Trying to help normies understand what CT is talking about
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Silver lease rates jumped to 39% versus a historical average below 1%, ahead of a sixth consecutive year of supply deficits, with a projected shortfall of 46 million ounces in 2026
thGOLD has already proven the model works, generating roughly 2% yield since January
Adding silver to thUSD introduces a second independent source of yield through the same mechanism, rather than diversifying into the same type of trade
Rather than a fixed coupon, it’s a bet on how long the physical market stays tight if the deficit eases, the spread can quickly revert toward its historical average
Everyone's long commodities right now and almost nobody is getting paid to be
Silver had its best year since 1979. all-time high in january, sixth straight supply deficit, industrial demand near records
And through all of it the metal has been earning a lease rate. Refiners and fabricators pay to borrow it every single day
That money goes to bullion banks. Never to the person actually holding the exposure
@Theo_Network just added silver to thUSD's leasing leg next to gold. Physical metal leased into commercial demand, hedged short on CME, t-bills as margin
Same trade, except you're on the paid side of it now
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i know plenty of successful people who smoke weed
they just don’t make it their whole personality
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looks more like further downside to me unless buyers actually step in here. touching a trendline isn’t enough to call a bounce
stoch RSI can stay oversold while price keeps dropping. would need to see a convincing reaction off support first
Bitcoin could be setting up another bounce.
Price is retesting the rising trendline while Stoch RSI is back in the oversold zone.
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joined a random Robinhood telegram group yesterday just to see what they were cooking
guy posted “3 2 1 sending CA” like 10 times dropped the CA, nobody bought deleted everything, tried again, made a GPT pic saying DEX was paid, still nobody cared
then he says in 24h they’ve got a meme coin coming that’s “minimum 1000x” with a $10M target
bro what are we even doing anymore
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Off work injured with a $10K insurance payout
Now crypto wants to go up too
Weird fucking month
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Bro missed the entry and made shorting BTC his whole personality
$100K looks doable from here
You’re allowed to change your mind, anon
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WhalePanda retweeted
said i was done with memes, not even gonna try explaining $PIPEDOG
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/ @blknoiz06 gets CT 1.4M followers mean a lot more when they actually pay attention and act on your posts
getting that many traders interested in the same coin is an edge no chart gives you
bro knows what he’s got, even if $200M is his own price tag
finding alpha is one thing becoming the account everyone checks for it is a different skill altogether
JUST IN: ANSEM REVEALS HIS X ACCOUNT IS WORTH $200M
“How many coins have I ran to $100M plus”
“A lot”
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WhalePanda retweeted
I think “gold pays nothing” is exactly why @Theo_Network approach interests me a few things i like: thGOLD adds lending income to gold exposure, sthUSD uses a hedged gold strategy for dollar yield, and thBILL gives access to Treasury and liquidity funds from Wellington and Fidelity International
Now they’ve added silver through thSLVR, with reports of over $40M in silver leases and an initial beta for institutions and whitelisted investors holders retain silver price exposure while earning income from institutional borrowers, which gives me something more concrete to assess than another price target
What I like is being able to separate wanting exposure to gold or silver from wanting dollar income generated by financing those markets I’d still want to know who the borrowers are, how their obligations are secured and how redemptions work, because earning yield changes the risk you’re taking too
GOLD is getting oxygen again this morning.
Not because the Fed suddenly turned dovish.
US long end yields are pulling back.
That matters more than most people realise.
Gold pays you nothing to hold it.
So when a safe US bond is paying you 5%, gold has to fight for your money.
But when those yields start falling, that competition gets weaker.
Suddenly holding gold costs you less in lost interest.
That is why gold can rally even after a hawkish Fed.
The Fed controls the headline.
The bond market controls the conditions gold actually trades in.
Watch the US 10Y.
If that keeps backing away from 5%, gold has room to breathe again.
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