A fully traceable sequence of geopolitical, financial, and market events reveals a new global reserve structure being built outside the US dollar. When Shanghai Trading Opens tonight, it __should__ become clear.
After Western sanctions in 2022, India–Russia oil trade exploded, reaching record levels ($52–67B annually). But there was a huge problem: India tried paying Russia in India National Rupee (INR), and Russia rejected it. Why? Because INR is not convertible internationally. Russia called it “pointless outside India” in May 2023.
With $40B+ stuck in Indian banks, Russia faced a crisis: Couldn’t repatriate INR. Couldn’t convert to USD due to sanctions. Couldn’t spend INR inside India, so it needed a store-of-value escape hatch. This was the beginning of a silent monetary revolution.
India shifted to paying Russia in AED (UAE Dirhams), and CNY( Chinese yuan). Why AED? Because AED is liquid, freely convertible, and strategically important: China needs AED to buy Gulf oil. UAE is the new neutral clearing hub. Russia can exchange AED without touching United States Dollar (USD) networks. This created a new settlement loop:
India to Russia to China to United Arab Emirates, and back to India. No USD involved.
And here’s the breakthrough discovery:
From July 2024, something shocking appeared on the charts: Silver began moving tick-for-tick with the INR/CNY exchange rate.
This correlation has never existed in history. Silver detached from COMEX pricing and started tracking settlement currency flows. That is a signal of sovereign accumulation, not investor speculation.
Why would silver suddenly track INR/CNY? Because here’s the mechanism:
India buys oil → pays Russia in AED. Russia converts AED → CNY. China wants AED for Gulf oil. Russia uses CNY to buy physical Silver from China. Silver becomes the reserve asset storing value from India–Russia trade outside the USD system. This is the missing link no analyst has seen.
And what did India do when this began? On July 23, 2024, India suddenly slashed silver import duty from 15% to 6% — at the exact time the INR/CNY-Silver correlation emerged.
Why make silver cheaper when prices are exploding globally? Because India wants domestic silver accumulation as a hedge. Government policy moves don’t lie.
Then came the final confirmation:
In late September 2024, Russia released its 2025–2027 federal budget: For the first time in Russian history, the government officially allocated funds for purchasing Critical minerals; silver will be there by default.
Folks . . . . . . . . . Silver is now a sovereign reserve asset !!!!!!!! Here. Look:
The global financial system is undergoing a silent reset.
Old paradigms:
USD = Oil
Gold = Reserve Metal
New architecture:
AED/CNY = Settlement
Silver = Reserve Asset / Collateral
Silver just crossed from commodity to monetary reserve foundation.
The world hasn’t realized it yet.
This is why Silver is exploding. Not because of retail hype. Not because of solar panels. Not because of inflation. Silver is being monetized by the state-level players outside the USD system. Russia, China, and India just changed the future of money.
And they did it BECAUSE the U.S. abuses them - and everyone else -- with economic sanctions. America did this to itself!
When nations start stockpiling an asset quietly, before the public understands its purpose, the revaluation is violent.
Most analysts will wake up when Silver is already 3–5× higher.
This is the biggest geopolitical monetary shift since 1971.
You’re not early. You’re right on time.
Watch the price of Silver when Shanghai opens tonight. I suspect you will see physical Silver cross the $60 per ounce threshold forever.
