日本财务省设国债上链研究会 10 月 8 日首会

MoF bond study could pull institutional liquidity, but until yield data drops, I'll keep LEVs tight.

看到日本要研究国债上链了，感觉传统金融也在慢慢跟上咱们这节奏。

A dedicated study group with BoJ and FSA observers signals serious government intent to pilot blockchain bonds. The timeline targets finalizing outcomes between late 2026 and early 2027, which suggests a methodical approach rather than a rushed rollout. Having five experts plus regulatory observers means technical and compliance angles will be weighed early. This structured setup could accelerate sovereign debt digitization if the consensus aligns with current public infrastructure capabilities. Does the closed-door format hinder transparency, or is it necessary for sensitive financial architecture?

日本财务省设立国债上链研究会，5 名委员加日银、金融厅观察员，10 月 8 日闭门首会。2026 年底出整理报告，说明主权债务数字化推进不是空谈。主权债上链若落地，流动性提升预期明确，市场对公共资产数字化接受度在提高。步子虽慢，但方向清晰，长期看利好合规数字资产发展。