Things are breaking

Commenting on the quick rise of gold and silver, and the potential ramifications
Jan 26, 2026
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Things are breaking:

Things are breaking.

Gold and silver are telling us.

The world is rapidly shifting.

Everyone is getting out of US dollars.

The trillions of dollars injected into the system are finally coming home to roost.

Eventually, the bill will be paid.

We are watching it being paid in real time.

With gold and silver as the release valve.

For those living under a rock and watching the mainstream news, you are missing the biggest story, arguably in the world.

The story of gold and silver.

Silver has gone up 3x in the last few months.

3 times.

This is bad.

Really bad.

Silver is an industrial metal.

It’s uses are everywhere.

Especially for the future we are going into.

Electric vehicles.

Semiconductors.

Solar panels.

All of them use silver.

A lot of silver.

And these companies aren’t disappearing.

The technologies aren’t just going away.

So companies NEED to buy them.

They have to.

Demand is inelastic.

It means no matter the price, there is always demand.

That demand is increasing.

Especially in China.

Chinese manufacturers need silver.

So they’re bidding up the price.

They’re looking for physical delivery of the metal.

That has not happened for decades.

Ever since the Hunt brothers tried to corner the silver market in the 1980s, silver has remained relatively cheap.

Stable.

But there are many rumours out there saying it was the banks artificially keeping the price of the metal low.

Allowing the LBMA and Comex to set the price.

So that the US government and manufacturers could buy it cheaply.

Because America doesn’t manufacture nearly as much as China, this has now reversed.

China is setting the price.

And boy are they ever.

Take today for example.

Jan 26th, 2026.

Today was a WILD day in the silver market.

The price went up from 103 to 117.

Then crashed back to 103 in a few hours.

$900 billion US dollars evaporated - https://x.com/KobeissiLetter/status/2015905696718471254

It’s the Western banks trying to drive the price down.

Why?

The options market.

Especially on SLV.

SLV is the big ETF all the banks have used for decades to short the price.

Continuously trading paper contracts back to each other to artificially keep the price low.

So instead of asking for delivery of physical silver, they just roll over their options.

The paper contracts.

Side note: here’s a quick video on how the banks have manipulated the gold and silver price for years.

Only now, buyers are not rolling over their contract.

They are demanding physical delivery.

This could break the LBMA, Comex and even worse - the banks.

They have been in this short for decades.

Continuously shorting.

Now the squeeze is on.

Silver is at the beginning of a short squeeze.

The squeeze will be violent.

Lots of repercussions to come.

How do the banks maintain their solvency?

Will the European banks fall?

Does silver go to $500?

What happens to gold?


Do the central banks sell their US treasuries causing the deflation of a massive credit bubble?

All of these are real possibilities.

Very real.

And not in a few years as I kept writing about since 2021.

Now.

Like in a few months.

This is great if you are a silver buyer.

Those who have physical.

Or who are buying the silver miners.


It is horrible for everyone else.

There’s a reason you’re not hearing this story in the mainstream media.

Governments can’t have you knowing this story.

It means they accept defeat.


The fiat currency experiment is over.

We’ve run it since 1971 ever since Nixon took the US dollar off the gold standard.

It lasted for 55 years.

It’s not going to last much longer.

America is on the brink.

We’re already seeing secret police murder innocent citizens in the street for exercising their right to protest.

And no consequences for those who committed the murder.

As Ray Dalio wrote today, the United States is now a tinderbox.

On the brink of exploding.

And not in a good way.

There’s so much to watch.

2026 is going to be a rollercoaster.

Hope we make it.

'Keep Going You're Doing Great'

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