🚨 IF SILVER HITS ITS TRUE VALUE, THE BANKS GO TO ZERO.
The official charts say Silver is trading at $71/oz.
But if you try to buy physical metal in the real world, you’re seeing a completely different reality.
The Global Arbitrage Spread (Physical vs. Paper):
– 🇯🇵 Japan: ~$130/oz
– 🇦🇪 UAE: ~$115/oz
– 🇨🇳 China: ~$110/oz
– 🇺🇸 COMEX Spot: $71/oz
Do you see the problem?
We are witnessing a 45-80% divergence between the derivative price and the settlement price.
In a healthy market, arbitrageurs would close this gap in seconds.
The fact that they haven't proves one thing: The paper market is artificially capped.
The Mechanism: Naked Shorting to Save the Balance Sheet
Why is COMEX price suppressed?
Because the bullion banks are sitting on a massive net short position.
If Silver reprices to its true physical clearing level ($110-$130), the mark-to-market losses on those short derivatives would be CATASTROPHIC.
We are talking about billions in losses hitting bank Tier 1 capital ratios overnight.
They aren't trading Silver anymore, they’re trying to survive.
The Endgame: The Delivery Squeeze
This creates a Gresham’s Law event:
Investors are draining physical vaults (good money) while banks flood the market with paper contracts (bad money).
Eventually, the COMEX registered inventory will hit zero. When that happens, the "Paper Price" becomes irrelevant, and the price essentially goes vertical to meet the physical reality.
This isn't just manipulation. It’s a desperate attempt to prevent a solvency crisis.
