SBIホールディングス傘下のSBIデジトラストは10月1日、韓国の決済事業者NICE Information & Telecommunicationと、ブロックチェーン基盤を手がけるdsrv labsの2社と、ステーブルコインを使った日韓間の送金・決済を共同検証すると発表した。3社は9月30日、将来の商用化に向けた基本合意書を締結しており、利用者から加盟店までの資金移動や各社システムの接続方法、想定取引規模、コストなどを確認し、2026年12月末までの完了を目指す。検証では、日本の利用者がNICE情報通信の加盟店でQRコードを読み取り、韓国側の加盟店への精算にステーブルコインを使うほか、送金・決済の指示方法や運用上の課題を確認する。NICE情報通信は韓国で約120万店の加盟店網を支援しており、実店舗の決済・精算業務や既存システムとの接続方法を検討して実際の加盟店環境で事業が成立するかを確認し、DSRVはステーブルコインの移転に必要なブロックチェーン技術やシステム構成を検証する。SBIデジトラストは日本の規制や決済制度を踏まえ、SBIグループ各社と連携して日韓間の決済スキームを検討する。韓国ではステーブルコインに関する制度整備が進められているものの詳細は議論の途中にあり、3社は現時点で検証できる技術面や業務面を対象とし、制度の動向を踏まえて商用化の可否を判断する。SBIグループは8月にも金融機関向けブロックチェーンを使った日韓間の決済ネットワーク構築に向けて韓国企業と基本合意書を締結しており、前回が金融機関を介した決済網を対象としていたのに対し、今回は日本人旅行者による韓国の実店舗での決済を想定する。
Digital Finance & Tokenization › Stablecoin Issuers & Distribution Technology
SBI Digitrust · Demand · Positive SBI Digital Trust is the lead party conducting the Japan-Korea stablecoin remittance/payment verification with the two Korean firms.
036800.KQ · Demand · Positive NICE Information & Telecommunication will let Japanese users pay via QR at its ~1.2 million Korean merchants in the stablecoin payment verification.
8473.JP · Demand · Positive SBI Holdings subsidiary SBI Digital Trust signed an agreement with two Korean firms to verify Japan-Korea stablecoin cross-border payments toward commercialization.
DSRV Labs · Technology · Positive DSRV Labs will verify the blockchain technology and system architecture needed to transfer stablecoins in the joint test.
Digital Finance & Tokenization › Crypto Exchanges, Custody & Digital-Asset Infrastructure Capital
8309.JP · Capital · Positive Sumitomo Mitsui Trust Bank will acquire all JADAT shares, making it a wholly owned subsidiary under the group, expanding its digital-asset trust business.
bitbank · Capital · Neutral Bitbank transfers all JADAT shares to Sumitomo Mitsui Trust Bank while itself being acquired by SBI Holdings; transfer price undisclosed.
Japan Digital Asset Trust Preparatory Co. (JADAT) · Capital · Positive JADAT is being transferred to Sumitomo Mitsui Trust Bank and is expected to become a wholly owned subsidiary under the Sumitomo Mitsui Trust Group.
8473.JP · Capital · Positive SBI Holdings is proceeding with making Bitbank a wholly owned subsidiary for 46.7 billion yen, expected to complete around October.
SBICAH LLC · Capital · Positive SBICAH LLC is the wholly owned SBI subsidiary through which Bitbank will be acquired for 46.7 billion yen.
8349.JP · Capital · Positive Tohoku Bank raises about 4 billion yen via third-party allotment to repay part of the 10 billion yen in public funds injected in 2012.
8473.JP · Capital · Positive SBI Holdings joins as a subscriber to Tohoku Bank's ~4 billion yen third-party share allotment, expanding its capital alliance stake.
Digital Finance & Tokenization › Digital Banking & Neobanks Competition
Digital Finance & Tokenization › Payments Modernization & Rails Technology
9142.JP · Demand · Positive JR Kyushu will launch the JQ BANK financial super app, monetizing its Web members, SUGOCA, JQ CARD and Kyupo point customer base through financial services.
8473.JP · Demand · Positive SBI Holdings is a lead partner developing the JQ BANK super app, extending its banking, securities, crypto, FX and stablecoin services to JR Kyushu's customer base.
8303.JP · Demand · Positive SBI Shinsei Bank will serve as the affiliated bank providing banking functions and the banking agency license for JQ BANK.
8473.JP · Capital · Positive SBI acquires all Livedoor shares for ~7.5 billion yen to make it a wholly owned subsidiary and strengthen its media business.
4436.JP · Capital · Positive Minkabu sells Livedoor to SBI for ~7.5 billion yen and forms a capital alliance with NTT Data, a financial/M&A event.
Livedoor · Capital · Positive Livedoor becomes a wholly owned SBI subsidiary, with its news sites to be leveraged for SBI's media business.
9432.JP · Capital · Positive NTT Data forms a capital alliance with Minkabu, with the three companies to consider new financial-sector services.
4436.JP · Capital · Positive Minkabu forms capital/business alliance with NTT Data and SBI, sells Livedoor for a ~3 billion yen extraordinary profit and repays group borrowings.
8473.JP · Capital · Positive SBI Holdings acquires all Livedoor shares from Minkabu and becomes Minkabu's second-largest shareholder in a three-party partnership.
Livedoor · Capital · Neutral Livedoor is being sold by Minkabu to SBI Holdings; the article gives no standalone impact on Livedoor itself.
韓国の教保生命保険は9月17日、SBIグループと進めていた日韓間の機関向け資金移転の実証を完了したと発表した。両者は7月から、円建てとウォン建てのステーブルコインを直接交換し、米ドルを経由せずに日本から韓国へ資金を移す仕組みを、テストトークンを使って検証した。実証にはSBIグループ傘下のSBI Digital Practiceが参加し、金融機関向けブロックチェーン「Canton Network」のテスト環境で資金の移転、為替交換、決済までの流れを確認した。教保生命によると、国境を越える機関資金の一連の処理を検証したのは韓国の保険業界で初めてという。教保生命は今回の実証で、仲介する為替交換の手続きを簡素化し、処理時間の短縮や取引情報の追跡が可能であることを確認したとしている。
Digital Finance & Tokenization › Payments Modernization & Rails ▲Technology
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Demand
Kyobo Life Insurance Co., Ltd. · Technology · Positive Kyobo Life completed the first cross-border institutional fund transfer PoC with SBI, validating direct yen-won stablecoin exchange.
8473.JP · Technology · Positive SBI Group completed a proof of concept with Kyobo Life for direct yen-won stablecoin exchange via its subsidiary SBI Digital Practice.
SBI Digital Practice Co., Ltd. (SBIデジタルプラクティス) · Technology · Positive SBI Digital Practice took part in the trial, confirming fund transfers, FX swaps, and settlement on Canton Network.
Digital Finance & Tokenization › Distribution & Revenue-Share Partners Competition
Digital Finance & Tokenization › Payments Modernization & Rails ▲Technology
Ripple Labs Inc. · Demand · Positive RLUSD market cap hit $2.345B with daily transfers tripling to $750M, driven by acquisitions and institutional integrations expanding real usage.
8473.JP · Demand · Positive Ripple launched in Japan via SBI under the JFSA's revised Payment Services Act, expanding SBI's crypto/stablecoin business.
MA · Demand · Positive Mastercard and WebBank pilot marks the first regulated US bank settling card transactions on a public blockchain using RLUSD.
SECZ · Demand · Positive Securitize link allows holders of BlackRock BUIDL and VanEck VBILL to swap into RLUSD around the clock, driving tokenization platform usage.
WebBank · Demand · Positive WebBank pilot with Mastercard marks first regulated US bank settling card transactions on a public blockchain using RLUSD.
BEN · Demand · Positive Partnership with DBS and Franklin Templeton enables 24/7 trading of tokenized money market funds, expanding Franklin's tokenized fund distribution.
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Regulation
8473.JP · Regulation · Positive SBI Group begins investing JPYSC reserves in government bonds under new regulations, expanding stablecoin utility.
SBI Shinsei Trust and Banking · Regulation · Positive SBI Shinsei Trust Bank issues JPYSC and can now invest reserves per revised Payment Services Act.
SBI VC Trade · Regulation · Positive SBI VC Trade as issuing agent benefits from regulatory approval enabling reserve investments.
6176.JP · Capital · Positive SBI Holdings announced additional share acquisition of Brangista, driving the stock to its limit-up price.
3903.JP · Capital · Positive SBI's additional acquisition of Brangista raises expectations of a tailwind for gumi via its business collaboration with the SBI Group.
8473.JP · Capital · Positive SBI Holdings announced it will acquire additional Brangista shares through subsidiary SBINM to strengthen business consolidation.
Biotech & Genomic Medicine › AI Drug Discovery Technology
2158.JP · Technology · Positive FRONTEO signed a joint research agreement with Caion for AI drug discovery.
4565.JP · Capital · Positive Nexera received an $86 million milestone payment from Centessa based on late-stage development progress.
4576.JP · Technology · Positive DWTi decided on a domestic development plan for its glaucoma treatment agent H-1337.
CPI.LSE · Capital · Positive CAPITA will record a special gain in Q2 FY ending March 2027 from the sale of idle land.
6176.JP · Capital · Neutral SBINM LLC acquired additional Brangista shares in connection with strengthening capital ties with SBI; effect on Brangista is unclear.
CNTA · Demand · Positive Centessa paid an $86 million milestone to Nexera based on progress in late-stage development, indicating advancement of its pipeline.
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Technology
Digital Finance & Tokenization › Real-World Asset Tokenization ▲Technology
Startale Labs / Startale Group · Technology · Positive StarTail CEO announces Strium testnet launch within the year, providing concrete development timeline for its blockchain.
8473.JP · Technology · Positive SBI's joint blockchain Strium progresses with testnet launch timeline, supporting tokenization and stablecoin payments.
SBIアセットマネジメントは英国マン・グループとの業務提携による第2弾商品「SBI-Man AIインサイト日本株式ファンド(愛称:AI千里眼)」を8月28日に設定し、運用を開始する。当初募集は8月17日に始まり、取り扱いはSBI証券。同ファンドは国内株式約1800銘柄をAI・機械学習・オルタナティブデータなどを活用した独自モデルでスコアリングし、約100~200銘柄に分散投資する。実質的な運用はマン・グループのクオンツ部門マンNumericが担い、同社の日本株戦略「Numeric Japanese Core戦略」は2005年3月末からの運用実績で設定来年率9.7%、過去5年年率23.3%と、同期間のTOPIX配当込み指数を上回る。マンNumericは運用資産821億ドル(約13兆円)を有し、AIが自律的に運用モデルを開発・検証・改良する独自システム「アルファGPT」を確立している。
4765.JP · Demand · Positive SBI Asset Management is launching and managing the new fund, directly benefiting from the product launch.
8473.JP · Demand · Positive SBI Asset Management launches a new fund distributed by SBI Securities, expanding product offerings and potential client reach.
EMG.LSE · Capital · Positive Man Group's quantitative arm Man Numeric manages the fund, highlighting its capabilities and AUM.
Digital Finance & Tokenization › Payments Modernization & Rails ▲Technology
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Demand
Nodeinfra · Technology · Positive Nodeinfra is a core partner developing the system, benefiting from the collaboration.
SBI Digital Practice Co., Ltd. (SBIデジタルプラクティス) · Technology · Positive SBI Digital Practices is leading the project, directly involved in developing the payment network.
8473.JP · Technology · Positive SBI Holdings' subsidiary is partnering to build a blockchain-based payment network, a positive technology development.
NOT A HOTELは総額165億円の資金調達を発表した。新株発行で100億円を調達し、既存株主の株式譲渡で65億円が動く。引受先にはトヨタ・インベンション・パートナーズ、SBIホールディングス、SBIインベストメント、セコイア、TT Lion Partnersが名を連ねた。同社は宿泊利用権をNFT化した会員制サービスを運営し、2024年12月にはGMOコインを通じたIEOで独自暗号資産NACを発行、当時国内最大級の20億円を調達している。今回の調達により、NFTやトークン事業に加え共同所有型モビリティサービス「NOT A GARAGE」を含む事業拡張に大手資本が本格参入する局面を迎えた。
Digital Finance & Tokenization › Real-World Asset Tokenization ▲Capital
NOT A HOTEL, Inc. · Capital · Positive NOT A HOTEL raises 16.5 billion yen in new funding, a direct capital infusion for the company.
8473.JP · Capital · Positive SBI Holdings and its affiliate are investors in NOT A HOTEL's 16.5 billion yen funding round, which is a positive capital event for SBI as an investor.
Digital Finance & Tokenization › Digital Wealth & Robo-Advisory Competition
FOLIO Holdings · Capital · Positive FOLIO Holdings is applying for IPO on the Tokyo Stock Exchange, which will provide access to public capital markets and accelerate business expansion.
8473.JP · Capital · Positive SBI Holdings' subsidiary FOLIO Holdings is applying for IPO, which is expected to unlock value and strengthen group synergies.
Digital Finance & Tokenization › Stablecoin Issuers & Distribution ▲Demand
Aging Population › Senior Care ▼Supply
Digital Finance & Tokenization › Payments Modernization & Rails ▲Technology
9090.JP · Demand · Positive AZ-COM Maruwa will use JPYC stablecoin to pay partners, aiming to attract drivers and address labor shortages, directly benefiting its logistics operations.
3350.JP · Capital · Positive Metaplanet Ventures invested 400 million yen in JPYC Inc.'s Series B round, a financial investment.
Lawson, Inc. · Demand · Positive Lawson launched a pilot program accepting JPYC payments, indicating adoption of stablecoin for transactions.
8306.JP · Competition · Neutral MUFG is one of three megabanks planning to issue a jointly issued stablecoin by FY2026, competing in the stablecoin market.
8411.JP · Competition · Neutral Mizuho is one of three megabanks planning to issue a jointly issued stablecoin by FY2026, competing in the stablecoin market.
8473.JP · Competition · Neutral SBI Group launched JPYSC stablecoin, competing in the stablecoin market.
Digital Finance & Tokenization › Stablecoin Issuers ▲Demand
8473.JP · Demand · Positive Partnership to tokenize Japanese stocks and distribute Ondo's products expands SBI's customer base and revenue opportunities.
SBI VC Trade · Demand · Positive SBI VC Trade distributes Ondo's tokenized products and uses JPYSC for settlement, boosting its platform usage.
SBI Shinsei Trust and Banking · Demand · Positive JPYSC stablecoin issued by SBI Shinsei Trust Bank is used as collateral and settlement, increasing its adoption.
Digital Finance & Tokenization › Real-World Asset Tokenization ▲Regulation
8473.JP · Technology · Positive SBI Holdings partners with Solana Foundation to push Japan's capital market toward public blockchains, renaming SBI R3 Japan to SBI Solana Global.
SBI Solana Global · Technology · Positive SBI Solana Global (formerly SBI R3 Japan) is the renamed entity focused on Solana-based RWA markets.
SOL · Demand · Positive Partnership with SBI Holdings to develop RWA markets on Solana blockchain, expanding adoption and use cases.
ソラナ財団 · Demand · Positive Solana Foundation partners with SBI Holdings to expand into Japan's RWA markets, increasing blockchain adoption.
Digital Finance & Tokenization › Real-World Asset Tokenization ▲Demand
Digital Finance & Tokenization › Payments Modernization & Rails Technology
8473.JP · Technology · Positive SBI Holdings plans to build a next-generation on-chain exchange with 24/7 trading, instant settlement, and stablecoin support, which is a positive technology development for the company.
ジャパンネクスト証券 · Technology · Positive Japannext Securities is being leveraged to transition to a financial instruments exchange as part of the new platform, which is a positive technology development for the subsidiary.
8473.JP · Technology · Positive SBI Group's DeFimans is leading the joint test of next-gen trade execution infrastructure, positioning SBI at the forefront of digital asset innovation.
DeFimans · Technology · Positive DeFimans, as the SBI Group entity, is directly involved in developing and testing the next-gen execution infrastructure.
Perplexity AI, Inc. · Technology · Positive Perplexity AI is contributing AI capabilities to generate trading hypotheses, showcasing its technology in a high-profile financial application.
ANDLAW FZCO · Technology · Neutral ANDLAW FZCO is a participant in the joint test, but its specific role and impact are not detailed.
Nippon Steel Solutions Corporation (NS Solutions) · Technology · Neutral NSSOL is a participant in the joint test, but its specific contribution and impact are not detailed.
SBI証券、大和証券、SBI Digital Markets、Penguin Securities、BOOSTRYの5社は7月8日、国内発行のセキュリティ・トークンのクロスボーダー流通を見据えた実証成果を公表した。海外証券会社との業者間取引に限り、パブリックブロックチェーンのイーサリアムとステーブルコインUSDCを活用し、STとUSDCによるDvP決済を可能にする構成を検証した。国内投資家向けの管理はコンソーシアム型基盤「ibet for Fin」上で行い、海外証券会社との取引時のみ対象STをイーサリアム上にミラー連携する。実証では、国内の権利管理を維持しつつパブリックブロックチェーンを活用できる可能性を確認し、ガス代管理や秘密鍵管理、法令・税務上の論点も整理した。SBI証券と大和証券はプラットフォームの安全性をリスク評価し、自主規制機関に報告している。
8473.JP · Technology · Positive SBI Holdings (via SBI Securities and SBI Digital Markets) co-led a proof-of-concept for cross-border ST trading on Ethereum, showcasing innovation.
8601.JP · Technology · Positive Daiwa Securities participated in a successful proof-of-concept for cross-border ST trading on Ethereum, demonstrating technological capability.
BOOSTRY Co., Ltd. · Technology · Positive BOOSTRY, as the platform provider (ibet for Fin), was central to the proof-of-concept, validating its technology for cross-border ST distribution.
SBI Digital Markets · Technology · Positive SBI Digital Markets co-led the proof-of-concept, highlighting its role in cross-border digital asset infrastructure.
Penguin Securities Holdings · Technology · Positive Penguin Securities participated in the proof-of-concept, demonstrating involvement in blockchain-based securities trading.
ETH · Technology · Positive Ethereum used as public blockchain for cross-border ST trading proof-of-concept, demonstrating utility.