Strategic Partnership Proposal
in annual pre-funding cost eliminated — at target reduction
Market Reality
The Cost Problem
Pre-funding is the structural inefficiency no one challenges because it's always been there. Stablecoin settlement removes it entirely.
FX spread (1.26 bps, MoneyGram-managed in JPY) stays outside scope. The $50,000/month addressable base is the target. At 70% reduction, monthly pre-funding drops to $15,000 — and the freed capital funds distribution, not infrastructure.
Scenario Modeling
Guarantee deposit treatment (1.67 bps, $20K/month) is subject to Ministry of Law regulatory review. The 50% conservative scenario assumes partial substitution. Full preservation narrows the range. Ando-san's cost validation confirms the precise figure.
Co-Branded USD Card
Workers on 10-year visas are building multi-currency lives. A co-branded USD card extends SBI Remit's reach from the transfer moment to every daily transaction — loyalty, spend, savings.
60-Day Path
Next Steps
The Window Is Open
One corridor. 60 days. $300K–$420K annual savings confirmed at go-live. The next meeting determines whether this quarter starts the clock.