“Through stablecoins, they are going for a way to protect the Dollar’s Supremacy.” Yasuhide Yajima of NLI Research Institute says the US is pairing AI with on-chain finance to build a huge market — and keep the world buying dollar bonds.
“The AI industrial revolution is definitely happening. But it has just begun, and it takes time.”
Jesper Koll of Monex Group compares AI with Japan’s shinkansen and expressways, which took 10–15 years to pay off
If the AI bubble bursts, Japan could be a “safe harbor,” says Jesper Koll of Monex Group. US markets have run almost entirely on AI; Japan’s economy far less — so the damage there would be limited.
Japan's 2026 Basic Policy omits on-chain finance from its 17 strategic sectors. But economist Toshihiro Nagahama told our first episode it sits in the eight cross-cutting issues — as upgrading financial infrastructure and payment rails — and that this is no sign of low priority.