#Silver #Gold #Commodities Silver sold off sharply as leverage unwound across China and the US—yet key physical signals stayed firm, creating a rare split between paper futures and real-world demand.
What you’ll learn in this video:
What triggered the sharp silver move and why it wasn’t a “normal” drop
How leverage unwind + liquidation can distort the headline price
Why London/physical bidding (and backwardation) matters during a selloff
What regional spreads can reveal about market stress and fragmentation
Practical ways to think about risk, volatility, and decision-making in fast markets
Key topics covered:
Futures deleveraging vs physical demand signals
Shanghai vs New York vs London pricing gaps
Backwardation, spreads, and what they can imply
Dollar, yields, equities, and volatility context
Risk management mindset for traders vs long-term holders
Members-only update + WhatsApp channel for instant notes/voicenotes
Credibility context: This breakdown focuses on market structure and macro signals (yields, dollar strength, volatility, futures positioning dynamics) and how they connect to price action.
Disclaimer: Not financial advice. For education and informational purposes only. Do your own research and consult a licensed professional if needed.
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00:00 Intro + what just happened 00:45 The silver selloff in one sentence 02:10 Why this looked like a leverage unwind 04:05 Paper futures vs physical demand (the key split) 06:20 London backwardation explained (simple) 08:10 Shanghai vs New York vs London spreads (what they signal) 10:20 What I’m watching next: curve, open interest, spreads 12:15 Common mistakes during high-volatility sessions 14:05 Practical playbook: traders vs long-term holders 16:10 Macro backdrop: dollar, yields, equities, volatility 18:00 Members-only update + WhatsApp channel (how to follow faster) 19:10 Closing thoughts + comment questions
