Bitcoin for Millennials Japan's Financial Collapse Will Trigger a HUGE Bitcoin Bull Run | Roberto Rios | BFM198
Oct 20, 2025
Roberto Rios, a macro analyst known as the 'Peruvian Bull,' explores the intricate dynamics of global finance. He delves into Japan's financial crisis as a cautionary tale for others, discussing the implications of its long history of quantitative easing. Rios argues that Bitcoin's digital scarcity and utility position it as a superior reserve asset in times of monetary turmoil. He also warns of regulatory challenges as central banks resist Bitcoin's rise, while offering practical advice for safeguarding portfolios against inflation.
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Central Banking Creates Financial Gravity
- Modern central banking substituted trust in banks for trust in a central authority, which expanded the financial system into a larger fragile construct.
- Roberto Rios calls this dynamic "financial gravity" where policy responses create bigger cycles of credit booms and busts.
Regulation Fueled Demand For Treasuries
- Regulatory changes after 2008 forced financial institutions into U.S. treasuries, creating artificial demand for government debt.
- Rios explains this "stuffing the coffers" effect made banks buy treasuries regardless of long-term real returns.
Japan As The Monetary Canary
- Japan pioneered prolonged QE, negative rates and yield-curve control, becoming the most advanced example of monetary debasement.
- Its policies created a huge carry trade that pushed liquidity into global stocks and bonds and weakened the yen.
