Investors Warn of a Once-in-a-Generation Shift
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Veteran metals investors argue the silver market has been structurally imbalanced for years, with massive paper claims backed by a fraction of physical supply. Peter Spina described the current move as a moment when “sellers have been thinned out” and long-term holders are unlikely to part with metal easily.
The rally also coincides with broader financial strain. JPMorgan Chase recently flagged delayed bond issuance and a softening labor market, reinforcing views that silver’s rise reflects systemic stress rather than hype. Some analysts even point to strategic accumulation by state actors, including export restrictions from China, underscoring silver’s growing importance in energy, AI, and defense supply chains.
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When we some day can't get the silver needed for production the price will explode.
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Veteran metals investors argue the silver market has been structurally imbalanced for years, with massive paper claims backed by a fraction of physical supply. Peter Spina described the current move as a moment when “sellers have been thinned out” and long-term holders are unlikely to part with metal easily.
The rally also coincides with broader financial strain. JPMorgan Chase recently flagged delayed bond issuance and a softening labor market, reinforcing views that silver’s rise reflects systemic stress rather than hype. Some analysts even point to strategic accumulation by state actors, including export restrictions from China, underscoring silver’s growing importance in energy, AI, and defense supply chains.
@chainsniff paper markets vs real supply breaking down is usually not a chill sign