šØ $48 Trillion China Signal You Canāt Afford to Miss
Chinaās M2 money supply has exploded to $48 trillion ā almost twice the size of the U.S. The curve is now going near-vertical, pointing to a deep structural shift in global liquidity, not just short-term market noise.
š° Capital Is Rotating China is steadily cutting exposure to U.S. Treasuries and Western equities while ramping up allocations to gold, silver, copper, and hard assets. The message is clear: paper assets out, physical assets in.
ā” Silver at a Pressure Point Roughly 4.4 billion ounces of silver are sold short on paper, while annual mine supply is only ~800 million ounces. Thatās more than 5Ć yearly production already short ā an imbalance this extreme wonāt unwind gently.
š„ Why It Matters Currency debasement, central-bank buying, and rising industrial demand (solar, EVs) are colliding with heavy paper leverage and tight supply. When real assets finally reprice, the move wonāt be slow ā itāll be violent. $XAG
šļø Macro cycles stay quietā¦ until they erupt.
#ChinaEconomy #SilverMarket #GoldBullish #MacroTrends
