🚨 The $48 Trillion China Warning You Can’t Ignore

China’s M2 money supply has surged to $48 TRILLION — nearly double the U.S. money supply. The curve is turning vertical, signaling a major structural shift in global liquidity, not market noise.

💰 Capital Rotation Is Underway

China is reducing exposure to U.S. Treasuries and Western equities, while aggressively rotating into gold, silver, copper, and hard commodities. Paper assets out. Physical assets in.

⚡ Silver’s Breaking Point

Around 4.4 billion ounces of silver are sold short on paper, while annual mine supply is just 800 million ounces — over 550% of yearly production already shorted. A mismatch this large cannot unwind smoothly.

🔥 Why This Matters

Currency debasement, central bank accumulation, and industrial demand (solar, EVs) are colliding with paper leverage and supply deficits. When real assets reprice, it happens fast — not gradually.

👁️ Macro cycles stay quiet… until they don’t.

#ChinaEconomy #SilverMarket #GoldBullish #MacroTrends #commodities

RIVER

Alpha

19.4

-2.53%

ENSO

1.206

+4.41%

SENT

0.02339

-2.54%