🚹 THE $48T WARNING SIGNAL FROM CHINA — THIS ISN’T NOISE 💣 China just dropped new macro data — and it’s a big one. 📊 China’s M2 money supply has crossed ~$48 TRILLION (USD equivalent). That’s more than 2× the U.S. money supply, and the curve isn’t slowing — it’s going vertical. This isn’t a headline. It’s a structural shift. đŸ”„ What’s actually happening When China prints at this scale, the money doesn’t stay trapped in financial assets. It leaks into real assets. Right now, China is: ‱ Reducing exposure to U.S. Treasuries ‱ Cutting Western equity risk ‱ Rotating into gold, silver, copper, and commodities Paper out. Physical in. 🧠 The overlooked pressure point: Silver Here’s where things get uncomfortable 👇 ‱ Estimated ~4.4B ounces of silver are held in paper shorts ‱ Global annual mine supply: ~800M ounces That’s ~550% of yearly supply shorted. You can’t cover what doesn’t exist. If physical demand keeps tightening while paper exposure stays bloated, this stops being a “price move” and starts becoming a forced repricing. ⚠ Why this matters long-term On one side: ‱ Currency debasement ‱ Central bank accumulation ‱ Explosive industrial demand (solar, EVs, electrification) On the other: ‱ Paper leverage ‱ Structural supply deficits ‱ Institutions crowded on the wrong side This isn’t about timing tops or bottoms. It’s about macro pressure building beneath the surface. When real assets reprice, it usually doesn’t happen slowly. 👀 Stay alert. Cycles break quietly — until they don’t. $SENT $ENSO $GUN #Macro #China #commodities #Silver #Gold #GlobalMarkets đŸ’„