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  We are edging closer day after day to something that is going to transform the entire industry as a whole. Not merely silver's price, but this is going to alter everything. What do I mean? Well, soon there will have to be satisfied 400 million ounces of silver. But there are only 100 million ounces accessible. That's like a pizza shop that has to supply 400 slices of pizza, but they only have 100 slices. Well, what's going to occur when all of those frustrated, starving customers arrive at the front

door asking for their pizza? Well, that's what's about to unfold to the ComX on a far larger scale. The paper silver illusion is fracturing as physical demand overruns shrinking inventories. Lease rates surge, global vaults empty. The clock is expiring on the fiat price deception. It is an absolute deception. Your payoff is approaching. This is it. The moment we've been anticipating, not for months, but years. The paper schemes, the misdirection, the distortion, the exhaustion of runway. The market's

patience is finished. The silver paperhouse of cards is splintering. And what's approaching next makes history appear mild. February 2026 has prepared the stage. March will be monumental. Now, I made a video yesterday or two days ago about March and how significant this is, but I truly want you guys to grasp the scale of this. I've always said if you can't grasp it, you don't possess it. You think you do, but you don't. You don't possess it. Act one, February deliveries are extraordinary.

In the first few days of February alone, Comps has already witnessed nearly 19 million ounces claimed for physical delivery. That's almost all of last February's deliveries within a single week. Let that register. And here's the surprise. Roughly 98% of open interest stood for delivery, not for cash settlement, not for rollover paper commitments, for metal. Buyers aren't pursuing exposure. They're insisting on ownership. This is what the comps was hoping would never transpire. This is

how they were permitting or this is how they were capable of having this illusion endure and continue and continue to restrain the price. Silver's price has never been liberated. The gold to silver ratio had been 16:1 for thousands of years until you know FDR entered office shifted it from 16 to1 to 75 to one virtually overnight single-handedly depreciating silver. But at the end of the day we're going to return their weather. You know, whether these banks favor it or not, you cannot halt the unavoidable. When everyone

finally realizes that silver's intrinsic value is beyond any kind of spot price, or who declares, you know, this coin is worth what, and disconnect it from this paper illusion, this western price restraint, and begin to evaluate it for silver's intrinsic value. Not the dollar price is worth, but its intrinsic value of what it's utilized for and the benefit it provides to the world. Then we'll begin to observe this price reset, this price divergence which we're witnessing from the west to east and

silver will start to you know discover its own organic price which I believe are going to observe much sooner rather than later when investors exchange paper for ounces. The illusion of surplus unravels. This is what it resembles when trust fractures and the paper trail can no longer steer the physical dog. Now fact two. March is in a powder keg. Look ahead. March 2026. Open interest stands around 80,500 contracts. That's over 400 million ounces asserted on a system with just 103 million ounces deliverable in

COMX registered. Calculate it. If even 25 to 30% of those longs stand for delivery, as we're observing this month, there isn't sufficient silver. Period. That's not a conspiracy theory. That's mathematics. The system is leveraged roughly 4 colon one against its own vaults. So what transpires when buyers challenge the bluff? When industrial users, bullion funds, and sovereigns all declare, "We'll accept it. Kindly deliver." That's the instant the mass drops. And the instant is approaching

swiftly. That's when everything is going to be revealed. This isn't just a comps issue. The east west flow has shifted into a drain. and China combined Shanghai vaults have now reported less than 30 million ounces of visible silver remaining. A remarkable collapse considering their pace of industrial demand and solar growth. They're acquiring metal aggressively vacuuming up every extra ounce before the West even as time decide new price. And you know if they're doing this then there's

a motive why they are and perhaps we should as well. The LBMA estimates the global free float, that's all physically obtainable silver not already allocated, to be around 150 million ounces. That's 2 months of global industrial usage. That's not a cushion, it's a fuse. Fact four, lease rates are shouting. Silver lease rates, the concealed pulse of the wholesale market, just surged above 6%, the highest in years. Banks and bullion houses are abruptly paying more to borrow metal they supposedly had in

abundance. Elevated lease rates signify one thing, scarcity. Scarcity signifies strain. Strain signifies margin pressure. And margin pressure concludes in a short squeeze. This is the canary in the comx coal mine. Historically, this is precisely what occurs before a parabolic phase commences. the kind that reshapes price charts and humbles algorithms. But this time it's larger. The fiat system itself is the counterparty and silver stackers are prevailing. The moment of reckoning. You endured the mockery. You survived the

pullbacks. You examine the fine print when the commentators scoffed. Now the system is blinking. Mark February 27th, first notice day. That's when rubber meets the pavement. expect substantial short covering, potential cash settlement turmoil, maybe even physical default if demand continues climbing, which I think is likely going to happen because if March follows the three to four times delivery pattern we've witnessed recently, we could observe 200 million ounces requested, more than the

total registered silver on the planet's largest exchange. That's not a shortage, that's checkmate. Stackers, your moment is here. Maintain your position. Add ounces if you can recall why you stacked. Because what's approaching isn't a 10% trade. It's generational transfer. Supply isn't a structural shortfall. Roughly 800 million ounces mined versus 1.3 billion utilized in 2025. And these are record- setting supply deficits over the last 5 years. Year after year, we are witnessing more

and more silver acquired. But the gap is expanding. We produce roughly 800 million ounces in a good year, 850 in a very good year, but demand has reached 1.25 to 1.3 billion ounces. I've been interviewing the CEOs of these mining companies like you wouldn't even realize, but you do realize if you watch my channel. I've been interviewing so many of these individuals. I actually have two more interviews scheduled in the next 3 days. I'm also going to be interviewing the CEO of a major copper

giant as well because I want to explore a little bit into copper, but I've been speaking to many CEOs of these companies and they all share very similar perspectives on this and this is a price reset and moving forward if you don't perceive it now then you never will because it cannot be more straightforward black and white as this supply is in a structural shortfall. Industrial demand continues rising, especially in solar, EVs, AI chip manufacturing. There's no miracle mind that suddenly fills that 500 million

ounce void. And yes, silver is the most highly conductive metal for thermal conductivity, electricity, and light responsiveness. You cannot substitute silver. Silver isn't merely a precious metal. It's the metal that fuels the future. the fastest conductor on Earth with 5 to 7% higher conductivity than copper. The electrons travel faster. The signals transmit clearer. The efficiency powers everything from EV acceleration to AI computation. And in a world where speed equals power, silver is the

ultimate energy metal. Now, I heard this quote from around 2018 to 2019 that truly resonated with me. and they said, "If you think we have enough silver to go green, you're living in fantasy land." That truly resonated with me because that opened my eyes to as we transition green in this new digital technological era, there's going to be a phase where everyone wants a slice of the silver pie, but there's insufficient pie to distribute. And that is exactly what we are witnessing not merely from

the supply demand mechanics but also what's been restraining the price in the first place which is also the comics. So now everything's falling apart. The stars have converged. Silver already reached up to $120 something dollars in January. We're observing it all collapsing and we're only a few weeks away from something that could entirely alter the game. And even if it doesn't in a few weeks, consider in a few months or a few years. it absolutely will by then. So, if you're someone who is still

undecided, you're truly not perceiving things clearly, you might want to reconsider or re-examine your thoughts on the dollar's intrinsic value and silver's intrinsic value. Because if you don't recognize how much opportunity is here, if you don't see $81 silver is extremely inexpensive still, then there's something absent. Because this is something that everyone should observe easily and begin to connect the dots, especially when you examine the actual evidence, not merely someone

presenting some conspiracies or some legends or something. No, this is solid evidence. This is proof. The numbers do not deceive. 400 million ounces incoming, only 103 accessible. Calculated. Many times when we're discussing matters like this or you hear matters like this, it's mostly conspiratorial or it's a hypothesis that something's going to occur within, you know, the geopolitical arena or whatever. We don't have to hypothesize. This is directly in front of our eyes. So, you know, yeah. Anyways, I'm going

to conclude this video here. I just want to create a brief video on what's unfolding and also demonstrating how much opportunity exists here. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below. No.