SILVER IS ABOUT TO DO WHAT FEW BELIEVE IS POSSIBLE

Why structural shortages, failing paper markets, and rising demand signal a historic reset in real money.

Something fundamental has shifted in the silver market—and most investors have not yet recognized it.

Price levels that once acted as resistance are no longer behaving as they did in the past, and what appears to be a price move is, in reality, a structural change beneath the surface.

In this video, Expert Egon von Greyerz explains why silver is no longer trading as a paper instrument, but is being drawn into the physical market—where supply, not sentiment, ultimately sets the price.

KEY INSIGHTS:

00:00 – 01:00 | The $50 Barrier Breaks

Silver failed at $50 in 1980 and 2011 because paper supply could always be created.This time is different. The move above $50 is not speculative — it is driven by physical shortages.

01:00 – 02:00 | This Is Not a Gradual Market

Silver is not moving step by step.It is accelerating rapidly through $60, $70, $80, toward $90 and beyond.Round numbers are psychological — they are not structural barriers.

02:00 – 03:00 | Paper Markets Are Losing Control

Outstanding paper contracts in London and New York vastly exceed available physical silver.This imbalance marks a structural failure of the paper silver market.

03:00 – 04:00 | From Paper to Physical

Silver is no longer trading as a paper derivative market.It is reverting to what it has always been: a physical market governed by supply and demand, not leverage and manipulation.

04:00 – 05:00 | Industrial Demand Changes Everything

Physical demand has surged from ~10% of annual production to nearly 50% in one year.Solar panels, EVs, electronics, and defense systems now compete directly with investors for limited supply.

05:00 – 06:00 | Persistent Deficits

Silver has run production deficits for five consecutive years — and those deficits are growing.Future shortages are not a possibility; they are already embedded in the system.

06:00 – 07:00 | Physical Ownership Is Non-Negotiable

ETFs and futures do not protect investors in a physical shortage.True protection requires physical silver held outside the banking system, with direct access.

07:00 – 08:00 | Silver vs. Gold: Speed vs. Stability

Silver is likely to move faster than gold, but with higher volatility.Gold remains the anchor.A prudent allocation favors gold as the foundation, with up to 30% in silver.

08:00 – 09:00 | The End of the Paper Era

We are approaching the end of a paper-money system.Stocks, bonds, and financial promises will lose real value as currencies are debased beyond recognition.

09:00 – End | Preparation, Not Speculation

This is not about trading price targets.It is about preserving purchasing power and financial survival in a systemic transition.Gold and silver are not investments of convenience — they are monetary insurance.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit vongreyerz.substack.com