Japan Fuels Bitcoin’s Surge, MicroStrategy's $46B BTC Holding, Google disrupts Search with AI

1.) Japan’s Bond Turmoil Fuels Bitcoin’s Surge

Forget Trump’s ceasefire headlines — Bitcoin’s latest all-time high might owe more to Tokyo than Washington. On May 22, BTC surged to $112,000, and Bitwise’s André Dragosch thinks it’s no coincidence that Japan’s 30-year bond yield hit a record 3.185% two days prior. With Japan’s debt-to-GDP above 250%, investors are waking up to the “fiscal doom loop” — rising yields signal rising risk, prompting institutions to park capital in something… less printable.

Sovereign Risk Becomes Bitcoin Alpha

As sovereign credit fears bubble, Bitcoin is emerging as the “anti-bond.” Japan’s bond chaos is now rippling into U.S. Treasurys, and traditional finance (TradFi) players are quietly rotating into BTC. Why?

• Bitcoin = no counterparty risk

• Bitcoin ETFs nearing record inflows ($6.49B/mo)

• BTC offers a hedge against defaults, not just inflation

In a world where central banks lose control, Bitcoin doesn’t just survive—it soars. $200K BTC no longer looks like hopium. It looks like insurance.

Source: investing.com

2.) MicroStrategy Quietly Adds Another $786M in BTC

While markets obsess over ETFs, Michael Saylor’s MicroStrategy continues its relentless Bitcoin buying spree. In Q2 2025, MSTR added 8,200 BTC for $786M—bringing its total stash to 499,000 BTC, worth over $46 billion at current prices.

Saylor’s playbook remains unchanged: raise capital via zero-coupon convertible bonds and preferred equity, then cycle proceeds into Bitcoin. Recent raises include:

• $800M 0.625% due 2030

• $3B 0% due 2029

• $584M via 10% preferred equity (STRF)

Critics call it reckless leverage, but with BTC at ATH and MSTR stock trading at a premium, the model still works—for now. Saylor’s next goal? Overtake ETF holdings and become the largest corporate BTC custodian on the planet.

3.) Google Disrupts Search with AI

Google is reinventing search with the rollout of AI Mode—a chatbot-style interface that transforms the traditional search box into a conversational assistant. Powered by its Gemini 2.5 model, AI Mode allows users to ask multi-step, complex questions and receive synthesized, detailed answers, pulling from sources like Google Maps, Shopping, and the Knowledge Graph. Using a “query fan-out” technique, it deconstructs queries into subtopics, searches simultaneously across Google’s vast ecosystem, and returns context-rich, actionable responses. Initially available to Google One AI Premium users in the U.S., AI Mode is positioned as both a complement to and potential replacement for keyword-based search, now housed in a separate tab on Google.com.

This marks Google’s boldest step yet in responding to pressure from AI-native challengers like Microsoft Bing and Meta’s AI agents. While AI Mode enables deeper research and richer discovery, its outputs can sometimes be outdated or inaccurate—requiring human oversight. Still, it represents a tectonic shift: from link aggregation to intelligent dialogue. Google is not just enhancing its core product—it’s redefining how the world accesses knowledge.

🚨 Breaking

1.) Elon Musk ditches Washington to refocus on SpaceX, Tesla, and X—just as Starship explodes mid-flight and Tesla sales crater 49% in Europe.

2.) McKinsey quietly shrinks by 10%—its biggest headcount drop ever—amid industry-wide consulting cuts and the rise of AI. Officially “performance-based exits,” but with 5,000 gone and ChatGPT on the rise, the consulting elite may be the next to face automation’s squeeze.

3.) Trump’s iPhone Ultimatum: Build in America or Pay 25%. President Trump just threw a wrench into Apple’s global playbook, threatening a 25%+ tariff on iPhones unless they’re made in the U.S. He’s also targeting Samsung and even floated a 50% duty on EU imports. The message? “Decouple or pay up.” Apple’s stock slid 3% on the news

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