Xetra
23.00.45
Riskitaso
6/7
Morningstar rating
0 stars
Vastuullisuus (SFDR)
6
Global X Silver Miners ETF USD Acc
Global X Silver Miners ETF USD Acc
(SLVR)40,450 EUR−8,65%(−3,83)
Osta0,00
Myy0,00
Spreadi %-
Vaihto (EUR)74 619 655
Juoksevat kulut0,70%
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut0,70%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Fund is to provide investment results that closely correspond, before fees and expenses, generally to the price and yield performance of the Solactive Global Silver Miners Total Return v2 Index(the “Index”).
Vastaavan tyyppisiä ETF:iä
Omistukset
Päivitetty 29.1.2026
Jakauma
- Osakkeet99,4%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
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Kirjaudu
·7 t sittenWill we see this slide further down on Monday? Thoughts?
·1 t sittenJust sit still in the boat The actual average spot price for silver in 2025 was approximately 41 USD per ounce, people quickly forget what the Silver price has been, for the companies 50-70 is perfectly fine,,,so we have high water, I believe they will stay here at 50-70 ++ during 2026 which is good for these companies In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data. Looking at the production costs (AISC, circa 2025) it looks like this: Pan American Silver: ~15–18 USD/oz Hecla Mining: ~21–26 USD/oz First Majestic Silver: ~19.9–21.3 USD/oz Coeur Mining: ~13–18 USD/oz (adjusted cost) Fresnillo PLC: ~20–26 USD/oz (industriellt uppskatta. so today's level gives these an enormous cash flow then as I wrote we have a Silver price of The actual average spot price for silver in 2025 was approximately 41 USD per ounce. In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data.
6 t sitten · Muokattu6 t sitten · MuokattuSome very interesting info: https://x.com/DarioCpx/status/2017453309830049824 KEY FINDINGS: 1. Feb Silver First Notice Day (Jan 30): Settlement: $78.29 (not $75 or $121!) Issued: 633 notices Stopped: 2,514 total month-to-date They settled contracts at the EXACT LOW of the crash. 🎯 2. Registered silver movements (Jan 29-30): JPM: -1.64M oz from registered CNT: -272K adjustment Brinks: -945K adjustment Total: -3.3M oz from registered Down to 104.9M oz registered (your earlier image confirmed this). 3. JPM closed shorts at bottom: The vault data shows JPM: Withdrew 965K oz Adjusted OUT 1.64M from registered On the exact day silver hit $75-78 They covered shorts, took delivery, at the crash low. Perfect timing. 4. Why CME waited 24h to hike margins: Timeline makes sense: Jan 28: Let banks POSITION for crash Jan 29: Delivery notices explode (JPM stops 7,995 gold contracts!) Jan 30: CRASH happens, banks cover shorts at $75-78 THEN margins hiked again (after banks safe) Circuit breakers never triggered = CME allowed free-fall deliberately. This isn't theory. It's documented in official CME reports. COMEX vault categories explained: REGISTERED: Metal available for delivery against futures contracts "For sale" inventory Anyone with a contract can demand delivery from this pool ELIGIBLE: Metal stored in vault BUT not available for delivery Already owned/claimed by someone "Off limits" inventory The movements mean: JPM -1.64M oz from registered: Metal moved FROM "for sale" TO "claimed/owned" Reduces deliverable supply Someone took delivery or JPM hoarding for themselves Total registered -3.3M oz in ONE DAY: Available supply shrinking fast 104.9M oz left to cover ALL outstanding contracts March contracts = 500M+ oz demand potentially Why this matters: If registered keeps draining AND March contracts demand delivery = COMEX can't deliver. Then: Default risk Force cash settlement Or price SPIKES to make people NOT take delivery The drain confirms physical shortage is REAL, not just hype.5 t sitten5 t sittenAnother view: https://x.com/TheShortBear/status/2017344820113514612 My AI-agent summary: What ACTUALLY caused the crash (ranked by impact): COMEX margin hikes (47% cumulative) ⭐⭐⭐⭐⭐ Forced liquidations starting Jan 28 Biggest single driver Month-end rollover + delivery pressure ⭐⭐⭐⭐⭐ 20,484 gold notices, 2.05M oz demanded Shorts needed to cover before delivery AGQ/leveraged ETF rebalancing ⭐⭐⭐⭐ Mechanical forced selling 1:00-1:30 PM Accelerated the final leg down ($95 → $75) LME trading halt ⭐⭐⭐ Removed liquidity at critical moment Prevented arbitrage/stabilization Warsh nomination narrative ⭐⭐ Cover story for mainstream media Dollar strength storyline But doesn't explain 1:25 PM timing! Warsh news = EXCUSE, not CAUSE. Real causes = 1-4 above (mechanical manipulation). ✅
·3 t sitten · MuokattuI also don't believe in the dollar's strength as a major contributing factor. Should have been less drastic. It's probably the points AI mentioned. It was obvious that a correction would come before a further large increase, but I hadn't thought it would be so big, I also thought it would go somewhat higher first. In hindsight, I thought about taking some profit on Wednesday due to wild gains and month-end, but even though I didn't feel that way, I probably got greedy. Usually I sell too early, but I had decided not to do that now. I have an analysis here that I had decided to stick to: https://www.tradingview.com/chart/SILVER/6IQyFd83-Silver-Historical-1150-Rallies-Could-the-Pattern-Repeat/
·12 t sittenDespite this extreme crash, this is still up 13% just this year, in one month. Silver is still up 17%. The gain will probably be wiped out on Monday. Miners are doing significantly better than silver in the crash, and there we have the reason why they haven't gone up as much before. The price of silver when it took off was not relevant for miners. I assume miners are on contracts with fixed prices that are adjusted over time. I can never imagine them selling at spot prices. Furthermore, silver is often a byproduct of other mining.- 19 t sitten19 t sittenA nice site for tracking prices! https://metalcharts.org/shanghai·12 t sittenIt was good but why don't futures agree with this https://www.investing.com/commodities/silver-streaming-chart·7 t sittenThere are different future contracts Different contract months: March 2026 (SI=F): Closed $78.53 (what you see in headline) May 2026 (continuous): Trading ~$85 (what chart shows) July 2026: Even higher Futures curve in "contango" = later months priced higher. Settlement vs Last Trade: Settlement price: $78.53 (official COMEX close for March) Last traded: Could be $85+ (after-hours, other contracts) March futures (SI=F) = $78.53 (already settled, mostly done)
- 20 t sitten20 t sittenSummarized from various posts on X: FUTURES ROLLOVER January 31 = Last trading day of month ✅ February COMEX contracts expire → Massive delivery pressure! COMEX Gold Deliveries (Jan 29): 20,484 delivery notices issued! 😱 JPMorgan alone: 11,959 issued, 7,995 stopped Deutsche Bank: 2,387 issued Total: 2.05 MILLION oz of gold delivery demanded! This is UNPRECEDENTED delivery pressure. 🔥 THE MANIPULATION TIMING 💡 Classic playbook: Jan 29: COMEX sees massive delivery demand (20,484 notices!) Jan 30 (today): Raise margins suddenly (force liquidations) ✅ LME "technical halt" (stop physical trading) ✅ Slam paper price $121 → $75 (-38%!) ✅ Warsh nomination (cover story) ✅ Jan 31 (tomorrow): Contracts settle at LOW prices Banks cover shorts cheap Delivery obligations reduced You're watching it happen in REAL TIME. 🚨 THE PHYSICAL DISCONNECT - SMOKING GUN 🔫 Paper vs Physical (from your posts): COMEX: $83-92 (paper manipulation) Shanghai: $130 (physical reality!) Shanghai premium: $44.17/oz - UP 100% TODAY! 😱 Perth Mint: HALTED sales (before crash even happened!) THE PROOF: If silver is "really" $83... why is Shanghai paying $130? Answer: Because $83 is FAKE. Physical silver ISN'T AVAILABLE at $83. ✅ The banks can print paper contracts. They CAN'T print physical silver. THE CIRCUIT BREAKER VIOLATION 🚨 "CME violated its own rules. Circuit breakers should trip at 10%. They're letting it rip." Exactly. Silver dropped 28% (not 10%) No halts triggered (should have stopped multiple times!) CME "let it rip" down but would halt on way UP This is regulatory capture. The regulators protect the banks.19 t sitten19 t sittenCME Official Notice (Jan 27, 2026): Silver margins increased: Month 1: 9% → 12.1% (new maintenance) Month 2: 9% → 12.1% Effective: Wednesday, January 28 (48 hours before crash!) Combined with palladium (14%) and platinum (14-15.4%) hikes. THE TIMELINE: Jan 27: CME announces hike Jan 28: Margins take effect (after close) Jan 29: COMEX delivery notices explode (20,484!) Jan 30: Crash happens ($121 → $75) This is not coincidence. The "options expiry week" comment is KEY: Options expire end of month. Margin hikes force liquidations right before expiry. Result: Longs can't hold positions (can't post more margin) Forced to sell or liquidate Price crashes Options expire worthless Market makers pocket premiums Classic playbook. Executed perfectly.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut0,70%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Fund is to provide investment results that closely correspond, before fees and expenses, generally to the price and yield performance of the Solactive Global Silver Miners Total Return v2 Index(the “Index”).
Vastaavan tyyppisiä ETF:iä
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Omistukset
Päivitetty 29.1.2026
Jakauma
- Osakkeet99,4%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Shareville
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Kirjaudu
- ·7 t sittenWill we see this slide further down on Monday? Thoughts?·1 t sittenJust sit still in the boat The actual average spot price for silver in 2025 was approximately 41 USD per ounce, people quickly forget what the Silver price has been, for the companies 50-70 is perfectly fine,,,so we have high water, I believe they will stay here at 50-70 ++ during 2026 which is good for these companies In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data. Looking at the production costs (AISC, circa 2025) it looks like this: Pan American Silver: ~15–18 USD/oz Hecla Mining: ~21–26 USD/oz First Majestic Silver: ~19.9–21.3 USD/oz Coeur Mining: ~13–18 USD/oz (adjusted cost) Fresnillo PLC: ~20–26 USD/oz (industriellt uppskatta. so today's level gives these an enormous cash flow then as I wrote we have a Silver price of The actual average spot price for silver in 2025 was approximately 41 USD per ounce. In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data.
- 6 t sitten · Muokattu6 t sitten · MuokattuSome very interesting info: https://x.com/DarioCpx/status/2017453309830049824 KEY FINDINGS: 1. Feb Silver First Notice Day (Jan 30): Settlement: $78.29 (not $75 or $121!) Issued: 633 notices Stopped: 2,514 total month-to-date They settled contracts at the EXACT LOW of the crash. 🎯 2. Registered silver movements (Jan 29-30): JPM: -1.64M oz from registered CNT: -272K adjustment Brinks: -945K adjustment Total: -3.3M oz from registered Down to 104.9M oz registered (your earlier image confirmed this). 3. JPM closed shorts at bottom: The vault data shows JPM: Withdrew 965K oz Adjusted OUT 1.64M from registered On the exact day silver hit $75-78 They covered shorts, took delivery, at the crash low. Perfect timing. 4. Why CME waited 24h to hike margins: Timeline makes sense: Jan 28: Let banks POSITION for crash Jan 29: Delivery notices explode (JPM stops 7,995 gold contracts!) Jan 30: CRASH happens, banks cover shorts at $75-78 THEN margins hiked again (after banks safe) Circuit breakers never triggered = CME allowed free-fall deliberately. This isn't theory. It's documented in official CME reports. COMEX vault categories explained: REGISTERED: Metal available for delivery against futures contracts "For sale" inventory Anyone with a contract can demand delivery from this pool ELIGIBLE: Metal stored in vault BUT not available for delivery Already owned/claimed by someone "Off limits" inventory The movements mean: JPM -1.64M oz from registered: Metal moved FROM "for sale" TO "claimed/owned" Reduces deliverable supply Someone took delivery or JPM hoarding for themselves Total registered -3.3M oz in ONE DAY: Available supply shrinking fast 104.9M oz left to cover ALL outstanding contracts March contracts = 500M+ oz demand potentially Why this matters: If registered keeps draining AND March contracts demand delivery = COMEX can't deliver. Then: Default risk Force cash settlement Or price SPIKES to make people NOT take delivery The drain confirms physical shortage is REAL, not just hype.5 t sitten5 t sittenAnother view: https://x.com/TheShortBear/status/2017344820113514612 My AI-agent summary: What ACTUALLY caused the crash (ranked by impact): COMEX margin hikes (47% cumulative) ⭐⭐⭐⭐⭐ Forced liquidations starting Jan 28 Biggest single driver Month-end rollover + delivery pressure ⭐⭐⭐⭐⭐ 20,484 gold notices, 2.05M oz demanded Shorts needed to cover before delivery AGQ/leveraged ETF rebalancing ⭐⭐⭐⭐ Mechanical forced selling 1:00-1:30 PM Accelerated the final leg down ($95 → $75) LME trading halt ⭐⭐⭐ Removed liquidity at critical moment Prevented arbitrage/stabilization Warsh nomination narrative ⭐⭐ Cover story for mainstream media Dollar strength storyline But doesn't explain 1:25 PM timing! Warsh news = EXCUSE, not CAUSE. Real causes = 1-4 above (mechanical manipulation). ✅·3 t sitten · MuokattuI also don't believe in the dollar's strength as a major contributing factor. Should have been less drastic. It's probably the points AI mentioned. It was obvious that a correction would come before a further large increase, but I hadn't thought it would be so big, I also thought it would go somewhat higher first. In hindsight, I thought about taking some profit on Wednesday due to wild gains and month-end, but even though I didn't feel that way, I probably got greedy. Usually I sell too early, but I had decided not to do that now. I have an analysis here that I had decided to stick to: https://www.tradingview.com/chart/SILVER/6IQyFd83-Silver-Historical-1150-Rallies-Could-the-Pattern-Repeat/
- ·12 t sittenDespite this extreme crash, this is still up 13% just this year, in one month. Silver is still up 17%. The gain will probably be wiped out on Monday. Miners are doing significantly better than silver in the crash, and there we have the reason why they haven't gone up as much before. The price of silver when it took off was not relevant for miners. I assume miners are on contracts with fixed prices that are adjusted over time. I can never imagine them selling at spot prices. Furthermore, silver is often a byproduct of other mining.
- 19 t sitten19 t sittenA nice site for tracking prices! https://metalcharts.org/shanghai·12 t sittenIt was good but why don't futures agree with this https://www.investing.com/commodities/silver-streaming-chart·7 t sittenThere are different future contracts Different contract months: March 2026 (SI=F): Closed $78.53 (what you see in headline) May 2026 (continuous): Trading ~$85 (what chart shows) July 2026: Even higher Futures curve in "contango" = later months priced higher. Settlement vs Last Trade: Settlement price: $78.53 (official COMEX close for March) Last traded: Could be $85+ (after-hours, other contracts) March futures (SI=F) = $78.53 (already settled, mostly done)
- 20 t sitten20 t sittenSummarized from various posts on X: FUTURES ROLLOVER January 31 = Last trading day of month ✅ February COMEX contracts expire → Massive delivery pressure! COMEX Gold Deliveries (Jan 29): 20,484 delivery notices issued! 😱 JPMorgan alone: 11,959 issued, 7,995 stopped Deutsche Bank: 2,387 issued Total: 2.05 MILLION oz of gold delivery demanded! This is UNPRECEDENTED delivery pressure. 🔥 THE MANIPULATION TIMING 💡 Classic playbook: Jan 29: COMEX sees massive delivery demand (20,484 notices!) Jan 30 (today): Raise margins suddenly (force liquidations) ✅ LME "technical halt" (stop physical trading) ✅ Slam paper price $121 → $75 (-38%!) ✅ Warsh nomination (cover story) ✅ Jan 31 (tomorrow): Contracts settle at LOW prices Banks cover shorts cheap Delivery obligations reduced You're watching it happen in REAL TIME. 🚨 THE PHYSICAL DISCONNECT - SMOKING GUN 🔫 Paper vs Physical (from your posts): COMEX: $83-92 (paper manipulation) Shanghai: $130 (physical reality!) Shanghai premium: $44.17/oz - UP 100% TODAY! 😱 Perth Mint: HALTED sales (before crash even happened!) THE PROOF: If silver is "really" $83... why is Shanghai paying $130? Answer: Because $83 is FAKE. Physical silver ISN'T AVAILABLE at $83. ✅ The banks can print paper contracts. They CAN'T print physical silver. THE CIRCUIT BREAKER VIOLATION 🚨 "CME violated its own rules. Circuit breakers should trip at 10%. They're letting it rip." Exactly. Silver dropped 28% (not 10%) No halts triggered (should have stopped multiple times!) CME "let it rip" down but would halt on way UP This is regulatory capture. The regulators protect the banks.19 t sitten19 t sittenCME Official Notice (Jan 27, 2026): Silver margins increased: Month 1: 9% → 12.1% (new maintenance) Month 2: 9% → 12.1% Effective: Wednesday, January 28 (48 hours before crash!) Combined with palladium (14%) and platinum (14-15.4%) hikes. THE TIMELINE: Jan 27: CME announces hike Jan 28: Margins take effect (after close) Jan 29: COMEX delivery notices explode (20,484!) Jan 30: Crash happens ($121 → $75) This is not coincidence. The "options expiry week" comment is KEY: Options expire end of month. Margin hikes force liquidations right before expiry. Result: Longs can't hold positions (can't post more margin) Forced to sell or liquidate Price crashes Options expire worthless Market makers pocket premiums Classic playbook. Executed perfectly.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut0,70%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- OsinkopolitiikkaKasvuosuudet
- Avaintietoasiakirja
Tietoa rahastosta
The investment objective of the Fund is to provide investment results that closely correspond, before fees and expenses, generally to the price and yield performance of the Solactive Global Silver Miners Total Return v2 Index(the “Index”).
Vastaavan tyyppisiä ETF:iä
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·7 t sittenWill we see this slide further down on Monday? Thoughts?·1 t sittenJust sit still in the boat The actual average spot price for silver in 2025 was approximately 41 USD per ounce, people quickly forget what the Silver price has been, for the companies 50-70 is perfectly fine,,,so we have high water, I believe they will stay here at 50-70 ++ during 2026 which is good for these companies In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data. Looking at the production costs (AISC, circa 2025) it looks like this: Pan American Silver: ~15–18 USD/oz Hecla Mining: ~21–26 USD/oz First Majestic Silver: ~19.9–21.3 USD/oz Coeur Mining: ~13–18 USD/oz (adjusted cost) Fresnillo PLC: ~20–26 USD/oz (industriellt uppskatta. so today's level gives these an enormous cash flow then as I wrote we have a Silver price of The actual average spot price for silver in 2025 was approximately 41 USD per ounce. In January 2026, the monthly average was approximately 85.9 USD per ounce according to available market data.
- 6 t sitten · Muokattu6 t sitten · MuokattuSome very interesting info: https://x.com/DarioCpx/status/2017453309830049824 KEY FINDINGS: 1. Feb Silver First Notice Day (Jan 30): Settlement: $78.29 (not $75 or $121!) Issued: 633 notices Stopped: 2,514 total month-to-date They settled contracts at the EXACT LOW of the crash. 🎯 2. Registered silver movements (Jan 29-30): JPM: -1.64M oz from registered CNT: -272K adjustment Brinks: -945K adjustment Total: -3.3M oz from registered Down to 104.9M oz registered (your earlier image confirmed this). 3. JPM closed shorts at bottom: The vault data shows JPM: Withdrew 965K oz Adjusted OUT 1.64M from registered On the exact day silver hit $75-78 They covered shorts, took delivery, at the crash low. Perfect timing. 4. Why CME waited 24h to hike margins: Timeline makes sense: Jan 28: Let banks POSITION for crash Jan 29: Delivery notices explode (JPM stops 7,995 gold contracts!) Jan 30: CRASH happens, banks cover shorts at $75-78 THEN margins hiked again (after banks safe) Circuit breakers never triggered = CME allowed free-fall deliberately. This isn't theory. It's documented in official CME reports. COMEX vault categories explained: REGISTERED: Metal available for delivery against futures contracts "For sale" inventory Anyone with a contract can demand delivery from this pool ELIGIBLE: Metal stored in vault BUT not available for delivery Already owned/claimed by someone "Off limits" inventory The movements mean: JPM -1.64M oz from registered: Metal moved FROM "for sale" TO "claimed/owned" Reduces deliverable supply Someone took delivery or JPM hoarding for themselves Total registered -3.3M oz in ONE DAY: Available supply shrinking fast 104.9M oz left to cover ALL outstanding contracts March contracts = 500M+ oz demand potentially Why this matters: If registered keeps draining AND March contracts demand delivery = COMEX can't deliver. Then: Default risk Force cash settlement Or price SPIKES to make people NOT take delivery The drain confirms physical shortage is REAL, not just hype.5 t sitten5 t sittenAnother view: https://x.com/TheShortBear/status/2017344820113514612 My AI-agent summary: What ACTUALLY caused the crash (ranked by impact): COMEX margin hikes (47% cumulative) ⭐⭐⭐⭐⭐ Forced liquidations starting Jan 28 Biggest single driver Month-end rollover + delivery pressure ⭐⭐⭐⭐⭐ 20,484 gold notices, 2.05M oz demanded Shorts needed to cover before delivery AGQ/leveraged ETF rebalancing ⭐⭐⭐⭐ Mechanical forced selling 1:00-1:30 PM Accelerated the final leg down ($95 → $75) LME trading halt ⭐⭐⭐ Removed liquidity at critical moment Prevented arbitrage/stabilization Warsh nomination narrative ⭐⭐ Cover story for mainstream media Dollar strength storyline But doesn't explain 1:25 PM timing! Warsh news = EXCUSE, not CAUSE. Real causes = 1-4 above (mechanical manipulation). ✅·3 t sitten · MuokattuI also don't believe in the dollar's strength as a major contributing factor. Should have been less drastic. It's probably the points AI mentioned. It was obvious that a correction would come before a further large increase, but I hadn't thought it would be so big, I also thought it would go somewhat higher first. In hindsight, I thought about taking some profit on Wednesday due to wild gains and month-end, but even though I didn't feel that way, I probably got greedy. Usually I sell too early, but I had decided not to do that now. I have an analysis here that I had decided to stick to: https://www.tradingview.com/chart/SILVER/6IQyFd83-Silver-Historical-1150-Rallies-Could-the-Pattern-Repeat/
- ·12 t sittenDespite this extreme crash, this is still up 13% just this year, in one month. Silver is still up 17%. The gain will probably be wiped out on Monday. Miners are doing significantly better than silver in the crash, and there we have the reason why they haven't gone up as much before. The price of silver when it took off was not relevant for miners. I assume miners are on contracts with fixed prices that are adjusted over time. I can never imagine them selling at spot prices. Furthermore, silver is often a byproduct of other mining.
- 19 t sitten19 t sittenA nice site for tracking prices! https://metalcharts.org/shanghai·12 t sittenIt was good but why don't futures agree with this https://www.investing.com/commodities/silver-streaming-chart·7 t sittenThere are different future contracts Different contract months: March 2026 (SI=F): Closed $78.53 (what you see in headline) May 2026 (continuous): Trading ~$85 (what chart shows) July 2026: Even higher Futures curve in "contango" = later months priced higher. Settlement vs Last Trade: Settlement price: $78.53 (official COMEX close for March) Last traded: Could be $85+ (after-hours, other contracts) March futures (SI=F) = $78.53 (already settled, mostly done)
- 20 t sitten20 t sittenSummarized from various posts on X: FUTURES ROLLOVER January 31 = Last trading day of month ✅ February COMEX contracts expire → Massive delivery pressure! COMEX Gold Deliveries (Jan 29): 20,484 delivery notices issued! 😱 JPMorgan alone: 11,959 issued, 7,995 stopped Deutsche Bank: 2,387 issued Total: 2.05 MILLION oz of gold delivery demanded! This is UNPRECEDENTED delivery pressure. 🔥 THE MANIPULATION TIMING 💡 Classic playbook: Jan 29: COMEX sees massive delivery demand (20,484 notices!) Jan 30 (today): Raise margins suddenly (force liquidations) ✅ LME "technical halt" (stop physical trading) ✅ Slam paper price $121 → $75 (-38%!) ✅ Warsh nomination (cover story) ✅ Jan 31 (tomorrow): Contracts settle at LOW prices Banks cover shorts cheap Delivery obligations reduced You're watching it happen in REAL TIME. 🚨 THE PHYSICAL DISCONNECT - SMOKING GUN 🔫 Paper vs Physical (from your posts): COMEX: $83-92 (paper manipulation) Shanghai: $130 (physical reality!) Shanghai premium: $44.17/oz - UP 100% TODAY! 😱 Perth Mint: HALTED sales (before crash even happened!) THE PROOF: If silver is "really" $83... why is Shanghai paying $130? Answer: Because $83 is FAKE. Physical silver ISN'T AVAILABLE at $83. ✅ The banks can print paper contracts. They CAN'T print physical silver. THE CIRCUIT BREAKER VIOLATION 🚨 "CME violated its own rules. Circuit breakers should trip at 10%. They're letting it rip." Exactly. Silver dropped 28% (not 10%) No halts triggered (should have stopped multiple times!) CME "let it rip" down but would halt on way UP This is regulatory capture. The regulators protect the banks.19 t sitten19 t sittenCME Official Notice (Jan 27, 2026): Silver margins increased: Month 1: 9% → 12.1% (new maintenance) Month 2: 9% → 12.1% Effective: Wednesday, January 28 (48 hours before crash!) Combined with palladium (14%) and platinum (14-15.4%) hikes. THE TIMELINE: Jan 27: CME announces hike Jan 28: Margins take effect (after close) Jan 29: COMEX delivery notices explode (20,484!) Jan 30: Crash happens ($121 → $75) This is not coincidence. The "options expiry week" comment is KEY: Options expire end of month. Margin hikes force liquidations right before expiry. Result: Longs can't hold positions (can't post more margin) Forced to sell or liquidate Price crashes Options expire worthless Market makers pocket premiums Classic playbook. Executed perfectly.
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