@FroehlichThors1@AMHPUSA March will be insane. Usually its the month industry orders come in for silver. Q1 companies plan and order by the end of it. 150$ in march,
In shanghai. Mark my words.
SILVER - come again?
No one - literally no one - seems willing to even entertain the idea that $SILVER might be overbought.
Suggest it, and you get silence.
Say it’s a crowded trade, and you get mocked.
Insist it is overbought, and suddenly you’re a certified idiot who “doesn’t understand markets.”
$500 price targets are everywhere - every account has magically “always known,” helpfully resurfacing a random tweet from 2019 as proof of clairvoyance. #Crypto specialists barely old enough to rent a car have rebranded overnight: yesterday they were selling PEPE fairydust, today they’re seasoned precious-metals strategists, apparently awaiting a call from the Fed.
New precious-metal funds are launching left, right, and center. My neighbor is sprinting to the nearest smelter to cash in his wife’s jewelry.
If this isn’t the textbook definition of a bubble, the textbook needs a rewrite.
#Silver
@FroehlichThors1@AMHPUSA Is it sustainable? No. Do you think the current economy is sustainable? Dollar is getting destroyed, its not that silver is climbing. Look at dxy. Silver is “just” an industry metal is such an understatement. Its literally the most conductive metal. Supply is extremely weak now.
Silver is neither a geopolitical hedge nor a debasement asset—if it were, central banks would be accumulating it. Instead, silver is primarily an industrial metal. While there is indeed a structural supply shortage, which I do not dispute, recent price action has been driven less by fundamentals and more by market mechanics.
Specifically, the trade has become distorted. Exchange inventories are already tight, while ETFs continue to absorb physical supply, further constraining availability. With this backdrop, market participants can go long futures and, rather than rolling their positions, allow them to run to expiration. This effectively engineers a short squeeze, as exchanges scramble to source physical metal for delivery. The result has been rising margin requirements—though, in my view, the increases have been insufficient to fully cool the trade.
From a fundamental standpoint, current prices are unsustainable. At a spot price of $134, solar panel manufacturers would be forced to halt production entirely, as margins would be driven to zero. The same dynamic applies across silver-intensive industries: producers cannot pass the full cost increase on to end consumers. If demand is not curtailed, higher prices only reinforce the imbalance, pushing the market further out of equilibrium.
Ultimately, this setup points toward a disorderly adjustment. In my opinion, silver is headed for a hard landing once industrial demand destruction sets in and the speculative premium unwinds.
I just published Why Your Cold Emails Aren’t Working (And How to Fix Them) link.medium.com/emgZyJry3Pb
check out smarteroutbound.com in the meantime, about to change the cold emailing game for good.
@instagram is insane. I literally created a new account, got Code in email, tried logging in and got a notification my account is disabled ? This is the best business handle I have and my main email of the account. Gone. WHY ? Wasn`t even able to login ONCE ?!
■ Announcement on Hdac schedule and presale distribution ■
Dear Hdac participants,
Thank you for your support for TGE and presale. This is to notify on Hdac’s overall schedule and on the distribution process for presale participants.
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