Fwd: Brace For The Mother Of All Short Squeezes: China Is Buying Real Metal While Western Banks Are Trapped In 4.4 Bill…
eichman...@webtv.net
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From: thesilve...@substack.com
Date: Sun Jan 11 11:10:45 PST 2026
Subject: Brace For The Mother Of All Short Squeezes: China Is Buying Real Metal While Western Banks Are Trapped In 4.4 Bill…
To: eichman...@webtv.net;
Brace For The Mother Of All Short Squeezes: China Is Buying Real Metal While Western Banks Are Trapped In 4.4 Billion Ounces Of Paper LiesChina’s $48 trillion money flood is stampeding into hard assets while Western banks sit on impossible silver shorts — stack metal now or get wiped out with your fiat.
Recall that China did not start the economic war and that it was US Policy Fact 1: CHINA WILL INJECT $1.4 TRILLION INTO THE MARKET NEXT WEEK!
China Just Lit the Fuse: This Fiat Flood Will Trigger the Biggest Metals Squeeze in HistoryThere are moments in macro when the numbers stop being “interesting” and become existential. China’s latest money supply data is one of those moments. China’s $48 Trillion ShockChina’s broad money supply (M2) has now blasted past $45–48 trillion in dollar terms, the highest on record and more than double the U.S. M2 stock.
When Beijing prints at this scale, the liquidity does not sit quietly in bank accounts. Historically, China’s credit waves break on hard assets and commodities, not just domestic equities. Paper Flood vs. Metal RealityHere’s where it gets systemically dangerous.
At the same time:
So while China is ramping up its fiat firehose, the West is sitting on levered paper promises tied to a metal that is already in deficit and structurally tight. Commodity Supercycle 2.0This is not just about “higher prices.” It is about a potential repricing of reality. Silver is no longer just a “precious metal” narrative. It sits at the intersection of:
Multiple industry sources now warn that ongoing supply deficits, depleted inventories in Shanghai and London, and concentrated short positions have created a fragile, intervention‑dependent market. Fiat Is Infinite. Metals Are Not.The core problem is brutally simple:
China is accelerating the fiat side of that equation. That is not a macro “setup.” It is a slow‑motion train wreck. What Smart Money Does NowIn an environment like this, the rational move is clear:
Fiat currencies are now in a race to the bottom. Metals are not racing anywhere; they are simply being re‑priced against a shrinking unit of trust. If China’s monetary explosion collides with Western short exposure in a tight physical market, the “squeeze” will not be a spike — it will be a reset. And when that happens, the rotation out of paper and into metal will not be a trade. It will be self‑preservation.
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