🚨 THIS HAS NEVER HAPPENED BEFORE

I’ve been analyzing this for the last 24 hours and this is VERY BAD.

World silver production: ~800M ounces
BofA & Citi shorts: 4.4 BILLION

I’ve spent two decades in macro, and I thought I had seen it all.

I WAS WRONG.

If silver keeps going up, the biggest banks in america will collapse.

Here’s what I uncovered:

Yesterday, silver hit $92. Then it dropped over 6% in a few minutes, pumped back up to around $91, and now it’s crashing again.

I’ve spent 20 years in these markets. Most people see a normal correction, but I see a TRAP.

At $90/oz, their combined short position is now a ~$390 BILLION liability.

That’s larger than the market cap of most global banks.

This is literally survival. The banks are doing everything they can to stay afloat.

WHY THE DIP TO $86 OVERNIGHT?

They had to do it. If silver had broken $100 yesterday, margin calls would have liquidated those banks.

They unloaded paper contracts during thin overnight liquidity to FORCE THE PRICE DOWN.

But look closer at the physical market:

While the paper price dropped $6, lease rates just went vertical.

The cost to borrow physical silver is skyrocketing.

We are in BACKWARDATION.

Spot Price > Futures Price.

It means people don’t want paper promise in 6 months, they want the metal NOW.

THE MATH IS TERMINAL:

We know the shorts are 4.4B ounces.
We know annual mining is ~800M ounces.

But at $90+, the recycling supply dries up because people hoard.

And industrial demand (AI chips, solar, EVs) is inelastic, they must buy at any price to keep factories running.

BofA and Citi aren't just short the metal, they’re short the industrial revolution.

THE "FORCE MAJEURE" IS NEXT

I warned you 2 weeks ago about "cash settlement."

It’s already starting in the wholesale markets.

Dealers are quoting unavailable or 6-week delays for volume delivery.

When the price snaps back above $92, and it will, it won't stop at $100.

It will gap to $150 overnight when the first major short declares force majeure.

THE TWO MARKETS ARE DETACHING:

1. Screen Price ($88): A fiction maintained by algorithms.
2. Street Price: Unobtainable.

They’re shaking the tree one last time to get your physical…

BUT DO NOT SELL.

We are witnessing the death of the paper derivative market in real-time.

Ladies and gentlemen, welcome to the commodities supercycle.

How do I know all of this?

I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

https://x.com/i/status/2012149088284815462

SilverDegen
@SilverDegen

🚨 🚨 🚨 BREAKING: President Trump Just Dropped a BOMBSHELL Proclamation on Critical Minerals and Silver Stackers, This Is YOUR Wake Up Call! 🚨 🚨 🚨

📣 PRICE FLOORS 📣

Today President Trump signed a powerhouse proclamation under Section 232 of the Trade Expansion Act, declaring that America’s over reliance on foreign imports of processed critical minerals and their derivatives (PCMDPs) is a DIRECT THREAT to our national security.

The U.S. is getting CRUSHED: 100% import dependent on 12 critical minerals, over 50% on 29 others. Even when we mine ’em here (like rare earths), we ship ’em overseas for processing and beg to buy ‘em back.

Enemies could cut us off tomorrow, crippling our military, grids, and economy. Trump’s fix? Immediate negotiations with trading partners for secure deals. Think price floors and trade tweaks.

🚨 This proclamation specifically mentions “price floors” twice!

Here are the exact references from the official White House document:

• In paragraph 13 (discussing potential future remedies if negotiations don’t pan out)

🚨 “Depending on the outcome of such negotiations, I may consider alternative remedies in the future, including minimum import prices for specific types of critical minerals.”

• In the operative section (1) (directing the negotiations):

🚨 “In negotiating, the Secretary and the Trade Representative should consider price floors for trade in critical minerals and other trade-restricting measures.”

No deals? Tariffs or restrictions incoming ‼️ This is America First on steroids, aiming to rebuild our mining and processing muscle RIGHT HERE in America.

🔔 Price floors aren’t mandated as an immediate action, but they’re explicitly called out as something the negotiating team should consider right now during talks with trading partners. They’re also flagged as a possible backup plan, alongside things like tariffs, if deals fall short.

This ties directly into the broader goal of fighting price volatility in critical mineral markets. Which the Secretary’s report highlighted as a major national security vulnerability.

Silver might not be on the “critical” list verbatim, but it’s the unsung hero in this saga.

As the U.S. ramps up domestic production and diversifies away from foreign dominance (cough, China), expect a surge in mining activity.

🔔 July 13, 2026 (180 days from January 14, 2026) is the critical checkpoint: Expect a formal progress report by then, and if talks aren’t yielding solid, enforceable agreements by that point, the door is wide open for escalation (e.g., tariffs or price floors kicking in as backups).

This proclamation spotlights mineral independence and silver’s role in it making it a prime play for degens like us. Stack now, or watch from the sidelines as the big boys secure the future!

From whitehouse.gov

2:55 PM · Jan 14, 2026
·

Member Teresa
1-15-2026:

A bank manager at my credit union today said the RV has to be done before the end of the month. Plus he said the Venezuela currency has a higher rate then all of the currencies.

Great Meeting on Healthcare this morning! The Federal Government money must be paid, not to the Insurance Companies, but directly to THE PEOPLE! GREAT HEALTHCARE will be provided at a substantially reduced cost. https://truthsocial.com/@realDonaldTrump/115905755470362973

RT EXCLUSIVE: The REAL situation on the ground in Iran

RT's Saman Kojouri takes tour through Tehran store

Life goes on as normal — families out shopping with their kids

And the shelves are PACKED
@MTodayNews

Crypto developer protections don't belong in market structure bill, senators say

Legislative language which would grant some legal protections to crypto software developers, falls under the Senate Judiciary Committee, its leaders said.

Here's the movie proof ....
Live “from Minnesota” ....

W.H.G.