Once In A Lifetime Silver Crisis Gold to 10 000

The idea that the stock market is an efficient information machine and discounter of future news is nonsense. That's something AKA Eugene Fama, they all won Nobel Prizes for things that are nonsense. Stock markets are very inefficient. They run on emotion, they don't adjust gradually, they gap up, they gap down, there's volatility, etc. We're being set up. I can see it coming. It's happened before in history. To see what coming? They're going to yank the stock market. They're going to crash the stock market. My generation is going to be homeless. Something is happening to money itself. And after 50 years of fiat paper currency, not backed by collateral, the world is racing back to real hard assets. Central banks are buying gold like the dollar is dying. Silver just shattered a 45 year ceiling. And the Comex for every ounce of real silver in the vault. There are 7.5 paper claims that are chasing it. And again, that's just the Comex. So $300 silver, when we ask that question, it isn't just a fantasy. It's math. Even Bank of America said so. Not that that means much. However, the hard money reset isn't coming. It's already here. So ask yourself, are you holding paper or are you holding assets? Now I'm super excited to announce to you that we have a brand new monthly report. Now we're going to start issuing through our sub stack. So if you want a copy of this, it's going to be in a PDF. Please become a member of sub stack. This is going to be released once a month. It's going to be a complete comprehensive breakdown of everything, silver and gold. And we're just going to stick to the facts and the facts alone. And before I get into that, into this video, I first want to talk to you guys about what's happening today. I want to show you this. This is from Nancy. I thought this was incredibly, incredibly interesting. Look at what happens to the price of Bitcoin. Whenever a new federal chairman comes on board with the federal reserve, look at this is absolutely insane. Janet Yellen in 2014, when she entered office, Bitcoin went down 83%. And I had to double check that. I was like 83%, there's no way. But this graph that they're using is not proportionate. So it doesn't look like 83%, but it is. In February of 2018, the first time Powell came into the office, Bitcoin dropped 73%. In May of 2022, again, Powell, it dropped 61%. So this is asking you guys, and I think it's important if you are investing in crypto that you ask yourself that question. What happens when the new federal chairman gets into the office? And how much will Bitcoin go down? If at all, it's probably going to crash, though. Also, let's not forget to read the writing on the wall. Some more breaking news comes out of Central Bank's added gold holdings at the in just the first quarter of 2026. And imagine how much higher that would be if it was not for this Iran crisis. And some more breaking news from crypto ties. Poland just surpassed the entire European Central Bank in gold reserves. Let that sink in a single country now holds more gold than the institution that controls the entire eurozone monetary policy. And the reason that is, you guys, is because Poland is smart. And just a quick reminder about what else China is about to ban. Now, first of all, China did ban silver exports January 1st of 2026. Then they imported a record amount each month since they control 70% of the world's silver refining. And now they're restricting the acids needed to refine it. And that is going to be effective May 1st. This is asking, are you connecting the dots? Also on May 1st, the UAE leaves OPEC. And before digging into the report, just one more statistic. 57% of those earning above higher than $100,000 a year are saying they're worried about purchasing groceries next month. And the reason they're worried is because $100,000 is now living on poverty. Now, this article will be linked in the description at the end of this video. It's going to be linked in the video as well. A couple statistics. Now, I made this yesterday. Obviously, it's down again today and oil is up. But a few things I want to go over with you guys. So yesterday, April 28th, when I made this gold spot price was $4,577. The important thing to understand, though, is that is up year over year still by 38%. Now, silver was sitting at $73.46 yesterday, which is also up a whopping 123% year over year. So silver has taken a beating since the Iran war and since the drop in January, but it's still up 123%. Now, I also have the leverage right here. So the leverage, the paper to physical, and this is just the COMEX. When we take everything and all the atrocities that are happening, it's more like 350 to one. But just in the COMEX, they only have 13.4% of the total silver available. So that means they're leveled up one to seven and a half. Now, the central gold bank buying is some of the highest it's ever been, sitting at one thousand two hundred and thirty seven tons that central banks have purchased. Now, let's dig in a little deeper and talk about the fundamentals of exactly why there's so much volatility in the metal markets. Obviously, like the article says, something is happening to money itself. And what I want to do is go over four important things. Can you guys come back and read this whole thing? I want you to, because I spent a lot of time making this the number one most important factor. And by the way, notice this does not include mom and pop, because remember, we're just along for the ride. There's a lot of other things impacting the price. Number one, the vault drain, meaning physical metal is leaving exchanges faster than any point in modern history. Number two, the supply shortage, six straight years of structural deficits and new mines aren't coming because silver is a byproduct normally. Number three, and this is an important one, de-dollarization. Central banks are buying gold instead of U.S. treasuries because people starting to figure out that U.S. treasuries, it's kind of like toilet paper during the lockdown. And number four, and this may be the biggest thing of all. It's really important. Biggest thing of all, industrial demand. We're in this huge tech wave right now. So silver is only going to be more and more and more in demand as we continue to move to a society that's full of digital assets instead of like going out to the park and playing soccer or playing basketball or whatever. It's going to be all digital now. And when we scroll down here, guys, to this page here, gold is doing something it has only done twice before. In modern history, gold has had two real bull markets, the 1970s and 2001 to 2011. And we're now living through the third. And the drives are larger than either of the first. Now, when we look at the forecast, I thought this was very interesting. So the bank census baseline forecast for gold is forty five hundred dollars to five thousand dollars. Goldman Sachs and J.P. Morgan put gold at five thousand dollars per ounce by the end of the year. Now, AJ Thorson, a technical analyst, is saying it can get up to eight thousand to ten thousand dollars through a long cycle breakout. Miss Vexner has also been alluding to that as well. Now, the strong bear scenario is putting gold at thirty five hundred to four thousand dollars as well. Now, key point here, gold is no longer trading on inflation expectations or federal reserve guidance the way it used to. It's trading on who is buying it. Right. And that buying demand has now cracked the manipulation that's been happening. And the answer is the sovereign governments are accumulating reserves that can't be frozen by anyone else, just like the United States did to Russia when they froze three hundred billion dollars of their reserves. Now, this chart is telling us how much central banks have been purchasing gold since twenty nineteen and they've been purchasing a lot. The estimate for twenty twenty six is eight hundred tons. And again, probably we can all safely say that it would be much higher again if it was not for the Iran crisis. Now, when we just look at silver, silver broke the forty five year ceiling. People are probably like, what do you mean? It was one hundred twenty dollars. It's only like seventy dollars now. This is what I mean. From nineteen eighty until early twenty twenty five for forty five years, silver was trapped below fifty dollars per ounce. What we have right now is something new and one of the fastest commodity revaluations on record. It broke through not only fifty dollars, but one hundred dollars in an all time high of one hundred and twenty one dollars. All of that in roughly four months. There is massive demand right now for silver. And again, it's not for mom and pop. Now, why is silver moving harder than gold? And this is really good stuff here, guys. When you really think about this, it's like, wow, I see why it can get to three, four or five hundred dollars an ounce. Now, when we look at the comparison and we look at gold, there's zero percent industrial demand. It's a monetary asset. Above ground stockpiles are massive. Most gold ever mined still exists. So they still have the gold right. Central banks add to a market of two hundred and ten thousand tons of standing supply of gold moves on microeconomics, real rates, currency moves and sovereign flows. Now, when we look at silver again, when you kind of look at this side by side, it almost looks like silver is more valuable than gold. Now, 50 to 55 percent of silver is an industrial demand like solar EVs, AI and electronics. And we all know how much they're pushing that technology. Now, once silver is in a solar panel, it's gone. You can't recover it like you can gold. Seventy five to 80 percent of silver is a byproduct of base metal mining. So supply is inelastic moves on both macro factors and industrial demand cycles. So a lot different. Now, key thing to take away here, guys, is it currently takes roughly 62 ounces of silver to buy one ounce of gold. The historical bull market average is closer to 50 to one. However, and we've been talking about this, the 1980 peak compressed it to 17 to one. And if gold reaches five thousand dollars and that ratio compresses to that 17 to one, silver would be near two hundred and ninety five dollars per ounce. Now, let's go into the COMEX and only the COMEX for every one ounce of real silver. There are seven point five paper claims. Now, let me explain why analysts are so worried. They're so worried because the coverage ratio down here, you see, it's thirteen point four percent. Anytime that this is under 15 percent, it creates additional stress in those markets. And it's been under 15 percent for six months running. Now, when we go up here and we look at the silver paper claims versus deliverable metals, here's what you guys have to understand. The open interest first. So the open interest is on five hundred and seventy five million ounces. OK, now the vaulted meaning you can't have this. This is already taken. So the vault is already taken. It doesn't count. That's three hundred and thirty four million, which means as far as ounces, the COMEX only has seventy six point eight million ounces that are even deliverable, again, making that coverage ratio thirteen point four percent. Now, here's a key point quote from an analyst. This is a market in backwardation facing high demand, record prices and metal leaving the vault driven by the biggest money in the United States standing for deliveries at levels the exchange has never, ever seen. And we got other problems as well. This is the sixth straight year of a structural deficit for silver. The silver market hasn't produced enough metal to meet demand since twenty twenty. The shortfall is being plagued by drowning down stockpiles built over decades. And those stockpiles are now visibly empty. And this is going to go over the yearly silver deficit since twenty twenty one. And that was about eighty one million ounces in twenty twenty four. It was one hundred forty nine. And then last year we had a deficit of one hundred and eleven million ounces. And that deficit was obviously filled by the stockpiles. Now, this is really important to understand why supply can't. It can't wrap up. That's what we're saying. The price is going to get even higher probably as soon as we snap back from the Iran crisis. Listen to what I said. Why supply can't simply ramp up. This is the part most people miss about silver. Roughly seventy five to eighty percent of global silver supply comes as a byproduct of mining for copper, zinc and lead. That means silver production is decided by base metal economics, not by silver price. If copper prices don't justify a new mine, then silver under it stays in the ground no matter how high silver goes. And listen to this. Only twenty five to twenty eight percent of supply comes from primary silver mines where the price of silver actually drives the production decision. Even those mines take seven to ten years from discovery to first one ounce. There is no scenario where global silver supply meaningfully expands in twenty twenty six or in twenty twenty seven. Now let's take a look at the industrial demand of silver. The world is consuming silver faster than it can be mined. More than half of all silver demand goes to industry and the industry using it are some of the fastest growing sectors. Again, the industries are using all of this and it is one of the fastest growing sectors. Now, when we break down that industry, twenty nine percent goes to solar PV, electronics and AI. Crazy, right? Twenty two percent investment in coins. I guess that's more mom and pop a little bit. I guess 18 percent jewelry and silverware is 17 percent. E.V. medical and other is 14 percent. And again, it doesn't have central banks or sovereign on this either. It's just industrial. Now, take a look at the appetite. Each standard solar panel uses about 20 grams of silver in its electrical contacts. Global solar capacity is growing by 15 to 25 percent per year. And again, they use about 120 to 194 ounces per year for those solar panels. So grow that by 15 to 25 percent per year. And when we look at the A.I. data centers, silver electrical conductivity is the highest of any element. And I know China is trying to go to copper and that's fine. But in a world where it's all about competition, I don't know how well copper is going to work against silver. And I don't know if they're going to really do that. And a key point to remember, silver in a solar panel is gone. It doesn't give back its conductor at the end of operational life in any economically meaningful way. This is inventory being consumed, not shuffled like gold. So again, what's more valuable, gold or silver? Well, obviously, as of right now, it's gold. Now let's go over the dollarization. The world is switching reserves and gold is the destination. Take a look at Russia right here. These are the top brick gold holders. OK, so starting with Russia, they have twenty three hundred tons that represents thirty nine percent of the total block. China's number two, which is very close to Russia, actually at almost twenty three hundred tons as well. Number three is India. You see that right there with eight hundred and seventy nine tons. And Brazil is number four at one hundred twenty nine tons, followed by number five South Africa at one hundred and twenty five tons. Now here's the mechanics on how the move is happening. Reverse diversification. Russia, China, Turkey, India and Poland are net gold buyers each month. The Bank of Russia gold position has grown by over two hundred and sixteen billion since February of twenty twenty two. Bilateral trade settlement over 90 percent of trade between Russia, India and China is now settled without using dollars. Number three, alternative payment rails, the Enbridge CBDC project, which again, China, Hong Kong, Thailand, UAE, Saudi Arabia enables dollar free cross-border settlement. Shanghai Gold Exchanges offers you on for physical gold conversion. And you knew I wasn't going to leave out the manipulation, right? So eight banks have a total of one point two seven billion dollars in fines. And from at least two thousand and eight through two thousand and sixteen are good friends at J.P. Morgan through numerous trades on its precious metals desk, including the heads of those desks, plays hundreds of thousands of orders to buy and sell with the intent to cancel those orders prior to the execution because they want to shake mom and pop out of that market. They want us to put our money into their bank so they can leverage up our money. Thirty three to one. Remember, tier one asset is a dollar is my money. They can take my money and turn it into thirty three dollars more per dollar. Does that sound fair? Either way, let's take a look at the settlements with J.P. Morgan settling for nine hundred and twenty million. I mean, that's nothing right. They're making billions of dollars. And that was in twenty twenty. Another bank here in twenty twenty with a fine of one hundred and twenty seven million. Here's our third bank right here in twenty eighteen to twenty twenty three being fined seventy six billion. That was HSBC and number four here. Seventy four million dollars. And they were rigging the metals market. Now, here's the twist. J.P. Morgan was the primary suppressor of silver prices for nearly a decade. As of late twenty twenty five, the bank held an estimated one hundred and ninety six million ounces of silver on COMEX plus custody of five hundred and seventeen million ounces in the SLV ETF. The same bank that paid a record fine for pushing prices down is now positioned to benefit as prices rise. So J.P. Morgan flipped to a long hold. What does that tell us, guys? Obviously, got to be careful. But I want you to comment below and tell me what your thoughts are. So far, about what you think is going to happen to the price of silver and gold in the next two years, say comment below. Now, when we ask the question, will silver hit three hundred dollars? The short answer, it's a real serious target. And that was published by major banks, technical analysts and respected newsletter writers, whether it happens in twenty twenty six or twenty thirty or never depends on which forces in this report play out. But let's go over these targets. These targets are crazy because they're almost all above the price. That's right now. So like the most bearish one right here, look at this is sixty eight dollars. That's basically almost where we're at right now. After that, we got seventy nine. Eighty five. Then we got J.P. Morgan at eighty one dollars HSBC. Eighty eight CME futures. Ninety one Bank of America base case is one hundred thirty five. So that's like their floor. And then a three hundred is the top three technically. And then the Swiss bank, one hundred eighty five dollars an ounce. Rashad is saying two hundred and forty to two hundred and sixty by May of twenty twenty six. He's saying that essentially it's going to go up potentially triple in one month. This man here saying triple. No, I'm not saying that. He's saying that. Then we go to Peter Croft. He's saying three hundred dollars. There's Bank of America's three hundred dollars. And A.J. Thorson is saying three hundred dollars by the end of the decade. So within four years, he's saying. All right, guys, let's go over our closing notes now. What to watch next. A few specific data points will tell you whether the structural story in this report is intensifying or starting to unwind. So let's start with the bull case. The comics coverage ratio staying below 15 percent. So watch for that. Continued central banks buying gold. We already know that they are. Number three, Shanghai premium over global spot persisting. More countries adding gold to reserves. New all time high hits above five thousand dollars. Comment below if you think that's going to happen as soon as this crisis in Iran is done. And I don't know when it's going to be done, but when it's done, do you think the prices are going to snap back like crazy? Because I kind of do. New all time silver reclaiming ninety dollars and then one hundred dollars. Now, when we want to watch for cracks, if you see the coverage ratio recovering above 20 percent, I don't see how that's even mathematically possible. But yeah, if it goes over 20 percent, then we may want to pump the brakes. I don't know. Maybe successful silver to copper PV substitution at scale. So remember, I told you China's trying to switch from silver to copper. But again, I just go when everyone is trying to max out efficiency. Good luck with that. Sustain dollar strength. Real yields above three percent. Central bank buying slows a resolution to the US, Iran, a global recession, crushing industrial demand. And that's going to do it for today's video. Let me know if you guys like that report. Again, I'm going to be trying to release that every single month with just the data and just the statistics. And if you want a copy of it and even download it at a PDF, just become a member of Substack. All of this stuff is linked below. And real quick, I want to tell you from the bottom of my heart, thank you so much. I could not have got through this month without you. You guys know I've been a little bit unbalanced with all of the stuff that's going on in Godfrey, Texas, with the racketeering ring and Conroe, Texas, in the middle of elections. We're fighting that city council. And I have been extremely unbalanced fighting for people and fighting to make change. And I just one more time, if you've donated, thank you. I cannot do this without you. And always remember how important your voice and your actions are. Now, having said that, guys, if you're out there just trying to figure out what the truth is, you guys already know that I wish you luck and I hope you win.