China just released new macro data, and itâs massive.
đ Chinaâs M2 money supply has surged past ~$48 trillion (USD equivalent).
Thatâs more than double the U.S. money supply, and the trend isnât slowing itâs accelerating.
This isnât a headline. Itâs a structural shift.
đĽ Whatâs really happening
When China prints money at this scale, it doesnât stay locked in financial assets. It spills into real assets.
China is actively:
Reducing exposure to U.S. Treasuries
Cutting risk in Western equities
Rotating into gold, silver, copper, and commodities
Paper assets out. Physical assets in.
đ§ The pressure point no oneâs talking about: Silver
This is where the risk builds:
~4.4 billion ounces estimated in paper silver shorts
~800 million ounces in annual global mine supply
Thatâs over 550% of yearly supply sold short.
You canât cover supply that doesnât exist.
If physical demand tightens while paper exposure stays bloated, this stops being a normal price move â and becomes a forced repricing.
â ď¸ Why this matters long term
On one side:
Currency debasement
Central bank accumulation
Rising industrial demand (solar, EVs, electrification)
On the other:
Extreme paper leverage
Structural supply deficits
Institutions crowded on the wrong side
This isnât about picking tops or bottoms.
Itâs about macro pressure building quietly beneath the surface.
When real assets reprice, it rarely happens slowly.
đ Stay alert. Cycles break silently until they donât.
#Macro #china #commodities #Silve #GOLD $BTC
