➡ Silver News Daily has launched a Telegram group for real-time discussions about silver and is giving away 10 ounces of silver. The article discusses how the traditional pricing system for gold and silver, which is based on paper promises without actual metal backing, is being challenged by blockchain-based gold. This new system tracks every ounce of metal, making it transparent and accountable. The author believes that this shift towards transparency will increase demand for actual silver and disrupt the old financial order, potentially leading to the downfall of institutions that have used paper contracts to control the market.

➡ The global monetary system is shifting, with gold and silver becoming more important. This change could lead to a decrease in the value of the dollar and an increase in the value of physical metals. Countries are preparing for this shift by building vaults and platforms for gold and silver. This new system will allow countries to trade with each other using gold as a reference, challenging the dominance of the West. The system is currently being tested, with countries like the United Arab Emirates, China, and Saudi Arabia involved in its development.

➡ Asia is testing a new digital currency system that could challenge the Western financial system. Meanwhile, the U.S. has recognized silver as a critical mineral, essential for national security and various industries, leading to increased demand and changes in trade policies. The price of silver and gold has significantly increased over the past decade, and there’s a growing trend of countries like China, India, Saudi Arabia, and Russia accumulating these precious metals. Experts predict that the increasing demand and decreasing supply could lead to a drastic rise in the price of silver, potentially causing a shift in the global financial system.

➡ The value of silver is expected to skyrocket due to increasing demand and limited supply. Governments, corporations, and industrial giants are already securing their share, leaving less for small investors. Despite this, the public remains largely unaware of the situation. It’s crucial to understand this trend and prepare accordingly to stay ahead.

Tokenized gold is not just a new form of gold, or better gold, whatever people want to call it, it’s a potential catalyst to this gentleman’s point for the class. You’re watching Silver News daily. Subscribe for more. Something massive is coming and almost nobody sees it. Beneath the surface of the financial system, a quiet revolution is accelerating. Blockchain based gold is here and it’s about to detonate the paper market for good. For decades, the gold and silver markets have been held hostage by synthetic contracts, phantom ounces and paper promises. But that entire illusion is on the verge of collapse.

Andy Schekman is ringing the alarm louder than ever, warning that the arrival of tokenized gold isn’t just a new technology. It’s the death knell for comex. And when that bell tolls, silver isn’t just going to rise, it’s going to explode. We’re talking $500 silver. As COMEX liquidity vanishes overnight, retail shelves go empty and the global scramble for physical metal, the biggest money in the world, is already moving. Why? Because they know what’s coming. They’ve seen the blueprint. Blockchain is about to rip the mask off. The largest financial fraud in modern history. So buckle up because once this bomb goes off, there’s no going back.

Yeah, you know, it’s a really good question. And before recently I don’t know that I would have agreed with it because I really hadn’t researched it much. But I’ve been approached by a couple very big names in the industry recently to perhaps be very front and center in new programs that they are launching, which I will have the pleasure of talking to you about soon. Done again, but until we get to that point, I’ve really kind of dug into this a little bit recently. And you know, the gold market globally operates on a fractional levered system.

And we’re seeing some of that start to crack right now with the amount deliveries. And that system basically operates where a small amount of physical metal backs large volume in paper claims. That’s the rehypothecation that you speak about. In other words, each ounce is sold over and over and over and over again because no one ever stood for delivery. And that’s why it’s worked for decades, because few ever did. In fact, when you and I started talking about the others in 2020, the group on the COMEX that was standing for delivery, that was the central thesis of everything I was saying you’re like is so weird, Dunigan, because all of a sudden it went from 0 to 100 where no one was standing for delivery.

Now you got this big group standing for delivery. But now you have central banks repatriating gold. Remember all the banks that we talked about, The German Bundes bank, the Dutch national bank, the bank of Austria, Hungary, Turkey, Poland, the Czech national bank, they all repatriated their gold from the bank of England and the New York Fed. It’s about trust. And investors now are shifting, as you mentioned, to this tokenized gold. And the more I dig into the offers or to the possible opportunities that have been presented to me, the more I began to think, yeah, this may actually have a profound effect because it gives fully allocated and instantly transferable and fungible ownership of the real metal.

Not only does this undermine demand for paper gold, which has, I think, been exposed by much of the world, they see the rehypothecation, they see the Achilles heel of the system is standing for delivery. It also gives very intriguing options for collateralization of your metal. That many of us who have a large portion of your assets in gold and silver come to a point where you want to buy a home or you want to do something, you need collateral and, and the banks, well, well, you know, how do I know you got metal in your closet and blah, blah, blah.

It’s not, you can’t use it. This does. But what I could see happening, actually, because of this transparency and because of this instant validation and transferability and collateralization, I think you could see a lot of investors exit the paper system for allocated tokenized gold, at which point the system could face that sudden collapse triggered by unorderly unraveling of unhedged rehypothecated exposure. And I think the bottom line is, is that tokenized gold is not just a new form of gold, or better gold, whatever people want to call it, it’s a potential catalyst to this gentleman’s point for the collapse of the entire paper gold system.

I agree with him. Because paper promises that have been exposed for being bs, I think this is the, the antidote for it. On the surface, everything looks calm. The markets appear stable, silver is trading smoothly, and the average investor sees no reason to panic. But that’s exactly how it always starts, right before the system cracks open. Beneath that calm exterior, a silent stampede is underway. In just one December, over 50 million ounces of silver were pulled from COMEX. That’s not retail panic, that’s institutional evacuation. The biggest players in the game are moving first, draining registered inventories while pretending everything’s normal.

And if you’re watching the mainstream media, you’d think this was business as usual. But ask why are billionaires and central banks hoarding physical silver if the paper price is telling us there’s no shortage? Why are lease rates in London spiking past 11% if metal is supposedly abundant? The truth is, the calm you’re seeing is just the eye of the storm. Behind the scenes, arbitrage flows are tearing through the system. Silver is getting sucked out of the US across oceans, back to London, where spot prices are trading above futures. A complete inversion of normal. That kind of distortion doesn’t happen in a healthy market.

It happens when physical supply is tightening, trust is breaking, and the old system is gasping for air. The illusion of calm is being shattered. And those who understand what’s coming are already gone. You know, they’ve been pretty successful at hoodwinking us all. But that’s why I said if done right to me when speaking to the folks about this that I’m in discussions with, I said to them, there are just a very few things that need to make this work. Number one, it has to be transparent. Obviously, that’s the whole, that’s the whole premise of blockchain. So that’s nothing profound, but it has to be transparent in the respect of who’s holding the gold, is it, Is it an institution like Brinks or the Royal Canadian Mint or some major mint, the Perth Mint, the US Is it, who’s holding it, in what form is it held, who’s auditing it, and the key to it all in what form and how easy is it for me to take delivery.

And that’s the most important part. In other words, any exchange that doesn’t allow delivery, or any platform that doesn’t allow delivery, it’s fugazi. You can throw it right out the window right now because it ain’t going to work. The whole premise of the whole reason the LBMA and the COMEX have worked, even though they’ve rigged the system, is that they allow delivery. Even though no one ever stood for delivery way back when, they do allow it. That is the key. And if you want to really come out the gates screaming who owns it, who audits it, what form and how easy, in what form can it be delivered? Those are the things that could very quickly tip the scales.

And I think when a system loses trust, and I think this has been an overreaching theme that you and I have talked about for a while, this whole country, this whole, this whole thing, you know, I mean, it’s not just the country, it’s everything about it. Judicial system, electoral system, immigration system, wokeness instead of meritocracy. All the stuff we talked about ad nauseam for years, especially during the previous administration. And then on top of it, sanctions while you call them tariffs, but they’re actually sanctions masquerading as tariffs the way that this administration. And granted, I’m glad he won and I would vote for him again, but there are some things he is doing that is eroding trust even with our allies by placing tariffs on Mexico and Canada and the eu.

And you know, there are things this whole system is about, I think, a fraying of trust. And so if you want to make this work, it has to be completely and totally trustworthy. And that would be being very open and transparent about all of those things, including who’s auditing it, how easy it to see the audits, and if I want to stand for delivery in what form, and how easy is it for me to do that? If those things all became relevant, then yeah, because I think we’re reaching a point in time where the COMEX and the LBMA are losing trust globally.

And that’s why you see everyone standing for delivery the way that they are. Because these countries don’t want paper promises anymore. I think they want the real thing in their possession and that’s more important than anything else to to these players. So yeah, if done the right way, to your point, which is a valid one, then I think it has legs. 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. For decades, the entire pricing system for gold and silver has been built on a lie paper promises with no metal behind them.

The COMEX and LBMA allowed banks to flood the market with synthetic contracts hundreds of times larger than the actual supply of physical silver. This paper game has artificially suppressed prices, lured investors into a false sense of abundance, and handed control of the market to institutions who never had to deliver an ounce. But now that illusion is starting to crack. The rise of blockchain based gold is exposing just how fragile the paper system really is. With tokenized metals, every ounce is tracked, verified and accountable. There’s no room for double counting, rehypothecation or phantom bars in leased vaults.

Once investors start demanding the same transparency in silver, the entire paper pyramid begins to wobble. Comex can’t fake it anymore. When physical holders realize they’re being offered a digital receipt instead of real metal, confidence vanishes. And in a market built entirely on confidence, that’s fatal. The fraud isn’t just being exposed, it’s being unmasked in real time. And as the truth spreads, demand for actual silver, real deliverable metal will skyrocket, Leaving paper holders scrambling for a seat in a room that’s already full. Well, I mean, I would rather hold it myself, you know, have some for that ease.

But I think this would be an antidote for the COMEX and the lbma in the respect that the COMEX and the LBMA are the ones that are losing credibility. The only reason to have it on a blockchain as an investor, I guess would be for ease and collateralization. If you don’t need collateral and you don’t care about the benefits of having that type of platform, I think you’re better off holding it at home myself or burying in the hole in your backyard or whatnot. But part of running a business. Done again. And I think this has maybe been one of my strong points for a long time, or maybe not.

I mean, I kind of feel like it has been in my own mind, but that’s not even up for debate. All I’m just simply saying is that running a business means if you don’t learn to roll with the changes, you get rolled by them. And I think it’s a pre. It’s pretty well determined now that things are moving to tokenization. I mean, you look at the. The chairman of the SEC just came out and said all markets will be tokenized very soon. And I think that we are moving in that direction. You can see the stablecoin act, the genius act.

Things are moving to, to that platform where it’s a system that will be about transparency and about the ability to collateralize and to use things that are tokenized. Do I like it? No. I would rather be back even before cell phones, you know, and we had to go to a pay phone to call your girlfriend or whatever. It’s like I would just say to you, that doesn’t matter. The toothpaste. Toothpaste is out of the tube and either you roll with the changes or you get rolled over by them and you become an afterthought. So I think it is happening to me the for it.

If the world wanted to challenge the west, the way to do it is to develop a system like this where there is transparency, deliverability, and low friction. These things are happening. And whether the west does it first or not, I just think it doesn’t matter. It’s moving in that direction now. As far as the average person, yeah, I guess there are benefits to having it tokenized as well if you can stand for delivery. Otherwise everything is just again up in the cloud. So there is the middle ground there. The middle ground is you have your physical position at home or wherever you store it, and then you have something tokenized to give you collateralization potential or the ability to access it much more easily.

So that, to me, is about as middle ground as you get. Blockchain isn’t just a new way to track assets. It’s a wrecking ball aimed straight at the heart of the old financial order. With tokenized gold now live, the game has changed. Every ounce is recorded on chain, immutable and visible to all. That means no more shadow accounting, no more leasing the same bar to 10 different parties, and no more trusting, opaque vaults run by conflicted intermediaries. This is what the paper system fears most. Truth. Because the second investors are given the choice between a transparent, trustless asset and a paper IOU backed by nothing, the entire demand curve shifts.

Tokenized gold is acting like a spotlight in a dark room. And what it’s revealing is a system built on deception. Every institution that’s used paper contracts to suppress prices and maintain control is suddenly exposed. This isn’t just disruption, it’s displacement. The more assets move to the blockchain, the less relevance COMEX and LBMA have. And when gold decouples from paper, silver won’t be far behind. In fact, it might be the next domino to fall. Blockchain makes price suppression impossible. It forces honesty. And in a market that’s thrived on lies, that’s not innovation, it’s a direct threat. The old system can’t survive a transparent future.

And blockchain just lit the fuse. Yeah. You know, sometimes I ask myself, you know, because, well, it’s true. I ask myself, is it wise to say these things that I believe that kind of go dark, you know? And people say, ah, you know, he’s a blowhard, he talk. But it’s nice. I mean I, I started talking about this unit well over a year ago, maybe two. I don’t remember, but talked a lot to you about it and all the shows that I did about it because for, you know, it’s not as prevalent in everything I talk about these days.

But for good two, three years it was every, I remember 2019, 2020. And I kept talking about the unit and the Belt Road and all this stuff. My wife said, you never stop talking about this, people are going to get annoyed. I said, but you don’t understand. I’m the only one talking about it for the most part. And I see it so clearly. I believe it, I don’t care. I’m going to stand out on the limb and say it. And it was cool to be right, to be proven at least the majority of what I said.

A lot of it happened and nothing ever happens the way we think it’s going to, but variations of it. But the unit is something that I think is happening and well, they just rolled out the beta test. But before I cover the unit, you know what I believe is the rails of the unit is, is, is exactly what China is doing to expand the internal internationalization of the digital Yuan. Now they’re saying that not to piss off President Trump, period. And what is that internationalization? It is using the Shanghai Gold Exchange to build a series of jurisdictional vaults throughout the Belt Road initiative starting in Hong Kong.

What is the reason they chose Hong Kong first instead of Shanghai? Well, Shanghai was the only one. Next one is Hong Kong. Why would they do that? Because if gold comes out of China, it must go through Hong Kong to come out. Okay, cool. So the first trade they did, United Arab Emirates in China, the two of the Ford initial developers of the Enbridge technology which the unit will run across, which is a cross border payment system that does not is not compatible with the SWIFT system. So there’s no sanctions available there and it settles in seven seconds at a 98% reduction in fees.

Now the idea is right now the way that it’s set up before we talk about the unit is that China can buy oil from United Arab Emirates and they’ll pay for it in Digital Yuan. As of right now, the UAE could go to the Shanghai Exchange in Hong Kong and stand for delivery. China has made it. Now enter brics, the wildcard that turns this entire situation from dangerous to explosive. While the west sleeps, BRICS nations have been building a parallel monetary system, one that doesn’t rely on the dollar, the Swift network or the Western Controlled gold market.

Their weapon, a blockchain based settlement currency backed by hard assets. The BRICS unit isn’t theoretical, it’s already in motion. And once it goes live, the consequences for the paper metals system are catastrophic. Because the moment gold is priced and traded outside of COMEX control, the illusion of dollar supremacy evaporates. Suddenly physical metal, not paper, becomes the arbiter of value. And this shift doesn’t just impact gold silver, the forgotten monetary metal instantly becomes strategic. Why? Because if gold is the foundation of the new system, silver is the accelerant. Brics need silver not just for settlement, but for solar, for tech, for infrastructure.

And when the dollar based system breaks, the rush into silver will be nothing short of biblical. Western investors will be caught off guard, watching in disbelief as their paper claims become worthless while physical premiums skyrocket. The east is preparing for a monetary reset. And when it hits, silver won’t just benefit, it will detonate immediately, convertible into gold without having to switch to dollars first. So UAE says, you know, I really like gold for that, so go ahead, give me your one, I’ll switch it into gold immediately. Boom, done. These rails, these vaults will be built all throughout the Belt road and Asia, Africa, South America.

We already see vaults expanding in Singapore just built a new one and St. Petersburg just built a new one. And of course they’re building a bricks platform. And we have all of these vaults in United Arab Emirates and, and in Brazil, all around the place that will have gold that are all connected to the same system. Well this is the rails for the unit as far as I’m concerned. And the unit would be best described as a settlement unit of account concept. So in other words, it’s not a common currency, right? It is a settlement unit of account where it’s a basket of 40% gold deliverable to central banks if they need it or want it, and 60% Brics plus currencies.

And this is the currencies of the BRICS nations. They will need to maintain a strong monetary ecosystem. It benefits the countries themselves instead of benefiting the United States. That’s number one. And if I want gold, well I can stand for delivery. It is a wholesale settlement interest, excuse me, instrument if you will, for governments and very, very large institutions. It is not a retail platform, that’s BRICS pay. And interestingly enough, BRICS Pay, which is B2B, business to business or business to consumer or bank to bank, Small bank to small bank is like a credit card system where if I live in Brazil and I’m going on A trip to uae, I can just pay on my BRICS pay app and bang, it’s instantly done instead of having to convert and do all of this stuff.

But I listened to an interview by the guy who developed and he said we are right now in negotiat in China right now to roll this out to the Belt Road initiative. That’s what they’re going to do with the Enbridge or the unit where you’re opening up to 75% of human population, you know, 150 countries, not just the BRICS nations. And this is the part that the naysayers and the pooh pooers have missed continuously. Sergey Lavrov came out and said, no, no, no, we’re opening this up to everyone in the world except the ua, the United nations, excuse me, the United States.

While comex is being quietly drained, London is being violently squeezed. On one side of the Atlantic, warehouses are showing record inventories. On the other, lease rates are exploding past 11%. A signal of pure desperation for immediate delivery. This is what a fracture looks like. The same metal is being pulled in opposite directions. Arbitrage is running wild. Traders are shipping silver from the US back to London just to capitalize on the spot premium because futures are no longer trusted and real metal is commanding a scarcity premium. That’s not healthy market structure, that’s panic dressed up as opportunity.

And it’s not just logistics, it’s systemic. COMEX looks full, but those ounces are locked, spoken for or simply unavailable. Meanwhile, London’s cupboards are bare. This imbalance has created a time bomb. One shock, one surge in physical demand could trigger a liquidity crisis where neither side can deliver. And here’s the London sets the global benchmark for silver pricing. So if the squeeze there deepens, it won’t just affect local trades, it will ricochet across the world, forcing premiums higher, accelerating withdrawals and cornering COMEX even further. We are watching a tale of two markets and both are breaking at the same time.

The European Union and Great Britain, they can’t use it, but the rest of the world can. And so it is a basket backed, collateral anchored system token used to settle trade invoices. The key of it that I don’t think I talked enough about, but that really makes sense to me, is that the unit will make measures, the BRICs plus currencies in gold terms instead of in. You’re measuring gold in currency terms the way it is now, where you measure in dollars. All of these currencies, their value will be measured against gold. Gold is the reference in all of this.

That is the important part to remember is that gold is the reference in all of this. And in essence what it’s going to be able to do is allow countries to trade with other countries using this settlement vehicle which allows for immediate delivery in gold. And all of it will challenge the hegemony of the west because sales or transactions will chip away at the transactional status of the dollar, devaluing it. And ultimately gold being the anchor to all of this, which has destroyed the performance of the 10 year treasury without any counterparty risk, will start to massively chip away at the reserve status of the treasury end of the dollar.

So the bottom line here is that it’s in beta testing right now. So the claim that it had been launched successfully. It’s been launched, but in a beta test. One last point I’d like to make about it. You know you didn’t hear about this until here it is, right? Why? Because the United Arab Emirates, China, Hong Kong, Thailand developed the program shortly thereafter. Saudi Arabia wasn’t involved in the initial development, but they came on as the fifth. And they’re a big one, right? The largest oil producer, opec, they came on as the fifth participant in Enbridge.

Think about that for a moment. Cross border settlement for things like oil and Saudi Arabia is the fifth primary member. Now, all of this just for a refresher. People don’t know. This was developed in, in in concert with the bank of International Settlements innovation hub. I remember before Michelle McCrory worked for me, I was doing an interview with her on kitco and she said, well I said this to Nandy, isn’t that a Western institution? I said, you know what, you’re right. Ding, ding, ding, ding, ding. I don’t know why I didn’t really think about that. And she’s like, you know, couldn’t they perhaps have other interests or something? And I’m like, yeah, you know, you’re right.

Almost immediately the UAE pulled out. I mean, excuse me, the Vancouver uae. And the detonation has already begun. December wasn’t just another month. It was the loudest warning shot yet. Over 50 million ounces of silver were yanked out of COMEX in a single brutal move. That’s not normal, that’s not seasonal, that’s a raid. It wasn’t Reddit traders or doomsday preppers. It was large, well informed entities pulling physical metal with surgical precision. Think sovereign funds, industrial giants and central banks acting before the curtain falls. And here’s the terrifying nobody stopped them. Comex Let it happen because it had to.

The system can’t afford to show weakness, so it masks the bleed. But this isn’t a one off. This is the start of a full blown run on the vaults. Registered silver is vanishing. Delivery pressure is mounting. And all the while the paper price keeps pretending everything’s fine. But how long can that illusion last when more silver is leaving than entering? When the ratio of registered to eligible bars collapses, when traders start to doubt they’ll get metal at all. Comex is being hollowed out from the inside. And when the holders of paper contracts start lining up for physical redemption, they’re going to find the shelves picked clean.

This isn’t a drill. It’s the opening act of the final collapse. Too many acronyms going through my head. The BIS pulled out at the 12th hour, right when they were going to make it go live at their meeting in Novigrad. And they said, you know, we can’t be involved in any, in any transaction. Even though they’ve been doing this for four years, developing it with these people. Well, we can’t be involved in any program that would allow any country to sidestep Western sanctions. Acting as though they just realized that Russia was the armed BRICs. So that really got the BRICS countries mad.

In particular China, very mad. And that’s why it’s gone dark. You don’t hear a lot about it anymore. Now, we knew that they were still working on the bridge technology. We’ve talked about a little bit on your show here, how they’ve already connected with the countries in Southeast Asia. The Asian countries that are 800 million people, twice the population of the U.S. the largest trading partner of China by far. Not the us, those countries in Southeast Asia. And now they have the ability to go back and forth with central bank digital currencies or ultimately the unit free from Western interference.

Settle in seven seconds. No intermediary banks in New York, no sanctions. It’s happening and it’s happening now in a much faster way where they’re actually testing the unit. Now they never tested the unit before. It was just cross border currencies. And I’ve been consistent with you saying, yeah, this is the rail of the unit. Now they’ve gone quiet. Because what the, what the BIS did at the 12th hour in my mind is James Bond espionage. They infiltrated, they said, yeah, we’re here to help you. We’ll integrate this new system to the West. And then bang, they pull it at the 13th hour, 12th hour, we’re out.

And they back out. So this is in essence, because the Chinese pretty much developed it, this is going to, to continue to progress, but maybe not with the transparency and, and seeing how it all unfolds in real time as we would like. We just found out that the beta test happened. Okay, here we go. So I guess we’ll see in 2026 how that rolls out and continues to develop. But I expect it to be a something that really, really, really catches the eye of the West. They’re not going to go down easy, but this is something, you know, this is something to definitely, definitely, definitely not underestimate.

And even JP Morgan came out and said, I don’t know exactly what they said, but it was pretty much like, yeah, this is actually very legitimate. And it’s the most legitimate challenge to the dollar that we’ve ever seen, more or less is what they said. So here we go. And now even the US government is starting to wake up. In 2025, silver was officially added to the Department of the Interior’s critical minerals list, a move that sent shockwaves through the commodity world. This wasn’t some symbolic gesture. It was a declaration of national vulnerability. It means Washington now recognizes silver as essential to energy, electronics, defense and national security.

And more importantly, that they can’t afford to run out behind the scenes. Policies are shifting. Tariffs were introduced to funnel foreign silver into US Stockpiles. Strategic reserve discussions are picking up. And regulatory moves are quietly incentivizing domestic production even as global output struggles to grow. This is the tell. When governments go from ignoring an asset to securing it, it means the shortage is real. It means supply chains are already under stress. And it means the state is preparing for a future where silver isn’t just valuable, it’s irreplaceable. The critical minerals designation flips silver’s profile from niche investment to strategic imperative.

And once that shift is priced in, we’re no longer talking about silver as a hedge. We’re talking about it as a pillar of national survival. I mean, on a bigger picture first. I mean look, the trend is here and the thing is mainstream doesn’t notice the trend. And I think maybe even the people who watch this show don’t really realize how big the trend is. Over the last 10 years, price of gold has gone from 1100 to 4200. That’s a 256% increase. And price of silver has moved from 13 to 57 or you know, that’s a 315% increase.

But I think the real trend right now is in deliveries like we were talking about. Something big is happening on comex. I’ve been screaming that forever, right? And in the December contract which went off the board 29th a couple days after thing maybe the day after Thanksgiving, so far over 10,000 COMEX silver futures contracts have stood for delivery. 10,000 at 5,000 ounces each. That’s more than 50 million ounces of silver that have been taken off the exchange, including 565 contracts or 2.8 million ounces in a single day. So over 60% of the COMEX registered silver was claimed in just the first four days of trading in the 2025 December contract.

The demand for physical metal is massively accelerating. This is not normal flow, this is institutional accumulation. And I think that this is, this is something that, that cannot be overlooked. It really can’t be. At the same time you even have Reuters coming out and saying that the London silver tightness or the liquidity crisis is real and it’s happening. And so you’re finding cracks within the system as you see massive, massive, massive shortness and demand for delivery. At the same time you have countries like China and India and Saudi Arabia and Russia that have been accumulating silver, taking possession of silver and gold, reintegrating it into their system.

We’re seeing China, the second largest producer in the world, as I’ve said on your show a million times, they’re going to Mexico and Peru and buying dori and concentrate before it even hits the market by buying this stuff in a pre refined stage. So they’re locking up supply at the source long before it has any chance of reaching the global exchanges. And so I think that this is putting huge stress on, on the market, ultimately will put massive stress on the market. And then you have the U.S. department, Interior who add silver to the 2025 critical minerals list as we’ve talked about.

And in order to get on that list, by the way, the metal has to be essential to the economy or to national security. All of this leads to the moment the entire system has been dreading. When paper markets lose control of price discovery. Because once blockchain tokenization, brics de dollarization and industrial demand collide with evaporating COMEX liquidity, the game is over. Futures contracts become meaningless, arbitrage collapses, and price isn’t set by manipulated trades in New York or London, it’s set by who can actually deliver physical silver. And when that happens, the price won’t just rise, it will launch.

Every suppressed dollar, every deferred premium, every ignored shortage comes flooding into the open market at once. We’re talking vertical moves, not gradual climbs. Premiums on physical silver could dwarf the spot price. Retail shelves could empty in hours. And the silver that’s still available, it won’t be sold to small investors. It’ll be locked down by governments, corporations and industrial giants who are already years ahead. When paper dies, silver’s true price won’t be $50 or $100. It could be multiples of that. Because price isn’t just a number anymore. It’s a reflection of desperation, scarcity and reality finally breaking through.

The illusion should have a vulnerable supply chain and no easy substitute. So this creates strategic stockpiling demand. Done again in a structural tailwind for demand that’s supported by national security and policy. And they should be worried about the supply chain and the geopolitical risk because the United States imports two thirds of its silver. And I was reading something the other day that blew my mind. It says AI data centers especially burn through silver. It says every server and power unit uses a little. But tens of thousands of machines lock up thousands of ounces permanently. And powering these centers is even more silver intensive.

A 500 megawatt solar farm, enough for one major AI campus, can require up to 300 metric tons of silver or 9 to 10 million ounces. So all of this is happening while the US relies heavily on foreign silver and physical metal is leaving the transparent markets. 75 million ounces have been pulled from COMEX since October, moved to stronger hands. So yeah, I think that, look, here’s another one, 583 million paper ounces traded on Friday. That’s 75% of annual global mine supply in one day. And The COMEX had 103 deliveries and the LBMA 553. So you know, it’s getting crazy in China.

On Friday, silver closed above $60 an ounce. And so you know, the, the, the, we keep seeing the price higher in China which is kind of pulling the, the price along with it. I just think that things are beginning to, to really, really, really change. And now you got banks like UBS who are vocal saying that the 300 million ounce physical deficit and we’ve been seeing that every year between 1 and 300 million ounces going on the sixth year in a row is turning them bullish and they recommend long positions in, in silver they’ve never have before.

So yeah, I think when you talk about central banks repatriating gold and, and all of the stuff we’ve been talking about standing for delivery, sover funds, commercial banks, huge deliveries to me, what this boils down to is that it will ultimately trickle down into the retail market. And it hasn’t yet, but it will. And when it does, it will happen very quickly. Things will just become very difficult to obtain. It doesn’t happen at the highest levels and then just stop. I think you’ll see a move down into the retail market. You know, it’s interesting because on just about everything but American.

All of this leads to the moment the entire system has been dreading. When paper markets lose control of price discovery. Because once blockchain tokenization, brics de dollarization and industrial demand collide with evaporating comex liquidity, the game is over. Futures contracts become meaningless. Arbitrage collapses. And price isn’t set by manipulated trades in New York or London, it’s set by who can actually deliver physical silver. And when that happens, the price won’t just rise, it will launch. Every suppressed dollar, every deferred premium, every ignored shortage comes flooding into the open market at once. We’re talking vertical moves, not gradual climbs.

Premiums on physical silver could dwarf the spot price. Retail shelves could empty in hours. And the silver that’s still available, it won’t be sold to small investors. It’ll be locked down by governments, corporations and industrial giants who are already years ahead. When paper dies, silver’s true price won’t be $50 or $100. It could be multiples of that. Because price isn’t just a number anymore. It’s a reflection of desperation, scarcity and reality finally breaking through the illusion. Products premiums are as low as I’ve ever seen them. The American products, they seem to be going higher and higher.

But you will find, I think, that what is a easy to get, flush, supplied, laden market in retail very quickly will change. Not there yet, but I think it will based upon what we’re seeing around the globe. The people retail public is just more or less asleep. And that’s the truth of it. So yeah, I think there’s great values everywhere. Maybe the best value I’ve ever seen in my career is pre 65 silver silver ever. But short of that, you know, anything that you’re buying right now in this environment, when the smartest money in the world is doing the same thing is all you need to know, that’s where the value is.

The people who are doing this, the central banks, the commercial banks, the sovereign wealth funds, and some massive traders here in the US who nobody. This is what really pisses me off. Nobody in the mainstream media has asked the question who’s doing this? Or even alerting the public that billions upon billions upon billions upon billions upon billions and billions have come in since November of last year. For the last year we see these kinds of inflows where literally millions and millions of ounces of gold and silver are standing for delivery every month in New York. Why is no one asking who’s doing this and what’s behind it? Is that by design? I would argue probably is.

But all you need to know is that I’m doing the research for you all so you can see it to be true. And when you see people at that level, they’re the most well informed traders in the world. They know what’s coming. They don’t do it for the hell of it. That’s all you need to know. Period. And here we are this month again. Massive record deliveries. No one’s asking. This is not a market that is it’s reaching its limit or ending when the most sophisticated traders in North America, ala the commercial banks are going long and standing for delivery who are being backed by someone big enough to where not even the media will talk about it.

Is it the wink wink, nod, nod Treasury Department? Is it the exchange Stabilization fund? How about Bo Heinz? Bo Hines, the CEO of USA Tether who was Trump’s crypto czar. And Tether has 14 billion in gold and buying gold with all of their excess reserves that they’re getting through the issuance of stablecoins backed by Treasuries and the interest on those Treasuries isn’t transferable. Gold and silver are becoming far more valuable than the currency that stands behind it or that is used to purchase it. And I think that’s all you need to know. So anything you’re buying right now to get you out of the dollar, into the trade that the biggest money in the world is doing, there’s your value.

This is it. The collapse isn’t coming. It’s already unfolding. Blockchain gold has fired the first shot, exposing the rot in a system built on fiction. Bricks is laying down the foundation for a new monetary order. Comex is bleeding metal by the millions. London is screaming for supply. And the industrial world is consuming silver faster than it can be mined. Meanwhile, the public is still asleep, holding paper claims that will evaporate the moment real demand hits. But for those paying attention, the signs couldn’t be clearer. $500 silver isn’t a fantasy. It’s the logical outcome of a market where truth is finally breaking through decades of suppression.

The only question now is whether you’ll be ready when the music stops. Because once physical silver reclaims its role in price discovery, there will be no going back. So if you’re watching this, understand what’s coming, prepare accordingly, and stay ahead of the crowd. Make sure to subscribe so you never miss a move in this historic reset. And remember, this is not financial advice. Always speak to a qualified professional before making any investment decisions.
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