[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @honzacern1 Honza ΔernΓ½ Honza ΔernΓ½ posts on X about silver, china, metal, hedging the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::799708794531901440/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +39% - X Months XXXXXXXXX +9,654% - X Year XXXXXXXXX +15,791% ### Mentions: XX [#](/creator/twitter::799708794531901440/posts_active)  - X Week XXX -XXXX% - X Month XXX -XX% - X Months XXXXX +4,556% - X Year XXXXX +2,518% ### Followers: XXXXX [#](/creator/twitter::799708794531901440/followers)  - X Week XXXXX +15% - X Month XXXXX +49% - X Months XXXXX +1,409% - X Year XXXXX +1,830% ### CreatorRank: XXXXXXX [#](/creator/twitter::799708794531901440/influencer_rank)  ### Social Influence **Social category influence** [currencies](/list/currencies) #1275 [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [silver](/topic/silver) #774, [china](/topic/china) #3761, [metal](/topic/metal) 3.31%, [hedging](/topic/hedging) 1.99%, [just a](/topic/just-a) 1.99%, [future](/topic/future) 1.32%, [business](/topic/business) 1.32%, [matter](/topic/matter) 1.32%, [$6753t](/topic/$6753t) 1.32%, [if you](/topic/if-you) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@nolitimere4](/creator/undefined) [@lilbobbyjay](/creator/undefined) [@kobeissiletter](/creator/undefined) [@alanwatts21](/creator/undefined) [@arthurqueen2011](/creator/undefined) [@kavenmaitimborb](/creator/undefined) [@reward4risk](/creator/undefined) [@tr90605549](/creator/undefined) [@kmkm61317681](/creator/undefined) [@drtororu](/creator/undefined) [@traynorregen](/creator/undefined) [@tavicosta](/creator/undefined) [@happytraderji](/creator/undefined) [@wsj](/creator/undefined) [@threadreaderapp](/creator/undefined) [@barchart](/creator/undefined) [@smeeagle](/creator/undefined) [@nostredamus](/creator/undefined) [@business](/creator/undefined) **Top assets mentioned** [Bank of America (BAC)](/topic/bank-of-america) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last XX hours "π§΅ 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 9780 followers, 9526 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 9780 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 9780 followers, XXX engagements "π§΅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 9780 followers, 152.4K 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 9779 followers, 59.3K 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 9780 followers, 7864 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 9780 followers, 9325 engagements "@lilbobbyjay @KobeissiLetter" [X Link](https://x.com/honzacern1/status/1998845369266974975) 2025-12-10T20:00Z 9779 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 9781 followers, 5869 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 9781 followers, 1827 engagements "4/ Why Because the market is quietly admitting something: β‘ 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 9781 followers, 9040 engagements "π§΅ THREAD: China Is Signaling the Next Silver Phase" [X Link](https://x.com/honzacern1/status/1998666790524895458) 2025-12-10T08:11Z 9779 followers, 4170 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 π Someone who knows the price is still wrong" [X Link](https://x.com/honzacern1/status/1998666793402191927) 2025-12-10T08:11Z 9781 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 9780 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. π 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 9780 followers, 3496 engagements "Funny glitch tonight: the futures curve was higher than the printed price itself. Even TradingView cant hide the pressure under this market anymore. π€·βπ₯ #SilverWantsHigher" [X Link](https://x.com/honzacern1/status/1999029461401116789) 2025-12-11T08:12Z 9779 followers, 1835 engagements "Oh really I thought BTC was supposed to replace gold and handle situations like this flawlessly thanks to its scarcity. Yet here we are one Fed whisper and it melts faster than an ETF premium in panic mode. π€£π€«" [X Link](https://x.com/honzacern1/status/1999052322681348492) 2025-12-11T09:43Z 9779 followers, 1429 engagements "For me personally silver was never a trade based on short-term charts. My minimum target on the gold/silver ratio has always been around 1:7 and thats simply because it reflects the real mining ratio. We take roughly XX ounces of silver out of the ground for every ounce of gold. Yet the market has been pricing silver as if it were 5080:1 for decades. Except for short-term exceptions 1998 2008 and 2011. That disconnect wont last forever. And when the monetary system begins to reprice structural imbalances the compression tends to be fast not slow. So no I dont see silver as more risky. I see" [X Link](https://x.com/honzacern1/status/1999113472643059893) 2025-12-11T13:46Z 9779 followers, XX engagements "Oops that wasnt a breakout that was pressure escaping. #Silver just printed fresh highs while the system pretends nothings wrong. Paper can stall but physical demand never lies. Buckle up this move isnt done. Just STRATING ENGINE" [X Link](https://x.com/honzacern1/status/1999167422150975550) 2025-12-11T17:20Z 9779 followers, 3383 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 "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 "π§΅ THREAD: What happens to #Silver if physical delivery stops (Just brainstorming.)" [X Link](https://x.com/honzacern1/status/1994866731945185409) 2025-11-29T20:31Z 9764 followers, 13.4K 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. π₯π₯" [X Link](https://x.com/honzacern1/status/1995786607522140308) 2025-12-02T09:26Z 9764 followers, 36.1K engagements "π§΅ 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 9755 followers, 8133 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 "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 9772 followers, 54.3K 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 9772 followers, 7738 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 9763 followers, 6252 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 "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 9775 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 9775 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 "1/ π§΅ EXPLAINED: BRICS gold-backed currency (the UNIT) and why stackers should care. Lots of noise. Some signal. Heres the clean version.π" [X Link](https://x.com/honzacern1/status/1997368696625357151) 2025-12-06T18:13Z 9764 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 9775 followers, 2418 engagements "3/ So what is UNIT actually UNIT is best described as a proposed settlement / unit-of-account concept linked to a basket: β gold + β 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 9776 followers, 2464 engagements "5/ Why stackers care even if its just a pilot / concept: Because any trade instrument that anchors to gold nudges the world toward: β‘ more gold in reserves β‘ more gold in settlement thinking β‘ 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 9758 followers, 2204 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 "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 9774 followers, 5347 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 9766 followers, 4754 engagements "9/ π₯ 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 9776 followers, 4666 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 9764 followers, 4241 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 9766 followers, 4278 engagements "π¨ 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 9763 followers, 16.7K 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 "π₯ THREAD: US Small Businesses Are Breaking And Silver Knows Why" [X Link](https://x.com/honzacern1/status/1997751656889696468) 2025-12-07T19:34Z 9763 followers, 7492 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 9764 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: πΉ XXXX% of all firms πΉ XX% of private-sector jobs πΉ XX% of US GDP When they break the macro numbers follow. Always" [X Link](https://x.com/honzacern1/status/1997751675927560377) 2025-12-07T19:34Z 9777 followers, XXX 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 "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. π€π€£ #SilverMemory" [X Link](https://x.com/honzacern1/status/1997769940326137905) 2025-12-07T20:47Z 9752 followers, 4628 engagements "Everything is so wonderfully dynamic everything feels so alive. π€ #FOMC" [X Link](https://x.com/honzacern1/status/1997922595941847244) 2025-12-08T06:54Z 9769 followers, 5241 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: β‘ Real demand. Real metal. Real pressure" [X Link](https://x.com/honzacern1/status/1997969070537204218) 2025-12-08T09:58Z 9763 followers, 7949 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: β‘ Big outflows β‘ Tiny inflows β‘ Price keeps rising The vaults are rebuilding nothing. Theyre barely breathing" [X Link](https://x.com/honzacern1/status/1997969073410289945) 2025-12-08T09:58Z 9762 followers, XXX engagements "π₯π§΅ 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 9771 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 9764 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 9764 followers, 1034 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 "8/ So whats the big picture β Big call interest at $60/$65 β Price coiling under resistance β Repeated defense/pinning behavior β 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 "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 π₯π₯ #Silver #SilverSqueeze #Stackers #COMEX #LBMA #SGE" [X Link](https://x.com/honzacern1/status/1998058040184955010) 2025-12-08T15:52Z 9762 followers, 1756 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. π₯β‘ Stay sharp stackers. The pressure is not gone its building" [X Link](https://x.com/honzacern1/status/1998058809596494025) 2025-12-08T15:55Z 9763 followers, 1688 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 9764 followers, XXX 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. π€£ 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. π₯π₯ #silverfun" [X Link](https://x.com/honzacern1/status/1998326004402511993) 2025-12-09T09:37Z 9773 followers, 14.1K 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. β Up" [X Link](https://x.com/honzacern1/status/1998431940425429327) 2025-12-09T16:37Z 9779 followers, 3910 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 9780 followers, 9559 engagements "Everything looks great right π€£π€£π€£ 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 9773 followers, 2135 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. π #SILVERBEAUTYTOBEAUTIES" [X Link](https://x.com/honzacern1/status/1998719624347873325) 2025-12-10T11:41Z 9774 followers, 3143 engagements "π₯ THREAD: The Silver Clock Is Ticking And Almost No One Sees It π₯ 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 9781 followers, 27.5K engagements "π§΅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 9780 followers, 44.5K engagements "π₯ 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 9779 followers, 60.4K engagements "Something just broke in the silver options market. And no ones talking about it. Ill explain tonight and once you see the chart you wont forget it. π₯β‘ Stay tuned" [X Link](https://x.com/honzacern1/status/1998736417598386177) 2025-12-10T12:47Z 9779 followers, 5079 engagements "For many years they laughed. I enjoy a good laugh too thats why I was smiling when we had the chance to buy the absolute champion for pennies. Whats the situation now #SilverChamp" [X Link](https://x.com/honzacern1/status/1999180901851234697) 2025-12-11T18:14Z 9779 followers, 1466 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@honzacern1 Honza ΔernΓ½Honza ΔernΓ½ posts on X about silver, china, metal, hedging the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence currencies #1275 finance XXXXX% countries XXXX% stocks XXXX% cryptocurrencies XXXX%
Social topic influence silver #774, china #3761, metal 3.31%, hedging 1.99%, just a 1.99%, future 1.32%, business 1.32%, matter 1.32%, $6753t 1.32%, if you XXXX%
Top accounts mentioned or mentioned by @grok @nolitimere4 @lilbobbyjay @kobeissiletter @alanwatts21 @arthurqueen2011 @kavenmaitimborb @reward4risk @tr90605549 @kmkm61317681 @drtororu @traynorregen @tavicosta @happytraderji @wsj @threadreaderapp @barchart @smeeagle @nostredamus @business
Top assets mentioned Bank of America (BAC) HSBC Holdings PLC (HSBC)
Top posts by engagements in the last XX hours
"π§΅ 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 2025-12-06T11:30Z 9780 followers, 9526 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 2025-12-08T15:52Z 9780 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 2025-12-08T15:52Z 9780 followers, XXX engagements
"π§΅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 2025-12-02T16:56Z 9780 followers, 152.4K 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 2025-12-04T15:19Z 9779 followers, 59.3K engagements
"11/ Sleep on this if you can. Most wont. #silver #oil #commodities #energy #markets #inflation #macro #investing"
X Link 2025-12-09T17:54Z 9780 followers, 7864 engagements
"#Silver is holding $XX like its magnetized. This isnt distribution its coiling. Coiling never ends sideways"
X Link 2025-12-09T18:30Z 9780 followers, 9325 engagements
"@lilbobbyjay @KobeissiLetter"
X Link 2025-12-10T20:00Z 9779 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 2025-12-07T10:10Z 9781 followers, 5869 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 2025-12-07T13:03Z 9781 followers, 1827 engagements
"4/ Why Because the market is quietly admitting something: β‘ 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 2025-12-09T17:54Z 9781 followers, 9040 engagements
"π§΅ THREAD: China Is Signaling the Next Silver Phase"
X Link 2025-12-10T08:11Z 9779 followers, 4170 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 π Someone who knows the price is still wrong"
X Link 2025-12-10T08:11Z 9781 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 2025-12-10T08:11Z 9780 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. π Maybe just maybe silver stopped listening to narratives and started listening to flows. #SilverDontCare"
X Link 2025-12-10T08:31Z 9780 followers, 3496 engagements
"Funny glitch tonight: the futures curve was higher than the printed price itself. Even TradingView cant hide the pressure under this market anymore. π€·βπ₯ #SilverWantsHigher"
X Link 2025-12-11T08:12Z 9779 followers, 1835 engagements
"Oh really I thought BTC was supposed to replace gold and handle situations like this flawlessly thanks to its scarcity. Yet here we are one Fed whisper and it melts faster than an ETF premium in panic mode. π€£π€«"
X Link 2025-12-11T09:43Z 9779 followers, 1429 engagements
"For me personally silver was never a trade based on short-term charts. My minimum target on the gold/silver ratio has always been around 1:7 and thats simply because it reflects the real mining ratio. We take roughly XX ounces of silver out of the ground for every ounce of gold. Yet the market has been pricing silver as if it were 5080:1 for decades. Except for short-term exceptions 1998 2008 and 2011. That disconnect wont last forever. And when the monetary system begins to reprice structural imbalances the compression tends to be fast not slow. So no I dont see silver as more risky. I see"
X Link 2025-12-11T13:46Z 9779 followers, XX engagements
"Oops that wasnt a breakout that was pressure escaping. #Silver just printed fresh highs while the system pretends nothings wrong. Paper can stall but physical demand never lies. Buckle up this move isnt done. Just STRATING ENGINE"
X Link 2025-12-11T17:20Z 9779 followers, 3383 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 2025-11-28T07:42Z 9721 followers, 56.7K 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 2025-11-28T20:24Z 9723 followers, 5410 engagements
"π§΅ THREAD: What happens to #Silver if physical delivery stops (Just brainstorming.)"
X Link 2025-11-29T20:31Z 9764 followers, 13.4K 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. π₯π₯"
X Link 2025-12-02T09:26Z 9764 followers, 36.1K engagements
"π§΅ 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 2025-12-02T17:44Z 9755 followers, 8133 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 2025-12-03T14:52Z 9696 followers, 15.2K 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 2025-12-04T18:43Z 9772 followers, 54.3K 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 2025-12-04T18:43Z 9772 followers, 7738 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 2025-12-04T18:43Z 9763 followers, 6252 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 2025-12-05T07:55Z 9712 followers, 13.1K 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 2025-12-05T16:41Z 9775 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 2025-12-05T16:41Z 9775 followers, XXX engagements
"Signs are everywhere. You just need to see them. #SILVER"
X Link 2025-12-06T09:45Z 9662 followers, 7716 engagements
"1/ π§΅ EXPLAINED: BRICS gold-backed currency (the UNIT) and why stackers should care. Lots of noise. Some signal. Heres the clean version.π"
X Link 2025-12-06T18:13Z 9764 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 2025-12-06T18:13Z 9775 followers, 2418 engagements
"3/ So what is UNIT actually UNIT is best described as a proposed settlement / unit-of-account concept linked to a basket: β
gold + β
BRICS currencies often tied to the IRIAS framework but not an official BRICS policy instrument"
X Link 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 2025-12-06T18:13Z 9776 followers, 2464 engagements
"5/ Why stackers care even if its just a pilot / concept: Because any trade instrument that anchors to gold nudges the world toward: β‘ more gold in reserves β‘ more gold in settlement thinking β‘ less blind faith in paper IOUs"
X Link 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 2025-12-06T18:13Z 9758 followers, 2204 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 2025-12-06T20:49Z 9713 followers, XXX 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 2025-12-07T10:10Z 9774 followers, 5347 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 2025-12-07T10:10Z 9766 followers, 4754 engagements
"9/ π₯ 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 2025-12-07T10:10Z 9776 followers, 4666 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 2025-12-07T10:10Z 9764 followers, 4241 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 2025-12-07T10:10Z 9766 followers, 4278 engagements
"π¨ 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 2025-12-07T11:02Z 9763 followers, 16.7K 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 2025-12-07T12:44Z 9736 followers, 4044 engagements
"π₯ THREAD: US Small Businesses Are Breaking And Silver Knows Why"
X Link 2025-12-07T19:34Z 9763 followers, 7492 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 2025-12-07T19:34Z 9764 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 2025-12-07T19:34Z 9651 followers, XXX engagements
"5/ Small businesses are the backbone of the US economy: πΉ XXXX% of all firms πΉ XX% of private-sector jobs πΉ XX% of US GDP When they break the macro numbers follow. Always"
X Link 2025-12-07T19:34Z 9777 followers, XXX 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 2025-12-07T19:34Z 9752 followers, XXX engagements
"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. π€π€£ #SilverMemory"
X Link 2025-12-07T20:47Z 9752 followers, 4628 engagements
"Everything is so wonderfully dynamic everything feels so alive. π€ #FOMC"
X Link 2025-12-08T06:54Z 9769 followers, 5241 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: β‘ Real demand. Real metal. Real pressure"
X Link 2025-12-08T09:58Z 9763 followers, 7949 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: β‘ Big outflows β‘ Tiny inflows β‘ Price keeps rising The vaults are rebuilding nothing. Theyre barely breathing"
X Link 2025-12-08T09:58Z 9762 followers, XXX engagements
"π₯π§΅ THREAD: The $XX Line in Silver Isnt Just a Number. Its a TRIGGER. Thanks to @DarioCpx for kick-off"
X Link 2025-12-08T15:52Z 9771 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 2025-12-08T15:52Z 9764 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 2025-12-08T15:52Z 9764 followers, 1034 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 2025-12-08T15:52Z 9738 followers, XXX engagements
"8/ So whats the big picture β
Big call interest at $60/$65 β
Price coiling under resistance β
Repeated defense/pinning behavior β
Physical markets holding stronger This is exactly the setup where a move can become self-feeding"
X Link 2025-12-08T15:52Z 9736 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 π₯π₯ #Silver #SilverSqueeze #Stackers #COMEX #LBMA #SGE"
X Link 2025-12-08T15:52Z 9762 followers, 1756 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. π₯β‘ Stay sharp stackers. The pressure is not gone its building"
X Link 2025-12-08T15:55Z 9763 followers, 1688 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 2025-12-08T16:59Z 9764 followers, XXX 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. π€£ 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. π₯π₯ #silverfun"
X Link 2025-12-09T09:37Z 9773 followers, 14.1K 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. β Up"
X Link 2025-12-09T16:37Z 9779 followers, 3910 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 2025-12-09T17:54Z 9780 followers, 9559 engagements
"Everything looks great right π€£π€£π€£ 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 2025-12-10T09:16Z 9773 followers, 2135 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. π #SILVERBEAUTYTOBEAUTIES"
X Link 2025-12-10T11:41Z 9774 followers, 3143 engagements
"π₯ THREAD: The Silver Clock Is Ticking And Almost No One Sees It π₯ 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 2025-11-19T15:08Z 9781 followers, 27.5K engagements
"π§΅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 2025-12-07T10:10Z 9780 followers, 44.5K engagements
"π₯ 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 2025-12-09T17:54Z 9779 followers, 60.4K engagements
"Something just broke in the silver options market. And no ones talking about it. Ill explain tonight and once you see the chart you wont forget it. π₯β‘ Stay tuned"
X Link 2025-12-10T12:47Z 9779 followers, 5079 engagements
"For many years they laughed. I enjoy a good laugh too thats why I was smiling when we had the chance to buy the absolute champion for pennies. Whats the situation now #SilverChamp"
X Link 2025-12-11T18:14Z 9779 followers, 1466 engagements
/creator/x::honzacern1