from Silver Guy:

WARNING: Silver $80 is a Paper Lie – India Halts Imports, COMEX Drains, Shanghai Pays $13 More

India freezes silver imports. COMEX loses 200M oz. Shanghai pays $13 premium over paper. The $80 price is the last place reality hasn’t landed yet. On Saturday April 18, 2026, silver closed at $80.70 and gold at $4,829.40 — but the real story is what is happening underneath the price. India, the world’s single largest silver buyer, has frozen all new import orders at the exact moment it monetized silver through national banking reforms and institutional allocation mandates. COMEX silver warehouse inventory has shed 200 million ounces since mid-2025 and shows no sign of recovering. Shanghai’s physical exchange is paying $12–13 per ounce above the COMEX paper price. The Silver Institute has confirmed six consecutive years of structural deficit with no equilibrium in sight. Meanwhile, Iran has closed the Strait of Hormuz, Brazil has doubled its gold reserves, and world central banks now hold more gold than US dollar assets for the first time since 1972 — mirroring conditions that preceded silver’s 33x move in the 1970s. In this video, The Asian Guy breaks down every data point, the spoofing event visible on Friday’s chart, the critical price levels for the week ahead, and exactly what physical, paper, and unpositioned silver investors should do right now.