🚨 $48 TRILLION CHINA SIGNAL YOU CAN’T IGNORE — $XAU

China’s M2 money supply just hit $48 TRILLION

That’s nearly 2× the entire U.S. money supply — and the curve is going near-vertical.

This isn’t stimulus noise.

It’s a structural liquidity shift.

💰 Capital Rotation Is Already Underway

China is quietly:

• Reducing exposure to U.S. Treasuries

• Cutting Western equity risk

• Rotating into gold, silver, copper, and hard assets

📉 Paper assets out

📈 Physical assets in

⚡ Silver Is the Pressure Point

The imbalance is extreme:

• ~4.4B oz short in paper markets

• ~800M oz annual global mine supply

That’s 5× yearly production sold short.

This doesn’t resolve smoothly.

It resolves through forced repricing.

🔥 Why This Matters

We’re looking at a perfect macro storm:

• Currency debasement

• Central bank accumulation

• Exploding industrial demand (solar, EVs, electrification)

• Tight physical supply

Macro cycles stay quiet…

until they erupt.

Gold already made its move.

Silver is coiled.

👀 Watch flows, not headlines.

📊 When real assets reset, it happens fast.

#XAU #Gold #Silver #ChinaEconomy #MacroTrends #HardAssets