【Multi SUB】Japan 2028 Bitcoin ETF, BNY Mellon Tokenized Treasury, 6-Day BTC ETF Streak

[00:00:00]Hey everyone, this is SEA Crypto Daily Buzz.

[00:00:02]Today is Thursday, July twenty-third, twenty twenty-six.

[00:00:06]This channel summarizes the most important crypto news for investors in Southeast Asia.

[00:00:10]Three stories today.

[00:00:11]Japan setting up a domestic spot Bitcoin ETF as early as twenty twenty-eight.

[00:00:16]BNY Mellon planning tokenized US Treasury settlement on its own blockchain.

[00:00:21]And US spot Bitcoin ETFs stretching their inflow streak to six consecutive days even as Bitcoin pulls back below sixty-six thousand.

[00:00:32]Story one.

[00:00:33]Japan is expected to launch its first domestic spot Bitcoin ETFs as early as twenty twenty-eight, following the amended Financial Instruments and Exchange Act that Japan's upper house passed on July fifteenth.

[00:00:44]The Financial Services Agency will revise investment trust rules so funds and ETFs can hold crypto as a primary asset, and multiple Japanese asset managers are already preparing.

[00:00:55]Analysts project up to three trillion yen, roughly twenty billion dollars, in inflows by fiscal twenty twenty-eight, mostly from retail cash.

[00:01:03]The revised law also brings insider trading restrictions and raises maximum prison sentences for unregistered operators to ten years.

[00:01:11]My read for Southeast Asia.

[00:01:13]When Japan follows the US framework, Singapore, Thailand, the Philippines, and Indonesia get a real regional template.

[00:01:20]Bullish long term, but actual flows are two years out — does not change your positioning today.

[00:01:28]Story two.

[00:01:29]BNY Mellon, the largest custody bank in the world, has told clients it plans to launch a tokenized US Treasury pilot on its private blockchain by the end of twenty twenty-six, and to build out twenty-four-seven US Treasury settlement by twenty twenty-seven.

[00:01:43]BNY custodies over fifty trillion dollars in assets and handles about two point four trillion in daily US Treasury settlements today.

[00:01:51]The bank has already completed post-trade Treasury transactions with a stablecoin issuer earlier this year.

[00:01:57]This is the first time a top US custody bank has publicly committed to blockchain rails for core government securities.

[00:02:03]For Southeast Asia, OFW remittance providers and regional exchanges could eventually hold interest-bearing US Treasury reserves on chain, twenty-four hours a day.

[00:02:13]This directly competes with how USDT and USDC structure their reserves today.

[00:02:18]Bullish structural story, but execution risk is real.

[00:02:27]Story three.

[00:02:28]US spot Bitcoin ETFs have now posted six consecutive days of net inflows since July thirteenth, adding roughly seven hundred seventy-nine million dollars total.

[00:02:37]Tuesday alone brought in two hundred three million, and spot Ethereum ETFs added thirty-seven and a half million, their third day in a row.

[00:02:45]Right now Bitcoin trades near sixty-five thousand seven hundred seventy, down about half a percent, after touching sixty-six thousand two hundred earlier.

[00:02:54]Ethereum sits near nineteen hundred twenty-six.

[00:02:56]My read for SEA traders.

[00:02:58]The streak is structurally bullish, but Coinbase premium is still negative and fear and greed sits below thirty, meaning retail has not confirmed.

[00:03:06]I would want a clean daily close above sixty-six thousand five hundred before calling this a real breakout, or a rejection down to sixty-five thousand before flipping bearish.

[00:03:16]Quick recap.

[00:03:17]① Japan targets domestic spot Bitcoin ETFs by twenty twenty-eight.

[00:03:22]② BNY Mellon plans tokenized US Treasury pilot by year-end.

[00:03:26]③ US spot Bitcoin ETFs hit six-day inflow streak, but Bitcoin fades below sixty-six thousand.

[00:03:33]This video is for information and education only and is not financial advice.

[00:03:37]All investment decisions and risks are your own responsibility.

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