
Japan’s 4% bond yield spike threatens the low-cost borrowing strategy behind corporate Bitcoin buying
Existing fixed debt keeps its terms, while future BitBonds must clear a materially higher funding hurdle.
News on licensing, investor protection, CBDC research, and Japan’s maturing crypto markets.

Its new BitBonds program arrives after sub-1.0 mNAV effectively shut down common-share issuance in the second quarter.

Arthur Hayes is watching a $60 billion Fed limit as the trigger for a Bitcoin liquidity trade tied to Japan’s yen intervention.

Preliminary BOJ data suggest Tokyo intervened over two days as rising Japanese bond yields threaten to pull capital from global risk markets.

Takata's 1.25% bid failed, while decision-day derivatives showed no active leverage break despite the measurable squeeze setup.

A 2028 start depends on FIEA enforcement landing in 2027, while eligible assets and product approvals face separate gates.

Ripple finally got RLUSD into Japan, but Circle, Nomura, SBI and the country’s megabanks are turning its longtime stronghold into a crowded stablecoin battleground.



