SI - Silver Futures (COMEX)

The presenter argues silver is in a massive physical supply deficit while paper prices are being artificially suppressed by Wall Street manipulation. He believes the physical shortage will eventually break the paper pricing model, leading to an explosive rally similar to 2020's 130% recovery. He advocates accumulating physical silver during the current crash.

The host's core thesis is that silver will dramatically outperform gold over the next 5-20 years due to structural supply deficits, industrial destruction of silver, Chinese and Indian demand, and Wall Street accumulation. He projects silver could reach $150-$500/oz depending on gold price and ratio compression.

The host notes COMEX vaults are at critical lows (33M oz, lowest since 2010) and silver already pumped 6% pre-war. He warns of potential manipulation by Jane Street and government insiders. His advice is to not play the game during uncertainty — sit on hands.

The entire video argues that silver is in the most bullish fundamental setup in commodity history, with supply constraints from Comex vault depletion, Mexican cartel disruptions, and Chinese export controls converging with strong demand from safe-haven flows and industrial use. The host is extremely bullish.

The speaker argues a massive physical silver squeeze is imminent with COMEX vaults on track to hit zero by March 6, failed bank manipulation, US government price floor policy, and 7.5x more paper contracts than physical silver available. The speaker personally holds physical silver with no leverage.

COMEX vaults are nearly empty with only 103M oz registered silver against 400M+ oz open contracts. Supply deficit of 1 billion ounces since 2021, industrial demand growing rapidly (solar, EVs, AI), lease rate at 8% signaling extreme scarcity. Physical delivery demand at 98% in February 2026.

Short-term neutral to bullish expecting a bounce to $90–$100, but warns of potential breakdown to $50–$55 if $71.50 support fails. Overhead supply from trapped buyers will cap rallies.

Felix believes the crash was engineered and that silver will recover within weeks due to strong fundamental supply deficits and industrial demand. He sees this as a buying opportunity before silver goes 'nuts again.'

Soloway bought the bounce at $75-76 as a swing trade targeting $85-86, but explicitly states he is NOT buying for the long term at current levels. He says the technical damage is extensive and his long-term buy level is $54. He remains a long-term bull but wants significantly lower prices.

For long-term buying, Soloway identifies $54 as his 'go long' level — a former major high with a cup-and-handle consolidation pattern. He believes in silver longer term but wants to buy much lower.