Loading ...Silver isn’t moving because of retail hype — it’s moving because physical demand is tightening while institutional flows quietly suppress silver miners. In this video, we break down why BlackRock’s influence on capital flows, rising margin pressure, and distorted hedging behavior are creating a dangerous disconnect between silver prices and silver mining stocks.
As silver pushes toward critical levels — including the widely discussed $94 silver threshold — the paper market and mining equities are lagging in ways that don’t make sense on the surface. Kevin O’Leary has repeatedly emphasized how incentives, capital concentration, and passive investing distort price discovery, and silver is becoming one of the clearest examples. This isn’t about conspiracy theories. It’s about mechanics: • Physical silver demand vs paper supply • Why margin hikes don’t always mean lower prices • How byproduct mining limits silver supply • Why miners lag before violent catch-up moves • How institutions manage narratives during regime shifts
When silver miners finally move, they historically don’t move slowly. They gap, reprice, and force late buyers to chase. The question is whether this rotation happens cleanly — or violently.
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