Disclaimer: I confirmed from Grok that “Asian Guy” pictured above is not a real human. He is an AI construct. So should we just dismiss what he has to say?
I don’t think so because what he says seems highly logical and thus worth considering. The sound here is not the greatest so if you want, you can go HERE to watch it with better sound. According to Asian guy, tomorrow, February 4 will be a very big day for silver.
Essentially what Asian Guy is saying is that the meeting of 50 countries lead by the U.S. Vice President and Secretary of Sate was planned weeks in advance in order for the U.S. to pull together massive sources of silver, which the U.S. and China have deemed to be a critical metal.
Asian guy says the 1 1/2 day silver price smack down that seems to have ended on February 3 after the Friday, January 30 crash was planned long in advance with the goal of locking in much lower silver prices in the years to come via agreements with various silver producing countries. By crashing the paper price of silver on January 30 the idea is that a lower price with friendly countries may be arranged into the future.
Here is the State Department announcement:
On February 4, 2026, Secretary of State Marco Rubio will host the inaugural Critical Minerals Ministerial at the Department of State in Washington, D.C. The United States will welcome delegations from over 50 nations to advance collective efforts to strengthen and diversify critical minerals supply chains. This historic gathering will create momentum for collaboration to secure these critical components vital to technological innovation, economic strength, and national security.
Vice President J.D. Vance, Secretary of State Marco Rubio, Special Assistant to the President of the United States and Senior Director for Global Supply Chains David Copley, and Under Secretary of State for Economic Affairs Jacob Helberg will deliver opening remarks beginning at 9:00 a.m., with coverage provided by the pooled press. At 10:15 a.m., Secretary Rubio will host a press availability, open to ministerial credential holders. At 11:50 a.m., Secretary Rubio and visiting heads of delegation will participate in the Critical Minerals Ministerial family photo, open to ministerial credential holders.
The remarks, press availability, and family photo will be live streamed on the Department homepage and the Department YouTube channel.
Asain Guy in this audio expresses a couple ideas about what the outcome of this meeting may mean for the critical metals markets. The bottom line is that it should be hugely bullish for silver miners. Or so he suggests.
These are indeed very interesting times.
Best wishes,
Jay Taylor
