š§µ Paper is panicking. Physical is disappearing. š§µ **
1/ A lot of old & silver miner stocks just hit limit down. Thatās not a signal of weak metal. Thatās a signal of forced selling and paper stress. **
2/ Hereās the part that actually matters š
Major Chinese banks report that available gold bar vaults have been reset to ZERO.
Zero. Not ālow.ā Not ātight.ā Zero. **
3/ Withdrawals are no longer instant.
A one-month advance booking is now required ā with no guarantee of delivery time.
Thatās not normal market behavior. Thatās rationing. **
4/ If gold were plentiful⦠If supply were abundant⦠If inventories were āfineāā¦
You wouldnāt need to wait a month and still be told āmaybe.ā **
5/ This is the split they donāt want you to see:
š Paper assets selling off š Miner stoā¦
š§µ Paper is panicking. Physical is disappearing. š§µ **
1/ A lot of old & silver miner stocks just hit limit down. Thatās not a signal of weak metal. Thatās a signal of forced selling and paper stress. **
2/ Hereās the part that actually matters š
Major Chinese banks report that available gold bar vaults have been reset to ZERO.
Zero. Not ālow.ā Not ātight.ā Zero. **
3/ Withdrawals are no longer instant.
A one-month advance booking is now required ā with no guarantee of delivery time.
Thatās not normal market behavior. Thatās rationing. **
4/ If gold were plentiful⦠If supply were abundant⦠If inventories were āfineāā¦
You wouldnāt need to wait a month and still be told āmaybe.ā **
5/ This is the split they donāt want you to see:
š Paper assets selling off š Miner stocks crashing š Physical metal becoming unavailable
Same market. Two completely different realities. **
6/ When banks restrict withdrawals, itās not because metal is worthless.
Itās because metal suddenly matters more than money.
Screens can show any price. Vaults can only show whatās actually there. **
7/ Paper holders panic first. Physical holders wait calmly.
Why? Because you canāt margin-call a coin in your hand. **
8/ Stacking physical metal isnāt about timing tops or bottoms.
Itās about owning something that doesnāt need permission to exist. **
9/ Every time delivery gets delayed⦠Every time vaults go ātemporarily unavailableā⦠Every time paper sells while metal vanishesā¦
Your thesis gets stronger. **
10/ This is why stackers donāt chase noise. We watch flows. We watch availability. We watch whoās locking the vault doors. **
11/ Paper can be printed. Contracts can be rolled. Excuses can be made.
Physical metal? It either exists ā or it doesnāt. **
12/ Stay patient. Stay disciplined. Keep stacking real metal.
Because when access disappears, price is just the last thing to catch up. #Silver #Gold #PhysicalMetal #Stackers #SoundMoney #RealAssets **
@threadreaderapp unroll **
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