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Message: <blockquote data-quote="Maddog" data-source="post: 468119" data-attributes="member: 5355">Wow:<h4>The Flow Math: Small Percentages, Big Numbers </h4>It only takes a sliver of global capital to transform this market. Consider two lenses: <ul> <li data-xf-list-type="ul">U.S. near-cash liquidity: Money market funds, demand deposits, currency in circulation, and unused credit lines add up to tens of trillions. A mere 1% rotation would swamp available silver at current prices. </li> <li data-xf-list-type="ul">Global asset base: When you tally global currency, bonds, and equities, you reach on the order of hundreds of trillions. A 1% rebalance into precious metals is measured in trillions, not billions. Silver simply cannot absorb that kind of demand without a step-change in price and, crucially, a shrinking GSR as investors crowd into the thinner market. </li> </ul>This is why Mike frames $10,000 gold and $500 silver (at 20:1) as not just possible but coherent outcomes under a broad, global reweighting into monetary assets. <h4>“But Won’t the Exchanges Clamp Down?” </h4>They’ll try—because they always do. Expect familiar tactics on the futures complex: margin hikes, tighter position limits, rule tweaks that force deleveraging during sharp moves. These steps can knock price and sentiment around in the short term. Historically, however, policy friction loses against physical scarcity plus real money demand during the terminal phase of a bull market. That’s when the ratio can sprint lower in a hurry. <h4>Sentiment, Then Stampede </h4>A revealing anecdote from Mike: in the early 2000s, he was buying silver around $4–$5 and coin shops were empty. Fast-forward to the mid-$40s today and the retail bid is still just a trickle—far from manic. The stampede tends to arrive after new highs and breathless coverage. If history rhymes, that’s when monetary demand collides with a thinned-out float and the GSR reprices in weeks, not years.</blockquote>

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