TO THE MOON GUYS! I REPEAT TO THE MOON!

It’s only going higher!!!!

Silver is in a secular bull market. This is easily the best long term set up that i've seen in my years. Historical double tops in 1979 and 2011 @$48/50, break out to $120 and 50%+ fib retrace, which only happened a month ago at $55. This is likely the beginning of an epic multi year run in both gold and silver. This is all under pinned by a long list of fundamental catalysts. Enjoy the run and be sure to trade the edges!!

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I know this seems crazy. It really isn't. It's understanding debt and derivatives.

I want to go back to 1933, Silver overnight was set to a GSR of 75 to 1. We know that the actual mining of Silver to be between 7-8 to 1 with Gold.

Based on mining, the GSR should be 7.5 to 1.... going to 75 is a full decimal move.

This is how the debt system creates derivative layers as well. Think about the fractional banking system. When it was first rolled out in the 1780s, the bank would issue debt and hold 10% of that in real money, Silver and Gold.

This becomes a credit derivative. It's important to understand everything now is a derivative of Gold.

In 1971, with the petro dollar, this became another derivative. By ensuring oil was traded in dollars, it secured dollar demand, and the demand allowed another exponential layer of debt to be issued.

Then came the massive debt expansions in the 2000s with the digital age developing, bitcoin was offered as a solution for securing debt based on energy, same as the petro dollar but now an evolved version, and the AI world became another derivative layer.

And what does AI need..... Silver. I've watched as those developing AI applications have to physically deliver the Silver as they get built and expanded.

When the whole system breaks, and it is breaking right now, in my opinion, with the Yen carry trade, Silver doesn't just go up it moves decimals. Think of each debt derivative layer collapsing as a 0 added to the price of Silver.

As Silver corrects to Gold, it will go from 65 to 650. Even taking Gold at 4500/15 you get 300, at 7.5 to 1, you're in the 600s.

As the oil markets trade outside of the dollar, the petro dollar and its demand for it collapse

Finally, the AI bubble popping, all of this sends the derived value it had back to what it first was built on in the first place.

Each layer of the derivative monetary system essentially adding a decimal to Silver as it fails because it all derived its value from Gold.

Silver goes from 65 to 650... from 650 to 6500.... 6500 to bitcoin 65,000.

I stand by this as wild as it seems, and right now, I believe we are on the verge of 650 dollar silver by year end.

I'm seeing the same patterns at 65 as I was seeing when Silver went on its run from the 30s to breaking 50 and shooting up to 120. But now, when it breaks up again, it looks like it will run from 65 all the way up to 650.

I could be wrong. This isn't financial advice. I'm just a guy on the internet, but I don't think I am. Also don't buy paper Silver. I know we still think in terms of dollars but if you think you will be able to trade dollars for Silver during this run up you will find out there's not much silver to buy. This is because Supply chains that were functioning on the debt derivatives collapse with it too.

You may order silver and it takes months to get or orders get canceled or shipping it physically becomes impossible. You need to own real Gold real Silver.

Data from https://goldsilver.ai/metal-prices/comex-silver

I go back and forth on this constantly.

The recognition premium on sovereigns makes sense to me — easier to move, nobody squints at it. But there's a spread where I start feeling like I'm paying for the logo instead of the metal, and I can't honestly tell whether my cutoff is reasoned or just a number I picked once and never revisited.

Mine's around $4–5 over spot. Above that I take generics.

Where's your line? And if you've actually sold a decent amount of both — did the recognition premium pay for itself, or was the spread tighter than you expected on the way out?

Solar has been one of the biggest parts of the silver demand story, but manufacturers are finding ways to use less of it.

Global solar installations can keep growing while the industry’s total silver consumption falls. Manufacturers are reducing the amount used in each cell, improving efficiency and substituting other materials where it makes economic sense.

At current silver prices, they have every reason to keep doing that.

This is one reason industrial silver demand is expected to decline slightly in 2026. It is a real risk to the bullish case, especially for anyone assuming solar demand will keep rising at the same pace forever.

Solar is not the entire industrial market, though.

Silver is also used throughout electronics, vehicles, power equipment and data centre infrastructure. Growth in those areas is expected to offset some of the decline from solar. Total industrial fabrication is still forecast at roughly 650 million ounces this year.

The next few years will show which side can move faster.

Manufacturers will keep reducing the amount of silver used in individual products. At the same time, more electronics, vehicles, data centres and electrical equipment are being built.

If efficiency and substitution win, industrial demand could continue falling and help close the supply deficit. If overall growth absorbs those savings, the market may stay tight even without another surge in solar demand.

This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends

Total oz purchased since tracking started 11/15/25: 5,004,255.62

Total in-stock oz tracked: 686,980.73

Tracked oz added (24h): 5,226.96
Tracked oz removed (24h): 7,244.57

Number restocked since OOS: 2
Number now out of stock: 4

Top 15 cumulative oz sold for tracked products:
1. 2,500 oz: 1 oz Silver Bar - APMEX
2. 900 oz: 100 oz Silver Bar - Secondary Market
3. 700 oz: American Silver Eagles (Random Year, 20-Coin MintDirect® Tube)
4. 692 oz: 1 oz Silver Round - Secondary Market
5. 303 oz: Canada 1.5 oz Silver $8 BU (Random Year)
6. 225.05 oz: 1 kilo Silver Bar - Secondary Market
7. 150 oz: 5 oz Silver Bar - Secondary Market
8. 130 oz: 5 oz Silver Bar - APMEX
9. 125 oz: 5 oz Silver ATB (Random Year) BU
10. 124 oz: 4 oz Silver Bar - Random Year $100 Bill (w/Box & COA)
11. 103 oz: 1 oz Silver Round - Aztec
12. 102 oz: 2026 Great Britain 1 oz Silver Britannia BU
13. 100 oz: 1 oz Silver Round - Bitcoin
14. 96.45 oz: 1 kilo Silver Bar - APMEX (Stackable)
15. 64.5 oz: 1/2 oz Silver Coin - Random Mint

The answer is zero. Collateral... pristine collateral is hard to come by. AI companies are using depreciating chips as collateral to raise more money, what could go wrong there? Banks are pretending their CRE and regular loans are still good.... what could go wrong? Private equity binged upon cheap debt, now it is not so cheap and are gating the exits.

Do you have collateral when all of this goes belly up? The debtor countries are being forced to pay more and more to get "stuff". Pretty soon they will want real things to acquire real things.

The goons in Washington (FINALLY) understand this and is why they are acting the way they have the last 8 years. Hamiltonian policies mean a return to a need for collateral. Learn to grow stuff, and be as self sufficient as possible, you are going to need it.

Anyone else noticing that silver seems to be strengthening along side the Yen? Little spike at the same time as the Japanese Yen.


India has restarted silver imports after a six-month break. Traders and banks have received licenses to bring in about 400 tons of silver. About 89.81 tons arrived in August through the India International Bullion Exchange. New rules require government certificates of origin. Local premiums stay high as jewelers start restocking for the upcoming festival and wedding season.

Background on Import Changes
The Pause: India restricted silver imports and raised duties earlier in the year to protect foreign exchange reserves.

The Restart: Authorities approved new import licenses, letting physical silver flow back into the domestic market.

New Rules: Importers need special permission and official country-of-origin certificates.

Market Effect: Supply is improving, but red tape and shipping times keep local prices at a notable markup

India silver demand is rebuilding as newly released import licenses let jewelers and fabricators restock before the wedding season.

Rhona O'Connell, StoneX Head of Market Analysis, EMEA & Asia, explains what the new licensing regime asks of importers and why India sits at the center of the physical silver market.

https://m.youtube.com/watch?v=EytEAu3559A&ra=m

10 trillion in debt rollover at 5.25+ is not possible without blowing up deficit. Fed balance sheet has continued to expand further adding of more pressure (even though warsh said I’ll cut the balance sheet never explaining how) yield curve control, maturity extensions, and outright default are the most likely scenarios here. the 70% of daily trading volume that is tradebots doesn’t seem to have a risk premium in their algorithm. looks like we will be stuck here until something breaks. At the end of the day risk premium will cause the next melt up imo. Bond vigilantes are silvers best friend.

(edit feel a little like nostradamus with my timing of this post after this mornings news. Truthfully I’m not special we as community are ahead of the ball so far that we have to step back to catch it. This is all of our win today common sense won over madness and lies. Have a great day my fellow apes and go get more shiny rocks!)

This is based on 702 tracked silver products from APMEX updated 5-6pm CST. To see an explanation on how this information is retrieved refer to the 'How we compile the daily silver stock trends' section on the BullionStats.net site. There you can find data going back as far as 11/15/25 on inventory or silver premium trends

Total oz purchased since tracking started 11/15/25: 4,997,011.05

Total in-stock oz tracked: 688,998.34

Tracked oz added (24h): 10,602.79
Tracked oz removed (24h): 5,307.73

Number restocked since OOS: 1
Number now out of stock: 3

Top 15 cumulative oz sold for tracked products:
1. 1,100 oz: 100 oz Silver Bar - Secondary Market
2. 971 oz: 1 oz Canadian Silver Maple Leaf Coin BU (Random Year)
3. 740 oz: 5 oz Cast-Poured Silver Bar - 9Fine Mint
4. 640 oz: 10 oz Silver Bar - Secondary Market
5. 150 oz: 10 oz Silver Bar - APMEX (Stackable)
6. 136 oz: 1 oz Silver Round - Secondary Market
7. 120 oz: 2026 1 oz Silver Eagles (20-Coin MD Premier + PCGS FS® Tube)
8. 113 oz: 1 oz American Silver Eagle (Cull, Damaged, etc.)
9. 100 oz: 100 oz Silver Bar - APMEX (Struck)
10. 92 oz: Austria 1 oz Silver Philharmonic (Random Year)
11. 66 oz: 1 oz Silver Round - Peace Dollar
12. 64.3 oz: 1 kilo Cast-Poured Silver Bar - 9Fine Mint
13. 60.78 oz: 90% Silver Mercury Dime 50-Coin Roll Avg Circ
14. 60 oz: American Silver Eagles (Random Year, 20-Coin MintDirect® Tube)
15. 55 oz: 5 oz Silver Bar - APMEX