Money is leaving Japanese debt fast and rotating into Japanese stocks instead. Higher local yields are forcing a real shift in global capital flows.
🇯🇵DATA: Foreign investors dumped ¥1.25 TRILLION of Japanese bonds last week, 21x the prior week's selling.
The exodus follows the 10-year JGB yield hitting its highest level since 1996 earlier this week.
Meanwhile, those same foreign investors bought ¥621 BILLION of Japanese… pic.twitter.com/BginNQQHPo
— Coin Bureau (@coinbureau) August 20, 2026
🚨 JAPAN JUST DID SOMETHING YOU LITERALLY WILL NOT BELIEVE
Do not get too excited about this $BTC pump…
Japanese bond yields are exploding.
That could pull trillions back toward Japan, unwind leveraged carry trades and drain liquidity from global risk assets.
The IMF… pic.twitter.com/f23Mp5Y7hf
— Coinvo Trading (@CoinvoTrading) August 19, 2026