smbc

Japan’s three largest banks: #MUFG , #SMBC , and #Mizuho - are reportedly planning to launch a joint fiat-backed stablecoin by #FY2026

The initiative follows a pilot conducted with Japan’s Financial Services Agency and could mark a major step toward bank-issued digital currencies in one of the world's largest financial markets.

🚨 SMBC CUTS $BTGO TARGET BUT THE DELAY IS FUELING ITS MOAT 🦈

The market reads the delay as a red light for BitGo, but the real trader's logic states the exact opposite. 🦈 With Q2 revenue hitting $4.33B (up 79.6% YoY) and net losses tightening, this is not a struggling stock narrative. It's a compounding monopoly playing the long game.

SMBC saw through the noise and kept 'Outperform' because every extra quarter of regulatory limbo strengthens BitGo's federally-chartered moat while competitors wait frozen on the sidelines. 📊 Classic first-mover leverage wearing a bearish costume. Adding DTCC, Canton, and Figure partnerships is how you build the rails for tokenized securities.

Question is: are you trading the ticker, or the structural edge the market's underpricing right now? 💬👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #BTGO #CryptoCustody #Tokenization #InstitutionalPlay #SMBC

🎯 🦈

اليابان تستهدف سوق الـ #ETF والمؤشرات المتداولة للعملات الرقمية بقيمة 6.4 مليار دولار.تستعد هيئة الخدمات المالية اليابانية لإطلاق #ETF المؤشرات المتداولة الفورية للعملات الرقمية وETF الاستثمار، في الوقت الذي تُطوّر فيه بنوك ومؤسسات مثل #SBI و #Rakuten و #Nomura و#SMBC وأدوات استثمارية جديدة.مع وجود 14 مليون مستثمر، وحيازات سوقية بقيمة 34 مليار دولار، بالإضافة إلى خفض الضرائب من 55% إلى 20%؛ تستعد اليابان للتوسع في سوق العملات الرقمية