LBMA: WHAT COMES NEXT

Mar 12, 2025

(If you missed the previous LBMA pieces — The De Facto Default and Fuse Meets Keg —catch up here before diving in.)

The paper gold system is breaking. The fuse was lit long ago -- now we’re at the keg.
2,000 tons of gold imported into the US. Who has that kind of pull? Not a hedge fund. Not a foreign buyer.
If it were anyone but the U.S. government, they’d have a knock at their door.
Silence = Sanctioned.

Physical gold demand is off the charts -- LBMA stress, BOE delays, and COMEX deliveries. Metals are moving in the shadows.
Paper gold is the illusion. Too many claims, and not enough metal. The unwind has begun.
This isn’t just about gold, it’s about confidence. Once confidence collapses, the rush for real assets begins (Crack-up Boom).
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Containment Mode: Authorities attempt to control gold prices through paper manipulation, coordinated central bank interventions, and liquidity injections. Short-term stability is prioritized, but underlying risks keep growing. If trust in financial markets holds, they buy time. If it falters, the next phase begins.
Paper Market Breakdown: Physical gold supply dries up, forcing bullion banks to scramble for metal at higher prices or settle contracts in cash. Spot prices decouple from futures as gold market credibility erodes. Does trust contagion spread beyond gold? A breakdown could shake confidence in broader financial markets.
Monetary Reset: A full-scale repricing of gold occurs as central banks revalue gold reserves or shift toward a commodity-backed system. Capital controls and government interventions become inevitable. The usual tricks won’t work -- rate manipulation, debt expansion, liquidity injections -- it’s all based on trust… which has been lost.
The Endgame: A transition is coming -- whether by force or by design. The question isn’t if, but how fast it unfolds and who dictates the terms.

This isn’t just a crisis -- it’s a transfer of wealth.
Insiders are accumulating real assets while fiat still holds confidence. The window to reposition is closing.
As trust shifts from paper to tangible assets, wealth isn’t disappearing – it’s changing hands.

Physical delivery delays at LBMA and COMEX stretch beyond crisis norms.
Major financial institutions push for gold settlement over cash.
Sovereign players like BRICS nations refuse to roll paper contracts and demand physical delivery.
Gold-backed trade agreements gain momentum, undermining fiat dominance.

Navigating this transition requires a multi-layered approach beyond just financial positioning.
PRESERVE: Financial & resource security → Build redundancies in essentials like energy, supply chains, and key resources.
PROTECT: Risk mitigation → Spread risk across different locations and systems to avoid dependency on any single point of failure.
ADAPT: Strength through networks → Build relationships with those who offer complementary skills, resilience, and alternative trade channels.
GROWTH: Expand resilience by building useful skills -- logistics, security, and production.

We’ve seen the fuse. We’ve seen the keg. The system is under pressure -- probabilities are shifting.
The old system is cracking. The next phase is taking shape.
Gold? It’s about to matter more than it has in 50 years.

Is this a collapse -- or is there an escape route?

What comes next isn’t the end -- it’s a transformation. Stay tuned – this story isn’t over.

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