๐จ $48 Trillion China Signal You Canโt Afford to Miss
Chinaโs M2 money supply has exploded to $48 trillion โ 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.
๐ฐ 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.
โก 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. Thatโs more than 5ร yearly production already short โ an imbalance this extreme wonโt unwind gently.
๐ฅ 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 wonโt be slow โ itโll be violent. $XAG
๐๏ธ Macro cycles stay quietโฆ until they erupt.
#ChinaEconomy #SilverMarket #GoldBullish #MacroTrends
