đ¨ IS SILVER ABOUT TO BREAK THE SYSTEM⌠OR IS THIS OVERHYPE?
Letâs talk calmly.
Yes, silver production is around 800M ounces per year.
Yes, futures open interest can total several billions of ounces.
But hereâs what most people misunderstand:
Futures contracts â physical shortage.
The paper market always represents more âouncesâ than exist in vaults.
Thatâs how derivatives work. Positions offset. Not every contract demands delivery.
Now⌠does that mean nothing is happening?
No.
There are signs worth watching:
Violent intraday swings
Spiking lease rates
Occasional backwardation (spot > futures)
Tight physical premiums in some regions
That can signal short-term stress.
But jumping from that to âbanks will collapseâ is a massive leap.
Silver can absolutely rally hard.
It can squeeze overleveraged traders.
It can overshoot dramatically.
But systemic collapse requires funding stress and liquidity breakdown â not just high open interest.
Hereâs the grounded take:
If real yields fall and the dollar weakens, silver likely runs.
If liquidity tightens and leverage unwinds, silver dumps.
Itâs still a macro asset.
The opportunity might be real.
The panic narrative probably isnât.
Stay rational. Thatâs where money is made.
