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# ![@SunilRe89392848 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::961968439597256705.png) @SunilRe89392848 Macro Liquidity by Sunil Reddy

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

### Engagements: XXXXX [#](/creator/twitter::961968439597256705/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::961968439597256705/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +684%
- X Months XXXXXXX +169,472%
- X Year XXXXXXX +14,691%

### Mentions: XX [#](/creator/twitter::961968439597256705/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::961968439597256705/c:line/m:posts_active.svg)

- X Week XX +19%
- X Month XXX +66%
- X Months XXX +8,150%
- X Year XXX +2,286%

### Followers: XXXXX [#](/creator/twitter::961968439597256705/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::961968439597256705/c:line/m:followers.svg)

- X Week XXXXX +37%
- X Month XXXXX +611%
- X Months XXXXX +9,828%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::961968439597256705/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::961968439597256705/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::961968439597256705/influence)
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**Social category influence**
[finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[futures](/topic/futures) #280, [rates](/topic/rates) #524, [repo](/topic/repo) #110, [india](/topic/india) 3.66%, [fed](/topic/fed) 3.66%, [copper](/topic/copper) #488, [money](/topic/money) 2.44%, [signals](/topic/signals) #2273, [china](/topic/china) 2.44%, [faster](/topic/faster) XXXX%

**Top accounts mentioned or mentioned by**
[@beeshyams](/creator/undefined) [@kingkong9888](/creator/undefined) [@anurag5479gupta](/creator/undefined) [@stockstormx](/creator/undefined) [@ketkar4amit](/creator/undefined) [@dioclet54046121](/creator/undefined) [@conzv2](/creator/undefined) [@albertoreggi](/creator/undefined) [@shengenm](/creator/undefined) [@bankerweimar](/creator/undefined) [@esrcalle](/creator/undefined) [@mikej36](/creator/undefined) [@greatmartis](/creator/undefined) [@willthomas81](/creator/undefined) [@jameslavish](/creator/undefined) [@carvaoguilherme](/creator/undefined) [@gg520071](/creator/undefined) [@emo80143837](/creator/undefined) [@michal_libra](/creator/undefined) [@macs_in_the_vax](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts [#](/creator/twitter::961968439597256705/posts)
---
Top posts by engagements in the last XX hours

"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](https://x.com/SunilRe89392848/status/1978700073312677943) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-16T05:50Z 4693 followers, 30.9K engagements


"Many may not realise the true impact of golds surge yet The Copper/Gold ratio a key pulse of real economic activity is breaking down from a 15-year range while U.S. job openings (JOLTS) keep sliding. Jobs are simply following what gold and copper have been signaling for months slowing real demand and fading industrial momentum. Meanwhile the 10-year yield has decoupled rising even as growth signals weaken. Thats not strength. Thats bonds being dumped and capital quietly rotating into gold. This isnt recession yet its the setup for soft hyperinflation: liquidity expanding real output"  
[X Link](https://x.com/SunilRe89392848/status/1978818344162603330) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-16T13:40Z 4692 followers, 2542 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](https://x.com/SunilRe89392848/status/1976333864349192653) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-09T17:08Z 4692 followers, 145.5K 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](https://x.com/SunilRe89392848/status/1978156380830994545) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-14T17:50Z 4693 followers, 3917 engagements


"3 Now look at silver. Backwardation has lasted over XX days spot prices above futures a rare and powerful distortion. That means real deliverable silver is scarce. Dealers cant borrow or roll positions cheaply enough to close the gap. The cost of carry is broken. This is not a speculative rally its a monetary warning light"  
[X Link](https://x.com/SunilRe89392848/status/1979160253267878386) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T12:19Z 4692 followers, 1492 engagements


"🔥Inside the Silver Basis Trap: how a frozen carry trade rippled through global liquidity (a thread) 1/10 It began as easy carry. When silver was in contango funds bought SLV/physical and shorted futures pocketing the spread. Cheap repo + abundant collateral made it a risk-free trade"  
[X Link](https://x.com/SunilRe89392848/status/1979959894481518802) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4694 followers, 18.1K 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](https://x.com/SunilRe89392848/status/1977232192762704022) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-12T04:37Z 4686 followers, 23.3K 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](https://x.com/SunilRe89392848/status/1978831317283356911) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-16T14:32Z 4686 followers, 4356 engagements


"5 Meanwhile in China Shanghai Gold Exchange silver vaults keep draining. Outflows are now exceeding replenishment physical silver is leaving faster than its coming in. Its a clear sign of tight supply and strong demand from the East while Western futures markets sit hollow and over-leveraged"  
[X Link](https://x.com/SunilRe89392848/status/1979160265695355165) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T12:19Z 4686 followers, 1180 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](https://x.com/SunilRe89392848/status/1977036779644420446) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-11T15:41Z 4685 followers, 11.3K 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](https://x.com/SunilRe89392848/status/1977950819367661626) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-14T04:13Z 4686 followers, 1599 engagements


"@beeshyams Exactly"  
[X Link](https://x.com/SunilRe89392848/status/1979794990177083617) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T06:21Z 4685 followers, XX 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](https://x.com/SunilRe89392848/status/1978271241837679035) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-15T01:26Z 4692 followers, 2687 engagements


"🧵 Silver Thread: Why the Dump Is Actually Ultra-Bullish (A thread) 1/7 Silver has now been in backwardation for XX straight days. That means spot silver trades $XXXX higher than futures a rare sign of physical scarcity. At the same time SLV borrow rates have exploded to XX% one of the highest ever recorded. This isnt just volatility its funding stress spreading through the financial system. ⚠ #silversqueeze"  
[X Link](https://x.com/SunilRe89392848/status/1979371009510621532) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T02:16Z 4693 followers, 69.3K engagements


"2 To understand this you need to know whats breaking: SOFR (repo rate) has risen above the Feds own emergency lending rate. 1) That means the system is desperate for collateral Treasuries and safe assets are being hoarded. 2) Dealers and funds are being forced to dump paper assets (including gold and silver futures) to raise cash. 3) This is what a liquidity squeeze looks like from the inside"  
[X Link](https://x.com/SunilRe89392848/status/1979371016414523439) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T02:16Z 4691 followers, 8911 engagements


"7 Collateral crunch visible. Dealers tapped the Feds SRF for $XX B pledging MBS because Treasuries were hoarded. Thats emergency fundingproof private repo is seizing"  
[X Link](https://x.com/SunilRe89392848/status/1979959919123018180) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4693 followers, 1406 engagements


"8 Near-capitulation zone. When even collateral is for sale balance-sheet capacity is gone. If backwardation stays forced deleveraging follows: assets dumped to raise dollars"  
[X Link](https://x.com/SunilRe89392848/status/1979959924257095904) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4691 followers, 1446 engagements


"This dump is Very bullish but not done. Were in the cross-asset liquidation phase of a funding squeeze. If liquidity doesnt return soon a deleveraging event can hit where every asset sells off to raise cash. Thats the last flush before a violent rebound. Dont panic. Stay vigilant. #silversqueeze"  
[X Link](https://x.com/SunilRe89392848/status/1979972432120156568) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T18:06Z 4692 followers, 20.6K 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](https://x.com/SunilRe89392848/status/1976363893367898198) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-09T19:07Z 4649 followers, 5050 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](https://x.com/SunilRe89392848/status/1977325207359472100) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-12T10:47Z 4629 followers, 12.3K 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](https://x.com/SunilRe89392848/status/1977374302497280326) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-12T14:02Z 4576 followers, 5498 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](https://x.com/SunilRe89392848/status/1977547209546817957) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-13T01:29Z 4640 followers, 11.6K engagements


"Margin stress was brewing from a tight repo market and scarce silver availability. The slam was pretty hard. #Silver"  
[X Link](https://x.com/SunilRe89392848/status/1979232575580176606) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T17:06Z 4653 followers, 5300 engagements


"Its starting to look like LBMA is painting the tape to keep price optics under control. Futures are getting dumped due to margin pressure and funding stress not lack of demand SOFR above the Feds discount rate says it all. Meanwhile the physical market tells a different story: $XXXX backwardation people paying more for real metal now. XX% SLV borrow rate paper silver is scarce shorting is expensive. When you see paper selling without real volume and spot holding firm thats not weakness its the illusion of control. They can paint the tape on LBMA screens but they cant paint over a physical"  
[X Link](https://x.com/SunilRe89392848/status/1979459869272084618) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T08:09Z 4635 followers, XXX engagements


"Probably another week or two for this selling pressure to play out its margin-driven not demand-driven. The trigger for reversal will likely be funding relief when SOFR rates cool off or the Fed steps in with liquidity support. Thats when shorts start covering and silver can snap back fast"  
[X Link](https://x.com/SunilRe89392848/status/1979462589567639567) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T08:20Z 4634 followers, XXX 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](https://x.com/SunilRe89392848/status/1976135982312218771) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-09T04:01Z 4668 followers, 59.9K 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](https://x.com/SunilRe89392848/status/1976567942092603875) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-10T08:38Z 4670 followers, 18.4K engagements


"@mikej36 PSLV"  
[X Link](https://x.com/SunilRe89392848/status/1976621452683366678) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-10T12:10Z 4666 followers, XXX 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](https://x.com/SunilRe89392848/status/1977789075890581556) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-13T17:30Z 4670 followers, 2483 engagements


"For anyone wondering whats happening with Indian silver ETFs the premium just blew above XX standard deviations from the mean. Thats not price action thats panic demand for physical exposure. A dislocation of this scale only happens when real metal cant be sourced fast enough. #Silver #India"  
[X Link](https://x.com/SunilRe89392848/status/1977959994709651865) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-14T04:49Z 4669 followers, 17.5K engagements


"The Great Financial Armageddon this phase will be remembered as the moment faith in paper died. Gold is outpacing every paper asset silently declaring the end of an era built on debt and illusion. Whats coming is not just inflation its soft hyperinflation the slow collapse of trust itself. It will go down in history alongside the Great Depression and the Great Stagflation weve seen in the past Own real assets. The age of printed wealth is ending. #Gold #Silver #Macro #Inflation"  
[X Link](https://x.com/SunilRe89392848/status/1978985283514438028) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T00:43Z 4664 followers, 3845 engagements


"🧵 Fed Intervention Soon Silver Is Raising Alarm Bells (a thread) 1/8 Something is breaking beneath the surface. The Feds Standing Repo Facility (SRF) just saw $XXX billion withdrawn the first meaningful draw in over a year. Banks are quietly pledging Treasuries to borrow overnight dollars. Thats the first tremor before a liquidity quake. #Silver #Macro #Fed"  
[X Link](https://x.com/SunilRe89392848/status/1979160242253410660) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T12:19Z 4668 followers, 10.5K engagements


"The quietest warning sign in markets isnt in prices its in what collateral the Fed accepts. When the Fed starts taking MBS instead of Treasuries in repo operations its not routine liquidity. It means the system has run short of pristine collateral. Treasuries are being hoarded so dealers pledge lower-quality paper just to stay funded. The consequence Collateral chains thin out repo spreads widen and funding pressure quietly builds beneath the surface until it forces the next round of Fed intervention"  
[X Link](https://x.com/SunilRe89392848/status/1979531507049140418) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T12:54Z 4666 followers, 3133 engagements


"Crazy alignment here ES (inverted) mirrors silvers backwardation like a heartbeat of the system skipping in sync. 🩸 And right when silver started breaking Bitcoin selling began. Its not random this is liquidity migrating under stress. When collateral cracks everything connected to fake leverage trembles. Something big is shifting in the monetary matrix. Full breakdown soon. Stay tuned. #silversqueeze"  
[X Link](https://x.com/SunilRe89392848/status/1979583341344207346) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T16:20Z 4666 followers, 3662 engagements


"@great_martis The most leverage- and liquidity-dependent asset is always the first to break when funding stress hits. BTC slipping below support isnt just a chart event its a reflection of tightening collateral conditions and rising cost of leverage across markets"  
[X Link](https://x.com/SunilRe89392848/status/1979800934747414619) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T06:45Z 4673 followers, XXX engagements


"@WillThomas81 They will print again 😂"  
[X Link](https://x.com/SunilRe89392848/status/1979982659301654646) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T18:47Z 4673 followers, XXX engagements


"4 SLV the worlds largest silver ETF confirms it. In just days it flipped from a XXXX % discount to a +2 % premium. Authorized participants cant arbitrage efficiently metal isnt easily sourced and funding costs have exploded. When the ETF trades above its net asset value it means paper demand exceeds deliverable supply"  
[X Link](https://x.com/SunilRe89392848/status/1979160261857616103) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T12:19Z 4689 followers, 1411 engagements


"6 The Dollar Index (DXY) just rejected the 99100 zone precisely where past liquidity panics peaked. Dollar strength here isnt confidence its strain. Funding costs are climbing faster than global demand for the dollar. The worlds reserve currency is gasping for collateral"  
[X Link](https://x.com/SunilRe89392848/status/1979160369458188464) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-17T12:19Z 4686 followers, 1223 engagements


"4 Why theyre trapped. Their long SLV is pledged as collateral; they cant just sell it without repaying expensive repo loans. So they hedge by shorting more futures not by selling metal to make them delta neutral"  
[X Link](https://x.com/SunilRe89392848/status/1979959905537900762) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4686 followers, 1666 engagements


"5 The feedback loop. More hedging more futures selling deeper backwardation higher funding costs. A mechanical spiral not sentiment"  
[X Link](https://x.com/SunilRe89392848/status/1979959910361338167) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4685 followers, 1484 engagements


"6 Stress spreads. To meet margin calls desks liquidate liquid assetsBTC equities even Treasuries. Thats why cross-asset selling began exactly when silvers curve inverted"  
[X Link](https://x.com/SunilRe89392848/status/1979959914903789912) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:16Z 4686 followers, 1521 engagements


"@Conzv2 @jameslavish Thanks we are at risk of a liquidation event"  
[X Link](https://x.com/SunilRe89392848/status/1979961972218327415) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T17:24Z 4687 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](https://x.com/SunilRe89392848/status/1976707151927136727) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-10T17:51Z 4692 followers, 30.3K engagements


"3 So when you saw silver futures drop X% while spot only fell XXXX% that wasnt silver getting weak. It was the paper market getting margin-called. The physical market held firm. Backwardation ($1.24) tells you people are paying extra to get real silver now not in the future. That is not bearish that is panic for real metal"  
[X Link](https://x.com/SunilRe89392848/status/1979371020533318138) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-18T02:16Z 4692 followers, 8175 engagements


"Silvers backwardation isnt just about market mispricing its a reflection of how funding stress and geopolitics collide. Borrowing SLV now costs nearly XX% yet no one is lending. Thats not greed its caution. Institutions would rather hold on to their metal than lend it into a fragile funding system. Physical silver is tight borrowing costs are high and liquidity is drying up. When money markets seize up even simple trades like buying futures and selling spot become impossible to fund. So the arbitrage gap stays wide. Beneath that theres a strategic layer too: silver isnt just a precious metal"  
[X Link](https://x.com/SunilRe89392848/status/1979918017870872755) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T14:30Z 4692 followers, 13.1K engagements


"True in theory high borrow helps holders but these guys arent free holders. Their SLV is tied up as collateral for their short futures position. They cant sell or lend it easily because its already pledged and closing both sides now means finding cash they dont have. Thats why theyre stuckthey cant move the SLV leg so the only thing they can touch is the futures leg"  
[X Link](https://x.com/SunilRe89392848/status/1979985791158993253) [@SunilRe89392848](/creator/x/SunilRe89392848) 2025-10-19T18:59Z 4692 followers, XXX engagements