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The dawn of the Silver Yuan [Video]

In this week’s Live from the Vault, Andrew Maguire examines how last Friday’s price drop in gold and silver showed the market had reached a turning point, with physical holders staying firm while derivative trading caused most of the decline.

The London wholesaler explains how Chinese regulators and strong buying at the Shanghai Gold Exchange are stabilising markets, prompting momentum shorts to cover and laying the groundwork for a structurally supported rally in both metals.

Youtube preview

Timestamps:

  • 00:00 Start
  • 01:46 Derivative silver sell-off exhaustion and Friday reversal
  • 05:54 Concentrated silver short exposed; regulatory investigations begin
  • 10:10 Short concentration, Comex stress and delivery risk
  • 14:50 Silver monetisation strategy and the golden yuan corridor
  • 21:42 Technical inflection: 50-day defence and backwardation spike
  • 24:38 Central bank gold accumulation and tokenised bullion growth
  • 31:55 Bullion bank positioning, OCC exposure and price projections
  • 37:13 Lunar New Year positioning and short-term outlook

Author

Samuel Briggs

Samuel Briggs

Kinesis Money

Samuel holds a deep understanding of the precious metals markets, and as an in-house journalist for 1:1 gold and silver-backed monetary system, Kinesis, he is chiefly responsible for updating the community with insights and analys

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