Tom Bilyeu

Unlike gold, which is primarily used as a store of wealth, silver's value is driven primarily by industrial use.

Treating it first and foremost as a paper asset only works in a world where everyone gets along and everything is smooth, globalized, and stable, but that world

did exist and it was awesome, but it's dead now and we have to accept that and adapt accordingly.

The price of silver used to be set by traders, but now China is showing that the future price is going to be set by those who use and control the physical flow of silver.

This is a massive paradigm shift that points towards something far bigger than the price of silver,

which I'm gonna explain shortly, but for it all to make sense, we have to build the argument one brick at a time.

First, you have to understand that the world order is changing rapidly, and if you fail to update your investing strategy accordingly, you are going to get run over.

When inflation and stagnant wages force you to invest rather than save your money, you've got to constantly assess changing macro conditions.

And the fact that everyone got caught off guard by the silver move shows that there's one massive macro factor that people are blind to.

The stable global order that allowed the world to think of investing and economics in terms of financial instruments instead of manufacturing and use cases

is beginning to unwind and it's putting the dollar at risk.

That's why both Dalio and Buffett are sounding the alarm as loudly as they can about America and the state of the dollar.

Let's go through it.

Here is the uncomfortable question everyone needs to ask, but is largely being ignored.

As the economic battle between the US and China reaches a fever pitch over the next few years, how stable is the dollar status as the world's reserve currency?

What Just Happened to Silver provides insights into that fundamental question.

Here are the facts.

On January 1st of 2026, China officially put a new export control regime on silver into effect, requiring government licenses for most shipments out of the country, effectively putting state control over roughly 60 to 70%

of the entire world's refined silver supply.

And restricting exports to a small list of approved firms puts everyone in their grip.