Simply Bitcoin Japan's Economy just sent a HUGE WARNING to The Rest of the World! | Simply SatoSHE
Nov 20, 2025
Japan is signaling serious stress in its economy, warning the world about the limits of the fiat system. With rising bond yields and immense public debt, it mirrors the U.S. path toward similar crises. Institutions, like Congress and Morgan Stanley, are quietly accumulating Bitcoin, pointing to liquidity shifts. The podcast explores how macro trends could lead to a Bitcoin surge, despite retail fear. Additionally, it highlights the importance of monitoring institutional flows over public endorsements as a gauge for the crypto market's direction.
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Japan As A Macro Warning
- Japan's bond yield surge and shrinking population are an early-warning model for the U.S. fiscal and demographic trajectory.
- The host argues the U.S. may hit Japan-style structural limits faster due to bigger deficits and reserve-currency burdens.
JGBs Lead Global Carry Dynamics
- Rising Japanese 10-year yields with a weakening yen signal emerging-market style stress and influence global carry trades.
- The host notes JGB moves now often lead U.S. 10-year direction because of long-running carry trade dynamics.
U.S. Echoing Abenomics Risks
- The U.S. is repeating Japan's policy mix of low rates and massive fiscal stimulus, risking similar bond-market stress.
- Citi's note that a liquidity crunch is 'over' may be premature given structural fiscal pressures.