日本金融科技觀察家 #74

諾伯特·格爾克（Norbert Gehrke）關注東京金融科技新聞通訊聽分享歡迎閱讀第七十四期《日本金融科技觀察家》。

74th Edition of the Japan FinTech Observer

第 74 期《日本金融科技觀察家》

Norbert Gehrke

諾伯特·格爾克

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We will host the Japan FinTech Observer weekly call again on Monday evening, starting at 8pm JST on LinkedIn Audio. You can find this week’s event here.

我們將於週一晚上再次在 LinkedIn Audio 上舉辦日本金融科技觀察家每週電話會議（日本標準時間晚上 8 點開始）。您可以在這裡找到本週的活動。

Canadian Alimentation Couche-Tard (ACT), with one-fifth of the stores but 1.5x the market capitalization, is making a bid for 7&I Holdings. “Japan’s M&A scene may never be the same again,” says Leo Lewis in the Financial Times.

Canadian Alimentation Couche-Tard (ACT) 擁有五分之一的門市，但市值卻是 7&I Holdings 的 1.5 倍。 「日本的併購場景可能再也不會一樣了，」Leo Lewis 在《金融時報》上說道。

The partnership of the Astar Foundation and Sony is due to launch Soneium, an Ethereum Layer 2. The ASTR token remains at less than half recent highs, and at about a quarter of a spiky peak. With an abundance of Layer 2s already in the market, this move smells like the “not invented here” syndrome.

Astar 基金會和索尼的合作夥伴關係將推出以太坊第 2 層 Soneium。由於市場上已經有大量的 Layer 2，這項舉措聽起來就像「不是這裡發明的」綜合症。

The Fed will cut interest rates in September, and the JPY closed Friday nearer to USD 1.40 than to 1.50. Or, in other words, we are still just about where we started the year, when analysts were predicting up to six US rate cuts. Among the analysts we follow, there remains a split opinion regarding the next BOJ move: October or January.

聯準會將在 9 月降息，週五日圓收盤價接近 1.40 美元，而不是 1.50。或者，換句話說，我們仍處於年初的水平，當時分析師預測美國將降息最多六次。在我們關注的分析師中，對於日本央行下一步行動：10 月還是 1 月，仍有不同意見。

Otherwise, here is what we are going to cover this week:

否則，這就是我們本週要討論的內容：