IT'S OVER: 2 Major Banks Get 45-Day Silver Ultimatum or Face Liquidation ($347 Target LEAKED)

Описание: A buried regulatory filing just exposed something the mainstream financial media hasn't touched. On January 3rd, 2026, the Office of the Comptroller of the Currency issued Position Reconciliation Directives to two of the world's largest bullion banks — JP Morgan Chase and HSBC Holdings.
They have 45 days to prove they can deliver against $38 billion in silver derivative contracts. If they fail, regulators will initiate forced liquidation of their entire precious metals book.
But here's what makes this explosive: Page 614 of the filing contains a stress test scenario projecting silver at $347 per ounce under cascading counterparty failure. That's not speculation from a newsletter. That's a number banking regulators required these institutions to model.
In this deep dive, I break down:
→ The exact regulatory mechanism forcing this 45-day ultimatum
→ Why JP Morgan's coverage ratio fell 20 points below the required threshold
→ Why HSBC's leverage ratio exceeds Basel III limits
→ The $347 price calculation and the three variables driving it
→ Historical parallels to 2011, 2020, and the London Whale
→ What happens to your ETFs, futures, and unallocated accounts if liquidation occurs
→ The three scenarios and probability weightings institutional models are assigning
→ Specific dates to watch between now and February 17th
This isn't about whether silver is a good investment. This is about understanding what you actually own and whether your counterparty can deliver it when you need it.
⏱️ TIMESTAMPS:
0:00 — The 45-Day Ultimatum Revealed
4:12 — The Two Banks Named & Their Exposure
8:47 — How the $347 Price Target Was Calculated
15:23 — Delivery Demand, Default Probability & Premium Expansion
21:08 — Historical Precedent: 2011, 2020 & The London Whale
26:44 — Three Scenarios: Reconciliation, Extension, or Liquidation
31:15 — What This Means For Your Positions
35:42 — The Timeline: Key Dates to Watch
📄 SOURCES & DOCUMENTATION:

OCC Filing [Filing Number] — Link in pinned comment
CFTC Commitment of Traders Report — cftc.gov
COMEX Warehouse Stock Reports — cmegroup.com
Basel III Endgame Final Rule — federalreserve.gov
Silver Institute Annual Survey 2025 — silverinstitute.org

🔑 KEY TERMS EXPLAINED:

Position Reconciliation Directive — Regulatory order requiring banks to prove delivery capacity or face forced liquidation
Coverage Ratio — Physical inventory divided by delivery obligations (85% minimum required)
Cascading Counterparty Failure — Chain reaction of defaults when interconnected institutions fail simultaneously
Unallocated Account — Pool position where no specific bars are assigned; counterparty risk exists
Allocated Account — Specific serial-numbered bars assigned to your account; no counterparty risk

⚠️ IMPORTANT DISCLAIMER:
This video is for educational and informational purposes only. Nothing in this content constitutes financial, investment, legal, or tax advice. Silver and precious metals investments carry significant risk including potential loss of principal. Past performance does not guarantee future results. The regulatory filings discussed are public documents subject to interpretation. Always conduct your own due diligence and consult qualified financial professionals before making investment decisions. I am not a registered investment advisor.