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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 .