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# ![@honzacern1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::799708794531901440.png) @honzacern1 Honza Černý

Honza Černý posts on X about silver, metal, china, business the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::799708794531901440/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::799708794531901440/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +41%
- X Months XXXXXXXXX +9,617%
- X Year XXXXXXXXX +15,734%

### Mentions: XX [#](/creator/twitter::799708794531901440/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::799708794531901440/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX -XX%
- X Months XXXXX +4,425%
- X Year XXXXX +2,505%

### Followers: XXXXX [#](/creator/twitter::799708794531901440/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::799708794531901440/c:line/m:followers.svg)

- X Week XXXXX +16%
- X Month XXXXX +46%
- X Months XXXXX +1,377%
- X Year XXXXX +1,833%

### CreatorRank: XXXXXXX [#](/creator/twitter::799708794531901440/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::799708794531901440/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[currencies](/list/currencies)  #240 [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[silver](/topic/silver) #223, [metal](/topic/metal) #1552, [china](/topic/china) #2102, [business](/topic/business) 2.78%, [hedging](/topic/hedging) #90, [strong](/topic/strong) #1873, [liquidity](/topic/liquidity) #3322, [just a](/topic/just-a) #2310, [inflation](/topic/inflation) #266, [history](/topic/history) #1253

**Top accounts mentioned or mentioned by**
[@reward4risk](/creator/undefined) [@nolitimere4](/creator/undefined) [@truthwins737](/creator/undefined) [@kobeissiletter](/creator/undefined) [@smeeagle](/creator/undefined) [@arthurqueen2011](/creator/undefined) [@kavenmaitimborb](/creator/undefined) [@grok](/creator/undefined) [@kmkm61317681](/creator/undefined) [@tr90605549](/creator/undefined) [@drtororu](/creator/undefined) [@traynorregen](/creator/undefined) [@nobodythan](/creator/undefined) [@captaingreen18](/creator/undefined) [@dogtrovert_wolf](/creator/undefined) [@tavicosta](/creator/undefined) [@orientalghost](/creator/undefined) [@pstewed](/creator/undefined) [@richardcabezza](/creator/undefined) [@happytraderji](/creator/undefined)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Bank of America (BAC)](/topic/bank-of-america)
### Top Social Posts
Top posts by engagements in the last XX hours

"Funny how in early 2024 silver was depleting SGE was draining and imports were urgent Now the narrative suddenly flips. The data didnt change and certainly not for the better. Only the script did. 🤭🤣 #SilverMemory"  
[X Link](https://x.com/honzacern1/status/1997769940326137905)  2025-12-07T20:47Z 9752 followers, 4628 engagements


"🧵1/ COMEX Silver Deliveries Are Exploding and the market is pretending its normal. Day X of December: 8855 contracts already delivered. Thats XXXXXX million oz of real silver taken off the exchange. This is not business as usual. This is a run on the vaults"  
[X Link](https://x.com/honzacern1/status/1995899763955228771)  2025-12-02T16:56Z 9753 followers, 152.3K engagements


"This doesnt look like a normal day. This looks like a market desperately trying to suppress the signal that were extremely close to a price explosion. #silvermanipulation"  
[X Link](https://x.com/honzacern1/status/1996231161241100724)  2025-12-03T14:52Z 9696 followers, 15.2K engagements


"Yeah Im familiar with Goldbacks but Im not a fan. Theyre interesting but not practical for me. The gold content is tiny the premium is massive and theyre still a centralized region-dependent product. In a real barter situation Id rather rely on pure universally recognized metal in my hand than on something thats expensive to produce hard to verify and not widely accepted. But thank you for bringing it up. Its great that we can brainstorm together like this"  
[X Link](https://x.com/honzacern1/status/1996612173712302269)  2025-12-04T16:06Z 9686 followers, XX engagements


"6/ Now look at Copper. You see firms like Macquarie Marex Mizuho showing up. Copper delivery appetite alongside gold/silver is a big tell: This isnt just inflation hedge culture. Its industrial + monetary hedging at once"  
[X Link](https://x.com/honzacern1/status/1996983290696229350)  2025-12-05T16:41Z 9744 followers, XXX engagements


"7/ Silver (5000 oz contracts) is where stackers should zoom in and not just for the total. The key is WHOis stopping"  
[X Link](https://x.com/honzacern1/status/1996983292449390818)  2025-12-05T16:41Z 9744 followers, XXX engagements


"1/ Gold at $4200 Silver at nearly $XX and mining CAPEX is still at one of the lowest levels in history. Yes this is how a supply crisis looks before it gets priced in. Via @TaviCosta"  
[X Link](https://x.com/honzacern1/status/1997609588170936576)  2025-12-07T10:10Z 9744 followers, 5855 engagements


"8/ When the CAPEX curve finally bends upward the price will already be gone. And retail will say: nobody could have seen this coming. But we see it now"  
[X Link](https://x.com/honzacern1/status/1997609602083598731)  2025-12-07T10:10Z 9721 followers, 4749 engagements


"If they were smart theyd already be unwinding. But the problem is they cant. Once you build a global pricing system on synthetic silver you lose the ability to exit peacefully. Every ounce they cover pushes the price higher. Every delivered contract tightens the noose. Its a trap of their own making. And thats why they delay stall and manage instead of buying their way out. Silver doesnt wait for smart decisions it exposes bad ones"  
[X Link](https://x.com/honzacern1/status/1997653156851843340)  2025-12-07T13:03Z 9755 followers, 1798 engagements


"3/ Heres the simple stacker translation: When a lot of call options sit above price the market often tries to pin price below that strike because if price goes above it hedging can force more buying. Thats where fireworks come from"  
[X Link](https://x.com/honzacern1/status/1998058025668562972)  2025-12-08T15:52Z 9732 followers, XXX engagements


"6/ The Fibonacci chart posted is pointing to the same structure: Silver has been coiling under resistance. Coils dont last forever. They resolve. And the more pressure builds the harder the release"  
[X Link](https://x.com/honzacern1/status/1998058033469858247)  2025-12-08T15:52Z 9753 followers, 1033 engagements


"8/ So whats the big picture ✅ Big call interest at $60/$65 ✅ Price coiling under resistance ✅ Repeated defense/pinning behavior ✅ Physical markets holding stronger This is exactly the setup where a move can become self-feeding"  
[X Link](https://x.com/honzacern1/status/1998058038205276549)  2025-12-08T15:52Z 9736 followers, XXX engagements


"Today's stack. #silverlove"  
[X Link](https://x.com/honzacern1/status/1994054800346952050)  2025-11-27T14:44Z 9365 followers, 5612 engagements


"The official story gets stranger by the hour. If the outage was truly a cooling issue wed see it across multiple CyrusOne clients not only on CMEs matching engine during a vertical move. When media starts adding vague context instead of facts you know the narrative is being managed not reported. This looks less like a malfunction and more like a controlled halt"  
[X Link](https://x.com/honzacern1/status/1994308814913278190)  2025-11-28T07:34Z 9377 followers, 86.7K engagements


"If this were actually true the world would have just discovered XX million tonnes of gold silver copper and zinc conveniently at the exact moment when global inventories (especially silver) are collapsing and COMEX cant hide the shortages anymore. That would be such a miracle that angels themselves would have to fly into the desert and dump ore with a shovel. Now the reality: *If anyone understood basic geology theyd know that XX million tonnes refers to ore tonnage not metal content. Typical grades: Gold: XXXX g/t Silver: 1050 g/t Copper: XXXX% So if someone actually ran the numbers theyd"  
[X Link](https://x.com/honzacern1/status/1995067856887722089)  2025-11-30T09:50Z 9368 followers, 27K engagements


"1/ 🧵BREAKING (if true): J.P. Morgan reportedly moved its entire gold trading desk from New York to Singapore last Thursday quietly no press release. If this is accurate its not just another relocation. It smells like an escape. 👇"  
[X Link](https://x.com/honzacern1/status/1995183294137487708)  2025-11-30T17:29Z 9360 followers, 36.9K engagements


"5/ At the same time J.P. Morgans private bank business with ultra-high-net-worth clients is reportedly exploding in Singapore. Translation: Smart money is moving capital AND metal out of the US jurisdiction at the same time. Thats not noise. Thats positioning"  
[X Link](https://x.com/honzacern1/status/1995183306946580930)  2025-11-30T17:29Z 9374 followers, 1456 engagements


"6/ Jamie Dimon reportedly visited the Shanghai Gold Exchange in March and has been building deep ties with Chinas gold market since. Parallel to that BRICS countries have been dumping U.S. Treasuries (another $93B sold last week per the video). Gold flows East"  
[X Link](https://x.com/honzacern1/status/1995183310591426954)  2025-11-30T17:29Z 9374 followers, 1368 engagements


"The biggest amount of fictional silver ever traded Over XXX billion ounces in XX hours. Paper leverage over XXX the physical stock. And they still dare to call this market fair. 👉 And yet look at the chart. Even with record-level paper suppression the price keeps climbing. Every dip is bought. Physical is draining. Paper is losing control. If THIS is what silver does under maximum manipulation imagine what happens when the paper burns. #PaperVsPhysical #Unobtainium #SilverTruth"  
[X Link](https://x.com/honzacern1/status/1995890696226574565)  2025-12-02T16:19Z 9355 followers, 19.4K engagements


"2/ In July ADP was +104K. Today were at 32K. A collapse of 136000 jobs in just four months. This is how recessions announce themselves quietly then suddenly"  
[X Link](https://x.com/honzacern1/status/1996211994609824185)  2025-12-03T13:36Z 9468 followers, XXX engagements


"3/ A negative ADP print means one thing: The U.S. private sector is already shrinking. This is not soft landing. This is the landing gear tearing off on impact"  
[X Link](https://x.com/honzacern1/status/1996211998288179321)  2025-12-03T13:36Z 9473 followers, XXX engagements


"2/ Who took the silver Not retail. Not algos. Not tourists. But the giants: BofA XXX STOPPED JP Morgan XXX STOPPED (1 issued) Marex Spec XXX STOPPED RBC XX STOPPED (25 issued) Scotia StoneX BNP also loading up. These arent people who speculate. These are firms who prepare"  
[X Link](https://x.com/honzacern1/status/1996651627151778043)  2025-12-04T18:43Z 9753 followers, 7718 engagements


"9/ When the biggest banks on earth scramble for physical silver that is not a bearish signal. That is the loudest silent alarm the market can give. Stack wisely. Stack consistently. Stack early. Because soon there wont be enough. #Silver #SilverSqueeze #SilverStackers #COMEX #PhysicalSilver #SilverBullion #HardAssets #SoundMoney"  
[X Link](https://x.com/honzacern1/status/1996651641655763342)  2025-12-04T18:43Z 9468 followers, 5941 engagements


"THREAD 🧵: CME Daily Delivery Notices arent boring PDFs. Theyre the receipt printer of the real metal market. If youre a stacker this is where you look not at the squiggly price line. 1/ First rule: STOPPED = someone took delivery. Thats the line where paper turns into physical. Second rule: ISSUED = delivered out. So when big names are stopping theyre not trading. Theyre loading the truck"  
[X Link](https://x.com/honzacern1/status/1996983280470491434)  2025-12-05T16:41Z 9372 followers, 10.7K engagements


"3/ Gold was a crowd scene. Youve got names like JPM Standard Chartered Scotia BofA Barclays RBCinvolved on the STOPPED side. Thats not retail FOMO. Thats wed like our metal in our name now"  
[X Link](https://x.com/honzacern1/status/1996983285239496867)  2025-12-05T16:41Z 9523 followers, XXX engagements


"8/ Notable STOPPED on silver includes HSBC (and other major houses taking pieces). When systemically important firms take delivery its a signal: They dont want exposure. They want possession. (Yes that old meme is still true. Sorry not sorry.)"  
[X Link](https://x.com/honzacern1/status/1996983294202704193)  2025-12-05T16:41Z 9744 followers, XXX engagements


"THREAD: How hard is silver manipulation right now And why the price holding this strong is the biggest red flag for the banks. 1/ Look at the volumes. COMEX is throwing hundreds of millions of paper ounces at the market every single day. Futures + options volume at levels that make zero sense when physical inventories are near historic lows"  
[X Link](https://x.com/honzacern1/status/1997012689583817013)  2025-12-05T18:38Z 9360 followers, 10.8K engagements


"5/ When enormous synthetic volume cannot push the price down it means only one thing: The system is losing leverage over the physical market. And that only ends one way. #Silver #SilverSqueeze #SilverShortage #StackerLogic #COMEX #Metals"  
[X Link](https://x.com/honzacern1/status/1997012697020342757)  2025-12-05T18:38Z 9348 followers, 1904 engagements


"@business Funny how every solar boom headline forgets one tiny detail: You cant install a single panel without silver. Tax credits may expire but the silver bottleneck is permanent"  
[X Link](https://x.com/honzacern1/status/1997369520420225119)  2025-12-06T18:16Z 9376 followers, XXX engagements


"10a/ If supply cant respond quickly in copper it cant save silver either because most silver is a by-product of base-metal mining"  
[X Link](https://x.com/honzacern1/status/1997609607380812013)  2025-12-07T10:10Z 9507 followers, 4233 engagements


"Contango doesnt disprove a shortage its the baseline state of almost every futures market. Oil copper zinc nickel even palladium traded in contango during physical tightness. In silvers case the curve tells you almost nothing about the availability of real metal. What matters is: SGE inventory bleeding out India importing record volumes US Mint struggling to source blanks LBMA increasing inventories only on spreadsheets refinery lead times rising premiums holding firm even as price moves A paper curve reflects the cost of carry. A physical shortage shows up in actual flows. And right now the"  
[X Link](https://x.com/honzacern1/status/1997681233854095405)  2025-12-07T14:54Z 9376 followers, XXX engagements


"If only you knew. Im a teacher in the Czech Republic and when I tell you I make 20000 CZK a month it sounds unbelievable but thats about XXX USD. And even with that income I still buy silver every single month. Thats how convinced I am not because of hype but because of the information Ive gathered and the determination that comes with it. Youre welcome here brother. Education is very important"  
[X Link](https://x.com/honzacern1/status/1997688828237127878)  2025-12-07T15:25Z 9384 followers, XXX engagements


"1/ US small business bankruptcies just hit an all-time high. 2221 filings under Subchapter V the program designed to prevent small firms from dying. If this is what no recession looks like I dont want to see the real one"  
[X Link](https://x.com/honzacern1/status/1997751660408377563)  2025-12-07T19:34Z 9453 followers, XXX engagements


"🔥 THREAD: The Silver Clock Is Ticking And Almost No One Sees It 🔥 This isnt hype. This isnt emotion. Its arithmetic and its brutal. X China is quietly draining its silver vaults. If the current pace holds exchange stocks hit zero in roughly X months. Not a slogan. Just math from SGE/SHFE reports"  
[X Link](https://x.com/honzacern1/status/1991161594466705718)  2025-11-19T15:08Z 9753 followers, 26K engagements


"Did the halt help them Short-term yes. Long-term absolutely not. They bought themselves a few hours to stop a vertical breakout protect the shorts and reset liquidity. But the damage is bigger: Trust in COMEX just dropped The physical market kept trading The narrative collapsed Everyone now sees who panicked You can delay the squeeze. You cant prevent the repricing. #Silver #SilverSqueeze #SilverMarket"  
[X Link](https://x.com/honzacern1/status/1994310996093964525)  2025-11-28T07:42Z 9721 followers, 56.7K engagements


"🧵 1/ Quietly pouring gasoline on the fire U.S. 401(k) retirement money may be getting a new on-ramp to alternative assets including commodities"  
[X Link](https://x.com/honzacern1/status/1995912044898402651)  2025-12-02T17:44Z 9744 followers, 8133 engagements


"Updated: What Todays Silver Dump Really Tells Us Why the sharp selloff isnt a sign of a healthy market but a sign of stress. Todays silver chart takes us far beyond any idea of normal volatility. What were seeing is a violent almost vertical selloff in a matter of minutes accompanied by a sudden spike in trading volume. Silver dropped nearly X% instantly as if someone unloaded a wall of paper contracts onto the market. But heres the part that matters: Every single dump gets bought. Every single low gets defended. And the deeper the smash the stronger the rebound. This is not natural market"  
[X Link](https://x.com/honzacern1/status/1996600190749270430)  2025-12-04T15:19Z 9754 followers, 59.2K engagements


"Bai says that in stagflation people will sell their physical silver. Sure some will. But only at very different prices and only small pieces compared to what theyd be willing to sell today. Yet his own data shows the opposite: SGE silver stocks are dropping by XXXX tonnes per week. Thats not speculators selling. Thats consumption and accumulation"  
[X Link](https://x.com/honzacern1/status/1996850851097272680)  2025-12-05T07:55Z 9712 followers, 13.1K engagements


"3/ So what is UNIT actually UNIT is best described as a proposed settlement / unit-of-account concept linked to a basket: ✅ gold + ✅ BRICS currencies often tied to the IRIAS framework but not an official BRICS policy instrument"  
[X Link](https://x.com/honzacern1/status/1997368701343973551)  2025-12-06T18:13Z 9738 followers, 2482 engagements


"4/ The core idea proponents push: Measure currencies in gold terms (gold as the reference) not gold in currency terms. Thats a philosophical flip and it matters if it ever scales"  
[X Link](https://x.com/honzacern1/status/1997368703214559710)  2025-12-06T18:13Z 9752 followers, 2464 engagements


"@Kalshi Wall Street spent a decade overhyping companies with no profits. Now the only IPO people genuinely care about comes from a YouTuber. Tells you everything about the times we live in"  
[X Link](https://x.com/honzacern1/status/1997407972742283677)  2025-12-06T20:49Z 9713 followers, XXX engagements


"🧵When metal prices are at record highs but CAPEX is down XX% something is coming. This should be impossible and yet its happening. Heres the part of the story nobody talks about"  
[X Link](https://x.com/honzacern1/status/1997609585239105932)  2025-12-07T10:10Z 9755 followers, 44.2K engagements


"9/ 🔥 THE PART NO ONE TALKS ABOUT: BASE-METAL CAPEX There is no such thing as a clean silver CAPEX number. Because XX % of global silver supply comes from copper zinc lead & gold mines. Silver does not control its own destiny. It inherits the CAPEX decisions of others"  
[X Link](https://x.com/honzacern1/status/1997609603874332730)  2025-12-07T10:10Z 9731 followers, 4653 engagements


"🚨 The LBMA Silver Surge: What the Numbers Really Tell Us Over the past three months LBMA claims its silver vaults have suddenly gained XXXX million ounces. Thats 2600 metric tons. To put this in perspective: That is the equivalent of two large silver mines magically appearing without a single miner refinery or logistics company noticing. In real commodity markets that simply does not happen. Below is what the data actually tells us"  
[X Link](https://x.com/honzacern1/status/1997622797154021795)  2025-12-07T11:02Z 9753 followers, 16.6K engagements


"10/ Stackers understand something Wall Street doesnt: If small businesses suffer If liquidity dries up If borrowing costs stay high The soft landing is dead. And when the Fed returns with the firehose silver will not ask for permission"  
[X Link](https://x.com/honzacern1/status/1997751697343746425)  2025-12-07T19:34Z 9752 followers, XXX engagements


"4/ What happens if we push above $XX Market makers who sold those calls may need to hedge risk by buying futures. Buying futures pushes price higher which increases hedging pressure which pushes price higher again. That feedback loop is called a gamma squeeze. Stackers: its basically a paper spring snapping upward"  
[X Link](https://x.com/honzacern1/status/1998058027652428132)  2025-12-08T15:52Z 9752 followers, XXX engagements


"23/ Japan is the spark risk. The U.S. is the global benchmark. Europe is the silent stress zone especially France. And when these three line up you dont get normal. You get regime change"  
[X Link](https://x.com/honzacern1/status/1998074848556302744)  2025-12-08T16:59Z 9753 followers, XXX engagements


"🔥 THREAD: The SilverOil Ratio Just Hit Its 2nd Highest Level in History And Nobody Seems to Understand What This Means (Read this before you sleep if you still can.)"  
[X Link](https://x.com/honzacern1/status/1998451120801456250)  2025-12-09T17:54Z 9755 followers, 57.4K engagements


"5/ Look at the fundamentals: Solar demand = record EV demand = record Semiconductor demand = record Medical + industrial use = record Mine CAPEX = worst in XX years XX% of supply = by-product Inventories = vanishing East = absorbing every physical ounce"  
[X Link](https://x.com/honzacern1/status/1998451143664361535)  2025-12-09T17:54Z 9754 followers, 9224 engagements


"11/ Sleep on this if you can. Most wont. #silver #oil #commodities #energy #markets #inflation #macro #investing"  
[X Link](https://x.com/honzacern1/status/1998451168570388988)  2025-12-09T17:54Z 9755 followers, 7573 engagements


"#Silver is holding $XX like its magnetized. This isnt distribution its coiling. Coiling never ends sideways"  
[X Link](https://x.com/honzacern1/status/1998460253831057901)  2025-12-09T18:30Z 9753 followers, 9225 engagements


"🧵 THREAD: China Is Signaling the Next Silver Phase"  
[X Link](https://x.com/honzacern1/status/1998666790524895458)  2025-12-10T08:11Z 9755 followers, 3007 engagements


"Everything looks great right 🤣🤣🤣 Just your average day in global bond markets Switzerland +8.5 bps because when the safest country panics you know were fine. Spain +7.5 bps totally normal. Must be siesta volatility. Portugal +7.2 bps nothing to see here just a sovereign doing cardio. Italy +7.7 bps classic Tuesday. France +6.2 bps libert galit rising yields. Germany +6.5 bps when even the Bund starts screaming you definitely want to stay calm. Japan +2.8 bps the final boss is waking up. Great sign. Yes yes Bond markets are definitely not breaking. Everything is stable. Everything is"  
[X Link](https://x.com/honzacern1/status/1998683261501944122)  2025-12-10T09:16Z 9755 followers, 1766 engagements


"My Christmas gift for our beloved school janitor who is also retiring. Hes a great guy and I truly appreciate people like him. #silvergift"  
[X Link](https://x.com/honzacern1/status/1994502776496558118)  2025-11-28T20:24Z 9723 followers, 5410 engagements


"#Silver looking strong. China just published $59.05/oz on SHFE while the West is sitting at $XXXXX. This is what happens when physical demand leads and the paper markets try to keep the lid on. SHFE +2.46% today SGE/SHFE silver price remains ABOVE Western spot SHFE vaults: small bounce but still historically low 5-day move: +11.21% this is NOT the top this is the ignition phase Every time media says too fast too far its usually the beginning not the end. As long as China trades higher than COMEX/LBMA the pressure keeps building. The real price is emerging and its not in New York. 🥈🔥"  
[X Link](https://x.com/honzacern1/status/1995786607522140308)  2025-12-02T09:26Z 9753 followers, 36.1K engagements


"1/ Something BIG just happened on COMEX. Not in price but in deliveries. And thats where the real story always hides. XXX silver delivery notices were filed in a single day. Thats XXX million ounces standing for delivery"  
[X Link](https://x.com/honzacern1/status/1996651624039961054)  2025-12-04T18:43Z 9753 followers, 54.2K engagements


"3/ Bank of America widely reported as one of the biggest synthetic shorts in silver is suddenly taking delivery. When a major short starts grabbing bars you know exactly what time it is"  
[X Link](https://x.com/honzacern1/status/1996651629375025656)  2025-12-04T18:43Z 9753 followers, 6250 engagements


"Exactly people will always sell something at higher levels. But thats the whole point: those levels are far above todays price and most holders will only let go of small pieces not their core stack. And with SGE inventories dropping XXXX tonnes a week and trading at $60/oz the market is clearly preparing for those higher levels long before the public realizes it"  
[X Link](https://x.com/honzacern1/status/1996855289601986677)  2025-12-05T08:12Z 9603 followers, XXX engagements


"2/ On this report the headline isnt one metal. Its the pattern across metals: ✅ Gold ✅ Copper ✅ Silver ✅ Palladium When the same class of institutions is taking everything thats not a coincidence. Thats a posture"  
[X Link](https://x.com/honzacern1/status/1996983283385577844)  2025-12-05T16:41Z 9600 followers, XXX engagements


"5/ JPM is doing JPM things: issuing and stopping in size (in gold). That often looks like internal reshuffling (house vs client account-to-account warehouse category juggling). Its the financial equivalent of: Im not moving furniture Im just rearranging the safe. 🥴"  
[X Link](https://x.com/honzacern1/status/1996983288901009592)  2025-12-05T16:41Z 9641 followers, XXX engagements


"Signs are everywhere. You just need to see them. #SILVER"  
[X Link](https://x.com/honzacern1/status/1997240979942940735)  2025-12-06T09:45Z 9662 followers, 7716 engagements


"🧵 THREAD: What the CFTC COT Delay Really Means (and why stackers should care) 1/ The CFTC just announced something unprecedented: Theyre delaying future COT reports because they must finish pastones first. This isnt just bureaucracy. This is a market signal"  
[X Link](https://x.com/honzacern1/status/1997267454842773910)  2025-12-06T11:30Z 9575 followers, 9511 engagements


"2/ Reminder: The COT (Commitments of Traders) report is the X-ray of the futures market. It shows: whos adding big shorts whos taking physical-leaning longs commercial hedging behavior when the paper market tightens and when someone is trying to hide footprints When the X-ray goes dark transparency disappears"  
[X Link](https://x.com/honzacern1/status/1997267457300475925)  2025-12-06T11:30Z 9600 followers, 1229 engagements


"1/ 🧵 EXPLAINED: BRICS gold-backed currency (the UNIT) and why stackers should care. Lots of noise. Some signal. Heres the clean version.👇"  
[X Link](https://x.com/honzacern1/status/1997368696625357151)  2025-12-06T18:13Z 9753 followers, 20.4K engagements


"2/ First: BRICS has NOT officially adopted a single common currency (despite years of headlines). Even BRICS officials have repeatedly emphasized national-currency settlement over a new shared currency"  
[X Link](https://x.com/honzacern1/status/1997368699326521346)  2025-12-06T18:13Z 9734 followers, 2418 engagements


"5/ Why stackers care even if its just a pilot / concept: Because any trade instrument that anchors to gold nudges the world toward: ➡ more gold in reserves ➡ more gold in settlement thinking ➡ less blind faith in paper IOUs"  
[X Link](https://x.com/honzacern1/status/1997368705022312593)  2025-12-06T18:13Z 9745 followers, 2353 engagements


"6/ Now connect the dots to the REAL driver: Capital markets are enormous. Metals are tiny. SIFMA: global fixed income $145T (2024) global equity mkt cap $126.7T"  
[X Link](https://x.com/honzacern1/status/1997368706859512227)  2025-12-06T18:13Z 9752 followers, 2204 engagements


"4/ And guess which metal is hit the hardest Silver. Because XX % of global silver production is a by-product of mining other metals. If miners dont invest silver doesnt come out of the ground. Its that simple"  
[X Link](https://x.com/honzacern1/status/1997609594260955590)  2025-12-07T10:10Z 9744 followers, 5337 engagements


"11/ When XX% of silver depends on copper/zinc/lead It means only one thing: Future silver supply cant ramp fast enough. Not at $XX. Not at $XXX. Not even at $XXX. Thats not a theory. Thats mining math"  
[X Link](https://x.com/honzacern1/status/1997609609172021351)  2025-12-07T10:10Z 9569 followers, 4267 engagements


"Im going to leave something here for you to consider. Im not claiming to be XXX% right all the time thats why all of you are here. Im genuinely interested in your thoughts. #silverthinkers"  
[X Link](https://x.com/honzacern1/status/1997648325420388422)  2025-12-07T12:44Z 9736 followers, 4044 engagements


"🔥 THREAD: US Small Businesses Are Breaking And Silver Knows Why"  
[X Link](https://x.com/honzacern1/status/1997751656889696468)  2025-12-07T19:34Z 9753 followers, 7492 engagements


"2/ Subchapter V was created to help distressed small companies survive. Faster. Cheaper. More flexible than Chapter XX. It was meant as a shield. Now its becoming a funnel"  
[X Link](https://x.com/honzacern1/status/1997751664829206993)  2025-12-07T19:34Z 9556 followers, XXX engagements


"3/ Bankruptcies are up +83% in five years. Despite the debt limit shrinking from $7.5M $3M last year (which made it HARDER for larger companies to qualify). Meaning: This surge is XXX% small-business pain"  
[X Link](https://x.com/honzacern1/status/1997751668457558315)  2025-12-07T19:34Z 9556 followers, XXX engagements


"4/ Whats killing them High borrowing costs Weak consumer spending Falling margins Inventories they cant liquidate Rising input prices Economic uncertainty This is the real economy not the S&P cartoon"  
[X Link](https://x.com/honzacern1/status/1997751672488198543)  2025-12-07T19:34Z 9651 followers, XXX engagements


"5/ Small businesses are the backbone of the US economy: 🔹 XXXX% of all firms 🔹 XX% of private-sector jobs 🔹 XX% of US GDP When they break the macro numbers follow. Always"  
[X Link](https://x.com/honzacern1/status/1997751675927560377)  2025-12-07T19:34Z 9738 followers, XXX engagements


"6/ Why does this matter for silver Because small business stress recession risk monetary response liquidity wave. And silver is the most interest-rate-sensitive metal on the planet"  
[X Link](https://x.com/honzacern1/status/1997751680507707401)  2025-12-07T19:34Z 9564 followers, XXX engagements


"9/ This Subchapter V chart is not just about bankruptcy. Its a warning about the thing everyone ignores: The system is breaking at the bottom first. And bottom-up stress always becomes top-down panic"  
[X Link](https://x.com/honzacern1/status/1997751693329739904)  2025-12-07T19:34Z 9566 followers, XXX engagements


"Everything is so wonderfully dynamic everything feels so alive. 🤭 #FOMC"  
[X Link](https://x.com/honzacern1/status/1997922595941847244)  2025-12-08T06:54Z 9753 followers, 5222 engagements


"1/ Chinas silver market just sent another message the physical world is tightening not loosening. Both SGE and SHFE closed the week higher: SGE silver: +1.12% SHFE silver: +2.06% Price in USD: ** $60/oz** When both markets rise together its usually one thing: ➡ Real demand. Real metal. Real pressure"  
[X Link](https://x.com/honzacern1/status/1997969070537204218)  2025-12-08T09:58Z 9753 followers, 7939 engagements


"2/ Just look at the vaults: SHFE silver vaults Dec 5: 687956 kg Dec 8: 699291 kg A small +11335 kg bounce after a massive 28680 kg weekly draw just days before. This is classic supply-tightness behavior: ➡ Big outflows ➡ Tiny inflows ➡ Price keeps rising The vaults are rebuilding nothing. Theyre barely breathing"  
[X Link](https://x.com/honzacern1/status/1997969073410289945)  2025-12-08T09:58Z 9752 followers, XXX engagements


"🔥🧵 THREAD: The $XX Line in Silver Isnt Just a Number. Its a TRIGGER. Thanks to @DarioCpx for kick-off"  
[X Link](https://x.com/honzacern1/status/1998058019414843748)  2025-12-08T15:52Z 9755 followers, 10.4K engagements


"5/ Now look at the charts: Were seeing tight ranges repeated spikes quick smashes then recovery. Thats not a sleepy market. Thats a battle zone. It looks like nothing is happening until it suddenly does"  
[X Link](https://x.com/honzacern1/status/1998058030189965813)  2025-12-08T15:52Z 9752 followers, XXX engagements


"7/ Heres the part stackers should love: While the West trades paper around $5859 China is already printing $60+ on SGE/SHFE. Thats the physical world whispering: Price discovery is moving East"  
[X Link](https://x.com/honzacern1/status/1998058036380713131)  2025-12-08T15:52Z 9738 followers, XXX engagements


"9/ Stacker message: You dont need perfect timing. You need conviction. Because when the market flips from managed to momentum it doesnt ask permission. $XX is the line. If it breaks and holds the next question becomes: How fast can we reach $XX and beyond 🥈🔥 #Silver #SilverSqueeze #Stackers #COMEX #LBMA #SGE"  
[X Link](https://x.com/honzacern1/status/1998058040184955010)  2025-12-08T15:52Z 9755 followers, 1755 engagements


"The funny part Silver doesnt even need a bull market to crack $XX. It just needs one failed suppression attempt one misstep in hedging and the whole structure tips. Thats the thing with coiled markets: They look perfectly controlled right until the moment they arent. 🥈⚡ Stay sharp stackers. The pressure is not gone its building"  
[X Link](https://x.com/honzacern1/status/1998058809596494025)  2025-12-08T15:55Z 9753 followers, 1686 engagements


"Strange isnt it A Fed rate cut is expected tomorrow and yet silver isnt being pre-massaged downward like in the old manipulated days. 🤣 Back then the script was simple: big event push Ag down keep the illusion alive. Now Physical demand is too strong Asia sets the tone The paper tricks dont move the needle like they used to And the market knows the Fed is cutting into inflation not out of strength When silver stops reacting to the old playbook it means the old playbook is dying. 🥈🔥 #silverfun"  
[X Link](https://x.com/honzacern1/status/1998326004402511993)  2025-12-09T09:37Z 9754 followers, 14K engagements


"8% lease rates = the market saying physical #Silver is extremely scarce. Futures can wiggle short-term but physical metal reacts in only one direction. ➜ Up"  
[X Link](https://x.com/honzacern1/status/1998431940425429327)  2025-12-09T16:37Z 9755 followers, 3869 engagements


"4/ Why Because the market is quietly admitting something: ➡ Silver is becoming more strategically important than oil. Energy is the bloodstream. Silver is the nervous system. One can be replaced. The other CANNOT"  
[X Link](https://x.com/honzacern1/status/1998451138916503998)  2025-12-09T17:54Z 9754 followers, 8709 engagements


"1/ China just printed another all-time high on silver. And instead of cooling off their vaults added more metal: +24057 kg today (SHFE) +6150 kg this week (SGE) Who buys MORE at ATH 👉 Someone who knows the price is still wrong"  
[X Link](https://x.com/honzacern1/status/1998666793402191927)  2025-12-10T08:11Z 9753 followers, XXX engagements


"2/ People say: But a chart shows China below COMEX No thats just the USD/CNY trick. Silver in China is priced in RMB. Move the exchange rate a few percent and you can make anything look cheap or expensive. The reality In RMB China is paying all-time-high prices"  
[X Link](https://x.com/honzacern1/status/1998666795272790509)  2025-12-10T08:11Z 9755 followers, XXX engagements


"You know what I also notice Everyones been waiting for the Fed cuts the perfect excuse to say: Relax its priced in. Funny thing This time its not working. The price keeps pushing higher anyway. 😄 Maybe just maybe silver stopped listening to narratives and started listening to flows. #SilverDontCare"  
[X Link](https://x.com/honzacern1/status/1998671781977035104)  2025-12-10T08:31Z 9755 followers, 2945 engagements


"Ive noticed there arent many ladies in our stacking community. So this is an open invitation dont worry we dont bite and were a fun bunch. Im all for a more gender-balanced stacking community. 😉 #SILVERBEAUTYTOBEAUTIES"  
[X Link](https://x.com/honzacern1/status/1998719624347873325)  2025-12-10T11:41Z 9755 followers, 2032 engagements