Coin Stories with Natalie Brunell News Block: Gold & Silver Jump as Shutdown Fears Return and Monetary Order Cracks, Japan's Bond Warning
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Jan 26, 2026 Markets tremble as gold and silver hit record highs amid renewed shutdown fears and global uncertainty. A major investor warns monetary systems may crack if governments choose printing over cuts. Japan’s bond stress and yen weakness could spill into U.S. Treasuries and lift global rates. Rapid-fire headlines touch on institutional crypto moves and a notable crypto firm going public.
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Monetary Order Under Strain
- Ray Dalio warns the monetary order is breaking down and policymakers face a choice: print money or risk a debt crisis.
- Natalie Brunell says governments typically choose currency debasement over default, hurting savers over time.
Japan's Bond Market Signals Global Risk
- Japan's bond market stress shows yields rising while the yen weakens, signaling a breakdown in usual dynamics.
- Brunell warns intervention to support the yen could force Japan to sell dollars and U.S. Treasuries, raising global rates.
When Bonds Stop Hedging
- Ken Griffin cautions that when bonds stop hedging and move with stocks, portfolios lose a crucial risk offset.
- Brunell notes this dynamic could make U.S. Treasuries appear risky and force much higher yields.