THE LAND OF THE RISING SUN

And ah, what about Japan after the US and Dollar collapse?

Ahh, now we are talking Japan, ah? Ok. The quiet, calculating chess player sitting politely at the table while the others throw chairs. Let's break down what role Japan could play in this post-dollar, global musical chairs game.

The World’s Most Polite Apocalypse Survivor

Japan’s been preparing for this moment for decades, but nobody gives them credit because they’re too polite to brag. Let’s see what their position is in all of this.

1. They are the biggest U.S. Ally... and the biggest Bagholder too. Japan holds over $1 trillion in U.S. Treasury bonds. They have been a loyal buyer of U.S. debt for decades. Why? Because it was safe, liquid, and politically strategic.

But if the dollar crashes? Oh boy. That pile of Treasuries turns into sushi wrap. What would happen then? Well, Japan would take a HUGE financial hit. But here's the twist… they kind of planned for this.

2. Japan’s Secret Weapon: Internal Debt & Discipline

Unlike the U.S., Japan owes most of its debt to itself. Not to China, Saudi Arabia, or space aliens. So when things go south globally, the Japanese government can still control its own financial system. The Bank of Japan can keep the machine going without needing foreign trust.

So, the Land of the Ninjas and Pokemon looks ass-broke on paper, but in the real world, they’re one of the few stable hands on the wheel.

3. The Yen: A Refuge for the Cautious

If the dollar dives and the yuan smells like dictatorship, guess what becomes the darling of the careful investor? Yep, the Japanese yen.

Long-term stable, backed by a government with functioning institutions and no military expansion dreams or Twitter tantrums. Everyone knows what to expect of the Japanese. And so, a huge inflow into the yen will appear as investors flee chaos. At that moment Japan will have become the “grown-up in the room.” How so? Well…

4. Japan’s Real Ace: Manufacturing + Soft Power

While the U.S. was busy outsourcing its factories and culture wars, Japan built robot armies, bullet trains, and real culture. They're still global leaders in tech, R&D, high-end manufacturing, and trusted branding. In a post-dollar world, Japan becomes a neutral trading partner everyone wants because the world accepts that it is non-aggressive, not too chaotic and it doesn´t have (any longer) a desire to take over the world. They already learned that lesson. It's just too much hassle.

Imagine a situation where China and India argue about the new currency system, Europe bickers with the U.S. and amongst themselves, and Japan quietly becomes the Switzerland of the East, making deals, building chips, and translating anime into 70 languages.

5. The Security Dilemma

Yes, Japan would still need the U.S. as its big military protector. But Japan’s no pushover. It 

already has one of the best navies in the world. It's been building up slowly on that defense budget. Its constitution may be pacifist, but when reality changes in a negative way, well minds change too, and fast.

So expect a rapid military modernization. But one based on a quiet, effective, and focused defense.

In short? Japan might finally start playing geopolitical hardball, but it’ll still wear a suit and bow politely.

The Final Episode

So when the dollar empire collapses and everyone’s screaming, the EU will try to lead, but it has too many hands in the kitchen. China will flex, but this will just make a lot of people very nervous.

The U.S. blames everyone but itself. And then there’s Japan; calm, smart, sober, holding a cup of green tea, saying, ¨Ok everyone, let’s just make sure the supply chain works, the tech stays reliable, and nobody nukes anybody. Cool?”

And a world, battered and bruised, scared and crying uncontrollably in one corner of the room will nod slowly and say, ¨Yeah. Let’s listen to Japan.”

Thanks for reading. Abrazos.

Diego Rojas