- The Sovereign Signal
- Archive
- Page -252
"Do Not Compare Silver To Silver." Banks Not Accurately Forecasting Silver Price, Bank of Japan Intervened For the 147th Time This Year, Overnight Funding Volume Hits Yet Another Record, Precious Metals' About To Get The Green Light For 401Ks, Copper Shortage Ahead
Collateral is cracking and policy is loosening; the West isn’t positioned, the pipes are running on overnight credit, and price discovery is migrating to metal—gold anchors, silver detonates, copper queues next.
44% Of Available COMEX Silver Now Claimed, 81% Chance of Very Dovish New Fed Chair, MBS Repo Just Soared To 2019 Crisis Levels, Japanese Yields Going Through The Roof, And Overnight Funding Rate Elevated For 4th Night In A Row
Collateral is failing in plain sight—COMEX silver is being claimed, MBS is in triage, yen carry is snapping, and SOFR is screaming—so capital is sprinting to base-layer money: gold for security, silver for upside. Don't worry, a dovish Fed chair will get all this back on the right track.
41% of COMEX’s Silver Is Spoken For, Rumor Is China May Be A Large Part Of That Drain, Banks Tap 2nd Largest Liquidity Injection Since COVID and 38.5 Billion Total Yesterday, Japanese Rates Continue To Rise, Are Metals Warning Of Global Leverage Unwind Via Yen Carry Trade?
Physical silver is vanishing, bullion banks are scrambling for cash, China may be quietly draining the vaults, and Japan—the linchpin of the global leverage machine—is flashing red. Rising JGB yields threaten the yen carry trade, and gold and silver are behaving like accelerants poured on a debt-soaked financial system. The pressure is building.
🚨About 26% of COMEX Available Silver Was Just Claimed. SHFE Silver At Lowest Levels Since July 2016. Gold And Silver Are Warning Of A Major Risk-Off Event. Bitcoin Performing Like A Risk-On Asset, Not A Store of Value.
Physical inventories are draining, collateral is tightening, and real stores of value are screaming danger while speculative assets buckle under leverage.
CME Futures Resume Right As Banks Tap $24.4 Billion of Fed Liquidity, Silver Up 96% YTD, Gold & Silver's Rise Warn Of Next Global Margin Call, Silver's Market Cap Remains Tiny, Shanghai Silver Shorts Pay Massive Premium To Close Out Positions, and Rumors of 400 Million Ounce Physical Silver Delivery
A Perfect Storm of Liquidity Stress, Vanishing Physical Metal, and Relentless Global Short-Covering—All Converging Into the Most Explosive Precious-Metals Squeeze of the Modern Era.
2 Days Ago: 100% of November Gold Contracts Stand for Physical Delivery. Almost 24 Hours Later, CME Halts Futures Trading Amidst Silver Price Going Vertical.
The physical squeeze is breaking through the paper ceiling. CME says a cooling issue at one data center forced a halt... yet other CyrusOne clients seem fine, and the “glitch” arrives exactly as silver is going vertical and futures are about to gap into open-air.
100% of COMEX November Gold Contracts Stood For Delivery Yesterday, 9 Weeks Until China Silver Inventories Are Drained, Options Market Screaming Large Upside Move Ahead for SLV
Physical stress, delivery pressure, and options-market positioning are converging into the same singular signal: the metals market is entering an explosive, supply-driven repricing phase.
Silver Headed Back To Test Recent All-Time Highs (Likely Headed $70-$100 in 2026), Tether Quietly Boosting Gold Demand, Deutsche Bank Raises Gold Forecast to $4,450 in 2026, AI was 90% of GDP Growth In 1st Half of 2025
From silver’s eruption above $52.50 and collapsing COMEX open interest... to Deutsche Bank lifting gold targets, Tether amassing physical reserves like a shadow sovereign fund, and U.S. GDP now running on a single AI-powered engine — every chart in front of us points to one truth: the monetary system is quietly rotating toward hard collateral while the real economy softens around it. This is the moment where price action, positioning, policy, and physical demand finally converge.
Tucker Carlson Now A Gold Bug - Starts Precious' Metals Company, Global Silver Inventories Fall Simultaneously, Gold Breakout Approaches, Money-Supply Models Point to $27,500 Gold, and Silver Targets $52
A mainstream giant turns gold bug, London–COMEX–Shanghai all drain at once, gold compresses into a textbook breakout, money-supply math screams five-digit gold, and silver is coiling inches below its launch trigger.
THE TRILLION-DOLLAR RESET
When BRICS+ moves to zero-haircut silver, COMEX revises open interest contracts by 33,000, developed-world central banks sit below 10% gold, 40% of professionals hold none, spot silver pulls farther away from futures, developed central banks sitting under 10% gold... only 5% of fund managers seeing $5,000 gold by 2026. Translation. We're EARLY.
When Japan’s 40-Year Carry Trade Cracks, Bitcoin’s Grid-Dependent Illusion Falters, China’s Silver Vaults Bleed 3% per Day, $111T in Sovereign Debt Groans, and Gold & Silver Begin the First True Repricing of the Modern Era
JGBs at record-high 20Y/40Y yields, USD/JPY ripping toward the 160 intervention trip-wire, and BOJ trapped between a collapsing currency and surging long-end rates reveal the weakest link in the most leveraged global financial system ever built. Simultaneously, SHFE silver inventories are falling at crisis speed — 3% in a single day and –47,715 kg in one week — forcing future stress onto LBMA and COMEX’s thin physical reserves. Bitcoin, breaking down against gold and silver to 21- and 23-month lows, faces its worst structural risk yet as soaring AI-driven electricity costs crush miner profitability and experts warn the internet itself is vulnerable to major outages. Meanwhile, U.S., China, and Japan now hold 60% of the world’s $111T sovereign debt pile, a scale that guarantees one outcome: real collateral — gold and silver — must be violently repriced upward as paper-based systems falter and digital markets wobble under liquidity shocks.
