Thread #61783278 | Image & Video Expansion | Click to Play
HomeIndexCatalogAll ThreadsNew ThreadReply
H
>528 million ounces of silver standing for delivery in march
>113 million ounces of registered silver to meet that demand
>majority of registered pool is already allocated and unable to fulfill contracts, conservative true float estimate is only 20 million ounces
>if only 4% of outstanding contracts demand delivery comex defaults and forces cash settlement
>last year in march 10% of contracts demanded delivery

silverchads am i missing something here? it seems like comex is practically guaranteed to break in march.
+Showing all 19 replies.
>>
File: feb12.png (420.8 KB)
420.8 KB
420.8 KB PNG
>>61783278
No you've got it exactly right I've been telling people about this since the beginning of the year its why the banks have been so desperate to tamp down the price with ever more blatant manipulation.
>>
>>61783278
Got some more easy to understand information on this crispy subject? Very interresting
>>
>>61783278
I am generally bullish on silver but this is all priced in for the most part. The entity who is long 528M oz is going to roll over. Its basic game theory. The implications of Comex defaulting would mean that physical silver is astronomically underpriced and the cash settlement that entity would receive would be worth basically nothing when priced in physical silver. So it is in this entity's own interest to keep the Comex afloat for as long as possible so that he can take silver out of the Comex more slowly over time without overwhelming supply and blowing the whole thing up.

Here's whats going to happen. Silver price will trend up as high as $160 leading into the Feb 12 deadline. The 528M oz will be rolled over and silver will instantly crash to around $110 and bleed out to the $80 level over the course of 6 months. From there on out, silver will range between $90 and $135 until the 2032 election cycle.

Screencap this, niggers.
>>
>>61783340
the dump last friday was not natural, i don’t think there's any debating that. the massive east/west arbitrage is also nonsensical on its face. my jew senses are tingling
>>61783419
none that wouldn't be better delivered by someone other than me i think. i’m hoping someone can come along and provide some info that contextualizes how it would be possible for comex not to force cash settlement next month. if i'm being retarded i want to know. if you're new to this slice of the market there's a lot of nuances to learn. comex is basically a world of its own and it plays by its own rules which seem to change regularly
>>61783513
>the entity
>this entity
stopped reading. you don’t know what you're talking about. looking for anons who actually know heads from tails to opine
>>
File: 400.png (15.1 KB)
15.1 KB
15.1 KB PNG
>NOOOOOOOOOOOOOOOOOOOOO YOU CANT JUST GET RICH ON SILVER. YOU HAVE TO BUY STOCKS AND BONDS AND CRYPTO NOOOOOOOOOOO AND DONT FORGET LEVERAGE, YOU HAVE TO USE LEVERAGE YOU CANT JUST BUY ROCKS AND GET RICH THATS NOT FAAAAAAAAAAIR
>>
>>61783278
https://youtu.be/hknVoAoyy-k?t=95
>im very goncerned, very goncerned
>>
>>61783278
by the way i obviously understand that the open interest will diminish as we get closer to march. but the amount of contracts is just nuts, it has a long way to go before appearing safe. even if by first call it's down 30% they're still in huge trouble.
>>61783340
from what i'm reading, the 27th is actually first call not the 12th according to this post. the 12th seems to be when their new 100oz contracts begin trading. please correct me if i’m wrong
>>61783603
>didn't read the post award with an honorary certificate in being retarded
>>
>>61783278
If a greater percentage of the buyers are financialised/speculators, a smaller % will want physical delivery. There's the same base level of people who want silver for some physical reason, with more inflated bubbly unreal demand on top
>>
>>61783660
good point very true. there is more speculation now but there is a lot more demand for physical as well. the current trend is that % of contracts requesting delivery are increasing. here's some data compiled by grok:

January 2025 (minor month): ~1,765 contracts delivered ~8-12% of typical minor-month peak OI (estimated based on historical minor-month patterns and comparisons).
• February 2025 (minor): 2,514 contracts ~10-15% (elevated for a minor month).
• March 2025 (major): 16,149 contracts ~9-10% (peak OI around 155,000-170,000 contracts from YCharts/March data snapshots).
• April 2025 (minor): ~3,000 contracts ~12-18% (higher relative % due to lower base OI in minors).
• May 2025 (major): 15,122 contracts ~9-12% (peak OI likely in the 130,000-160,000 range, similar to surrounding major months).
• June 2025 (minor): ~3,000 contracts ~10-15%.
• July 2025 (major): 9,344 contracts ~6-8% (a relative dip compared to earlier 2025 majors, possibly due to market adjustments).
• August 2025 (minor): ~3,000 contracts ~10-15%.
• September 2025 (major): 13,640 contracts ~8-12% (peak OI around 120,000-170,000 based on trends).
• October 2025 (minor): ~3,500 contracts ~15-25% (noted as extremely elevated relative to peak OI in reports, sometimes cited as 250% in outliers but more realistically high for a minor).
• November 2025 (minor): ~3,500 contracts ~15-20% (shattered minor-month records in relative terms).
• December 2025 (major): 12,946 contracts ~8-12% (peak OI around 120,000-150,000 from late-2025 data).
• January 2026 (minor): 8,826 contracts ~20-30%+ (record for any minor month; elevated relative to typical low OI, with reports highlighting unprecedented stand-for-delivery rates).
• February 2026 (minor, partial as of early Feb): 5,127 contracts (on pace) Potentially 20%+ if trend holds (already strong relative to base OI).
>>
>>61783419
Normally I'd tell you to lurk pmg but lately its been infested by stacklets and trolls. Still not a bad idea just don't pay much heed to the retards.

The first 10 min of this video:
https://m.youtube.com/watch?v=zg1TAWgNGLo&pp=ygUNY29tZXggZGVmYXVsdNIHCQmRCgGHKiGM7w%3D%3D
Have a decent breakdown of the comex issue.
>>
>>61783278
>it seems like comex is practically guaranteed to break in march.

you obviously have no idea how powerful talmudic magic is
>>
>>61783792
can it conjure silver atoms out of thin air?
only God can do that
>>
So if I bought silver stocks I could just use them like silver certificates and requests silver for spot price?
>>
>>61783721
>Trusting LLM output without verifying
>Pasting it directly into the thread like it's a worthwhile contribution
>>
>>61783792
I don't know if you know this, but the international jew is planning to toss America into the garabge can soon. They have calculated that they have received the maximum amount of value they can extract from the United mutt states.

They have been willingly transportationing as much western silver to China as possible. While skimming the premium off the top so they have enough liquidity when they make their exit.

Also long as the can benefit from the Asian/western silver price disparity for one or two more month's, comex being crushed is irrelevant.
>>
>>61783278
>In 2 more weeks X will happen!
Look, anon, I'm gonna be real with you. I don't care about shit like that. I bought shiny rocks because the circus is over and we're all basically waiting for the nukes to drop. Until then I continue to stack.
>>
>>61783848
feels like it. the data they have to work with leads to this level of conjecture, for what? i somehow doubt with all my heart the system would be allowed to get so fragile. i could be wrong, but i think the system does a pretty good job lately of protecting itself.
>>
>>61783788
fantastic video bro thanks for sharing! rob really knows his stuff no doubt about that. it really seems like comex is teetering on the verge. what's interesting is rob was talking about how a global financial crisis would immediately cause comex to break. but there's no reason why it couldn't go the other way as well. out of all the places where a gfc could start, would it be unrealistic to think that comex could be the hypocenter? a loss of confidence event in silver would affect all markets. right now we are just guessing how rehypothecated/unfunded commodities are. if just one huge player is willing to call their bluff the whole thing could unwind.
>>61783792
oh trust me i know. but it's not more powerful than god and nature. the market cannot remain manipulated any longer than a rider can remain on a bull
>>61783819
not unless you are a very big fish
>>61783877
true, but not quite. the chinese are not dispensarionalist christians like americans, nor have they been thoroughly blackmailed. they have no incentive to protect israel and they definitely won't allow the cultural degradation that they well know would happen if they gave shelter to jews. i think china will be the new hegemon but jews still need america to shelter them
>>61783931
valid and same, my stack is insurance i never planned to get rich off it even though i am
>>61784035
spoken like every common fool in history who was blindsided by economic collapse. only now the whole world will fall together. keep trusting the system goy, don’t learn anything from history. it's harder to feed on you when you struggle
>>
>>61783278
>guaranteed
You must not know how powerful jewish magic is.

Reply to Thread #61783278


Supported: JPG, PNG, GIF, WebP, WebM, MP4, MP3 (max 4MB)