Asian Guy: The Arbitrage Is Dead

H/t: https://x.com/AGAsianGuy/status/2010779560229667222?s=20

GROK: The video claims a silver market crisis: COMEX price at ~$85/oz vs Shanghai at $93.31/oz (Jan 12, 2026), creating an unarbitrageable $8+ gap due to physical shortages, Chinese export licenses since Jan 1, and market bifurcation. Predicts US price gapping to $100+, high premiums ($20-30/oz), and broader financial fallout amid Fed probe into Powell.

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