Silver dropped below $90 today. I've also seen this asian guy on several channels too.
Broke $100 today!
Display MoreJanuary 20 - must cover the short position
January 22 - forced compliance
Thesis Multiplier:
9x - $603 per oz
12x - $804 per oz
16x -$1072 per oz
$680-$920 by February 7th 2026
=====≠=====
Jan 20 - $89
Jan 21 - $140-$180
Jan 23-26 $280- $350
Jan 27-29 $680-$920
Jan 30 - Feb 2nd -
Feb 3rd - 7th
400-500 per ounz
300-400 per ounce
We're off based on this prediction but we are moving in this direction. 109 today!
Silver broke through $110 in the morning and currently sits at $117.00 this is unbelievable.
Silver backed down to 110. Let's see what tomorrow has in store. Also I see Asian Guy opening more channels and channels being removed. Not sure what to think of this...
Asian Guy dropping some knowledge on "Meme Traders" Silver dropped but bounced back to $107.
CARD DECLINED: Banks are Blocking Silver and Crypto Transactions
Silver hit $119.00 today
Silver hits $120 this morning.
The video "TRUMP INVOKES DEFENSE ACT: Silver $120! (SALES HALTED?)" from the "Financial Exposures" YouTube channel provides an urgent analysis of the silver market as of January 29, 2026. With silver hitting $120 per ounce—a 274% increase in just one year—the presenter argues that the market has transitioned from a standard commodity rally into a government-controlled strategic event driven by national security imperatives.
The Legal Framework of Government Control
The central theme of the video is the activation of the Defense Production Act (DPA) for silver. According to the source, the legal infrastructure for this takeover was built over the previous year through a series of executive orders. In March 2025, President Trump signed Executive Order 14241, invoking DPA Title 3 for "Critical Minerals". This was followed by a May 2025 waiver that removed the $50 million congressional approval cap for strategic spending, allowing billions to flow into material purchases without public debate.
By November 2025, silver was officially designated a "critical mineral," and a January 2026 executive order authorized the Secretary of Defense to use enforcement actions to secure supplies. This framework is funded through the Development Finance Corporation (DFC), which utilized a January 2025 National Energy Emergency declaration to bypass normal legislative oversight.
Mechanics of the Defense Production Act
The video explains three primary DPA titles that are currently being utilized to redirect the silver supply chain away from civilians:
National Security and Strategic Vulnerability
The urgency behind these measures stems from silver’s critical role in modern warfare and the United States' extreme supply vulnerability. The video notes that the U.S. depleted its strategic silver stockpile in 2002 and is now 64% to 80% dependent on imports. Compounding this risk is the fact that China controls 60% to 70% of global silver refining capacity.
The military necessity for silver is immense: Tomahawk missiles contain between 10 and 500 ounces each, while Virginia-class submarines require tens of thousands of ounces for electrical and weapons systems. With China implementing new export restrictions as of January 1, 2026, the U.S. government has been forced to act to ensure defense contractors can rebuild munitions stockpiles that would otherwise be exhausted in less than a month of active combat.
The Global Price Disconnect
The source highlights a massive decoupling between "paper" silver prices in New York and physical markets globally. While the New York price sits around $118, the Shanghai physical market is trading at $131, reflecting a $13 premium. Other regions show even higher premiums, with China at 100% over paper prices and Japan at 60%.
The video reports that domestic dealers are effectively sold out of standard products like Silver Eagles because wholesale suppliers are reserving inventory for potential government priority orders. Furthermore, silver lease rates have spiked to 8%, indicating that physical metal is so scarce that banks and refineries are unwilling to let it leave their vaults.
The Mathematical Deficit
The presenter argues that this crisis was inevitable due to five consecutive years of structural deficits. In 2025, global mine production (835 million ounces) failed to meet the combination of massive industrial demand (600 million ounces for solar, EVs, and AI) and investment demand. The cumulative deficit from 2021 to 2025 reached 820 million ounces, effectively draining above-ground stockpiles. As China’s new licensing requirements block approximately 120 million ounces from the global market annually, the math points toward a "negative available supply".
Future Scenarios and Action Plan
The video outlines three potential scenarios for the remainder of 2026:
For investors, the video’s advice is clear: prioritize physical metal over paper assets like ETFs (e.g., SLV), which carry "cash settlement risk" if the government prioritizes physical delivery for defense. The presenter concludes that the DPA is not a theoretical power but an active policy being executed to secure a metal that has become more valuable for its strategic utility than its monetary price.
New Asian Guy type of video.
Silver crashed to 77
The video "ALERT: Why Silver MUST Hit $300 by Summer 2026" from the YouTube channel "The Hidden Economy" presents a comprehensive case for a massive structural repricing of silver. The core thesis is that silver is currently in the middle of a 5-to-7-month explosive cycle that will take it to $300 by summer 2026, driven by the release of 50 years of market suppression, a physical supply crisis in China, and a new wave of global remonetization.
The 50-Year Compression and the Broken Ceiling
The speaker argues that for half a century (1980–2025), silver was artificially trapped in a range between $4 and $50. While other commodities like gold, copper, and lead shattered their historical highs and reached multiple new peaks over the decades, silver remained the sole outlier, repeatedly slammed back down every time it approached the $50 mark.
This 50-year period created an immense buildup of "suppressed energy". The speaker uses the analogy of a concrete dam: for five decades, the water (pressure) has been rising behind the wall. In early 2026, that wall finally cracked as silver broke its 50-year ceiling. Crucially, even after a recent "brutal crash" from $90, the price did not fall back into the old $4–$50 range. This suggests a "paradigm shift" where the ceiling of the old world has become the floor of the new reality.
The "Jiggle in the Middle" Pattern
By studying the major silver surges of 1979–1980 and 2010–2011, the video identifies a consistent historical pattern. These surges do not happen over years, but rather over a few intense months. In both historical cases, there was a sharp, gut-wrenching correction in the middle of the run designed to "shake out" weak-handed investors.
The speaker identifies the recent January 2026 crash as this exact "shakeout". Following the historical timeline, the current cycle began in November 2025. This puts February 2026 as the "stabilization month" (month three) where the market structure rebuilds, setting the stage for the final acceleration in months four through six (March through June). Historically, this final window is when silver has tripled or quadrupled in price.
The Shanghai Premium and Broken Paper Markets
A critical piece of evidence for the impending surge is the $30 per ounce premium on physical silver in Shanghai compared to the Western "paper" price on the Comex. The speaker asserts that this is not a glitch but a signal that the paper price is "fiction".
This gap is fueled by China’s strategic hoarding. As of January 1, 2026, China implemented export controls, restricting 60% to 70% of the world's refined silver supply to just 44 state-approved companies. Simultaneously, North American bullion dealers are reportedly warning clients they can no longer fulfill orders at market price, sometimes offering $10 to $15 below spot for deliveries. The video claims that paper prices always eventually rise to meet the physical reality, never the other way around.
Dual Demand Waves: Industrial and Monetary
The video highlights two massive demand forces hitting the market simultaneously.
Macroeconomic Collapse and the $300 Target
The broader financial landscape is characterized by a "slow decay" of the US dollar and a "cracking" government bond market. As the purchasing power of the dollar drops and faith in government debt wavers, investors are rotating out of paper assets like the S&P 500 and into hard assets.
The speaker notes that gold has historically made an eight-fold move from its cycle lows to its peaks. An eight-fold move from gold's 2015 low puts it at approximately $8,500 per ounce, a target recently published by JP Morgan. If gold hits this level, silver at $300 is described as the "mathematical midpoint" of a full normalization of the gold-to-silver ratio, while $500 represents the upper range.
Risks and Conclusion
Despite the bullish outlook, the speaker warns that silver is highly volatile and that leverage can "wipe out" investors during corrections. The thesis could weaken if governments aggressively raise interest rates, if there is a deflationary shock, or if China reverses its export controls.
Ultimately, the video concludes that every major macro indicator—from India’s remonetization to draining global vaults—is pointing in the same direction. The pattern suggests that the "perfect entry" may have already passed, and the next few months will determine who benefits from the largest move in silver's history.
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