractive. And silver is one of the first to respond. This isn’t just a short term fluctuation either. The dollar is tap pressure from multiple angles, from shifting global trade dynamics to growing expectations that the Federal Reserve is going to ease its stance.

And when that happens, when liquidity starts increasing and confidence in fiat currencies begins to slip, silver historically thrives. At the same time, there’s a growing sense of cautious optimism in the global landscape, particularly around geopolitical tensions. Even something like potential diplomatic progress between the US And Iran is influencing market sentiment, easing certain pressures while redirecting capital flows. But here’s the key point. Even in a slightly calmer environment, silver is still gaining ground. That tells you this move isn’t just about fear. It’s about positioning. And then you have interest rates. Markets are increasingly betting that the Federal Reserve will shift toward a more accommodative policy, meaning lower rates, more liquidity, and cheaper money for assets like silver, which don’t yield interest.

That’s a massive tailwind. When yields fall, the opportunity cost of holding silver disappears. And suddenly it becomes far more attractive to both institutional and retail investors. So what you’re seeing right now is a perfect setup beginning to form a weaker dollar, shifting monetary policy and steady demand all converging at the same time. And yet, despite all of this, the broader market still isn’t fully engaged. There’s no widespread panic buying, no media frenzy, no sense of urgency. It’s still early. And that’s what makes this moment so important. Because these early stages where the fundamentals are improving, but the crowd hasn’t caught on yet.

That’s where the biggest opportunities are created. Once that awareness spreads, once silver starts breaking key levels and gaining momentum, the move won’t stay quiet for long. The treasury bond market of the United States, that’s the primary source of what everyone trusts. I’m talking, I’m not just talking citizenry, I’m talking primarily the broker dealer relationship in the central bank system relies on the US Dollar. So when things get wacky in a war situation, rather than go to gold, which would be expected, they go back into the US Dollar and that’s in the form of treasury bills, treasury bonds, treasury notes, dollar itself, currencies moving out of foreign currencies into the dollar and that type of thing.

And I’m pretty sure, in fact the data, the data shows that that is what has occurred. And so that took gold down. Plus, you know, honestly, to be objective as I can, gold, especially silver, got a little bit ahead of itself. I mean, look, In January of 2026, silver went up about 70% a month. I mean, how many times have you and I done, you know, interviews together and you know, silver moved, you know, 10% for the year or 20% for the year, and now we’re seeing 70%. So it was overdone for a while. It’s recaptured its bullish trend and I think we’re going to go up again.

But I also think we have consolidation to work off the large increase that we’ve seen. And I’m, I’m pretty convinced we’re going to see a sideways action in a trading range for both gold and silver for probably six weeks or thereabouts could go longer than that. I do, I think that gold hit the 200 day moving average and bounced off it pretty strongly. And gold is still going to lead this market. Although silver did catch up quite a bit last year where, you know, gold was at the $3,500 level and silver hadn’t done anything. And then after the summer it started to really catch up to gold.

We saw the gold silver ratio go from, I forget the exact numbers, but from something like to 100 down to 60 and we’re in the 6 mid-60s right now. I said weeks ago that I saw a trading range between 70 and 90, which is a big spread. It looks like it’s going to be more like 70 to 80. These are round numbers. But I also use OCO on close only. I’m not trying to get too deep in the weeds here, but the way I’ve traded them used to trade a lot more frequently than I do now.

But at that time I was taught the intraday moves are important. But it’s on the close, OCO on close only that you really want the data. And I’ve integrated that. So if you go to OCO, you’ll find that 70 number is pretty valid. You’ll see those 60 prints during the day on the close. Most of them are above 70, not all of them, but when you’re doing a channel formation, it’s not a perfect up and down in a perfect range. It’s, again, an art form, more than a strict, you know, principled math formula, but nonetheless, you get a pretty good feel for it.

So I think we’re doing exactly what I would expect at this time in the market. Now, this is where things start to get even more interesting. Because when you step back and look at the relationship between gold and silver through one specific lens, the gold to silver ratio, you begin to see just how misaligned this market really is. This ratio essentially tells us how many ounces of silver it takes to buy one ounce of gold. And historically, it has been one of the most reliable indicators of when silver is undervalued. For long stretches of history, that ratio has hovered in a much lower range, often reflecting a more balanced relationship between the two metals.

But during periods of market stress or early stage bull cycles, the ratio tends to stretch higher, signaling that silver is lagging behind gold. And every single time that ratio reaches extreme levels, it doesn’t stay there, it snaps back. And when it does, silver doesn’t just gently catch up, it surges. What we’re seeing right now is another one of those extremes forming. Gold has already made a powerful move, driven by central banks, global uncertainty continuing, and currency concerns. But silver hasn’t fully responded yet. That gap between the two is effectively the opportunity, because if gold continues to hold strength or move higher, the ratio has only two ways to correct either gold falls or silver rises aggressively.

And historically, in strong precious metals cycles, it’s silver that does the heavy lifting. This is exactly the kind of setup that has preceded some of the most explosive moves in silver’s history. The market gets comfortable with gold leading, and investors pile into what feels safe. And silver quietly builds momentum in the background. Then something shifts. Capital rotates, momentum accelerates, and the ratio starts collapsing. That collapse isn’t a slow grind. It’s a rapid rebalancing that forces silver higher at a pace most people aren’t prepared for. And when you combine this with everything else we’ve already discussed, the monetary backdrop, the supply constraints, the industrial demand, it strengthens the case even further.

Because now the ratio isn’t just signaling undervaluation and isolation, it’s confirming a broader mispricing across the entire silver market. So what you’re really looking at here isn’t just a technical indicator, it’s a warning sign, a signal that the current pricing of silver doesn’t reflect reality. And that at some point, that imbalance is going to correct. The only question is how quickly it happens and how far it goes once it starts. And unfortunately, in my opinion, the people that were late to the party or maybe bought it at 50 and watched go to 100 and didn’t get out, or people that are on leverage or people that expect silver to, you know, make up for all the mistakes they’ve made in other investment arenas and what have you are expecting too much.

So the market going side wills will wear them out and they’ll say, you know what, I bought silver cost me this much. The spread is this much. I’m kind of just breaking even. I’ve held it for, you know, four months. I’m tired of it, I don’t like it. I’m going to get out and those people, the weak hands as we call them, leave the market. And once that happens, I shouldn’t laugh, but I’ve been there, done that, we will see the market take off again. Now, when you’re talking the 70 to 80 range, you’re talking about the gold silver ratio here? No, I’m talking about the silver price.

As far as the gold silver ratio is a good question. Yeah, yeah, I think that might vary between like 60 and 70ish. I don’t think it’s going to get very extreme here. I think it’s going to maintain its, its ability to do better than gold, you know, from the top. In other words, when the gold silver ratio is at an extreme and you could have, should have, might have traded your gold into silver and then maybe traded back at 50, which was the first alert that I gave to my members, my paid members. I said look, if you want to swap in the gold, don’t swap at all at 50, but take a tranche, you know, 20% thereabouts as a suggestion and move in the 50 range in the gold.

And several did that. 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 one and just think about the people that did that. There were maybe all silver or too much silver, however you want to frame it. And it went from 100 to 1 to 50 to 1. All of a sudden they doubled their gold position. Of course there’s you know, fees and all that. So it’s not exactly double, but in theory it’s double. And you know, gold’s a lot easier to, you know, stack and you know, it’s a lot smaller volume.

And I always have taught that you should have both. You know, they really serve different purposes. And silver as we all know, just much more volatile. But to make that trade when, you know, you’re kind of tempted to buy gold and it’s getting all the news headlines and the institutions are buying gold and central banks buying gold and gold, gold, gold. But you look at that ratio, man, I’m going to buy silver because I want cheap gold. And you buy 101, then it gets to 50 pretty quickly when it moved and you swap that, you feel pretty happy, you know, you bought gold.

Now here’s where things start to get even more serious. Because beneath all these macro tailwinds, there’s a structural problem in the silver market that almost no one in the mainstream is talking about. And that’s the growing supply crisis. This isn’t just a temporary imbalance or a short term disruption. This is a deep, persistent deficit that has been building for years and it’s now reaching a point where it can no longer be ignored. For several consecutive years, global demand for silver has outpaced supply. That means more silver is being consumed than is being produced and the gap isn’t being filled fast enough.

Above ground inventories, the physical metal that’s actually available to meet demand, are being drawn down. In some cases, that silver is being locked away in long term holdings, tied up in investment products, or pulled off the market entirely. And once that metal is gone, it doesn’t just magically reappear. Mining isn’t keeping up either. Unlike gold, where production can sometimes respond more directly to higher prices, silver is often a byproduct of mining other metals like copper, lead and zinc. That means even if silver prices rise, supply doesn’t necessarily increase in a meaningful way. The industry can’t uberlod, flip a switch and produce more silver on demand.

It’s constrained, slow moving, and heavily dependent on broader mining economics. At the same time, the cost of production is rising. Energy prices, labor costs, regulatory pressures, all of these Factors are making it more expensive and more difficult to bring new supply online. So even as demand continues to grow, the pipeline for new silver is tightening. And that creates a dangerous imbalance, because when demand keeps rising while supply struggles to respond, the only mechanism left to restore balance is price. What makes this even more explosive is how little margin for error there is. The silver market is relatively small compared to other major, major asset classes.

It doesn’t take a massive influx of capital to create outsized price movements. So when you combine a tight physical market with increasing investor interest, the potential for a sharp, aggressive move becomes very real. This is the kind of pressure that builds quietly over time, hidden beneath the surface, until something triggers it. And when that trigger comes, whether it’s a surge in investment demand, a disruption in supply, or a shift in market psychology, the reaction isn’t gradual. It’s sudden, because at that point, the market isn’t just repricing silver based on demand, it’s repricing it based on scarcity.

I’ve seen that before. You just use the palm of your hand to pay for things. It’s getting quite scary. It is scary to me, at least, and I think that our viewers certainly. So the idea to push back, you know, within the law, and gently maybe, is to just keep using cash. And honestly, I use the convenience of the tap a few times, and other times I chose to go ahead, walk in, pay cash, and move down the road. But cash is your last chance to do a transaction anonymously. You know, when I paid for gas with cash, the bank didn’t know I was in, you know, Tucson, Arizona, filling up, or whatever the case may be.

Not that there’s anything particularly wrong, it’s just that the idea that everything that you do without with a cashless society. What Catherine and I were talking about is every transaction is tracked, it’s traced, it could be taxed at point of sale. And the. The very difficult part is that it could be shut off. In other words, it’s programmable cash or programmable money, I should say, not cash. And that means that if you are not meeting a certain politically correct agenda, that you might not be able to fill up because your travel allowance has gone beyond your carbon credit.

As an individual at my age. And then what do you do? You’re at a gas pump and you can’t pump it even though you have. You have dollars in your account. So I don’t want to be too extreme here, but she and I both agree that the possibility exists that it could be that not only could it Be it is being programmed. If you go back to what happened in Canada with the trucker strike, people that thought they were exempt with cryptocurrency got those shut off, as well as their bank accounts, just for making a political statement, which at law they had every right to protest.

They had the right to protest their grievances peacefully in, in that manner. And yet the bankers said, no, you don’t. But to really understand why silver is gaining strength right now, you have to zoom out and look at the bigger monetary picture. Because what’s happening beneath the surface of the global economy is quietly setting the stage for a major revaluation. The financial system is being pulled in two different directions at the same time. On one side, inflation pressures haven’t fully disappeared. And on the other, economic growth is slowing just enough to force central banks into a corner.

The Federal Reserve, whether it wants to admit it or not, is losing flexibility. For years, higher interest rates were the tool used to fight inflation. But now those same rates are starting to strain the system. Debt is becoming more expensive, markets are becoming more fragile, and cracks are beginning to show. So what happens next is critical, because when the Fed pivots, when it starts cutting rates or even signals a softer stance, it doesn’t just affect stocks or bonds, it fundamentally changes the flow of capital. And this is where silver steps into the spotlight. Lower interest rates reduce the appeal of yield based assets and push investors toward hard assets that can hold value in a weakening currency environment.

Silver, being both a monetary and industrial metal, sits in a unique position. It benefits from fear, from uncertainty, but also from growth and expansion. It’s one of the few assets that can thrive in multiple economic scenarios at once. At the same time, the weakening US Dollar amplifies this effect. As confidence in the dollar slips even slightly, it forces global investors to look for alternatives. Gold is the obvious choice, but silver is where the leverage is. It’s smaller, more volatile, and far more sensitive to shifts in demand. So when capital starts flowing into the precious metals space, silver doesn’t just participate, it accelerates.

And what makes this moment even more significant is how quiet it still is. The broader public isn’t reacting yet. There’s no widespread rush into metals, no sense of urgency dominating headlines. But behind the scenes, the conditions are aligning almost perfectly. Monetary policy is shifting, currencies are under pressure, and real assets are beginning to reprice. This is how these moves always begin. Not with chaos, not with panic, but with subtle changes that most people overlook. And by the time those changes become obvious, by the time the narrative Flips and silver becomes the focus. The easy part of the move is already gone.

The bankers took action that really was inappropriate for people peacefully assembling to push back on a government action. So we’ve already seen it take place. And this is what’s so worrisome is it’s not a theory, it’s not conjecture, it’s already taken place. So the way to push back again is to work within the system, use cash and teach others to do the same. And then if the cbdc, Universal Basic Income, everything that she and I talked about that we see in the future or the near future, to resist that situation as much as you can, and hopefully we’ll be able to mitigate what the powers that be have deemed a thinker.

It’s not my right to tell anybody how they should think about when everybody’s thinking the same. No one’s thinking very much. And if you look, the original Satoshi White paper, the original treatise on Bitcoin was a libertarian’s dream. It was free of the banks, it was outside the system, it was anonymous, it was peer to peer, and it was a payment system. None of those things are valid anymore. Basically, it’s morphed into the exact opposite of what the original white paper said. So just on a context of philosophical ideas, it’s failed now. And so for me to be true to my moral code or.

But here’s where most people make a critical mistake. They look at silver hitting $80, maybe even $100, and they assume that’s the end of the movie, that’s the target, that’s where things top out. But if you’re, if you really understand how these cycles play out, you realize that triple digit silver isn’t the finish line, it’s the trigger. Because once silver breaks into that psychological territory, everything changes. The narrative shifts overnight. What was once ignored suddenly becomes front page news. Retail investors pile in, institutions start chasing momentum. And the market transitions from accumulation to acceleration. And at that point, price is no longer being driven purely by fundamentals, it’s being driven by psychology.

We’ve seen this before in past cycles. Once silver started breaking key levels, especially major resistance zones, the move didn’t slow down, it sped up. Momentum feeds on itself. Higher prices attract attention, attention attracts capital, and capital pushes prices even higher. It becomes a self reinforcing cycle. And in a market as small and tight as silver, that effect is magnified. Now layer that on top of today’s conditions. You don’t just have investor demand waiting on the sidelines, you have industrial demand. Already consuming supply, a structural deficit tightening the market, and a monetary environment that’s pushing capital toward hard assets.

So when silver breaks into triple digits this time, it’s not happening, not happening in isolation. It’s happening in a market that’s already under pressure. And that’s why $100 silver, while it sounds extreme to most people today, could actually be the point where things start to get out of control. Because above that level, the question is, no longer is silver undervalued? It becomes, how much higher can this go? And when that question takes over, the market price discovery becomes far more aggressive. This is where the real move begins. Not in the quiet accumulation phase we’re seeing now, but in the moment when the market collectively realizes it got it wrong.

And when that realization hits, silver doesn’t wait for latecomers. It moves fast, it moves hard, and it forces a complete revaluation in a very short period of time. My standard, I’d say I won’t touch it right now. It’s not what it started out to be. So now that the banks have basically taken over, there’s ETFs, and the fact that mining bitcoin now, if you account for it properly now with the accounting gimmicks that are allowed at law, you’re mining bitcoin at Marathon and Riot at a hundred thousand of Bitcoin and 70,000 right now. And the reason to get away with it is they do what a lot of junior mining companies do, and that’s they dilute their shareholders, they issue more shares, pay themselves big bonuses, and the stock price keeps going down.

And that’s exactly what’s happening to some of these biggest bitcoin miners. So I’m not very favorable to bitcoin personally. I would certainly examine it again on a financial model. And if I was, you know, going to analyze a gold stock, and gold was selling at 4,500 the ounce, and it cost me 5,500 to mine it. And I recommended that mine as an investment. I’d probably be out of business pretty quick. So on the other cryptos, I’m neutral. I think the blockchain certainly has validity. But I’m concerned about what I wrote about the Morgan Report about a year ago, what such brilliant people as Katherine Austin, Fence, Whitney Webb, some other great thinkers in our space have talked about.

And that is tokenizing everything. Tokenizing the birds and the trees and the rocks and the land and, you know, everything the federal government owns in the national park system and other land areas, making that an asset. Tokenizing it and that becoming an asset base so they could keep the game going even further. And all of a sudden that debt goes away. Because look, we’ve tokenized all this dirt, all these rocks, all this air, all these trees, all this grass, all these lakes, and now we have an asset that’s much greater than what we owe on the national debt.

And let’s just keep hopping along in the new system, the cbdc, where it’s for your benefit. It’s very convenient. Guess what? No more income tax. It’s all based upon your point of sale. You don’t have to file anymore. All you have to do is use your hand, the convenience of you. You are you. We know you. We know who you are. And go with the flow because we’ve got it all figured out for your convenience. Much more than most people. That’s number one. Once in a while, when I’ve had enough coffee, you know, I might be in a Starbucks that won’t accept cash.

And I won’t yell or scream or cause a big scene, but I usually pick up my voice slightly. So not only the barista, but maybe the two people behind me in lang in here. Oh, geez, I’m kidding. I played like what they call dumb Dora. Nothing against the name Dora. It’s an alliteration. DD and I just say, well, if this says for all that’s public and private, is this a debt? And of course that throws them off. Well, I don’t know. Can I talk to the manager? You know, and I sometimes I’ll go that far most of the time.

And this is where the conversation shifts from what’s likely to what’s possible. Because when people hear targets like $500 or even $1,000 silver, the immediate reaction is disbelief. It sounds extreme, disconnected from reality. But that reaction only makes sense if you’re looking at silver through the lens of a normal market. And there is nothing normal about the conditions we’re moving into. For silver to reach those kinds of levels, it doesn’t require a single event. It requires a convergence. A breakdown in confidence in fiat currencies, continued monetary expansion, persistent supply deficits, and a full scale recognition of silver as both a monetary and strategic asset.

And when you look at the direction things are already heading, you can see the early pieces of that puzzle falling into place. Currencies around the world are being stretched. Debt levels are rising to unsustainable levels. Central banks are being forced into policies that prioritize stability over discipline, which almost always leads to more liquidity, more currency creation and Ultimately more pressure on purchasing power. In that kind of environment, hard assets don’t just rise, they reprice entirely. Now combine that with the physical realities of the silver market. A relatively small market, constrained supply chain, growing industrial demand, and increasing investor awareness.

It doesn’t take a massive shift in capital to create an outsized move. If even a small percentage of global global capital begins rotating into silver, competing with industries that already need it, regardless of price, the imbalance becomes extreme very quickly. And this is where the concept of a historic rally starts to make sense. Because you’re no longer talking about incremental price increase driven by typical supply and demand dynamics. You’re talking about a scenario where silver is being repriced globally, where the market is forced to reconcile years of under underinvestment, structural deficits and rising importance in the modern economy.

In that kind of environment, price targets stop being linear, they become exponential. Moves that once seemed impossible start to look inevitable in Hindsight. And while $1,000 silver may sound like a stretch today, so did $50 silver before it happened, so did gold at $2,000. Markets have a way of exceeding expectations when the underlying conditions demand it. The key point here isn’t to fixate on a specific number. It’s to understand the direction and the magnitude of what could unfold if these trends continue. Because if they do, silver won’t just rise, it will transform into one of the most aggressively repriced assets in the entire financial system.

I want to say, well, I thought I could use this here, Sorry sir, we can’t. And then I either say, well, I’m sorry, cancel the order, which seldom I do, I just whip out the card. But I’ve taught a few people online that they’re not accepting cash and by law they should. But then again, the legal situation is a private establishment can determine what they’ll accept and that they don’t accept anything but electronic payments. Then you can take your business somewhere else. However, if you look at from a federal jurisdiction perspective, you know, could you force the issue that they must take cash? The answer is probably not.

But nonetheless, you’re seeing more and more where it’s, you know, it’s, it’s card only, credit or debit, they don’t want cash. So the best thing is what Catherine Austin, Fitz, myself and others teach and that is to continue to fight back. Use cash as often as you can, and for those around you, explain why that’s important. It’s not a. It’s partly about privacy, but it’s mostly about having some financial freedom. Because again, if they can trace everything you do and it doesn’t fit their mold for a good citizen, you’re buying, you know, too much sugar, you’re eating too many pizzas, whatever the case.

And this sounds extreme, but I don’t think it is. I think that all you have to do is do a pretty deep dive in China and their social credit score and find the homeless in China. Some of these people have proved good bank accounts, but they were socially incorrect. And because of that, let’s say, inability to agree to everything that the state asked them to do really degraded their lifestyle substantially. Well, if our viewers want to learn more about this, they can go to your YouTube channel, Silverguru and also themorganreport.com can you tell us a bit about this and any last thoughts you had? Last thoughts, I’m going to say, are the Silver Sunrise documentary SilverSunrise TV it goes a little deeper into what we’ve just discussed about central bank digital currencies, how to fight back, what’s really important, what we should be teaching our kids.

And of course it talks about the money problem because, you know, there’ll be new viewers that are, let’s say, feeling there’s a problem with the currency but don’t quite understand it. So of course we kind of have to build the foundation first. But we also offer some thoughts for people to digest mentally on what they might do in their own lives, their own communities, to mitigate what it looks like we’re going to see in the future. The morganreport.com get on our free list. There’s a one, two, three step process. Step one is a free email list.

Step two is to watch two documentaries. When I mentioned Silver Sunrise, the other one is the Four Horsemen film. And step three is if you want to get involved at the behind the paywall, which is primarily on the equity side, where you can get leverage in the mining equities. And we’ve done everything from rare earth elements to cobalt to lithium, copper, coarse gold and silver uranium. We cover all, all of those. And if the supply crisis is one side of the equation, the other side is demand. And this is where the story around silver becomes almost impossible to ignore.

Because unlike previous cycles, where silver demand was heavily tied to investment flows, today it’s being driven by something far more powerful and far more consistent. Global industrial transformation. Silver is no longer just a store of value sitting in vaults. It’s an essential component of the modern world, embedded in the very technologies that are shaping the future, from solar panels to electric vehicles. From advanced electronics to artificial intelligence systems, silver is everywhere. It’s one of the most conductive metals on Earth. And in many of these applications, there simply is no substitute. That means as these industries grow, silver demand doesn’t just increase, it becomes unavoidable.

Take the push toward green energy as an example. Governments around the world that are pouring trillions into renewable infrastructure, with solar energy leading the charge. And every single solar panel requires silver, not as an optional component, but as a critical input. As solar adoption accelerates, the amount of silver being consumed scales with it, creating a steady, relentless drain on supply. This isn’t speculative demand that can disappear overnight. It’s structural. Then you have electric vehicles, which require significantly more silver than traditional cars due to their complex electrical systems. Add to that the expansion of 5G networks, the rise of AI driven hardware, and the constant growth of consumer electronics, and you start to see the bigger picture.

Silver isn’t just benefiting from one trend. It’s at the center of multiple megatrends, all happening at once. And here’s where it becomes even more important. This type of demand doesn’t care about price in the same way investors do. Industries don’t stop production because silver becomes more expensive. They absorb the cost because they have to. That creates a kind of demand that is not only growing, but also inelastic. It keeps pulling, pulling silver out of the market, regardless of price fluctuations. So now you have a situation where supply is constrained, inventories are tightening, and demand is accelerating from, from multiple directions at once.

Investment demand hasn’t even fully arrived yet, and the market is already under pressure. When it does, when investors start moving in size and competing with industry for the same limited supply, that’s when things can escalate, Sura. Because at that point, silver stops behaving like a normal commodity. It becomes a strategic asset caught in a supply squeeze, with demand coming from both necessity and speculation. And that’s the kind of environment where price moves don’t just happen. They accelerate in ways that catch almost everyone off guard.
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