‍#China is flooding its system with liquidity again and the shock is spreading across global markets. Trillions of new yuan are flowing into hard assets while supply stays tight, especially in #silver. Annual production is only around eight hundred million ounces yet estimated bank short exposure is four point four billion ounces, more than five times yearly supply.

The surge to ninety two dollars followed by an eight percent crash was not normal. It was a forced liquidation to stop silver from holding above one hundred where system wide margin calls could trigger. Paper contracts were hit during thin liquidity to drag price down.
But the physical market exposed the truth. Silver lease rates spiked, borrowing costs jumped and spot traded above futures. Demand for real metal rose sharply as dealers reported delays, limited supply and rising premiums. Cash settlement is appearing quietly because large orders cannot be filled.
The structural imbalance is getting critical. Four point four billion ounces short versus limited yearly supply while industrial demand remains inelastic from solar, EVs, AI and electrification. At higher prices recycling slows because holders refuse to sell.
If silver regains ninety two dollars the next move could blow through one hundred quickly. Once a major short fails, one hundred twenty or one hundred fifty becomes possible in a very short window.
Two markets are now visible. Screen price is a controlled paper narrative. Street price reflects real scarcity. They are shaking out weak hands before the commodities supercycle accelerates and the break between paper and physical becomes undeniable.$BTC $GT