Bitcoin’s Liquidity Crossroads: Navigating the End of Japan’s Zero-Interest Era

The cryptocurrency market, with Bitcoin at its forefront, is confronting a profound structural shift as Japan's three-decade-long era of ultra-loose monetary policy reaches a decisive inflection point. On December 26, 2025, Bitcoin's struggle to maintain its footing above the $94,000 level is directly linked to seismic tremors originating in Japan's sovereign debt market. The yield on Japan's benchmark 10-year government bond has surged to 1.71%, a level not witnessed since the global financial crisis of 2008. This surge is far more than a domestic interest rate adjustment; it signals the potential closure of a massive global liquidity valve. For decades, Japan's near-zero interest rate policy fueled an estimated $3.4 trillion outflow of Japanese capital into higher-yielding assets worldwide, including U.S. Treasuries, European bonds, and global risk assets like technology stocks and cryptocurrencies. This consistent flow acted as a foundational support for asset prices across the globe. The current reversal of this capital pipeline represents a historic withdrawal of liquidity from the international financial system. For Bitcoin and the broader digital asset space, which have matured in an environment of abundant, cheap capital, this introduces a new and potent macro-economic headwind. The immediate price pressure on Bitcoin reflects market recalibration to a world where the 'free money' that sought asymmetric returns in volatile assets is being repatriated and reallocated. This development forces a critical test for Bitcoin's narrative as a non-correlated, inflation-hedge asset. Its performance in the coming months will be scrutinized against traditional markets to see if it can decouple from the liquidity-driven sell-off or if it remains, for now, susceptible to the broader tides of global capital flows. The event marks a pivotal moment where cryptocurrency markets must demonstrate resilience beyond speculative liquidity cycles and anchor their value proposition in fundamental adoption and utility amidst tightening global financial conditions.

Japan's Bond Yield Surge Rattles Crypto Markets Amid Global Liquidity Shift

Bitcoin struggles to hold above $94,000 as Japan's financial upheaval sends ripples through cryptocurrency markets. The nation's 10-year bond yield has spiked to 1.71% - levels unseen since 2008 - marking the end of a three-decade era of zero-interest liquidity exports.

Some $3.4 trillion in Japanese capital previously flowed into global markets, propping up asset prices worldwide. Now that pipeline is reversing, with Japanese pension funds withdrawing $1.1 trillion from U.S. Treasuries. The about-turn comes as Japan's debt-to-GDP ratio hits 263%, forcing $110 billion in new economic stimulus despite rising interest payments.

Cryptocurrencies face mounting pressure from this macroeconomic shift. Market participants brace for continued volatility as one of history's greatest liquidity tides begins to ebb.

Robert Kiyosaki Critiques Warren Buffett's Bitcoin Stance, Labels Wall Street Assets as 'Fake Money'

Financial commentator Robert Kiyosaki has publicly challenged Warren Buffett's dismissal of Bitcoin as mere speculation. In a pointed rebuttal, Kiyosaki framed Buffett's position as emblematic of misplaced trust in traditional Wall Street systems and fiat currencies.

The debate highlights growing tensions between crypto advocates and traditional investors. Kiyosaki's characterization of ETFs and conventional assets as 'fake money' underscores the ideological divide in modern finance.

Bitcoin Reaches Major Milestone as 95% of Total Supply Is Now Mined

Bitcoin, the world's largest cryptocurrency, has crossed a significant milestone in its monetary lifecycle. Data from multiple sources, including Whale Insider, reveals that 95% of Bitcoin's total capped supply has been mined, with the circulating supply now standing at 19,949,776 BTC.

The scarcity-driven design of bitcoin continues to play out as intended, with only 5% of the total supply remaining to be mined. This event underscores the deflationary nature of the asset, a feature that has long been central to its investment thesis.

Strategy Acquires $835M in Bitcoin Amid Market Dip, Reinforcing Long-Term Treasury Strategy

Strategy, the Bitcoin-focused treasury firm led by Michael Saylor, has aggressively expanded its holdings with an $835.6 million purchase of 8,178 BTC. The acquisition, executed between November 10-16 at an average price of $102,171 per bitcoin, signals unwavering conviction despite recent market volatility NEAR the $100,000 threshold.

The company now commands a staggering 649,870 BTC treasury with a $48.37 billion cost basis. Funding originated from innovative capital raises, including a €715 million euro-denominated preferred stock offering. This MOVE follows weeks of market speculation about potential divestments—now decisively countered by Saylor's trademark accumulation strategy.

Year-to-date metrics reveal a 27.8% yield on bitcoin holdings, outperforming traditional treasury assets. The purchase coincides with a slight market retracement, suggesting Strategy continues to capitalize on tactical entry points. Corporate filings indicate layered financing through multiple preferred share classes (STRF, STRC, STRK, STRE), demonstrating institutional-grade capital allocation to digital reserves.