Jon AG

In this update the presenter explains how silver’s price surged past $79 as the gold‑to‑silver ratio fell below the critical 60‑to‑1 threshold, a signal that forces pension funds, sovereign‑wealth funds and endowments to rotate trillions of dollars from gold into silver, potentially unleashing a $50 billion buying wave. He warns that when institutional desks return after the holiday break, this massive, price‑inelastic inflow could create an explosive “widow‑maker” volatility spike, with price swings that could push silver to $85‑$100 or trigger sharp flash‑crashes before the next rally.

The video explains that on Dec 26 the Federal Reserve’s overnight repo facility was used for a $17 billion loan by major banks after a rapid silver price jump to $77 triggered a massive margin call, exposing their huge short positions and near‑instant insolvency. It argues this bailout marks the end of the long‑standing silver‑price suppression, ushering in a broader banking‑system crisis and a potential hyper‑inflationary rally in the metal.

On Dec 26 the silver market teleported from the low $70s to a $75.14 high—a $4 gap fueled by an empty order book during “ghost week,” a widening $8‑$9 premium to Shanghai’s $83 price, and escalating geopolitical tension that the speaker says will drive an unstoppable march toward $100 and beyond. He breaks down the mechanics of the liquidity vacuum, algorithmic flips, the collapse of paper‑physical arbitrage, and the catalyst of a U.S. Coast Guard seizure in the Caribbean that could push institutional money into physical silver even faster.

Asian guy reveals that Shanghai’s front‑month silver futures are trading at about $8,053 per ounce—roughly $80—while the U.S. paper market remains near $71, exposing a $9 arbitrage gap that signals a broken global silver market. He explains how industrial demand from China’s solar and EV sectors, depleted inventories, and a looming “ghost week” liquidity vacuum could force a massive price surge and shift silver‑price power from the West to the East.

The video warns that the holiday “ghost week” (Dec 26 – Jan 2) will drain 70‑90% of market liquidity, leaving the silver market vulnerable to extreme price swings as even modest orders can create huge gaps. It predicts a possible $8‑plus jump to around $80—iven by geopolitical tension and Fed rate‑cut signals—and urges traders to cut leverage, widen stops, and treat the week as a holding period rather than a time for aggressive scalping.

On Christmas Eve 2025 the Shanghai Gold Exchange sent silver soaring to $77.89 per ounce while New York’s COMEX price lingered around $72, creating an unprecedented $5.66‑per‑ounce spread that exposed a complete breakdown of global arbitrage, a negative‑7.18% swap rate, and massive vault withdrawals that left bullion banks trapped and the western pricing system in crisis. The video explains how this decoupling signals a regime shift in silver pricing, with physical metal rushing east and the traditional western market infrastructure rapidly collapsing.

On December 23 2025 silver shattered the long‑standing $70 barrier, soaring to an intraday high of $711 per ounce in the US markets and exposing the failure of banks' attempted “kill switch” to cap the rally. The video breaks down the price action, the geopolitical shocks, the massive structural supply deficit, surging industrial demand from solar, EVs and AI data centers, and outlines bullish forecasts that could push silver well beyond $100 per ounce in the coming years.

The video reveals a leaked Samsung solid‑state battery design that uses a silver‑carbon anode, requiring roughly one kilogram of silver per electric‑vehicle battery and enabling a groundbreaking nine‑minute charge time, which could consume a sizable share of global silver production and drive the metal’s price toward $150 per ounce. It also outlines how car makers, rival battery developers, and even the Pentagon are racing to secure the scarce metal, creating a massive industrial‑and‑strategic silver shortage that could reshape both the EV market and bullion investing.