➡ The article discusses the potential for a significant increase in the value of silver due to a combination of factors. These include a growing demand for physical silver, a decrease in available silver, and potential manipulation of the market. The article also mentions the possibility of a currency crisis and the role of online traders in influencing the market. It suggests that these factors could lead to a rapid increase in the price of silver, potentially causing a systemic failure in the financial system.

➡ People tired of video games started trading stocks and options, using online forums like Reddit to target stocks with many hedge fund shorts. They would buy these stocks, forcing the price up and making money when hedge funds had to cover their positions. They tried this with silver, but the market was too big to manipulate. Now, with the financial system showing signs of weakness and real estate markets in free fall, silver is becoming an attractive investment. As trust in traditional financial assets erodes, people are turning to hard assets like silver. However, if silver prices rise too much, it could threaten the control over the monetary system, leading to potential interventions like trading halts and regulatory changes.

➡ The article discusses potential global issues, including the possibility of conflict in Europe and the Middle East, and the risk of a financial crisis due to real estate bubbles. It also highlights the increasing demand for silver due to its use in green energy technologies and the risk of a shortage as the supply is not keeping up with the demand. The article warns that if a major player demands physical silver and it’s not available, it could cause a domino effect of panic buying and potential default. Lastly, it mentions the strain on silver supply, with mine output not meeting expectations and a significant drop in the quality of silver ore.

➡ Silver production is becoming more difficult and expensive, leading to a decrease in global reserves. This, combined with rising costs and a labor shortage in the mining industry, could lead to a significant contraction in global silver supply. Meanwhile, populist political movements are gaining traction in Europe and the US, challenging the status quo and potentially leading to political instability. Lastly, the real estate market could face a crisis as baby boomers, Wall Street firms, and Airbnb owners potentially flood the market with properties, leading to a drop in prices.

➡ The economy is slowing down, which could lead to a recession and a flood of houses on the market, making it a bad time to buy property. However, the value of silver is expected to skyrocket due to monetary chaos, limited supply, increased industrial demand, and hoarding. This could lead to a complete reevaluation of silver’s worth, especially as physical inventories decrease and mining can’t keep up. It’s important to prepare for this potential surge in silver value rather than waiting for it to happen.

Those central banks see a monetary reset on the horizon. You know, they can read the tea leaves as well as anybody else, see the amount of debt that’s being taken on by the, the countries with the big fiat currencies. And they understand that in the not too distant future, some kind of a reset is going to have to happen. And they want X amount of gold. They want plenty of gold to back. You’re watching Silver News Daily. Subscribe for more. The government tried to kill it. The media ignored it. The banks laughed it off. But the silver squeeze is back.

And this time it’s not just retail traders stacking coins on Reddit. This time it’s global. From basement vaults in Zurich to anonymous lockers in Singapore, physical silver is vanishing at a rate the elites can’t control. The price is still subdued. The charts look calm, but under the surface, it’s chaos. Premiums are exploding, inventories are collapsing, and institutions are finally waking up to a terrifying reality. There may not be enough silver left to cover the promises made on paper. And here’s the kicker. Every effort to shut it down, every regulation, every manipulated margin call has only added fuel to the fire.

People aren’t backing off, they’re doubling down. The question now isn’t whether the squeeze is real. The question is how far it goes before the system breaks. So what’s driving this? Who’s still buying and how long until silver detonates past $100 an ounce? Let’s break it down for a big societal sea change to start to look like the least bad option. And that’s when it happens. So usually you have a crisis and then you rebuild from the rubble of that crisis something new and hopefully better. But you know, that’s, that’s no guarantee. But yeah, that’s where we’re headed.

And one of the ways you know, we’re headed that way is, as you said, a lot of people are waking up. It’s still a relatively small number compared to the, the number of people who exist right now, but you see people moving into real assets and some of them are, are heavy hitters. You know, Bill Gates is the biggest owner of farmland in the world right now, and Warren Buffett is dumping tech and finance stocks and buying energy stocks. He’s, he’s just buying the, the hell out of Occidental Petroleum right now, and he’s raising a lot of cash.

So you see some big players doing things that kind of align with the, the gold bug thesis, gold bug point of view, which is to get out of financial assets and into real assets. And to the extent that that idea is spreading, that’s a good thing because that means more and more people are, are preparing correctly for what’s coming. And for them, this kind of crisis, I mean, it’s still a minefield because you could load up on gold and silver and they go up and that’s great. But you might lose your job or, you know, some loved ones might lose their jobs or any other kind of crisis can happen that impacts your life in some way beyond your finances.

But that people are loading up on real assets, they’re at least addressing the risks to their finances. And if this goes on long enough and then we have the crisis, the, the stackers and the preppers will end up being the people with serious capital who are instrumental in rebuilding the system, you know, or implementing a new system. So I think those are sensible people and if they’re the ones who have a big role in creating the next monetary system, well, that would be just fine, you know, but for most people, a currency crisis is a really bad thing because most people basically trust the government because they, they have their own lives to lead.

They don’t spend much time obsessing over, you know, interest on the government’s debt and, and things like that, like, like we do. So they don’t see this thing coming with enough time to prepare for it usually. And so they’re the ones who are going to be hurt and they’re the ones who are, who least deserve it. You know, they’re regular people living their, their lives. They’ve got a lot of dollars in a Bank account, their IRAs, have a lot of government bond related stuff in there or bank stocks or whatever things that are going to be hurt when the currency loses value dramatically.

And that sucks. You know, they’re the people who really don’t deserve to be hurt. But the way it works historically is that currency resets, currency devaluations, things like that, they hurt the people who aren’t paying attention and help the people who are paying attention. And usually the people that are paying attention skew towards rich enough to have a financial advisor who can clue them in. So the rich people who are out there buying real estate or, or at least farmland versions of real estate right now, or who are loading up on gold and silver or energy stocks or uranium stocks, they’re going to be okay.

The vast majority of people will emphatically not be okay. And they’re the ones who we have to hope that combined with a monetary reset there’s some kind of A government policy to help them get through it. While the spotlight is on silver, the real spark might have started with gold. And the world’s most powerful players are already making their move. Central banks, especially those within the BRICS coalition, are on an unprecedented gold buying spree. Not for speculation, not for diversification, but for survival. These nations see the writing on the wall. The US Dollar, the euro, currencies that once dominated global trade are now bloated with unpayable debt, fragile confidence and endless money printing.

A monetary reset is coming and they know it. That’s why they’re not just buying gold, they’re hoarding it quietly, aggressively, and in volumes not seen in modern history. Because in a post crisis world, only assets with intrinsic value will matter. But here’s where it gets interesting. As gold gets locked away by central banks, it becomes scarce, expensive and eventually out of reach for everyday investors. And that’s when silver steps into the light. Often called poor man’s gold, silver has historically filled the void. When gold becomes too elite, too inaccessible, it offers the same hard money protection, but at a fraction of the cost.

And when the monetary floodgates open and fiat currencies start falling like dominoes, silver is positioned to become the most accessible safe haven left standing. This isn’t just about stacking coins, it’s about escaping a dying system. And silver might be the last open door before the reset hits. Because I think what I definitely expected, and I think what a lot of other people expected too, was that Once gold touched 3,000, it would bounce off of it. In other words, that would create a lot of people with, who want to do profit taking at $3,000 an ounce because people love those big round numbers.

And so I kind of expected like a year of bouncing off of 3000 and dropping down to 2500 over and over until it worked off all the profit taking. That did not happen. Gold went up to $3,000 an ounce and has stayed above it for I guess a few weeks now. You know, I’m not sure exactly of the time frame, but it’s been a while and now it’s above 3100. So it could be that the world’s central banks, at least the, the brics country central banks who are accumulating gold and who have been probably driving most of the price action of this bull market aren’t that price price sensitive.

You know, it could be that like the People’s bank of China has gotten an order to accumulate X AM and they’re just going to be in there buying until they get the, the number of tons that they’ve been ordered to accumulate. That’s great news for gold. And it also indicates that those central banks see a monetary reset on the horizon. You know, they can read the tea leaves as well as anybody else, see the amount of debt that’s being taken on by the, the countries with the big fiat currencies. And they understand that in the not too distant future some kind of a reset is going to have to happen.

And X amount of gold, they want plenty of gold to back their currencies either as a fallback, you know, just protection in case things get very volatile, or as a, a way of backing their currencies in a new gold standard, if that’s what we go to. So we don’t know whether it’s going to be a new Bretton woods or some gigantic crisis that, that forces countries individually to do things with their currencies. There’s no way to know how that’s going to play out. But either way, lots of gold on your balance sheet is a good thing.

It’s very helpful with any kind of insecurity and crisis that happens going forward. So to the extent that the central banks of the world aren’t done loading up on gold and they recognize this looming crisis out there, there’s no real way to predict how high gold can go because you’ve got entities with unlimited printing presses and they’re not price sensitive. So we’ll just have to see. I’m a little nervous about gold having gone this far this fast and entering its seasonal weak period pretty soon here. You know, the, the old saying, selling man go away is applicable to gold.

And I, I don’t know how many years it’s been where I, where I decide that this time, you know, macro forces are going to swamp seasonality and I, and I buy or I stick with positions that maybe I should have lightened up on and I’m sorry I did. So I’m still nervous about this, but at the same time cautiously optimistic that this might be a new era for gold because we’re getting so close to what is going to be some kind of a currency crisis. Slash, currency reset. The first time it happened, Wall street laughed it off.

A bunch of retail traders trying to squeeze silver. It was a cute headline. But behind the screens, something shifted. Physical demand spiked. Dealers ran dry. Premiums went vertical. And while the mainstream tried to bury the story, a decentralized network of silver stackers was quietly born. That was 2021. Now Silver Squeeze 2.0 is here. And it’s evolved. No longer just Reddit threads and weekend warriors, this is global organized and laser focused on one draining the market of physical silver until the paper game collapses and they’re winning. The silver market is already in a structural deficit. That means every year more silver is consumed than produced.

And every bar, every coin pulled from the system pushes us closer to a reckoning. Because the real battle isn’t in price, it’s in availability. The comics may show piles of silver on paper, but the vaults are telling a different story. Inventories are shrinking fast, and trust in these numbers is fading even faster. And here’s the kicker. The tighter the supply gets, the more obvious the manipulation becomes. Every synthetic ounce created through ETFs and futures is a promise, one that may never be fulfilled. If this movement keeps draining physical silver at this pace, we’re not just looking at a price spike, we’re looking at a systemic failure.

A short squeeze that could ignite a chain reaction across the entire financial system. And the fuse is already burning. Yeah, that. That actually is a really important part of the story because the government did intervene in a blatantly unconstitutional way in that market. They basically said, yeah, you know, hedge funds who are short, they’re allowed to trade Gamestop or whatever, but Reddit traders who want to buy it, no, you can’t do that for a few days until the hedge funds are able to get out of their shorts. Which is crazy. You know, that. That just short circuits the whole idea of free markets.

But the government did it and got away with it, you know, and as far as I know, nobody went to jail for that. No, no government bureaucrat who violated the Constitution went to jail for that. I’m not sure about the Reddit traders, if any of them were prosecuted for this kind of thing, but yeah, that’s. That’s another. Since there’s a precedent, that’s another possible angle in this thing as it plays out now going forward. So we’ll just have to see. But we know that governments will protect hedge funds now and of course, protect the big banks in this kind of a situation.

But it seems like if that happened to silver, wouldn’t that make you want to go get some physical silver? You know, if. If governments are intervening to depress the silver market and they’re desperate enough to violate the Constitution to do it, that’s a sign of weakness, not streng. I think there’s a decent chance that that causes physical silver to just dry up and go away and it becomes unobtainium. You Know where you can’t get it. You can offer pretty much any price, but there’s none available for immediate shipment. And I think governments intervening in that way would bring that on.

So they could be something that backfires for them if they try it again. Gold has already made its move. It shattered expectations, slicing through the $3,100 mark like it was nothing. That wasn’t just a technical breakout, that was a signal. Institutions are no longer hedging quietly. They’re moving capital with urgency. But silver. Silver is still lagging. And to seasoned eyes, that’s not a weakness, it’s a setup. Because every time gold breaks out, silver waits, builds pressure, and then detonates with far more violence. That’s the pattern. It happened in 1980, it happened in 2011, and now all signs point to a third act.

The current gold to silver ratio is screaming undervaluation. Historically, when the ratio hits extremes like this, it snaps back with force. And silver doesn’t just catch up, it slingshots. While gold has already been priced in for institutional fear, silver is still sitting quietly, unnoticed by the crowd. But those who know the cycle see it for what it is, the calm before the storm. Because silver never moves first, it moves hardest. And with gold holding the line above $3,000, the conditions are nearly perfect. It’s not just a catch up rally we’re waiting for, it’s a revaluation, one that could launch silver into territory the market simply isn’t prepared for.

Already in deficit. In other words, we’re, we’re using more silver than we’re producing, which means we’re running through above ground stocks of silver and we’re going to run out in any event, you know, so there’s a, a default on some of the metal exchanges probably coming in any event. And so the, these guys who, I don’t know if it’s the same people, but the next generation version of those Reddit traders from a few years ago have targeted silver and cool, you know, except today was supposed to be the day and silver is down while gold is up, you know, so silver is, is performing worse than expected instead of better than expected.

So we’ll see if it was just a, you know, false alarm where people were kind of trolling the gold bugs to see what would happen. But I think there could be an element of, you know, young traders playing it as a video game in the silver market when silver does take off, because the, you know, the dynamics of the silver market are that the deficit will turn into a shortage that’ll lead to panic buying. That will bust the comex or whatever, forcing them to default. And then silver goes straight up. That’s, that’s probably the kind of thing that is out there waiting to happen.

And if helping that along is a bunch of individual traders out there playing it like a game, that would be fine with me. You know, the, the, the market has been manipulated down for such a long time that if somebody’s going to come in and manipulate it up, that would be poetic justice, I think. And, and it’d be great for the stackers. You know, can you imagine if silver goes to a hundred dollars an ounce, which eventually it will, but imagine it doing it quickly, you know, in the space of a few months and, and think about how many rich stackers there are going to be out there and how much fun that’s going to be.

So that is a possibility for our little segment of the world in the not too distant future. While gold and silver prepare to explode on the charts, the bigger threat is unfolding in real time. And it’s coming from every corner of the geopolitical and economic landscape. The dollar, once the untouchable global reserve, is now being quietly replaced. BRICS nations are building parallel systems using gold backed settlements to bypass swift and challenging US financial dominance head on. But here’s where silver comes into play. In a world moving away from fiat dependence, the the demand for real tangible assets skyrockets.

And silver is standing at the crossroads of both monetary rebellion and industrial revolution. Military conflicts are escalating. Tensions in the Middle East, Ukraine and Asia are no longer regional flashpoints, they’re catalysts for global uncertainty. And when uncertainty rises, safe havens shine. But silver has something gold doesn’t. Utility. It’s not just a hedge, it’s a necessity. Every solar panel, every AI server, every EV charging station demands it. And with governments pouring trillions into green energy and digital infrastructure, industrial silver consumption isn’t just rising, it’s exploding. This dual demand, monetary and industrial, is creating a silent pressure cooker under the surface.

And if geopolitical chaos continues to escalate, we’re going to see that pressure erupt. Silver won’t just benefit, it’ll be cornered. Squeezed by collapsing trust in fiat and exploding demand from industries that can’t function without it. That’s not just bullish, it’s historic. Yeah, the backstory here is really funny because, and I know it pretty well because one of my sons was involved in it. But a few years ago, as you said, online stock traders. Oh, because. Because of a, a brokerage house called Robinhood that got set up during the pandemic that let you trade for free, basically.

And then they, they sold your information to high frequency traders, but they let you trade for free. So a lot of people, they, you know, they were stuck in their apartments. There was nowhere to go. They were tired of video games, so they adopted stock trading and option trading as another kind of video game. And they figured out that they could all get together on a. A forum like Reddit and then target a stock that had a lot of hedge fund shorts attached to it. They go in, buy the stock all at once some morning, force the price of that stock up, and then force the hedge funds to cover.

And, you know, so in other words, they would engineer a short squeeze and they would make a ton of money, and then they would sell out and they would go on to the next stock that they were going to use to victimize the hedge funds. And at some point in that process, they decided they would do silver, too. You know, they were going to go in and just buy so much silver that they would force the price up. And then the banks that are short silver would have to cover their short positions by buying silver, and that would send the price through the roof.

And so everybody was all excited about that in the precious metals space because these guys seem to have serious power. They were bankrupting hedge funds, and it turned out silver was too big of a market. You know, the, the amount of money it takes to move Gamestop or something like that was minuscule compared to what you need to move the silver market, apparently. So that thing just fizzled and the idea just went away, but now it’s back. You know, now the, the dynamics of the silver market make it look ripe for a short squeeze because the, the sil.

The foundations of the financial system are starting to crack. And the next shock might come from where few are looking. Real estate. Commercial real estate, especially office space, is in free fall. Cities once bustling with workers are now ghost towns of empty floors and expiring leases. Major banks exposed to this crumbling sector are sitting on ticking time bombs of bad debt. And it’s not just commercial. Residential markets are overstretched, propped up by years of artificially low rates and speculative buying. The correction isn’t a question of if, it’s when. Now, here’s where silver enters the equation in every major financial panic.

When the paper assets start to burn, capital looks for a fireproof vault. Historically, that’s been gold, but gold’s already moving. And as investors scramble for safety, silver becomes the Next logical target, especially for those priced out of gold or looking for higher upside. Because silver doesn’t just preserve wealth, it amplifies it in times of crisis. If real estate begins to collapse in earnest, banks could start to fail. And when that happens, trust in traditional financial assets erodes fast. That’s when the stampede into hard assets begins. Silver, still cheap, still overlooked, will look like a lifeboat in a sea of sinking portfolios.

The pivot will be sudden, emotional, and explosive. And by the time the headlines catch up, silver’s breakout may already be in full swing. The New York Times in particular is desperately trying to become an actual newspaper again instead of just being a CIA stenographer, which is what they were for the longest time. A little while ago they did an article op ed piece about COVID that said we were deceived about COVID you know, and, and went into all the lies that the government told during the pandemic and pretended that they were a victim of that instead of one of the perpetrators.

You know, their, their head co reporter was, was saying that, you know, if, if, if you even talk about the virus coming out of the womb Wuhan lab, that’s racist, you know, and you’re a racist. That’s, that was their coverage of the, the pandemic. And, and now they just came out with a story about, like you said, surprise. The U.S. was actually involved in Ukraine for the last 10 years. And here’s basically what the U.S. did. Ukraine elected a, a government that was in favor of coexistence with Russia basically, and that didn’t suit NATO and the US’s policy preferences.

So they went in and they overthrew that government, they engineered a coup and they installed somebody who was more or less in favor of joining NATO and everything. And they started talking about inducting Ukraine into NATO, which, which means it’s basically Cuban missile crisis in reverse. You know, back in the, in the early 1960s, Russia tried to basically induct Cuba into an anti U. S. Military alliance. And we were going to fight World War III over that. So it got resolved, but we were ready to nuke Russia if they actually tried to do that. And so Russia was saying the same thing, but in, in reverse.

They were saying if you, if you move NATO right next to our border into a country where we have a naval base, you know, we have a military presence within part of Ukraine that is a nuclear red line. The US went ahead and did it anyhow. You know, they, they actively started a war in Ukraine. Used you, they used the Ukrainians as cannon fodder in a proxy war. And they were willing to, you know, the guys in charge until the last election were willing to take this to the limit. You know, they were willing to fight a nuclear war, apparently over Ukraine.

So anyhow, that’s, that’s what the New York Times is shocked by, that they’re just finding out that this stuff happened apparently when they were the ones saying, oh, that’s a conspiracy theory, and this was unprovoked Russian aggression and everything. And so now they’re taking it all back, apparently, and they’re saying, oh, yeah, you know, there were 12 CIA bases and, and we had all these, these biotech warfare labs in there, you know, so basically we were using Ukraine as a base of operations against Russia. So, you know, it’s, it’s fun to watch this and it’s going to be really funny to come up with or to predict what they discover next, you know, because there’s a lot of other stuff out there that, that turned out to be demonstrably true now, but that the mainstream media still hasn’t admitted to being part of.

So, you know, it’s fun to watch the times, but there’s lots of other media outlets that are going to have to have their own come to Jesus moments and pretend to discover the conspiracies that they were part of, you know, and I’m having fun watching this. I gotta say, if Silver really starts to move, don’t expect it to be a smooth ride. Because the moment Silver threatens the system, the system fights back. We saw it in 2021 when retail traders piled into Silver Comex. Margin requirements were hiked overnight, trading was throttled, and media mouthpieces rushed to downplay the movement.

This wasn’t random, it was coordinated. The financial elites didn’t just resist the squeeze. They weaponized regulation to protect their positions. And nothing’s changed. In fact, If Silver Squeeze 2.0 gains real traction, expect the response to be even more aggressive. Trading halts, media fear campaigns, sudden regulatory emergencies. They’ll frame it as protecting investors. But the truth? It’s about protecting power. Because if Silver’s price rises uncontrollably, it threatens more than just hedge fund portfolios. It threatens the illusion of control over the monetary system itself. But here’s the twist. Every time they intervene, they expose themselves. Every margin hike, every trading freeze, every panicked denial adds fuel to the narrative and strengthens the resolve of physical holders.

People are waking up. They’re moving out of paper ETFs, they’re demanding real metal and when the next crackdown comes, it might not stop the squeeze, it might legitimize it. The system’s tools of suppression are starting to lose their edge. And this time Silver’s momentum might be too strong to contain. And the European countries thought they could get away with just living under the US Nuclear umbrella and then putting all their money into really generous social programs while totally starving their militaries. Well now Trump kind of called their bluff and they’re traumatized by that. And they’re looking at ramping up military spending and getting ready to go to war with Russia, which is never going to happen.

You know, they were on the verge of the dissolution of the euro before this because Germany was de industrializing and gradually losing its status as an industrial power. So they couldn’t back up the European Central bank, which backed up all the, the quickly going bankrupt countries in the Eurozone. In other words, nobody would buy an Italian bond if they didn’t think it was actually a German bond because the European Central bank was buying those Italian bonds and Germany was backing the ecb. And you know, you take that away and there are countries in the European Union who just aren’t viable.

And that means the Euro stops being viable when those countries start going bankrupt. So that’s all happening, you know, and, and you know, the, the demographics of the European situation are just horrifying on so many levels. So Europe is actually, I mean, if they’re, if they’re dumb enough to actually ramp up military spending and then use those weapons to start World War iii, that, that sounds kind of unlikely. You know, a civil war within Europe sounds more likely than a, than World War III being caused by European aggression, because that just doesn’t seem like them anymore.

But we’ll see. I, you know, that’s an evolving story and they’ll give us a lot more to talk about in coming months and years, probably. But hopefully they don’t start World War iii, You know, anything else they do, so be it. But just don’t, don’t attack another nuclear power, please. Europe. You know, paper silver is the ticking time bomb no one wants to talk about. On the surface, the market looks stable. Millions of ounces traded daily. Endless liquidity and tightly controlled price action. But behind that illusion lies a leveraged web of promises that simply can’t be honored if too many people demand the real thing.

For every physical ounce in a vault, there are dozens, sometimes hundreds, of paper claims stacked against it. COMEX ETFs, unallocated accounts, they all function on one dangerous assumption that no one will ever call the bluff. But what happens when they do? What happens when investors, institutions, or even foreign governments demand delivery and find out the silver isn’t there? That’s the real risk. Because the moment confidence breaks, the entire paper structure collapses under its own weight. And this isn’t speculation. It’s math. Inventories are already dropping. Registered comic silver is near historic lows. Slv, the largest silver etf, has seen redemption surge.

While physical audits raise more questions than answers. This disconnect between physical and paper is becoming impossible to ignore. And as more people move to take delivery, the pressure intensifies. If a single major player demands physical settlement and the metal isn’t available, it could trigger a domino effect of forced covering, panic buying, and potentially default. That’s not a price rally. That’s a reset. And when it starts, the price of silver won’t climb gradually. It’ll reprice in hours, not months, you said. Yeah. The Mideast is, as usual, kind of a nightmare. And Trump seems to be. To be threatening Iran, and, well, they’re bombing the Houthis, which, I mean, you know, those guys are like goat herders who got a hold of some Iranian drones or something like that, and they’re.

They’re shooting at ships passing through the strait right there. But it doesn’t seem like a thing for the US to be involved in because it’s mostly European trade that passes through there. So I, I would say let Europe handle that. But we’re handling it, of course, because we’re the words world’s policemen. And then Iran could easily be a flashpoint. That could be one of those things where we wake up the next, you know, wake up some morning, and we’re at war with Iran. On the bright side, we’re no longer in danger of blundering into World War iii.

In Ukraine, at least, the negotiations are a little bit rocky, but that’s to be expected. I mean, Putin and Trump trying to negotiate something has to have some fireworks, right? Because those guys, they won’t give up on their objectives very easily, and they’re both willing to bluster. So, you know, we’re seeing some saber rattling there, but nothing compared to what we saw when we were giving weapons to Ukraine that could reach inside of Russia, and Ukraine was using those weapons to kill Russians. We were very close to World War iii. You know, Putin was saying that that’s a.

That’s a nuclear red line that we were crossing, and we were just blithely crossing it, which is crazy. So to the extent that they’re negotiating. That’s a huge big deal that, that dwarfs any other geopolitical issue right now. If we’re sitting down and talking in Ukraine, then things are better than they were when we weren’t. So that’s okay. You know, let’s, let’s hope that we continue in that direction and the whole Europe thing, you know, done again, we could spend a whole show just talking about Europe’s self immolation right now. I mean, they’re committing cultural suicide.

And you know, the latest iteration of that is that the, the U.S. is basically telling NATO that they have to pay their own way, which the US has been saying forever. Silver isn’t just fighting a monetary war. It’s caught in an industrial revolution. The green energy transition, once a political talking point, is now a full blown economic shift. And silver is at the center of it. Solar panels, electric vehicles, AI server farms, smart grids. Every one of these technologies relies on silver’s unmatched conductivity and efficiency. And unlike copper or aluminum, there’s no substitute. You either have silver or the tech doesn’t work.

Let’s start with solar. Photovoltaics already consume nearly 20% of global silver supply, and that figure is only climbing. Nations are racing to meet net zero targets. And that means ramping up solar production on a scale never seen before. But the silver supply isn’t ramping with it. Then there’s the EV sector. Electric vehicles use up to three times more silver than traditional cars. And as adoption accelerates, so will the draw on global inventories. But here’s where it gets critical. The silver used in these technologies isn’t recoverable. It’s dissipated in tiny amounts across millions of devices, lost to recycling forever.

That means the metal is disappearing from circulation even as demand grows exponentially. AI infrastructure and 5G networks are now adding to the load, requiring silver for high speed data transmission and thermal management. Every chip, every sensor, every energy storage system needs it. This is no longer just a precious metal. It’s industrial oxygen. And as this tug of war between investors and manufacturers intensifies the side with deeper pockets, the tech sector may soon be forced to chase after dwindling supply. When that happens, price won’t be a barrier, it’ll be a casualty. It’s possible that real estate is the catalyst for the next big financial crisis, which would be really surprising in a way, because you don’t normally have consecutive bubbles.

You know, we had a real estate bubble just a decade ago, or a little more than a decade ago, and that blew up and caused A gigantic financial crisis. So you wouldn’t think that real estate would be a bubble again, but it kind of sort of has happened that way on the commercial side, especially office buildings. In this case, a lot of office buildings went up using incredibly cheap financing post Great recession because interest rates were so low. And then the pandemic hit and a lot of people stayed home and found out that it’s really nice to work from home and they didn’t want to go back to offices.

So there’s a lot of empty buildings out there, or partially empty buildings that don’t generate anything like the cash flow needed to cover their refinancing when their loans come due. And so they’re massive embedded losses in the office building sector. And a lot of that bad paper is on the balance sheets of local and regional banks. So you, you get the real potential for office buildings to go bust, which lead to a lot of banks to go bust, which causes a full on financial crisis that where they have to be bailed out. So that’s that. Now housing is weird too because really it was housing that was the, the epicenter of the last crisis.

And home prices took a long time to start going up again, but when they went up, they, they just continued to go up. So that in the US houses are now almost twice as expensive as they were at the peak of the previous bubble. And it’s kind of a frozen market because the people who have cheap mortgages don’t want to sell if they have to take out a new mortgage on their next house or anything. So you’re seeing people just be stuck in their houses. So prices are crazy high. They’re massively unaffordable. The average person can’t afford the average house and anymore in the US but sales are minuscule.

You know, the, the, the number of existing homes that are actually changing hands here are like at 1995 level when, when we had 100 million less people in the US so that market is frozen, but it’s about to be unfrozen in a big way because of three different groups of people. The first is the baby boomers. You know, my generation, we own a lot of McMansions out there that we can’t handle because you know, there are three stor got an acre of land and our hips are sore and stuff and we, we just can’t manage that kind of property.

So unless we have the grandkids move in with us, we’re going to have to sell at some point. Here’s the hard truth. Silver Supply isn’t just strained, it’s unraveling. After the 2020 price spike, everyone expected miners to flood the market with new production. But the rebound was weak, sluggish, and far below expectations. Mine output barely rose. Recycling volume saw a brief uptick, but fell short of filling the gap. And now we’re staring at back to back supply deficits, over 72 million ounces short in just one year. That’s not just tight, that’s historic. But the crisis runs deeper.

Silver ore grades, the quality of the metal in each ton of rock, have been in freefall since 2005. Grades have dropped by more than 50%, meaning miners have to dig deeper, move more earth, and spend more money just to produce the same ounce of silver. And that’s if they can even find it. Exploration budgets are down, new discoveries are rare, and merger activity in the silver sector has practically frozen. No one’s replacing what’s being pulled from the ground. Meanwhile, inventories are vanishing. Global reserves dropped by 4% last year alone, as consumption continues to outpace additions. And let’s be clear, this isn’t just a cyclical dip.

It’s the beginning of a long term structural shortage, the kind that doesn’t just pressure prices, it forces revaluation. Because once inventories dry up, the market enters a phase it’s never experienced at this scale. Demand destruction. Not because people stop needing silver, but because they can’t get it at any price. And that’s when panic sets in, when those who mocked silver start asking where it went. So in Germany and France, it’s completely possible that if they had free and fair elections, what they call the far right, but what is actually just populist parties rebelling against globalism, those guys might win, you know, and they are at least suspicious of NATO and the euro, even if they’re not anti NATO and anti euro.

But their suspicion is strong enough that it would make it hard for a lot of the globalist slash expert, slash political, political class policies to continue. So they would do kind of like what Trump’s doing here. They would start shutting down a lot of stuff. And, you know, you saw that in Argentina, where melee just went in and, and closed down a big chunk of, of the government, or in El Salvador, where they just rounded up all these gangs that were making their country incredibly violent and just stuck them in a big prison. Now, you know, I’m not saying this stuff is consistent with the US Constitution, but I am saying it’s, it’s what you get when you screw up on the scale that today’s expert class has screwed up.

You know, we shouldn’t be surprised if populism is rising, but we also shouldn’t be surprised that populism, once in power is really chaotic, you know, because it’s not really a political philosophy. It just is. It’s just we’re going to get back from you what was stolen from you or for you what was stolen from you. And there’s lots of different ways to do that, and most of them are pretty chaotic. You know, it’s a revolution when populists take over. So that’s what we’re headed for. And it already happened in the US or it’s in the process of happening and Europe is trying to stop it, and it looks like they’ll do pretty much anything to stop it.

So that’s, that’s one more aspect of, of Europe’s suicide. You know, they’re, they’re going authoritarian at the same time they’ve opened their borders at the same time they’re, they’re involving themselves in what could be World War iii. You know, it’s a, it’s a continent that will not be a viable continent or a viable civilization a decade from now unless they get serious about preserving European culture. If falling or grades and tight inventories weren’t enough, the entire cost structure behind silver mining is coming under siege. Inflation has slammed the sector, driving up energy equipment and labor costs across the board.

Diesel, explosives, transportation, everything a miner needs now costs more. And unless silver prices rise significantly, miners are stuck making less money for more work. That’s not just bad economics, that’s a recipe for shutdowns. But here’s where the real trap Springs. Over 70% of all silver isn’t mined directly. It’s a byproduct of mining other metals like lead, zinc and copper. And if those markets slow down, silver production goes with them. With base metal prices softening, and the silver by default model is collapsing, Less copper demand means fewer copper mines. Fewer copper mines means less silver. Simple as that.

Then there’s the labor crisis. Covid may have faded from the headlines, but its ripple effects are still haunting the mining industry. Skilled workers are scarce, and in many parts of the world, operations are still disrupted by staffing shortages, local protests, or even government crackdowns on exploration. Put it all together and you get a perfect storm. Rising costs, falling incentives, and weakening byproduct markets. This isn’t a short term bottleneck, it’s a long term chokehold. And unless silver explodes in price to make mining worthwhile, we’re headed toward an even sharper contraction in global supply. The clock is ticking and the market is still asleep.

Yeah, globalism and the whole general rule by experts and the political class thing has failed miserably. The experts have basically screwed up everything they’ve touched, from geopolitics to monetary policy to public health. It goes on and on to censorship, you know, and, and, oh, and the borders, open borders, you know, all of this stuff were things they were in charge of and all of those things have blown up in their faces so nobody trusts them anymore. And when people lose faith in the establishment, populism becomes popular. People will vote for political candidates who say, look, you’re being screwed over by the 1%.

Put me in office and I’ll get back for you what was stolen. So it can be, that can be left wing like Bernie Sanders or right wing like Donald Trump. But it becomes appealing when everybody loses faith in the experts. But the experts are still in charge in a lot of these places. Globalists and technocrats run most of Europe. But in countries like France and Germany, the up and coming political parties are populist. So if they just had honest elections, there’s a chance that the globalists would lose and they don’t want that to happen. So they’re basically taking over social media and they’re making it illegal to engage in political speech that is anti government in any way.

And they’re prosecuting, you know, they’re using lawfare the way the US used it against Trump. They’re using the same kind of mechanisms against rising political figures where they, they either kick them out of the election and say, you can’t run, or like with Marine Le Pen just now, they, they, they make up charges of embezzlement or something, something like that, and say, okay, now you’re banned from politics and now let’s see what we do with your political party. Maybe we’ll ban them too. While the public debates whether silver is going to $30 or $50, the smart money isn’t waiting.

They’re already stacking quietly, relentlessly. Institutions, family offices, and even sovereign funds are shifting behind the scenes, accumulating physical silver through private dealers, off market contracts and unreported inventory swaps. This isn’t speculation, it’s preparation. And they’re not broadcasting it. Why would they? These players know that once silver starts to break out, the window to accumulate closes fast. They’re front running the next leg of the rally while retail attention is still scattered and they’re not touching the ETFs. They’re going for physical, the real metal, the kind you can’t print because they understand what’s coming. And they don’t want promises, they want ounces.

We’re seeing delivery requests rise, vault withdrawals spike, and comex inventories quietly bleed out. Even major refiners are warning of delays, with months long backorders becoming. The new normal. When this level of quiet accumulation happens is not noise, it’s a signal. A very loud one. Is the same pattern we saw before Silver’s past super cycles. Discreet buying, flat prices. And then boom. The moment the breakout hits, supply vanishes, premiums explode, and those who waited find themselves locked out. The elite are already positioning. The only question left is will everyone else be too late? And there is a ton of baby boomer owned real estate out there that can hit the market pretty soon.

Second group is Wall Street. You know, the Wall street has turned houses into a speculative asset where companies like Blackstone will go in and buy up whole neighborhoods and then convert those houses to rentals at really high levels. They’ve got an algorithm that shows them how to squeeze the last drop of rental revenue out of these houses. But of course, over the last few years they’ve been overpaying. And so as soon as home prices start to roll over or even plateau, then suddenly Wall street is going to be dumping those speculative assets back on the market.

So you’re going to have tons, well, entire neighborhoods coming back on the market at panic level prices. Because you know, this was done with financing. And if once a financer, an over leveraged hedge fund or private equity company blows up because of their real estate, all the other ones will panic out of that market. So that’s the second one. And the third one is Airbnb. You know, that’s a new market. Only in the last 10 years or so have people built little Airbnb empires of a bunch of apartment buildings or a few houses. And, and a lot of those aren’t working out the way they were expected to.

They’re not generating enough cash, cash flow. A lot of Airbnb guys are looking at going broke unless they get out of their inventory. And so they’re going to start dumping their houses and apartment buildings and condos pretty soon too. So all we need is a rollover in the economy, like a slowdown in economic growth, which we’re getting right now. You know, a lot of the, the estimates for Q1 and Q2 GDP growth are pretty much flatlined right now. So let the economy slow down. Appear to be tipping into a recession. And you’ll see all these houses just flood the market and already inventory is starting to rise.

So it’s happening. But when the economy slows down, then you get a feedback loop or a slowing economy breaks housing, which in turn slows the economy even further, and so on until we get that recession that’s really long overdue. So, yeah, I wouldn’t be buying a house right now if I had options. And one thing that might work in the real estate sector is a really well chosen rental house. But you got to have expertise to be able to know that that’s what you’re getting. And, you know, the average person buying a condo in San Francisco or something like that, I would say don’t do it now.

You know, wait two or three years, and there will be some outrageous bargains waiting for you then. Everything we’ve covered is now Converging monetary chaos, collapsing supply, exploding industrial demand, institutional hoarding. It’s all building toward one inescapable moment. Silver isn’t just on the verge of a rally. It’s on the edge of a rupture. A rupture in confidence, in availability, and in price stability. When it hits, we won’t be talking about $20 swings. We’ll be witnessing a complete repricing of what silver is and what it’s worth in a world that’s waking up to real value. The BRICs are abandoning fiat.

Central banks are hoarding gold. And silver, the overlooked twin is about to be rediscovered by a world desperate for hard assets. Physical inventories are drying up. Mining can’t respond fast enough. The green energy boom is only getting louder. In the paper silver game, it’s wobbling over, leveraged and dangerously exposed. If the dam breaks and it’s showing serious cracks, the price of silver won’t climb. It’ll surge, gap and roar its way toward levels that felt like fantasy just months ago. Whether that number is $50, $100 or beyond, it won’t matter nearly as much as this. The people who saw it coming will already be in position.

So if you’ve made it this far, now’s the time to ask yourself, are you preparing for the rally or waiting for permission? Make sure to subscribe to the channel if you want to stay ahead of this unfolding shift. And remember, this is not financial advice. Always speak to a licensed financial professional before making any investment decisions.
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