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B: Japan

• Ishiba steps down. “Za Macchi Part 2” coming in October? 
• 2000JPY burger, 200JPY drinking vending machines spotted in the wild
• Charlie Kirk assasination makes the Nikkei headlines

B: Bitcoin  (~50 mins)

• Not the time, boss
• https://x.com/davidfbailey/status/1965879265876128147?s=46

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B: Japan

• Arthur Hayes’ latest piece / relevance to Japan https://substack.com/home/post/p-171978222
• 30 yr sovereign debt getting yields spiking? 

B: Bitcoin  (~50 mins)

• tether RGB 
• https://x.com/rgbassociation/status/1961043465900269894?s=46

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B: Japan

• Whatisjustice0122 Instagram account exposes culture of bullying in high school baseball. 
• Philippines to buy Japanese war ships? 
• Fire on the USS New Orleans in Okinawa
• Germans start brewing sake. “Reigen” 
• No more packages to the US exceeding the value of 100USD?
• 2026 WBC to be streamed by Netflix Japan
• Taylor Swift’s engagement makes the Nikkei
• 
  

B: Bitcoin  (~50 mins)

• Core vs Knots. Dash, do I care about this?
• https://primal.net/e/nevent1qqs8szcuqe2qr4z453dv2wlhwql05nhnkkapwspwnn3kqcyva8zugac0vhm2h

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B: Japan

• Back after summer break. Gonzo reporting from the inaka. 
• Tariff update–stacked tariffs rugpull. 
• How “DIY” is Sanseito, really? 
• (reported in the Japanese media) France asking for the return of the Statue of Liberty? 

B: Bitcoin  (~50 mins)

• block’s proto rig Bitcoin miner
• https://proto.xyz/blog/posts/proto-rig-and-proto-fleet-a-paradigm-shift

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B: Japan

• Sanseito win big in the elections, plans to propose draft bills on pandemic responses and anti spy laws. 
• Record number of female senators elected. Now making up ⅓ of upper house. 
• 日本人 vs 日本国民 code for ethno nationalism? 
• Voter turnout at 58.51%
• Tokyo Chiyoda ku seeks to limit resale of apartments/condos within 5 years. 
• Obon yasumi for Citadel Builders Podcast, should be back mid to late August. 

B: Bitcoin  (~50 mins)

• Strategy strc offering 
• https://www.strategy.com/press/strc-ipo-launch_07-21-2025
• https://x.com/stonychambers/status/1947426470684725331?s=46

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B: Japan

• Polls predict Sanseito to capture around 10 seats in the upper house
• Bessent in Japan to visit the Expo. Will discuss tariffs with Ishiba on the 18th. 
• The Ministry of Digital Affairs claims that anti foreign social media posting might be foreign nations seeking to interfere in Japanese elections. 
• Beaujolais Nouveau imports down to 1/7 of their peak. 

B: Bitcoin  (~60 mins)

• Udi’s article:this bitcoin thesis will retire your bloodline
• https://x.com/udiwertheimer/status/1944754496543863262?s=61

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B: Japan

• LDP starts to boot out the Kurds
• Foreigners to be denied visa extensions based on unpaid taxes, social welfare contributions, by 2027. 
• Sri Lanken arrested for falsifying visa renewal paperwork.  
• Orange Caesar sends a letter to Japan; threatens blanket 25% tariffs. 
• Famichiki a hit at the Expo

B: Bitcoin  (~55 mins)

• Bitcoin ETF Performance: The iShares Bitcoin ETF (IBIT) outperformed BlackRock’s S&P 500 ETF in annual fee revenue despite lower assets, highlighting strong investor interest.

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B: Japan

• Orange Caesar demands “spoiled” Japan buys US rice
• Sanseito showing up in the mainstream media
• Land prices up 8% across Tokyo
• Conbini coffee up 9%
• SEGA store to open in Shibuya this month. 
• Free Japan domestic flights for tourists? 
• Mt. Fuji climbing fees doubled to 4000JPY. 
• Could this be our final July 5th in Tokyo? 

B: Bitcoin  (~57 mins)

• good or bad 
• https://x.com/documentingbtc/status/1940406789138440626?s=61
• a new venture called Erebor is being launched by a consortium of tech billionaires to serve Bitcoin, crypto, and other tech-focused businesses in the U.S.:
• Led by Palmer Luckey (founder of Oculus and defense-tech firm Anduril)  .
• Backed by Peter Thiel’s Founders Fund, alongside Joe Lonsdale (co-founder of Palantir and 8VC)  .
  
• What we know so far:

• The bank is named Erebor, a Tolkien-inspired nod, and has filed for a national bank charter with U.S. regulators  
• It’s designed as a digital-first bank, headquartered in Columbus, Ohio, with a satellite office in New York—primarily serving tech startups, crypto firms, AI, defense, and manufacturing businesses, as well as individual investors or employees in those sectors  .
• Leadership will include co‑CEOs Owen Rapaport and Jacob Hirshman, the latter a former adviser to stablecoin issuer Circle. Mike Hagedorn is also listed as president  .
• Erebor plans to hold stablecoins on its balance sheet, aiming to be “the most regulated entity conducting and facilitating stablecoin transactions”  .
• It targets the growing need for banking solutions by crypto startups and high-risk tech ventures that traditional lenders shy away from, particularly following Silicon Valley Bank’s collapse in March 2023  .
  

Why it matters now:

• SVB’s collapse left a gap in banking for tech and crypto companies. Erebor is directly aiming to fill that niche  .
  
• With its stablecoin-ready infrastructure and digital-centric model, it’s positioning itself at the forefront of the future of fintech and Web3 banking  .
  

Erebor’s registration for a fully regulated national charter signals serious intent to serve as a compliant and credible alternative to unregulated crypto platforms  .

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B: Japan

• LDP fare poorly in Tokyo elections. Sanseito among the winners. 
• The great rice price gaslighting psyop commences
• LDP promises to raise everyone’s salary by 1M JPY by 2030. 
• Japan Nagoya linked to Fentanyl distribution. 
• 80% of the world phishing emails targeting Japanese. 
• Tourist breaks ancient temple. 
• EU Globalists threaten our Unagi

B: Bitcoin  (~64 mins)

• Bitcoin to be recognized as a real asset?
• https://x.com/bitcoinnewscom/status/1937500031516312016?s=46
• https://x.com/pulte/status/1937944964656152800?s=46

A: Japan

• Orange Caesar leaves Ishiba and other G7 “leaders” looking like fools
• Nippon Steel completes buyout of US Steel. 
• Government seeks to evacuate Japanese citizens from Iran, Israel. 
• Tokyo Metropolitan Assembly elections this Sunday (and other corrections)
• Colonization of Japan continues as resort hotel memberships prices go through the roof. 
• 76 year old British man arrested for smuggling meth into Fukuoka
• Metaplanet approaches 1 trillion JPY market cap

B: Bitcoin  (~64 mins)

• Bitcoin price predicting current events  

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B: Japan

• Sonpo Japan data leak
• Online brokers targets of phishing, Chinese hackers. 
• More foreigners than Japanese visit Kyoto
• Macha boom leads to local shortages
• CDP wants to give everyone 20,000JPY, suspect consumption tax on food for one year. 
• ANAP Holdings goes balls deep into the orange coin. 

B: Bitcoin  (~53 mins)

• What Fud is left?
• Quantum, mining, tail emissions

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B: Japan

• India’s GDP overtakes Japan’s
• Tokyo women’s fertility drops below 1–Okinawa ken are the chadette baby havers at 1.54
• Taiwanese tourists cause meiwaku in Fukushima
• Tourist numbers to fall in July due to fear of “The future I Saw” manga predicting a mega quake? 
• Koizumi-jr the savior of the common man–brings rice back to 2000JPY
• TBB to start selling things for sats from June 10th? 

B: Bitcoin  (~60 mins)

• anything interesting announced at Bitcoin Las Vegas?
• Advancements in Bitcoin Layer 2
• Jack Dorsey’s Push for Bitcoin as a Medium of Exchange:
• High-Profile Keynote Speeches
• Pakistan buying mining
• NYC bitbonds 
• Saylor won’t provide proof of reserves 

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B: Japan

• Real wages fall 0.5%. 3rd consecutive year of falls. 
• 3rd generation Korean sues hotel over requirement to show passport on check in. 
• Foreigners taking advantage of easy process to acquire Japan drivers license. 
• Brown/Yellow rice spotted at sushi chain. 
• Yoshinoya pivots to ramen. 
• Bitcoin inflooencers again Tweeting about Japan financial health
• “Orange Wednesday” as Metaplanet trading halted for second consecutive day. 

B: Bitcoin  (~60 mins)

• is lighting still a thing?
• https://x.com/BitcoinMagazine/status/1923225678603784674?utm_source=Klaviyo&utm_medium=campaign
• https://x.com/ryanthegentry/status/1923456456302461112?s=46
• Burn
• https://x.com/bitcoinisaiah/status/1923772541295886444?s=46

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B: Japan

• LDP considers doubling the issuance of stockpiled rice as prices remain high. 
• LDP mulls upfront payments for health insurance for foreigners.
• LDP launches special committee to look into “迷惑行為” of foreigners. 
• Scope of industries under the Specified Skilled Worker visa for foreigners to be expanded again.
• Japan, Korea introduce bilateral express immigration lines for one another’s citizens in their respective airports. 
• Japanese novel “Butter” wins plaudits overseas. 
• Fuji Oil pioneers chocolate bars… not containing any chocolate. 
• Fukushima sake maker 金水晶酒造 to sell rights to sake using NFTs. 

B: Bitcoin  (~60 mins)

• Are Bitcoin treasury companies this cycles shitcoins?
• https://x.com/stackhodler/status/1922198111461769503?s=46

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B: Japan

• Golden Week comes to an end. 
• Marked reduction in domestic tourism this GW. 
• Government raises target of tourists to 60M by 2030. 
• Osaka Expo visitor numbers disappoint. 
• MyNumber watch: banks & mobile carriers will require either MyNumber card or drivers license (which is merging with MyNumber card) from 2026, for online 
• Online brokers to require 2FA from this June. 
• Taisei Corporation pays out 1million JPY to staff being relocated to try to prevent people quitting. 

B: Bitcoin  (~60 mins)

• op return. Do we care? 
• https://x.com/mrhodl/status/1919565103566901445?s

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B: Japan

• Tokyo CPI up 3.4%, accelerates. Rice up 93.8%. Beer up 6.7%. Cat food up 37%
• Number of Mulsims living in Japan increases dramatically. (350,000 as of 2023)
• 30% of University students projected to be non Japanese by 2055 
• Latest creepy tourist LARP is to pay to “attend Japanese school for a day”. 

B: Bitcoin  (~60 mins)

• Mallers joins the titans
• https://x.com/tftc21/status/1915053416663171156?s=46
• https://x.com/adambliv/status/1915220871699890312?s=46

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B: Japan

• “Butsukari Otoko” a growing problem? 
• More bad tourist behavior–entitled white women on trains, YouTubers playing loud music on the Yamanote. 
• Government considers increasing US rice imports as part of tariff negotiations. 
• BYD targeting the Japan Kei Car market. Tesla sales up 56% in the first quarter of the year. 
• Economic Revitalization Minister Ryosei Akazawa wears a "MAGA" cap presented to him by Orange Ceaser. 

B: Bitcoin  (~60 mins)

• has bitcoin accomplished anything 
• https://fountain.fm/episode/7I2w1yeEdzUx2QvyEOpa

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B: Japan

• Population declines by 800k in 2024. Foreign population grows 10% to 3.7M 
• Komeito calls for stimmy to be paid in MyNumber points. 
• IIJ leak emails of 4million users. 
• AWS outage hits AU Pay, PayPay
• Japan issues cease and desist order against Google
• Sony Playstation to increase price in Europe and Australia
• Lightning Marche happening at Yotsuya TBB Saturday 26th from noon. 

B: Bitcoin  (~60 mins)

• Does this impact the Bitcoin thesis 
• https://x.com/theworthyhouse/status/1910362532423835867?s

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B: Japan

• Government releases emergency rice supplies as prices continue to climb. 
• 20M JPY / year salary the new 10M JPY? 
• Government considers 40,000-50,000JPY stimmy checks to deal with Trump tariffs.
• Ishiba calls Orange Ceaser over tariffs 
• George Glass confirmed as new ambassador to Japan
• Ishiba spotted buying lighters sporting his own face. 

B: Bitcoin  (~60 mins)

• Bitcoin on square terminals
• https://x.com/swan/status/1907828338124796027?s=46

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B: Japan

• Japan Inc. vaccine failure
• USAID like grift scandal in Japan being ignored by the MSM?
• Defence Secretary Pete Hegseth calls a vital partner in the struggle with China, plans to ramp up military operations in the country. 
• Nikkei in correction territory, tariffs. 
• Price increases on 4000 items from April. Electricity and gas up. 
• Boots on the ground reporting–conveyor belt sushi up 3.5X in 20 years.  
• Gold tax treatment in Japan
• Boomer American arrested in Japan for carrying a gun
• Moumuri, job quitting service, sees double the business in April

B: Bitcoin  (~60 mins)

• Bit bonds 
• https://www.btcpolicy.org/articles/bitcoin-enhanced-treasury-bonds-an-idea-whose-time-has-come