M2 Money Supply Just Broke Records — The System’s Bleeding Out and Nobody’s Talking About It

The Bond Market is Cracking

You can’t have a functioning market when the government is flooding the bond market with so much supply that prices collapse and yields spiral upward. But that’s exactly where we are. Since the Fed’s half-point cut last September, yields haven’t fallen — they’ve climbed. The 30-year is flirting with 5%, and Washington’s own debt projections for the next few quarters could push it over the line.

This isn’t just a U.S. problem. Global bond markets are showing cracks you could drive a tank through. German 30-year debt trades at the same rate as Japan’s, despite completely different debt loads and interest rates. That’s not “normal,” that’s a sign the pricing mechanism is broken — and when pricing breaks, trust dies.

M2 Money Supply: Back to the Printing Press

While everyone’s distracted, M2 — the broad measure of our money supply — just quietly surged to a fresh record in June, surpassing COVID stimulus levels. It’s the first time in history we’ve seen a brief tightening phase immediately reverse into full-blown expansion like this. But you didn’t hear it on CNBC or read it in The Financial Times. Why? Because it’s too big to explain without admitting the whole fiat system’s a farce.

Right now, the U.S. government is adding a trillion dollars in debt every 100 days. Let that sink in. There is no plan to pay it back, only to refinance until the wheels come off.

Bonds are Dying, Hard Assets Are Winning

Here’s what that means for you:

• Bonds are dead money. They’ve gone from “risk-free” to what economist Lacy Hunt calls “return-free risk.”
• Hard assets are siphoning capital. Gold, silver, and Bitcoin are breaking records. This isn’t hype — it’s a signal. Money is running away from government IOUs and into anything they can’t print.
• The playbook is already written. In my 2021 Crypto Capitalist Manifesto, I said we’d see a multi-decade bond exodus feeding gold and Bitcoin. That’s exactly what’s happening.

The Clock is Ticking

The next M2 update drops August 26th. Anybody think it’ll be smaller? Didn’t think so.

If you’re still parked in “safe” government assets, you’re betting your future on a system that’s openly rotting from the inside. Get your wealth into something real before the exit doors slam shut.

👉 Download “Seven Steps to Protect Yourself from Bank Failure” by Bill Brocius here