上山喝茶r
2026.02.24 16:08

$Abrdn Silver ETF Trust(SIVR.US)

New York registered inventory (88.1M oz)

Shanghai inventory is only about 1/4 of New York's

London inventory is okay but the Lease Rate of 8.2% is a bit high

After deducting the locked-up shares in trusts like SIVR, there's not much left to mobilize

Waiting for the big reckoning during the March settlement period

Feels like this situation repeats itself every so often

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