Buffett's Strategy Takes a Hit - Bitcoin Soars, But He's Still Missing!

The interest rate boom in Japanese bonds has turned Buffett's “carry trade” game on its head.

Borrow cheaply, get dividends = No longer works.

¥281.8B borrowed in 2024, ¥90B in 2025

Low interest over, hedge broken

Japanese stocks plummet, strategy takes a hit

Meanwhile, Bitcoin hits new ATH at $111,000.

Institutions are loading up, the market has momentum.

But Buffett? He neither bought nor signaled.

He also sold Nu Holdings, his last crypto bond, his exit is clear.

The market has changed, the tools have changed. But Warren still won't take the wheel.