According to @w_thejazz, Xi Jinping's 2026 mandate for a 'strong currency' is influencing the global silver market, particularly through China's aggressive stockpiling. While Western paper silver markets face significant corrections, China's physical silver reserves are dwindling, with SHFE inventories dropping 54% in seven weeks. New export restrictions are further limiting the outflow of silver, prioritizing domestic industries like solar and EVs. This divergence highlights the decoupling between paper and physical silver markets, with delivery demands potentially reshaping pricing dynamics.