IT WAS A LIE: China Sold 2.1B Oz Silver (I Have Customs Data: $87→$23 Crash Over 8 Days)

Описание: IT WAS A LIE: China Sold 2.1B Oz Silver (I Have Customs Data: $87→$23 Crash Over 8 Days)

January 2026. A story is spreading fast: China “dumped” 2.1 billion ounces of silver, crashed price from $87 to $23 in 8 days, then quietly bought the bottom. In this 20 minute investigation, I do one thing: separate what can be verified from what is viral, then run the flow and timeline math that exposes whether this was real or a lie.

In this video I break down
The headline claim and why it instantly triggers a scale problem
2.1 billion ounces equals about 65,300 metric tons of silver

A move that large cannot hide, it must show up in trade flow footprints, inventory behavior, and price formation

The part the mainstream misses
China has already moved silver exports into a permissioned system

Reuters reports China published a list of 44 companies allowed to export silver for 2026 to 2027, meaning export flow is controlled by licensing, not free market plumbing

Why this matters for the “dump” narrative
A real dump would likely look like a surge of shipments leaving the system at speed

A licensing gate can slow or redirect flow quietly, which is the opposite of a sudden dump story

The 8 day crash claim stress test

What kind of footprint would confirm it, abnormal export spikes, dislocations in premiums, sudden inventory changes, and market structure stress

What kind of footprint would debunk it, no corresponding flow evidence, no consistent timing, or numbers that conflict with official mechanisms

The clean verification checklist you can use on any “customs data” screenshot

Identify the HS code and product form, bullion versus powder versus semi manufactured

Confirm the unit, kilograms versus tonnes versus troy ounces

Confirm direction, export versus re export versus bonded warehouse movement

Confirm the time window and destination trail

If any one of these is missing, the screenshot is not proof

This is educational analysis only. I’m not a financial advisor. Always do your own research.

Why this matters RIGHT NOW

When narratives go viral, the only edge is forcing them to face scale and structure

Export licensing is real and reported, and it changes how silver can move globally, even without a single dramatic headline transaction

If a 2.1B oz dump story is fake, it will collapse under basic flow math and timeline consistency

The Three Thresholds Explained
THRESHOLD 1 — NARRATIVE PHASE
Screenshots spread, targets appear, and most people trade emotion instead of verification.

THRESHOLD 2 — FLOW REALITY PHASE
You check what cannot be faked at scale, trade flows, inventories, premiums, and settlement friction.

THRESHOLD 3 — AVAILABILITY PRICING PHASE
If supply is actually constrained, the market stops pricing opinions and starts pricing access.

IMPORTANT DISCLAIMER
I am not a financial advisor. This video is for educational and informational purposes only. Nothing in this video is financial, investment, legal, or tax advice. Claims about secret dumps, internal operations, or custom data screenshots may be unverified or misleading. Markets are volatile and conditions can change rapidly. Consult qualified professionals before making decisions.

DATA SOURCES
Reuters reporting on China naming 44 companies allowed to export silver for 2026 to 2027
Reuters analysis noting speculation about reduced Chinese silver exports tied to new licensing rules amid the silver surge

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