China just released new macro data — and the numbers are staggering.
📊 China’s M2 money supply has officially surpassed ~$48 TRILLION USD equivalent.
To put that in perspective: that’s more than double the U.S. money supply, and the growth curve isn’t slowing — it’s going vertical.
This isn’t a headline grab — it’s a structural shift with global consequences.
🔥 What’s really happening
When China prints at this scale, the liquidity doesn’t just sit in financial markets. It flows into real assets. Right now, China is:
Cutting exposure to U.S. Treasuries
Reducing risk in Western equities
Rotating aggressively into gold, silver, copper, and other commodities
Paper out. Physical in.
🧠 The overlooked pressure point: Silver
Here’s where things get serious:
Approx. 4.4 billion ounces of silver are tied up in paper shorts
Global annual mine supply: ~800M ounces
That’s over 5× the yearly supply shorted. You simply cannot cover what doesn’t exist.
If physical demand keeps tightening while paper exposure stays bloated, this stops being a price “move” — it becomes a forced repricing event.
⚠️ Why this matters for the long term
Macro forces are stacking up:
On one side:
Currency debasement
Central bank accumulation
Explosive industrial demand (solar, EVs, electrification)
On the other:
Paper leverage
Structural supply deficits
Institutions crowded on the wrong side
This isn’t about timing tops or bottoms — it’s about macro pressure quietly building beneath the surface.
When real assets reprice, it usually doesn’t happen slowly.
👀 Stay alert. Market cycles break quietly — until they don’t.
$SENT $ENSO $GUN #bnb #Write2Earrn #china #Silver #GOLD