When it comes to precious metals, China, & Trump, there are NO COINCIDENCES.
Since December 2025, we have been closely monitoring the “Shanghai Silver Premium” – essentially the difference between the price of silver on the major Chinese exchanges (Shanghai Futures Exchange & the Shanghai Gold Exchange) and the Western exchanges (the LBMA & COMEX).
What started as a $3/oz premium widened to $7-$8/oz on Christmas day. The premium has continued to steadily widen throughout January, first hitting $10/oz, then $13, reaching $17/oz most of last week.
As of January 26, as COMEX prices were smashed from $117 to $103, the Shanghai Premium has further exploded to $20-$25/oz.
As we type, we have a last silver price on the #SHFE of ¥28,421/kilo- the equivalent of $126.95/oz.
At the same time, COMEX silver futures are trading at $106.15- a $20.80 discount to the price of silver in Shanghai!

Meanwhile, China is increasing its M2 money supply at historic rates.
The question begs to be asked: is China INTENTIONALLY running the price of silver in China HOT- effectively printing ¥ fiats to inflate the ¥ price of silver – to entice arbitrage trades to suck the word’s silver vaults dry and ship the metal to the Red Dragon?
The flow of metal is like water only in the inverse. Water always flows downhill.
Physical commodities always flow UPHILL.
Physical commodities such as silver will ALWAYS flow to the highest bidder- provided that the financial incentive is large enough to overcome obstacles, difficulties etc.
It appears to us that the Red Chinese have made a POLICY DECISION TO INTENTIONALLY RUN THE CHINESE PRICE FOR COMMODITIES- and silver in particular- SO HOT THAT THE WORLD’S PHYSICAL SILVER STOCKPILES FLOW TO THE RED DRAGON.
This is WORLD WAR SILVER, and it appears that the Chinese believe they can win this war by strategically USING the printing press to stockpile the world’s most important strategic mineral- SILVER.
If the operation takes down the entire Western Banking System through the bullion bank’s legacy silver shorts, all the better in the eyes of the Red Dragon.
Who cares if you have to devalue your fiat currency to acquire the world’s gold, silver, platinum, palladium, & copper reserves- if the USD and financial system collapses in the process- and you can then announce new FULL GOLD AND SILVER BACKING to the ¥??
CHECK.
Your move, President Trump.




