🚨 I BOUGHT BITCOIN AT $4,000, HERE'S WHAT IM BUYING NOW: Not mining stocks. Not ETFs. Physical metal sitting in storage. People think I'm crazy. They'll understand soon enough. Here's why silver is the most asymmetric bet I've seen since early Bitcoin: THE SUPPLY DEFICIT IS REAL We've been in a supply deficit for three consecutive years. Mining production peaked. Recycling can't fill the gap. Above-ground inventories are depleting. Silver Institute projects the deficit continuing through 2026 and beyond. That's not speculation, that's reported data from the industry itself. Meanwhile demand keeps accelerating from sectors that have zero price sensitivity. You can't build a solar panel without silver. You can't manufacture semiconductors without it. Medical devices, water purification, 5G infrastructure all require it. These aren't discretionary purchases. These are essential industrial inputs with no viable substitutes at scale. MONETARY HISTORY NOBODY REMEMBERS For thousands of years, silver was money. Not gold. Silver. The common person's monetary metal. Gold-to-silver ratio historically averaged 15:1 for centuries. Right now it's sitting around 85:1. Either gold is massively overvalued or silver is massively undervalued. Given industrial demand dynamics, I know which way that converges. Central banks are buying gold at record rates. But silver? Silver is getting consumed in applications where it's never recovered. Solar panels get installed and that silver is gone forever. Electronics get thrown away and recycling rates are under 20%. Gold sits in vaults. Silver disappears into the economy. THE WINDOW IS CLOSING Import/export restrictions are starting. China limited silver exports. Other producing nations will follow because they're realizing this is a strategic resource, not just a commodity. When trade barriers go up around critical materials, spot markets break down. Premiums explode. Physical becomes nearly impossible to source at any price. I'm positioning now while premiums are still reasonable and supply is available. That won't last. WHY PHYSICAL MATTERS Digital assets are great. I still hold Bitcoin. But you can't manufacture electronics with Bitcoin. You can't build solar infrastructure with Ethereum. Silver is both a monetary metal AND an irreplaceable industrial material. That dual demand is what creates the squeeze. When supply gets tight, industrial buyers will pay whatever it takes to keep production running. They're not price sensitive. They're availability sensitive. If Ford needs silver to build electronics for 100,000 vehicles and there's a shortage, they pay the premium. The entire vehicle production line doesn't stop over $50 of silver per car. That industrial floor under prices is what makes this different from pure monetary metals. I'm buying because the setup is obvious once you look at actual supply and demand rather than futures markets. Paper price means nothing when physical premiums are climbing and delivery delays are extending. This isn't a trade. It's positioning ahead of a structural shortage that's already playing out in slow motion.