#BuyTheDipOrWaitNow?

🚨 THIS HAS NEVER HAPPENED BEFORE

The Silver market is about to collapse.

February 27, 2026 is First Notice Day for March silver futures on COMEX.

400 million ounces are tied to March contracts.

Silver available for delivery? Just 82 million ounces.

But it gets even worse:

On February 27, 2026 traders must choose:
→ Roll
→ Close for cash
→ Or demand physical delivery

Normally? Routine.

This time? SYSTEM LEVEL.

The paper-to-physical ratio in silver now sits near 360:1.

Read that again.

For every ounce of real metal, HUNDREDS of paper claims exist.

Inventory recently fell below 100 million ounces for the first time in modern history.

And withdrawals are accelerating: ~785,000 ounces per day.

If even 25–50% of contract holders demand metal…

The exchange can’t perform.

That’s not fear.
That’s math.

And behavior is changing.

Historically, only 3–5% take delivery.

February 2026?
Delivery demand surged toward 98%.

During the January 30 crash, when silver collapsed from $121 to $64, vaults still saw 3.3 million ounces withdrawn.

In a single day.

Price down.
Metal leaving.

That’s not retail panic.

That’s large capital choosing CUSTODY over leverage.

Zoom out.

The market is fragmenting East vs West.

China controls roughly 70% of refined silver output and tightened export controls in January.

Inventories in Asia are tight.
Short exposure is elevated.

Meanwhile, corporations are bypassing exchanges entirely.

Samsung secured a two-year exclusive offtake for the full output of a Mexican silver mine.

No paper exposure.
Just guaranteed supply.

Underneath it all:

The world is running a 40–50 million ounce MONTHLY silver deficit.

Cumulative shortages since 2021 approach 820 million ounces.

That’s structural.
Silver isn’t just an investment.

It’s solar.
It’s electronics.
It’s defense.
It’s AI infrastructure.

Strategic deficits don’t resolve quietly.

They REPRICE.

If COMEX cannot deliver on February 27, it can legally settle contracts in cash.

But cash settlement confirms one thing:

Paper silver is leverage.
Physical silver is reality.

With a 360:1 claim structure, confidence is everything.

If confidence cracks, price discovery won’t be gradual.
It will be forced.

This isn’t just another contract cycle.

It’s a stress test of the entire paper silver system.

Stay disciplined.
Don’t get shaken out.

February 27 will show how strong the structure really is.

I’ve studied markets for over 10 years, and I’ve called every major market top and bottom.

Follow and turn notifications on.

I’ll post the next warning BEFORE it hits the headlines.
$XAG