Why China Stopped Silver Trading as Demand Exploded | Your john AG

Описание: A full-day silver trading halt inside China isn’t a routine regulatory move — it’s a signal. And it’s one most investors are misreading.

In this video, we break down what really happened when China froze silver trading, why domestic silver funds were trading at extreme premiums, and how this event fits into a much larger pattern developing across the global silver market. This isn’t about short-term price action. It’s about structure — how paper silver markets function, where they break down, and why physical demand behaves very differently when stress builds.

We walk through the mechanics in plain terms: futures contracts, delivery risk, margin pressure, inventory drawdowns, and why aggressive sell-offs can actually accelerate physical demand rather than destroy it. You’ll see why trading halts and margin hikes tend to appear at specific moments, and what they reveal about confidence inside the system.

Silver has a long history of reacting before broader markets during periods of monetary and financial strain. This video explains why — and what signals matter most as paper pricing and physical reality continue to diverge.

This isn’t a prediction and it isn’t hype. It’s a framework for understanding why silver keeps showing up in conversations about systemic risk, market control, and price discovery — and why recent events in China matter far beyond one trading day.

⏱️ CHAPTERS
00:00 — What actually happened in China
01:25 — Why silver trading was halted (beyond headlines)
03:30 — Paper silver vs physical silver explained
05:50 — Why extreme premiums signal stress, not speculation
08:10 — Futures markets, leverage, and delivery pressure
10:45 — Why sell-offs can increase physical demand
13:20 — Inventory drawdowns and why they matter now
16:00 — Why silver often moves before gold
18:10 — What this means for price discovery going forward
18:50 — Final framework: understanding risk vs noise

#silver
#commodities
#markets
#macro
#gold