TLDR
- Max Keiser predicts that $250 trillion could flow into Bitcoin if global bond markets collapse.
- Keiser points to Japan’s bond market crisis as a sign of potential global financial shifts.
- Keiser believes Bitcoin is the best hedge against increasing money printing and inflation.
- The Kobeissi Letter warns that Japan’s bond crisis could be a preview for the U.S. economy.
- Keiser argues that Bitcoin offers individuals a way to preserve wealth outside traditional financial systems.
Max Keiser, a Bitcoin maximalist, predicts that $250 trillion could flow into Bitcoin if the global bond markets collapse. He highlights that Japan, once the global source of cheap funds, is experiencing a crisis. With its bond yields reaching record highs, Keiser believes a bond-selling avalanche could trigger widespread consequences, including massive capital migration into Bitcoin.
Keiser’s prediction follows a warning from The Kobeissi Letter. The letter pointed out that Japan’s stock market fell by 2.5% as bond yields surged. This, they noted, could be a sign of what’s to come for the U.S. unless it resolves its deficit crisis.
Keiser’s forecast aligns with concerns about the economic impact of U.S. fiscal policy. Following the passage of the “One Big Beautiful Bill” earlier this year, worries about the rising U.S. debt have intensified. Keiser had previously predicted that Bitcoin could surge to $2.2 million after the bill’s passage.
The global source of cheap funds for 30 years, Japan, is cracking. If a bond selling avalanche contagion goes global we’ll see a $250 trillion migration of capital into Bitcoin. https://t.co/uDNkAibTxd
— Max Keiser (@maxkeiser) September 19, 2025
Japan’s Bond Crisis and Global Contagion Risks
Keiser points to Japan’s bond market crisis as a critical sign of future economic shifts. Japan has long been a major player in providing cheap global funds. However, with bond yields reaching new heights, the country is struggling to maintain its financial stability.
The Kobeissi Letter further warned that Japan’s situation could foreshadow broader global consequences. If Japan’s bond-selling contagion spreads, Keiser predicts massive capital shifts. He estimates that $250 trillion could migrate into Bitcoin, further boosting the Bitcoin price in a global financial crisis.
This projection ties into broader concerns about the U.S. economy. The Trump administration’s fiscal policies, particularly tax cuts, are seen as contributors to the rising U.S. debt. As deficits increase, many financial experts believe that Bitcoin will become an essential hedge against the risk of fiat currency collapse.
Bitcoin as the Best Hedge Against Money Printing
Max Keiser continues to argue that Bitcoin is the best hedge against inflation and money printing. As governments, particularly the U.S., prepare to increase money supply, the Bitcoin price is expected to rise. Keiser believes that Bitcoin remains a safe store of value, especially as central banks lower interest rates and continue printing money.
Arthur Hayes, BitMEX co-founder, shares a similar view, predicting an extension of the Bitcoin bull cycle until 2026. Hayes believes the global money-printing cycle is just beginning, further strengthening Bitcoin’s position as a hedge. Keiser also sees Bitcoin as a way to opt out of the financial system that has long favored the top 1%.
Keiser’s argument stems from his concerns about the growing wealth inequality in the U.S. He points to the fact that the top 1% now hold more wealth than the entire middle class.
