China's M2 money supply has crossed $48 trillion, more than twice the U.S. money supply, indicating a significant structural shift in the global economy. This massive liquidity is expected to flow into real assets like gold, silver, copper, and commodities, rather than staying in financial assets. $NOM

The pressure is building on silver, with an estimated 4.4 billion ounces held in paper shorts, compared to a global annual mine supply of around 800 million ounces. This could lead to a forced repricing if physical demand continues to tighten while paper exposure remains high. $RIVER

Key factors driving silver prices include:

- Currency debasement

- Central bank accumulation

- Explosive industrial demand (solar, EVs, electrification)

- Structural supply deficits

- Institutions crowded on the wrong side.$INIT