SILVER / US DOLLAR GRAMSILVER / US DOLLAR GRAMSILVER / US DOLLAR GRAM

SILVER / US DOLLAR GRAM

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SILVER Extremely Cautious

Recently DXY hit bottom of parallel channel, Silver hit top of it's parallel channel.

Previously I was expecting silver to drop down to 34 or lower area. Jobs report caused a massive fundamentals shift.

The question is; does this fundamental shift invalidate the trend DXY and Silver were on, or will the fundamentals be ignored for the time being?

Truly uncertain here post jobs report.

Positioned Bullishly in Silver now with a small part of my portfolio. Intend to add more if and when prices fall further. If prices don't fall, I will take gains on the small position and reevaluate later.

I'm so uncertain on this that I just can't put any significant money in any direction. Was shorting as of price hitting 39, but have repositioned at 37 due to uncertainty.


XAGUSD Trend reversal?
If the support in the \$37–\$38 range is confirmed, a long position can be taken targeting a new all-time high (ATH).
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POD03 – Minds Summary
🛢️ Rotation Beneath the Surface — Macro Flow Resets Across FX, Crypto, and Commodities
📆 Friday, August 1, 2025 | ⏰ 14:50 London / 09:50 NY
📦 Market Context: Surface calm hides strategic repositioning in metals, currencies, and digital assets — rotation is happening without price conviction. SILVER GOLD DXY NAS100USD
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📉 Data Recap
• DXY stable near 98.95 — masking internal rotation into defensive FX
• VVIX elevated at 95.2 — confirming underlying volatility risk
• BTC holds above 117K — but ETH and alts face quiet liquidation
• Gold stable near $3,325 — silver and copper now attracting fresh flow
• Crude oil slips under $68 — compression continues, no risk-on breakout
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🔍 Flow Notes
• ES/NQ Futures: Holding structure, but spot indices lag — conviction lacking
• FX: GBP stalling, while JPY, CHF, and EUR reassert quiet leadership
• Crypto: BTC not bought — just not sold; ETHBTC fading = trust breakdown
• Metals: Silver and copper bid quietly; gold flat, palladium fades
• Crude: Dealer compression dominates — energy remains a no-confidence sector
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🎯 Trade Ideas
• 🟢 Long: Silver > $38.60 — clean reflation proxy flow
• 🟢 Long: EUR/GBP > 0.8665 — EUR retaking cross leadership
• 🔴 Short: NZD/USD < 0.5850 — risk FX still being faded
• 🔴 Short: OP/USD < 0.7050 — failed gamma bounce
• ⚖️ Neutral: Gold — no breakout, wait for confirmation
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📊 Summary Highlights from Today’s Full Analysis
Basis Edge: Futures hold structure while spot stalls; conviction remains futures-led, not price-led
FX Focus: GBP stalls while EUR, JPY, CHF regain leadership; macro rotation reasserts itself
Digital Flow: BTC steady but not bid; ETH and altcoins quietly repriced lower — trust has narrowed
Raw Materials Radar: Silver and copper accumulate quietly; gold range-bound; energy still suppressed
→ Rotation is real — but it’s silent, strategic, and waiting for conviction. Don’t mistake stability for confidence.
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🧠 Macro-Flow Insight
• Institutional flow is not chasing breakouts — it’s preparing for regime change
• FX leadership has shifted quietly — GBP out, JPY/EUR/CHF in
• Crypto shows internal price honesty — only BTC is being held
• Metals rotation continues beneath the surface — silver/copper > gold
• Spot weakness vs futures strength signals hesitation, not confirmation
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🎯 Final Outlook
Across FX, crypto, and commodities, rotation is the signal — not direction.
Institutions are repositioning quietly: building reflation exposure in metals, rotating out of risk FX and altcoins, and using futures over spot.
Stay disciplined. Watch for signal alignment — not headlines.
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Best Wishes and Success to All
🛡️ Take Profits, Not Chances.
💰 Manage Risk to Accumulate.
🎯 React with Clarity, Not Hope.
🌊 Flow with Intelligence, Not Noise.
⚙️ Views are Personal & Educational, reflective of our Analysis and Research.
🎯 Summary posts only. Full context via DM.
⚠️ Educational content only. Not investment advice.
📉 Data reflects macro-aligned positioning as of August 1, 2025 (reported August 1)
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