Loading ...$80 Silver: “This Is Not Good!” Elon Musk’s Silver Panic and the Coming Industrial Apocalypse
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It’s the tweet that just lit a match on a planet-sized tinderbox. The day after Christmas, 2025, Elon Musk; the world’s richest man, the architect of our electric future, and the planet’s most important industrialist, sent a simple, terrifying message to his hundreds of millions of followers: “This is not good. Silver is needed in many industrial processes.”
In nine simple words, the ultimate insider just confirmed everything we have been screaming from the rooftops for years. The silver crisis is not coming. It is here. And the man who needs it more than anyone is now publicly panicking. This is your final warning and siren call.
For decades, the financial establishment has dismissed silver as “gold’s poor cousin,” a volatile commodity, a relic of a bygone era. They built a casino of paper contracts, the COMEX, to suppress its price, creating a fantasy world where a critical, irreplaceable industrial metal was treated like a penny stock.
This manipulation served two purposes: it allowed corrupt governments to demonetize real money in favor of their trash fiat currencies, and it provided a massive, multi-decade subsidy to the entire global technology and manufacturing complex.
Every iPhone, every solar panel, every EV, every server in every data center was built on the back of artificially cheap silver.
That subsidy has just ended. The bill is now due. And the market is responding with a ferocity that is shaking the foundations of the global economy. In the last month alone, the price of silver has exploded by over $22. In the last five days, it has surged more than $14.
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Having started 2025 under $30 an ounce, it is now, as of December 28th, clawing at the door of $80. The previous all-time highs of ~$50 set in 1980 and 2011 are not just broken; they have been obliterated.
This is not a rally. This is a repricing. This is the market discovering, in real-time, that the emperor of the paper markets has no clothes.
Elon Musk’s tweet was not the cause of this explosion; it was the validation of it. It was the public admission from the world’s most important consumer of silver that the physical supply is gone. The panic is on.
There is a perfect storm of events lining up all at the same time;
- a strategic export ban from China
- a desperate stockpiling effort by the U.S. government
- and an awakening of both industrial and retail buyers
This is all converging to create the mother of all shortages. The bankers who shorted this strategic asset are about to be vaporized. The manufacturers who built their empires on cheap silver are about to face a crisis of unimaginable proportions.
And the people who understand what is happening are about to witness the greatest wealth transfer in human history. Welcome to the Great Silver Awakening. Game on.
Let’s Dig Into The Following:
- The silver impact on Elon Musk’s entire multi-trillion-dollar empire; from the electric vehicles at Tesla to the rockets at SpaceX, the solar panels at SolarCity, the data centers for xAI, and the circuits in his Optimus humanoid robots, are ALL existentially dependent on a massive, reliable, and growing supply of silver.
- The multi-decade price suppression has devastated silver’s supply side. With prices kept artificially low for so long, there was no incentive to invest in new primary silver mines. Annual silver production (70-80%) remains tied to demand for other metals being mined, not silver itself. This has created a structurally inelastic supply, unable to respond quickly to surges in silver-specific demand or price!
- China is set to restrict exports, beginning January 1, creating a massive accelerant on the fire of the global supply deficit.
- The current silver rush is not just being driven by industrial users and governments. It is being powered by a global popular uprising, a “Great Awakening” of retail investors who are finally demanding their money back. Here’s why the retail and institutional investment demand is about to go into hyperdrive!
- The stock prices, which have been dormant for years, are starting to re-rate higher, but will do so soon with a violence that will make the dot-com boom look tame. The value of their in-ground reserves, which were once considered uneconomic, will be reassessed at multiples of their current valuation, as the coming mining wars explode!
- And why Elon Musk was right …. The silver situation is “not good.”
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