đ¨ $48 Trillion China Signal You Canât Ignore $XAU
Chinaâs M2 money supply has surged to $48 trillion â nearly 2Ă the size of the U.S.
The curve is turning near-vertical, signaling a structural shift in global liquidity, not short-term noise.
đ° Capital Is Rotating
China is steadily reducing exposure to U.S. Treasuries and Western equities while increasing allocations to gold, silver, copper, and hard assets.
Message is clear: paper assets out, physical assets in.
⥠Silver at a Breaking Point
Around 4.4 billion ounces of silver are sold short on paper, while annual mine supply is only ~800 million ounces.
Thatâs 5Ă yearly production already short â an imbalance that wonât unwind quietly.
đĽ Why This Matters
Currency debasement, central-bank accumulation, and rising industrial demand (solar, EVs) are colliding with tight supply and heavy paper leverage.
When real assets repriceâŚ
đ The move wonât be slow. Itâll be violent.
đď¸ Macro cycles stay quiet â until they erupt.