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@SunilRe89392848 Avatar @SunilRe89392848 Macro Liquidity by Sunil Reddy

Macro Liquidity by Sunil Reddy posts on X about futures, rates, signals, debt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance XXXXX% currencies XXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% stocks XXXX%

Social topic influence futures #88, rates #999, signals 3.26%, debt #572, marks #1024, bars #883, money 2.17%, india 2.17%, vaults #16, york #811

Top accounts mentioned or mentioned by @thebathymetric @beeshyams @kingkong9888 @dioclet54046121 @rohitag2312 @markoos88 @conzv2 @jlee64683103 @topdog046729543 @shib7004 @shengenm @0322pga104 @strackjames @veector21 @entanglementent @safehavenmoney @bankerweimar @greatmartis @niftyinvestor1 @badcharts1

Top assets mentioned Bitcoin (BTC) SPDR GOLD ETF (GLD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Spot silver keeps running while futures refuse to follow thats not lag thats structural fracture. Futures move when market-makers can hedge with real metal or cheap funding. Both are gone. Bullion banks are balance-sheet locked lease rates are surging and arbitrage desks cant source bars to short spot and buy futures. Now SLV is no longer available to borrow thats the final stage of strain. It means every share in circulation is spoken for creation units are stalling and short desks are trapped with no inventory left to hedge or roll. The system is out of elasticity: Futures curve inverted"
X Link @SunilRe89392848 2025-10-09T16:36Z 3597 followers, 19.2K engagements

"Credit spreads started easing thats bullish for #silver and #copper. When SHY/JNK (safe vs. risky bond ratio) falls it means investors are again willing to take credit risk. Money starts flowing out of Treasuries and into corporate bonds equities and commodities. That shift signals improving liquidity and metals like silver and copper usually lead the next leg higher"
X Link @SunilRe89392848 2025-10-14T17:50Z 3667 followers, 3814 engagements

"🧵(a thread) FRACTIONAL GOLD SYSTEM IS YOUR ETF SAFE (Part 1) 1/10 Most people think when they buy gold through an ETF or a bullion account theres a bar with their name on it. But in reality your gold likely exists only as an IOU not a bar. Lets decode how this fractional gold system really works 👇 #gold #Silver #silversqueeze"
X Link @SunilRe89392848 2025-10-11T15:41Z 3667 followers, 11.2K engagements

"Silver lease rates going vertical thats not just tightness its stress spreading through the physical system. Borrow is drying up. #Silver #SilverSqueeze"
X Link @SunilRe89392848 2025-10-09T19:07Z 3657 followers, 5043 engagements

"India is now showing what global silver stress really looks like. Indian silver ETFs surged XX% while futures lagged and slipped into clear backwardation. In a normal market that gap would vanish overnight through arbitrage but no one closed it because no one could source the metal. Imports are slow vaults are thin and real bars are commanding premiums. COMEX is now in backwardation too but India is where the strain is breaking through first because Indian ETFs hold actual vaulted silver not layers of paper claims. When spot-linked products trade above futures on two continents its not"
X Link @SunilRe89392848 2025-10-09T04:01Z 3657 followers, 59.5K engagements

"@KingKong9888 @BankerWeimar ETFs are widely available for investment but with a premium"
X Link @SunilRe89392848 2025-10-13T05:34Z 3596 followers, 1106 engagements

"Undeniable evidence yesterdays silver crash wasnt about new supply it was forced liquidation to raise dollars. The dump began right at New York open margin call hour. Dealers dumped both Gold and Silver futures to free up USD collateral. The dollar spiked. Spot silver held some strength no real sellers no new metal. And heres the clincher even after all that backwardation never settled. Futures stayed below spot. Thats not a market moving on fundamentals thats paper stress refusing to heal. This wasnt price discovery. It was balance sheets tightening funding desks scrambling and liquidity"
X Link @SunilRe89392848 2025-10-10T14:36Z 3667 followers, 25.7K engagements

"To add Indian Silver ETFs cant buy COMEX silver even when it trades at a discount. Why Because SEBI mandates only LBMA Good Delivery XX kg bars with XXXX% purity. LBMA bars are globally recognized for settlement COMEX bars are not interchangeable under Indian custody norms. Indian ETFs must hold physically allocated LBMA silver stored in domestic SEBI-approved vaults not U.S. warehouse receipts. Thats why even if COMEX goes into deep discount or backwardation Indian ETFs cant arbitrage it theyre locked to LBMA-grade supply. Its not inefficiency its regulatory insulation. Indias funds cant"
X Link @SunilRe89392848 2025-10-12T05:34Z 3514 followers, 6953 engagements

"Im not calling for a big correction just highlighting the risks along the path. This leg can still push higher as liquidity tightens but the real bull market starts when the next round of QE or policy easing kicks in. Thats when silver stops trading like a commodity and starts re-pricing as money again"
X Link @SunilRe89392848 2025-10-15T06:02Z 3620 followers, XXX engagements

"6 In short: 1) Backwardation widening = collateral stress 2) Gold + Silver falling = funding strain within metals 3) ES falling = risk-off deleveraging 4) Dollar stable = no systemic shortage yet The funding pipes are humming but the pressure gauge is rising again"
X Link @SunilRe89392848 2025-10-14T06:28Z 3616 followers, 5286 engagements

"🧵 How Golds New Role Unlocks Trillions in Hidden Value (a thread) 1/12 For XX years U.S. Treasuries were the worlds ultimate collateral. Every loan repo and swap rested on them. Now that foundation is cracking and the world is quietly preparing a replacement. That replacement is Gold reborn as a yield-bearing neutral collateral asset"
X Link @SunilRe89392848 2025-10-05T14:23Z 3517 followers, 7315 engagements

"SLV is trading at a discount. As of Oct XX 2025 the ETF shows a -XXXX% discount to NAV meaning its market price is below the silver it supposedly holds. This signals stress in sourcing physical metal when vault inventories tighten and Authorized Participants (APs) cant easily get silver to create or redeem shares. When the physical loop breaks paper markets start to drift. #Silver #SLV #silversqueeze"
X Link @SunilRe89392848 2025-10-12T09:10Z 3516 followers, 13.9K engagements

"RIP to the $XX top gang 💀 Every crash they bet on turns out to be a refill. Silver doesnt fall it reloads #silver"
X Link @SunilRe89392848 2025-10-13T03:38Z 3655 followers, 4855 engagements

"Silver isnt just non-imaginary Bitcoin its the final refuge of a collapsing monetary order. For decades debt expansion pretended to be growth. Currencies became code promises became collateral and paper replaced trust. Now the system is eating itself yields rise bonds fall liquidity fractures and capital is running back to whats real. Silver is the most under owned truth in that storm a form of money that cant be printed rehypothecated or defaulted on. When this cycle ends it wont be about price itll be about survival of value. And in that moment silver stops being a trade it becomes a"
X Link @SunilRe89392848 2025-10-16T15:04Z 3668 followers, 2066 engagements

"Some thought silver topped again at $XX. They have no idea whats coming. Lease rates at XXX% funding breaking and futures detached from reality this isnt a top its ignition. Buckle up. The moment weve waited years for is unfolding right in front of us. ⚡ #Silver #SilverSqueeze"
X Link @SunilRe89392848 2025-10-10T08:38Z 3666 followers, 18.4K engagements

"What were witnessing now goes far beyond gold vs. the 10-year yield its gold outperforming all three pillars of the modern debt system: Bonds which no longer offer real yield after inflation. Equities bloated by cheap liquidity thats now reversing. Housing propped up by ultra-low rates that cant exist in a world of 5%+ long yields. When those three pillars weaken together it means the paper-based financial system is losing its store-of-value function. The world is quietly realizing that yield means nothing if the currency itself is being debased to sustain it. Gold in contrast isnt competing"
X Link @SunilRe89392848 2025-10-15T16:05Z 3655 followers, XXX engagements

"Oh right silvers overbought lets sell and buy back cheaper right 😂 Dont fall for that. Weve just broken out of a 40-year base this isnt a joke. This move isnt about short-term Overbought readings its about the monetary collapse phase thats unfolding. Ignore the short-term noise including the liquidation events. Theyre part of the process. Prepare for them mentally not emotionally. If you falter now for these overbought stories youre risking one of the biggest breakouts of the century not the decade. #Silver #HardAssets"
X Link @SunilRe89392848 2025-10-15T08:18Z 3667 followers, 12.2K engagements

"Credit stress ahead thats what gold is signalling. Even as global M2 expands liquidity isnt igniting risk-on behavior. Instead its rotating quietly into real assets gold commodities tangible value. Bitcoin the most liquidity-reactive asset should normally surge first in such phases. Yet the BTC/Gold ratio is diverging showing that liquidity is being absorbed defensively not speculatively. This kind of rotation where gold outperforms while liquidity rises typically precedes credit or sovereign stress when markets start questioning the quality of financial collateral. Golds strength isnt"
X Link @SunilRe89392848 2025-10-15T14:07Z 3655 followers, 1582 engagements

"#Gold made a new high and #silver followed. Expecting the Gold/Silver Ratio (GSR) to continue its decline a break below the lower channel remains likely as long as the XX level holds. A sustained fall in GSR could mark the beginning of a potential mania phase in precious metals before the next major liquidation as capital rotates aggressively into hard assets ahead of policy stress"
X Link @SunilRe89392848 2025-10-16T14:32Z 3668 followers, 2804 engagements

"Thats correct but that applies to ETCs like WisdomTree which must buy physical silver first before issuing new units. SLV works differently APs can create or redeem shares against the trust. When they cant source metal the creationredemption loop stalls and SLV can trade at a discount instead of a premium. Different structure same signalphysical tightness"
X Link @SunilRe89392848 2025-10-12T09:52Z 3597 followers, XXX engagements

"Short Covering Ahead Funding Stress Eases in Silver Market The charts say it all. Gold has stabilized even as silver backwardation stays elevated. The dollar is firm but no longer surging. Spot silver continues to trade above futures physical tightness not new supply. Thats the key shift: Last weeks silver crash was forced liquidation dealers dumping futures to raise USD collateral. Now gold is calm the dollars move is controlled and backwardation remains positive. Funding desks are no longer liquidating for dollars the stress has eased. With funding normalized the next phase is clear: short"
X Link @SunilRe89392848 2025-10-13T13:22Z 3667 followers, 13.2K engagements

"The arb window narrowing can mean two things. Its normalization if funding and logistics are easing but if its driven by physical tightness or hedging strain it signals stress. Given current lease spikes backwardation and ETF premiums the situation points to the latter.🔥🔥🔥"
X Link @SunilRe89392848 2025-10-14T04:13Z 3615 followers, 1597 engagements

"If this squeeze actually forces the paper side to deleverage it wont just reset silver it could expose the limits of the entire fractional metal system. Once confidence breaks in the idea that every paper ounce has real backing gold becomes the next stress point. A forced re-pricing there would make the silver squeeze look like a warm-up essentially a contagion from silver to gold. In short: A structural squeeze in silver doesnt stay in silver. It questions the leverage model of the whole bullion system. #silversqueeze #Gold"
X Link @SunilRe89392848 2025-10-13T08:14Z 3667 followers, 22.2K engagements

"The Gold/SPX ratio confirmed a decade-long trend reversal. Gold is now decisively outperforming equities a structural signal that capital is shifting from financial assets to real stores of value. This change doesnt happen in isolation. It usually marks the onset of a soft hyperinflation phase what current economic trends indicate when nominal growth looks strong but purchasing power quietly erodes. Paper wealth holds up on the screen yet savings wages and fixed-income instruments lose ground in real terms. When productive capital seeks safety in tangibles instead of equities it reflects a"
X Link @SunilRe89392848 2025-10-13T17:30Z 3655 followers, 2428 engagements

"Historic anomaly in Silver. This week marks the highest ever weekly close in backwardation above X% and over X standard deviations from the mean. Thats not a signal thats a scream. It means extreme physical tightness spot commanding massive premium over futures. Few even grasp the consequence of this. #Silver #silversqueeze #Comex #LBMA"
X Link @SunilRe89392848 2025-10-12T04:37Z 3664 followers, 23.2K engagements

"SLV borrow fee just hit XXXX% a new record. #silver"
X Link @SunilRe89392848 2025-10-15T11:57Z 3668 followers, 1975 engagements

"For a major silver squeeze to unfold these X signs will appear next: X Bullion banks fail to roll their shorts as lease rates skyrocket. X ETFs like $SLV halt creations/redemptions (signs already visible). X Industrial users (solar electronics mints) begin panic buying amid supply fears. X Retail & Eastern markets (India China) refuse to sell at paper prices. The setup is building #Silver"
X Link @SunilRe89392848 2025-10-12T10:47Z 3668 followers, 12.2K engagements

"10 Call it dramatic. Call it delusional. But when the dust settles silver will do what it always does expose the truth beneath the paper system. We are not witnessing a rally. We are witnessing the last calm before the Great Reset. #Silver #Macro"
X Link @SunilRe89392848 2025-10-15T05:44Z 3667 followers, 1749 engagements

"Gold/DJI quietly took out the tariff rally high. It didnt make headlines but it should. That breakout marks a silent shift in the global order. Gold is now outperforming the Dow and thats not a coincidence its a reflection of whats coming: debt saturation fiscal dominance and the slow erosion of paper wealth. I may sound optimistic but the reality is were moving toward Dow = Gold in the coming years. Thats not a crash call its a rebalancing of real vs. financial assets a once-in-a-generation rotation back to hard value. Dont panic over short-term volatility or try to chase with leverage. Were"
X Link @SunilRe89392848 2025-10-15T01:26Z 3667 followers, 2592 engagements

"5 Dont mistake that crash for weakness. Thats the purge before rebirth. When liquidity vanishes the paper side collapses but the physical wont flinch. Thats how youll know the system itself is cracking not demand"
X Link @SunilRe89392848 2025-10-15T05:44Z 3668 followers, 1198 engagements

"Found a new proxy to see physical tightness in real time and its hiding in plain sight. DXY. Every time metal tightness drains vaults and raises lease rates collateral weakens. Funding desks rush for USD margins dumping futures to stay solvent. That scramble drives DXY higher. So when DXY spikes during backwardation its not strength its funding stress reflecting metal scarcity. The dollar isnt rising because its strong its rising because the system is starving for liquidity. DXY isnt the cause. Its the mirror of physical tightness I explained in my last post. #DXY #SilverSqueeze"
X Link @SunilRe89392848 2025-10-13T01:29Z 3665 followers, 11.5K engagements

"The only thing that can stop this silver squeeze is real metal flowing from the East. But why would Asia save LBMA the very system that suppressed their gold and silver for decades Theyre hoarding not helping. If the East refuses to deliver the Wests paper silver market suffocates. We may be witnessing the first real fracture in the bullion system. #silver"
X Link @SunilRe89392848 2025-10-12T16:56Z 3639 followers, 11.5K engagements

"💡 Macro lesson hidden in trading wisdom: Those who cant take small losses in this cycle will face systemic losses in the next. Every suppressed yield every delayed rate hike every over-leveraged bet it all compounds into one massive reckoning. Gold and real assets wont escape volatility but theyll survive the reset. #Macro #Gold"
X Link @SunilRe89392848 2025-10-05T08:55Z 3596 followers, 1429 engagements

"Silvers falling but not because new supply showed up. Whats really happening is liquidity breaking before inventory does. Dealers and funds are being forced to dump paper positions to meet margin calls. Futures are falling faster than spot so the gap keeps widening even as both drop. The link between COMEX and LBMA is jammed credits pulling back and no ones stepping in to arbitrage. It looks like a price crash but its actually a funding squeeze. And the irony This kind of flush only makes the next squeeze worse. When the selling stops and real metal bids return therell be fewer shorts less"
X Link @SunilRe89392848 2025-10-09T17:08Z 3667 followers, 144.5K engagements

"Thats exactly why gold-backed HQLA will be the final structural blow to dollar dominance. The entire offshore dollar system Eurodollars repo global trade finance runs on one thing: U.S. Treasuries as collateral. They are the ultimate HQLA (High Quality Liquid Asset) the lifeblood of global liquidity. Every international bank fund and sovereign uses them to obtain USD funding. Now imagine China successfully replacing U.S. Treasuries with gold-backed collateral within its own trade and settlement network especially across the BRICS Gulf and ASEAN corridors. Gold doesnt carry default risk"
X Link @SunilRe89392848 2025-10-12T14:02Z 3516 followers, 5478 engagements

"Each night around XX PM New York time silver backwardation deepens right as Asia opens. Physical buyers in the East pull real metal draining London vaults. With arbitrage desks offline theres no fresh paper liquidity immediate delivery trades at a premium. When New York opens the flow flips. Earlier in the week COMEX futures were dumped under margin stress flooding the market with paper silver. Now those same shorts are being covered lifting futures but underneath the system keeps issuing new synthetic supply through EFP swaps converting COMEX paper into LBMA unallocated credits to meet real"
X Link @SunilRe89392848 2025-10-16T05:50Z 3668 followers, 22.6K engagements

"6 Then comes the real storm. Policy panic. Balance-sheet expansion disguised as stability measures. Another round of liquidity injections to save whats left of confidence. Thats when the monetary repricing begins the true silver bull market"
X Link @SunilRe89392848 2025-10-15T05:44Z 3667 followers, 1192 engagements

"🧵 Why Holding Gold & Silver ETFs is an Illusion and Why the System is Near Breaking Point 👇(a thread) X Most investors think they own gold or silver through ETFs like $GLD or $SLV. But you dont own metal. You own a claim inside a financial structure that runs on the same leverage and rehypothecation gold was supposed to protect you from. Thats the illusion"
X Link @SunilRe89392848 2025-10-07T13:41Z 3599 followers, 6876 engagements

"When I said easing I wasnt referring to price action I meant funding stress easing. In metals the key driver isnt whos short or long its how much balance sheet room dealers have. When collateral haircuts shrink and margin pressure cools funding eases liquidity returns. Thats what turns a forced liquidation into a controlled unwind. Prices can still rise during that but the move comes from short-covering in calmer plumbing not panic"
X Link @SunilRe89392848 2025-10-13T16:55Z 3597 followers, XX engagements

"Not exactly. Funding stress in metals isnt just about SOFR spreads or rate volatility its about balance sheet strain at dealer and clearing levels. When collateral values drop or volatility spikes desks pull liquidity and raise haircuts. To raise dollars they sell paper gold/silver to free USD margin. Thats what caused the forced liquidation and backwardation a dollar funding event inside the metal market plumbing not a macro margin call chain from equities"
X Link @SunilRe89392848 2025-10-13T16:21Z 3597 followers, XXX engagements

"Yes silver is being withdrawn from both COMEX and SHFE but the context matters. In Shanghais case the withdrawals are mainly for local industrial and fabrication use not exports. Replenishment has slowed so inventories are falling as domestic demand is met internally. What were seeing isnt silver flowing West its local consumption exceeding supply inflow"
X Link @SunilRe89392848 2025-10-16T13:17Z 3667 followers, XXX engagements

"They are losing control. Yesterdays fall was a forced liquidation to raise dollars. Today appeared mild but beneath the surface the damage deepened. The dollar barely moved. Gold fall was mild . Yet COMEX silver futures fell sharply again while spot silver refused to follow. The spread between spot and futures has now widened near to three dollars. That is not volatility; it is evidence that the paper market is breaking away from physical reality. Futures continue to be sold but the physical market is no longer responding. The pricing mechanism that once allowed futures to dictate spot is"
X Link @SunilRe89392848 2025-10-10T17:51Z 3668 followers, 30.2K engagements