This morning I posted these thoughts to my local Aussie silver apes.
hope you find it interesting.
Minkus shared this with me and asks. What is Agasianguys game?
https://x.com/mark4xx/status/2008465602080313528?s=46&t=dfQQ4wnUYGQ61pB5fEbLVw
I too have been wondering.
I mean look at this little guy. He has that classic smart Asian look. Young, intelligent, unemotional. He is trying to help.
Help who?
it’s not just some random dude, putting out multiple videos.
” This anonymous source has gone viral, posting relentlessly about COMEX, the LBMA, and imminent shortages.
?? 10-20% of what he says is demonstrably wrong.
?? 90-95% is factually accurate.”
On one hand it is a good source of intel in an area which is often cloaked In secrecy.
He has already said there is a sell off coming 8th -14th January as hedged funds rebalance their portfolios. We will see. If it does happen it builds trust in his audience. See I warned you. You must hold.
There is in my opinion two wars being waged.
The destruction of the fiat futures market
The scramble for a scarce resource
The price moves have been fabulous but the ultimate question is, when do you sell your ag?
I have recently suggested that mine is 16:1 on the gold silver ratio.
After watching multiple clips over recent weeks, his target is retail silver apes. Often talking about if your holding physical don’t be scared out of it.
Somebody has run the numbers. They have a strategy.
If this market is really returning to a physical based market, then the rate of physical out of the ground is important.
That is 8:1.
With a physical deficit of silver, all physical currently above ground will be mopped up. And they will keep mopping it up until the only source will be out of the ground.
Then every user will be forced to pay at the gold silver ratio of 8:1.
Miners can either dig up silver at 8 ounces or gold at 1 ounce and that tonne of dirt in the excavator bucket doesn’t care if it’s gold or silver. Classic micro economics.
I’m going to suggest a scenario
Silver apes were smart enough to buy at 80+:1.
But all silver apes who have sacrificed elsewhere in their lives are asking, when do I sell.
I’m going to suggest that agasianguy will encourage apes via various rouses to sell between 40:1 and 32:1.
They must get this physical silver out of apes hands. And apes are going to hold tight.
Why that range? 32:1 was the bottom in 2009. It is factual and obvious.
So what is agasianguys game. Who ever is behind this is competing to mop up all silver, and a big chunk is held by apes.
Agasianguys creators believe silver will go to 8:1.
If they can trick apes out at between 40:1 and 32:1 and the market goes to 8:1 in short order, then they have made 4x -5x their investment.
Logic seems sound. I may need to reappraise my targets. Somebody is putting a lot of effort into agasianguy. He isn’t our friend.
If we can work out their strategy, and pick the wheat from the chaff, it reveals deep pocket targets we may not have believed