Rabbit Hole Recap RABBIT HOLE RECAP #389: SILVER SQUEEZE
22 snips
Dec 26, 2025 The hosts dive into the intriguing concept of a 'silver squeeze' and the logistics of purchasing physical silver. They discuss China's potential export restrictions and the dynamics of silver supply versus demand. The launch of the UAE's Digital Dirham raises concerns over financial surveillance. There's also a look back at Bitcoin's performance compared to precious metals and fascinating predictions for the market in 2026. A letter from a jailed developer further adds to the discussion on privacy and freedom in finance.
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China-Led Silver Squeeze As Macro Shock
- China restricting silver exports could create a structural supply shock in global silver markets.
- Odell argues this metal squeeze feels 'mandibles'-like and is highly relevant to Bitcoin's war of monies.
Precious Metals vs Bitcoin Pricing
- Gold and silver are rising but remain well below all-time highs when priced in Bitcoin.
- Marty suggests this strengthens the Bitcoin thesis despite precious metals' nominal runs.
Oslo Airport Accepts Bitcoin Via BTCPay
- A local Nostr user set up BTCPay acceptance in Oslo Airport duty-free after hearing the show.
- Marty and Odell praise the local freak, Sandra Sonder, for implementing it.
