🚨 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.

🔥 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