IT’S DONE: Banks Are Closing Shorts & Stacking Physical Silver

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A major shift is unfolding in the silver market—and it’s not showing up clearly in the Western paper price. While the West still leans on leveraged futures for “price discovery,” the East is pricing real, deliverable silver at a premium—signaling a growing disconnect between paper promises and physical demand.

In this episode, we break down the widening East–West gap, what it implies for physical availability, and why sustained delivery behavior is the signal serious market participants watch most closely. If physical continues to override paper pricing, the next move in silver may not be gradual—it could be fast, volatile, and disorderly.

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00:00 What Just Happened (The Silver Market Shift)
01:18 Shanghai vs. West: The Pricing Split
03:05 Why the Premium Matters (Physical vs. Paper)
05:12 COMEX/LBMA: What Delivery Signals Really Mean
07:40 Who’s Taking Delivery (And Why That Matters)
10:05 China Export Controls: Tightening the Valve
12:22 Backwardation, Lease Rates & Stress Signals
14:50 What This Means Next for Silver (Scenarios)
17:30 Risk Factors & What To Watch Weekly
19:10 Final Take + Community Questions

#Silver #PhysicalSilver #COMEX #PreciousMetals #Macro #Inflation #Markets #Investing #Commodities #Gold #SupplyChain #China