šØ $48 Trillion China Signal You Canāt Ignore $XAU
Chinaās M2 money supply has surged to $48 trillion ā nearly 2Ć the size of the U.S.
The curve is turning near-vertical, signaling a structural shift in global liquidity, not short-term noise.
š° 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.
ā” 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.
Thatās 5Ć yearly production already short ā an imbalance that wonāt unwind quietly.
š„ 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 repriceā¦
š The move wonāt be slow. Itāll be violent.
šļø Macro cycles stay quiet ā until they erupt.