Simply Bitcoin BREAKING: World’s 4th-Largest Economy Going ALL-IN on Bitcoin?! | EP 1357
Oct 21, 2025
Japan is considering allowing banks to hold Bitcoin, sparking discussions about its financial future. The hosts dive into the impacts of political changes and monetary policies on Bitcoin's popularity. With rising JGB yields and a stressed bond market, investors are looking for alternatives. They also debate the future of national currencies, the implications of dollar-gold dynamics, and the risks of centralizing Bitcoin. Calls for self-custody echo throughout, emphasizing a two-tier system emerging in the market.
AI Snips
Chapters
Transcript
Episode notes
Japan Reverses Bank Crypto Ban
- Japan is reconsidering a 2020 guideline that barred banks from holding Bitcoin, signaling a major policy pivot.
- Optimist Fields links this to broader sovereign moves as countries seek non-fiat stores of value.
Japan's Bond Market Shows Cracks
- Japanese bond yields are spiking across maturities, showing stress in the world's third-largest bond market.
- Optimist Fields connects bond-market strain to a search for alternatives like gold and Bitcoin.
BOJ Tightening After Decades Of Easing
- The Bank of Japan's balance sheet is shrinking after years of ultra-loose policy and still holds an outsized assets-to-GDP ratio.
- This signals the end of Japan's era of extreme monetary easing and prompts reserve diversification.