[HN Gopher] Japan to implement bank-deposit-backed digital curre...
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       Japan to implement bank-deposit-backed digital currency in 2022
        
       Author : thesuperbigfrog
       Score  : 110 points
       Date   : 2021-11-24 15:23 UTC (7 hours ago)
        
 (HTM) web link (asia.nikkei.com)
 (TXT) w3m dump (asia.nikkei.com)
        
       | rattlesnakedave wrote:
       | I'm very bullish on federated, permissioned, blockchains in the
       | world of traditional finance, and here's why:
       | 
       | - Having ledger that is append only by a set of trusted parties
       | gives you all of the benefits of a distributed ledger, as well as
       | the ability to do things like clawbacks, comply with regulation,
       | etc.
       | 
       | - The future I see is multiple blockchains operated by networks
       | of payment processors. For instance, Visa, MasterCard, etc. can
       | all work together to maintain one blockchain. Other countries /
       | regions can have their own. Interop can be done with bridges
       | (like in defi now).
       | 
       | - Throughput can be drastically increased between banks.
       | Transactions become confirmed instantly. No more waiting several
       | days for ACH. You can confirm a good balance from the sender, and
       | credit the receiver instantly.
       | 
       | - "Just use a database" the hackernews commenter shouted out.
       | Using a database instead of a blockchain limits what you can do
       | in terms of 3rd party interop, and hamstrings you for
       | upgradability in the future. Facebook's MySQL upgrade is taking
       | YEARS, and they're a SINGLE TECH COMPANY. If you want to move
       | faster, and maintain interop blockchain is the way to go.
       | 
       | - This opens the door to multi-asset blockchains between
       | financial institutions. Instruments like loans, equities, etc.
       | can be tokenized, FRACTIONALIZED and traded b/t institutions much
       | more quickly than they can today, because they'll be a part of a
       | permissioned verifiable system. Write a loan today, fractionalize
       | and sell it instantly.
       | 
       | There's so much more that's possible here too. Technologies like
       | HyperLedger are really moving the ball forward. I think a lot of
       | the criticisms of this sort of thing are due to shortsightedness
       | of what is possible.
        
         | throwawaygh wrote:
         | _> Write a loan today, fractionalize and sell it instantly._
         | 
         | To make error is human. To propagate error to all server in
         | automatic way is #devops. To burn down entire global financial
         | system due to parser bug in bastardized typescript clone for
         | blockchain contract language is #defi.
         | 
         | (On a more serious note, this sort of thing really rings of
         | "what could possibly go wrong" for me :)
        
         | carlineng wrote:
         | I'm somewhat bullish on the promise of permissioned blockchain
         | systems, but the Facebook/MySQL example is misleading --
         | 
         | * Facebook doesn't need MySQL to interop with other systems in
         | the same way that blockchain enables.
         | 
         | * Relational semantics are way more complex than what most
         | distributed ledgers technologies offer. A blockchain is more
         | analogous to the MySQL binlog than to MySQL itself. I would
         | guess that Facebook's DB transaction log is orders of magnitude
         | larger than all the blockchains in the world combined.
         | 
         | * Facebook's challenges with MySQL are most likely due to their
         | unprecedented scale. If one were to layer on the governance
         | challenges associated with distributed ledger systems, I would
         | think an upgrade like that would basically be impossible.
        
           | atom_arranger wrote:
           | Regarding scale:
           | 
           | Bitcoin is a ledger of transactions, it has in the last 12
           | years had 690m transactions.
           | 
           | Facebook has 2.9B MAU. ~4X the number of transactions ever
           | done on BTC.
           | 
           | Each user probably generates tens of "transactions" (changes
           | to a DB) per month.
        
       | politician wrote:
       | Just wait until you hear about FedNow...
        
       | victor22 wrote:
       | That's just traditional banking with extra steps...
        
         | balozi wrote:
         | Don't forget that there is still nothing backing the bank
         | deposits themselves. So yes, extra steps, and extra risk. Which
         | also means extra room from intermediaries and fees.
        
         | makeitdouble wrote:
         | Being able to convert back go standard money is a big deal.
         | Currently all the digital offline payment means are a one way
         | trip: you can pay for goods with them, but not exchange with
         | someone or return it to your account. This initiative would
         | solve that issue.
        
       | m3kw9 wrote:
       | I'm just confused about this. Isn't most money system digitized
       | already? When we buy stuff online it is indistinguishable from
       | digital money, and the bank as far as they are concerned is
       | seeing numbers on a screen from a database, which is backed by
       | fractional deposits.
        
         | Kaytaro wrote:
         | Yes, the only difference is this currency will be on a
         | blockchain. Although I'm assuming it will be completely
         | centralized so I'm not sure what benefits this will have over a
         | traditional database.
        
           | gogopuppygogo wrote:
           | Gives government more ability to track flow of capital.
           | Hugely awful move for the world to give government more
           | control.
        
           | mistrial9 wrote:
           | Eliminate or substantially reduce third-party transaction
           | guarantee fees, and at the same time, one-hundred percent of
           | the transactions are digitally recorded.
           | 
           | A preponderance of big finance relies on trusted third-
           | parties to intermediate transactions. Those third parties
           | charge non-negligible fees to execute each and every
           | transaction. Large value transactions can be done between
           | untrusting parties directly, due to rigid cryptographic
           | signing of the transaction record.
        
             | rlpb wrote:
             | None of these features require a blockchain and can be done
             | trivially by a central authority issuing append-only
             | cryptographically signed ledger entries.
             | 
             | > Large value transactions can be done between untrusting
             | parties directly...
             | 
             | What's the benefit of this when the bank has to accept a
             | cleared record for a party to withdraw funds anyway?
        
               | mistrial9 wrote:
               | > None of these features require a blockchain and can be
               | done trivially
               | 
               | what _can_ be done and what _is_ done -- different. You
               | might want to tell those companies that charge a fee to
               | guarantee the transaction, that they can just trivially
               | stop doing that now.
        
               | rattlesnakedave wrote:
               | >None of these features require a blockchain and can be
               | done trivially by a central authority issuing append-only
               | cryptographically signed ledger entries.
               | 
               | Why would you want to depend on a central authority when
               | you can have a network of trusted blockchain users all
               | signing and broadcasting their transactions to each-other
               | in real time, without an intermediary?
               | 
               | Why hamstring yourself with a database and the
               | upgradability woes therein, when you can use a
               | blockchain?
               | 
               | >What's the benefit of this when the bank has to accept a
               | cleared record for a party to withdraw funds anyway?
               | 
               | With a permissioned blockchain, the funds can be cleared
               | much faster (instantly?) than in the current system.
               | 
               | I left another comment about this. These technologies are
               | very powerful and not thoroughly explored in a
               | permissioned context for use by traditional finance.
        
               | lottin wrote:
               | Blockchains rely on intermediaries to process
               | transactions. The difference is, in a blockchain-based
               | system, the end user has no freedom at all to choose
               | which intermediary they want to use. The intermediary is
               | chosen at random, according to how much useless
               | computations they have done. And because of these useless
               | computations, the system is also less economically
               | efficient, in other words more expensive, compared to
               | alternatives.
        
               | throwawaygh wrote:
               | _> Why would you want to depend on a central authority
               | when you can have a network of trusted blockchain users
               | all signing and broadcasting their transactions to each-
               | other in real time, without an intermediary?_
               | 
               | The choice here is between:
               | 
               | 1. A known intermediary with a physical address to which
               | a judge/magistrate can have a summons mailed and which my
               | local elected government officials can at least in
               | principle regulate, or
               | 
               | 2. An unknown number of unidentified intermediaries, at
               | least some of whom are almost certainly beyond
               | jurisdictional reach.
               | 
               | If I'm fucking around with gambling money, whatever. If
               | we're talking about national payment infrastructure, the
               | choice is obvious.
               | 
               |  _> [databases and] upgradability woes therein, when you
               | can use a blockchain_
               | 
               | ...huh? I don 't understand.
        
               | 3np wrote:
               | I think you misunderstand. The answer is most likely
               | 
               | 3. A consortium of permissioned parties. I'm assuming at
               | least the 3 major banks and some if not all of the 70
               | companies.
               | 
               | This is similar to Diem (aka Facebook Libra). PoA (Proof-
               | of-Authority) as opposed to PoW or PoS.
               | 
               | The point is that the parties keep each other in check,
               | and collectively have some level of fault tolerance. At
               | the scale of a national economy, it's desirable to not
               | have a single point of failure on an institutional level.
               | 
               | If you think "Signed Git+Raft/Paxos", that's pretty
               | close.
               | 
               | I'm curious if they'll allow some level of unpermissioned
               | access to the chain and/or for individuals to manage
               | their own keys. The pessimist in my thinks no, but one
               | can dream.
        
               | throwawaygh wrote:
               | I don't think this is what rattlesnakedave was
               | describing.
        
               | 3np wrote:
               | It was. The key words are "trusted" and "permissioned".
               | 
               | Cryptocurrency validators are untrusted and the networks
               | are unpermissioned.
               | 
               | Money on a blockchain isn't necessarily cryptocurrency.
        
               | rlpb wrote:
               | > Why would you want to depend on a central authority
               | when you can have a network of trusted blockchain users
               | all signing and broadcasting their transactions to each-
               | other in real time, without an intermediary?
               | 
               | You're already depending on a central authority to back
               | your funds. So forcing a blockchain into the mix just
               | introduces that additional complexity and risk, not a new
               | dependency on a central authority.
               | 
               | > Why hamstring yourself with a database and the
               | upgradability woes therein, when you can use a
               | blockchain?
               | 
               | You're conflating "blockchain" with "distributed
               | database". For example, a trivial example is a git
               | repository storing ledger entries. It's distributed, can
               | be used in an append-only fashion (and enforced at a
               | higher layer), and such a system probably doesn't have
               | the "upgradability woes" you're worried about. It's not a
               | blockchain.
               | 
               | > With a permissioned blockchain, the funds can be
               | cleared much faster (instantly?) than in the current
               | system.
               | 
               | This can also be arranged without a blockchain.
        
               | mistrial9 wrote:
               | re-reading this now --
               | https://stackoverflow.com/questions/46192377/why-is-git-
               | not-...
        
         | admax88qqq wrote:
         | Japan is still very cash based.
        
         | 323 wrote:
         | When people say "digital money" they mean being able to for
         | example move it from one account to another with a few lines of
         | Python code, like you can with Bitcoin/Ethereum/Tether.
         | 
         | You can't really do that with USD, you need an intermediary
         | like Stripe, an attached bank account, ...
        
           | cortesoft wrote:
           | Yeah, but this new system will still have a middleman, the
           | bank...
        
             | 323 wrote:
             | Not necessarily a middleman. The banks will back the
             | digital coin, but might not be much involved in transfers
             | (we'll see).
             | 
             | A bit like physical cash, it is backed by the gov, but you
             | don't need to involve the gov to transfer it.
        
               | edgyquant wrote:
               | I wonder if it would be ideal for a separate company, not
               | the banks and not the government, to control the nodes to
               | "mine" or whatever equivalent this currency has. Maybe it
               | should just be the government since you would likely just
               | end up with such a company beholden to the banks.
        
         | rich_sasha wrote:
         | Central bank digital money normally means normal bank account
         | but held directly with the central bank
        
         | makeitdouble wrote:
         | When buying stuff online, either the credit card network
         | temporarily foots the bill until the charge actually hits your
         | bank, or your bank processes the transaction directly and money
         | moves away by a bank to bank call. It needs to ne synchronous
         | and connected.
         | 
         | With this new system I'd assume you transfer ownership of your
         | money but it doesn't need to have both banks connect directly,
         | and there might be a chance to have it work offline as well.
        
           | spullara wrote:
           | So, debit cards?
        
             | nomdep wrote:
             | No, digital cash
        
               | dgfitz wrote:
               | As far as I'm concerned 99% of my money is already
               | digital cash. Unless I go through the effort of taking
               | cash out via ATM/bank or at a grocery story etc, all I
               | ever see are numbers in a browser/app get bigger or
               | smaller.
               | 
               | How is this different? It precludes me from __ever__
               | having a tangible form of currency?
        
               | makeitdouble wrote:
               | You are putting too much meaning on the "digital" (yes, I
               | know, it's a name but).
               | 
               | The point is not the digitalness but the decentralized
               | part. One of the main participant in this system is
               | railroads, and they already introduced a money equivalent
               | offline system (Suica/Pasmo) that is wildly used in lieu
               | of cash. As worded in the article they want to take it a
               | step further and convert their "points" to actual legal
               | tender.
        
             | makeitdouble wrote:
             | Debit cards ask your bank for your balance and request them
             | to debit you. This system is decentralized (backed by banks
             | but offline use is assumed)
        
             | AlexanderDhoore wrote:
             | HYPE-based debit cards!
        
             | hinkley wrote:
             | Just smile and back away slowly.
        
         | Lazare wrote:
         | Yes. In the US context, we already have a digital currency,
         | they're called "US dollars".
         | 
         | Something that gets floated periodically is the idea of
         | creating a bank that only accepts deposits, and then sticks
         | them in the Federal Reserve. This is sometimes called "narrow
         | banking", and one of the more prominent efforts to do this
         | involved a proposed bank called The Narrow Bank or TNB.
         | (Alternatively, you could let individuals deposit money
         | directly with the Fed.)
         | 
         | If implemented, such accounts would be 100% backed. You have a
         | dollar, you put it in the account, it sits there until you ask
         | for it back.
         | 
         | There's an article here:
         | https://www.spglobal.com/marketintelligence/en/news-insights...
         | 
         | As it noted, US regulators seem strongly opposed, at least for
         | now.
        
           | elif wrote:
           | It would be more accurate to call it "visa dollars" as
           | transactions are only possible at the discretion of visa and
           | by paying visa a fee.
           | 
           | A better example would be in new zealand they truly have
           | digital "NZ dollars" because anyone can transfer them to
           | anyone for no fee.
        
         | [deleted]
        
         | ne0flex wrote:
         | Basically it means that you'll have a bank account directly
         | with the government. They'll be able to monitor every
         | transaction you make from that account and block transactions
         | on your account.
         | 
         | It'll also give the government the ability to add conditions to
         | your money (ie. you need to spend X amount of yen / dollars
         | this month or your money will expire and you'll lose it), or
         | your money can only be spent at approved stores.
        
           | narism wrote:
           | >It'll also give the government the ability to add conditions
           | to your money
           | 
           | Some of China's experiments with digital RMB have already
           | done this where the money they handed out had an expiration
           | date. Japan as well with the GoToTravel/GoToEat stimulus
           | campaigns where the money equivalent could only be used at
           | certain hotels/restaurants.
        
           | hogFeast wrote:
           | This is specifically not what this is. Banks in Japan have a
           | central role in the economy so the govt has no wish to remove
           | the ability of banks to create money (they are also have a
           | lot of political power). The digital currency will be backed
           | by bank deposits, and the aim of this appears to be creating
           | a interbank payments system that can run with lower costs.
        
           | ac29 wrote:
           | The article says this is being run by a group of banks and
           | other businesses, not the government.
        
           | cortesoft wrote:
           | The government can do way worse than add conditions to your
           | money. They can arrest you and put you in jail.
           | 
           | They can already take all your money. They can take it no
           | matter what form you put it n in.
        
             | roywiggins wrote:
             | Yes, one day India invalidated just about all their
             | physical bills.
             | 
             | https://www.bbc.com/news/world-asia-india-37974423
        
           | threeseed wrote:
           | This comment is the literal definition of FUD.
           | 
           | The idea that a government or bank would expire your money is
           | pretty hilarious.
        
             | narism wrote:
             | https://www.scmp.com/economy/china-
             | economy/article/3116521/c...
             | 
             | > winners have until January 17 to spend their e-yuan
             | before it expires
             | 
             | The caveat there is that expiration in this case is
             | probably to encourage winners to spend the money/provide an
             | end date to the experiment. Most likely regular e-money
             | would not have that condition but special payments (ex:
             | stimulus) could.
        
             | tastyfreeze wrote:
             | It doesnt take much searching to find that is an actual
             | proposed use case.
             | 
             | https://www.google.com/search?q=cbdc+expire
             | 
             | It doesnt take much knowledge of history to know that
             | giving government full control over individual's money is a
             | very bad idea.
        
               | roywiggins wrote:
               | Governments already have control over money by simply
               | being able to choose what is and isn't legal to use. FDR
               | outlawed private gold ownership. India _banned cash_ :
               | 
               | https://www.bbc.com/news/world-asia-india-37974423
        
               | matthewdgreen wrote:
               | Governments have imperfect control over money. Outlawing
               | private gold ownership and banning cash are two examples
               | that are noteworthy _because they were so extreme_. Each
               | created a huge amount of controversy and havoc, and also
               | required leaders to obtain buy-in from legislators and
               | other political figures.
               | 
               | The point of many CBDC electronic currencies is to reduce
               | the barriers to this control, so restrictions on currency
               | (such as expiring currency) can be implemented with a few
               | keystrokes on a computer rather than, say, requiring
               | everyone to turn in their cash and jewelry.
        
               | threeseed wrote:
               | No it's an idea and never concretely proposed.
               | 
               | And governments already have full control over an
               | individual's money.
        
             | faichai wrote:
             | I think this has already happened in China. They provided
             | digital RMB as a stimulus that expired if you didn't use
             | it. We're all Mario now.
        
               | lottin wrote:
               | I think this is fake news.
        
       | sleepysysadmin wrote:
       | This is related to yesterdays:
       | https://news.ycombinator.com/item?id=29312300
       | 
       | Japan is on the verge of economic collapse. Negative interest
       | rates, major deflation during all of covid. Barely pulling out of
       | deflation and trending back downwards.
       | 
       | https://tradingeconomics.com/japan/inflation-cpi
       | 
       | Japan is in deflationary spiral due to high taxes and tremendous
       | debt. Deficit spending to temporarily pull themselves out of
       | deflation and recession will only makes things worse in the long
       | term.
        
         | Psillisp wrote:
         | This feels like the hallmarks of a system that over values
         | 'hard work' but doesn't value entrepreneurship or risk taking.
         | 
         | Corporate rent seeking is proper up by a strong welfare state.
         | 
         | "Herein lies the unique twist that Piketty's theory takes on in
         | Japan: the disparity is not so much between the super-rich and
         | everyone else, but between large corporations, which can retain
         | earnings and accumulate capital, and the individuals who are
         | being squeezed in the process."
         | 
         | https://www.weforum.org/agenda/2015/03/why-inequality-is-dif...
        
         | jbay808 wrote:
         | Is there some reason why a country experiencing deflation can't
         | print money and hand it out to voters until inflation returns?
        
           | ionwake wrote:
           | I think the person you replied to got confused - Japan is
           | experiencing a severe collapse and suffering from inflation
           | in most asset classes.
        
           | whytaka wrote:
           | If they were giving it out unevenly it would be unjust.
           | 
           | If they were giving it bout evenly, there'd be no difference.
           | Nominally, the price of goods would increase but so would
           | your reserve. So there'be no added incentive to buy.
        
             | jbay808 wrote:
             | Helicopter money is not like a stock split, because you
             | aren't handing it out in proportion to how much money
             | people already have. When prices go up it certainly creates
             | an incentive to spend your savings, even if you're getting
             | new money to offset the costs.
        
           | DennisP wrote:
           | In theory, they could. In practice, the typical way to "print
           | money" is to do things like lower interest rates
           | (incentivizing more borrowing, which increases the money in
           | circulation) and lowering bank reserve requirements (letting
           | them loan more in proportion to their reserves). Both depend
           | on people voluntarily taking out loans, which they might
           | avoid if they're pessimistic about the economy or expect
           | deflation.
        
             | jollybean wrote:
             | Supply Side vs. Demand Side very different though.
             | 
             | Poor people buying stuff they 'need' is different than
             | coaxing businesses to invest more broadly with slightly
             | cheaper loans but with the demographic decline still on
             | their daily charts.
        
             | starfallg wrote:
             | Good summary but slightly out of date. What they rely on
             | now is QE, with the central bank buying assets from banks
             | to free up money for investment. Ends up similar to
             | lowering reserve requirements, but without the drawbacks of
             | lowering reserve requirements.
             | 
             | Japan is dealing with it by massive infra projects like the
             | new maglev Shinkansen. So when we are talking about loans,
             | we aren't just talking about consumer credit, although that
             | can be a major component in a consumption-led economy.
        
             | jbay808 wrote:
             | That's why I was wondering about _not_ doing that, and
             | literally minting new cash and using handouts  / UBI
             | instead. We can't expect people to borrow money to spend on
             | consumption, even at low interest rates, because they'll be
             | worried about paying it back. No wonder they always just
             | put it into asset purchases. Give them the money no strings
             | attached and they'll spend it.
             | 
             | Normally the downside to that is inflation, but since
             | that's the goal anyway it seems like a win-win.
        
               | DennisP wrote:
               | Makes sense to me.
        
           | seibelj wrote:
           | Japan is a very rigid economy where doing things a
           | bureaucratic, traditional way is prized and new innovations
           | are difficult and slow. They have low immigration and
           | culturally non-Japanese cannot assimilate fully. Their birth
           | rate is low, they can't replace population with immigrants,
           | and an ever increasing percentage of those who are alive are
           | old, no longer productive / contributing to the economy, and
           | spending money on end-of-life things in retirement.
           | 
           | No matter how much money they print, it can't solve for an
           | economy where there are fewer consumers and producers every
           | year.
        
             | jbay808 wrote:
             | I think the Bank of Japan might be more innovative than you
             | give them credit for, seeing as how they were the first to
             | deploy almost all of today's unconventional policies,
             | including QE itself.
             | 
             | A low birth rate also is certainly not some immutable
             | characteristic of Japanese culture; they had very high
             | birth rates through most of the 20th century. It's clearly
             | the result of economic circumstances and incentives, like
             | the high cost of childcare and long working hours. These do
             | seem like things that government and monetary policy cannot
             | control directly but can certainly influence. In some
             | respect the low birth rate might be both a cause of
             | deflation itself and also a result.
             | 
             | Lastly,
             | 
             | > No matter how much money they print, it can't solve for
             | an economy where there are fewer consumers and producers
             | every year.
             | 
             | It might not solve the economy, but speaking strictly of
             | inflation, it doesn't seem imaginable that _no matter how
             | much money they print_ it won 't create inflation. They
             | must just be printing the wrong kind of money. (As this
             | economist explains, there are indeed different kinds:
             | https://youtu.be/4xgHbW2A9KE )
        
           | sleepysysadmin wrote:
           | >Is there some reason why a country experiencing deflation
           | can't print money and hand it out to voters until inflation
           | returns?
           | 
           | That's a great question. Japan has been doing this for about
           | a decade. Shinzo Abe kind of called it abenomics; aka
           | quantative easing. https://en.wikipedia.org/wiki/Abenomics
           | 
           | It has worked, no question, effectively exactly as you
           | propose. The problem is that it clearly didn't solve the
           | problem. While also creating new problems and since the
           | original problem never gets solved, when you are forced to
           | cut spending because the cost of debt has become too
           | crippling. You retain all the new problems and now feel the
           | old problems.
           | 
           | https://tradingeconomics.com/japan/government-spending-to-
           | gd...
           | 
           | https://tradingeconomics.com/japan/government-debt-to-gdp
           | 
           | 266% debt to gdp is about 24% higher than the peak drama
           | about Greece's collapse.
           | 
           | https://tradingeconomics.com/japan/government-budget
           | 
           | Haven't balanced their budget since the 1990s.
           | 
           | Tough decisions coming for Japan.
        
             | jbay808 wrote:
             | To be clear, I'm not talking about QE, but specifically
             | minting of actual paper currency and just handing it out to
             | every citizen. It seems like that should directly create as
             | much inflation as you want, without creating any debt.
        
             | starfallg wrote:
             | The problem is that economists still require fiscal
             | accountability for the government, which was a rule to
             | mainly prevent runaway inflation. This is obviously
             | counter-productive to what they want right now. There
             | should be a policy framework to allow the central bank to
             | just directly invest in the economy, no need for government
             | to incur debt.
        
             | NovemberWhiskey wrote:
             | The big difference vs. Greece is that ~90% of all Japanese
             | government bonds are held domestically.
        
               | sleepysysadmin wrote:
               | >The big difference vs. Greece is that ~90% of all
               | Japanese government bonds are held domestically.
               | 
               | Of which ~45% is held by the bank of japan itself.
               | 
               | https://tradingeconomics.com/japan/central-bank-balance-
               | shee...
               | 
               | https://www.reuters.com/article/us-japan-economy-boj-
               | idUSKCN...
               | 
               | Japan is so bankrupt that nobody else will hold their not
               | properly rated debt.
               | 
               | Mind you, Japan's clearly bankrupt central bank cannot
               | actually go bankrupt. There is no gold standard, there is
               | no bank run, there is no liquidation requirements. So
               | what? You just magically keep raising the imaginary
               | numbers with no consequences?
               | 
               | This is where OP happens.
               | 
               | Flipside, I am curious about an alternative approach to
               | fixing the issue like Greece did. Japan is headed toward
               | a situation where their currency will be worthless and
               | their people own nothing. Yes it will mean all retirees
               | pretty much have to go get a job but the federal gov will
               | effectively take ownership over most land. People who
               | actually own their homes will effectively become fiefs.
               | 
               | I bet bitcoin and similar coins is beyond popular in
               | Japan right now.
        
               | hogFeast wrote:
               | They also have substantial foreign assets that can be
               | sold. The situation in Japan is very unusual because the
               | financial system has a massive synthetic net short JPY
               | position. Because rates are so low, savings have been
               | effectively dollarized in an economy that isn't
               | dollarized (this is why USD/JPY is so correlated with
               | rate differentials)...so I don't think anyone really
               | knows how this will works out (there aren't a lot of
               | historical examples, no country that held so many claims
               | denominated in a foreign currency has been such a large
               | part of the world economy...this is the end game of the
               | export-oriented, mercantilist political economy...Germany
               | is a ways down the same road).
               | 
               | It makes no difference whatsoever that JGBs are held
               | domestically in practice because it is harder to push
               | through a debt restructuring politically when voters are
               | the ones losing money (you have seen this in Italy too,
               | they have "bailed in" domestic savers which has
               | significantly reduced their options...if the debt is
               | owned by foreign investors, you can usually restructure
               | and point at them: look at these greedy capitalists,
               | terrible...but we have no choice).
               | 
               | On some of the other stuff mentioned above, the reason
               | why Japan is in such a mess is because their
               | financial/corporate sectors is totally screwed. There is
               | no real demand for money, corporate balance sheets are
               | loaded down with cash, no-one wants to invest, demand for
               | money is so low that Japan's savings banks are huge
               | players in US corporate lending, banks seem to have no
               | actual capacity to make corporate loans...they don't know
               | how, they just buy US bonds and call it a day, monetary
               | policy (counter-intuitively) is making this worse, it is
               | reducing the supply of "safe assets" but hasn't increased
               | the capacity of institutions for "non-safe assets", it
               | has led to a significant reduction in lending within
               | Japan because rates overseas are so much higher...it is a
               | real shit storm, but it all comes down to monetary policy
               | officials not understanding money transmission (unusually
               | for Japan, in the 1980s the govt was involved in
               | directing lending on a loan-by-loan basis so they have a
               | history of real control over monetary transmission).
        
         | roywiggins wrote:
         | I dunno, they've been stumbling through deflation for 30 years
         | now, why not expect them to keep muddling through?
         | 
         | https://en.m.wikipedia.org/wiki/Lost_Decades
        
       | [deleted]
        
       | Ericson2314 wrote:
       | https://www.reuters.com/business/finance/consortium-japan-fi...
       | this one doesn't mention blockchain. Which gives me hope.
       | 
       | The cozy relationship between the state and the big corps gives
       | me worry, but ideally:
       | 
       | 1. Giving everyone a central bank account makes issuing a UBI
       | really easy. That would be great for Japan to boost domestic
       | consumption, and get those hikikomoris some non-shit non-
       | saleryman jobs.
       | 
       | 2. If this does eventually displace cash, they can also try out
       | fun things like https://en.wikipedia.org/wiki/Demurrage which
       | would really counteract deflation in all the right ways but none
       | of the wrong ways.
       | 
       | Ultimately, per stuff like
       | https://yalebooks.yale.edu/book/9780300244175/trade-wars-are...
       | the world really needs the big exporter countries to consume
       | more. The world we live in of large trade imbalances is not
       | healthy for the US or the big exporters alike.
       | 
       | I don't think the US has the political will to overcome it's
       | oligarchs and stop the imports, plus the poorer countries that
       | don't even export a lot still greatly depend on our trade deficit
       | to be able to get USD reserves. It is better the big exporters
       | stop "importing our demand" so much, and focus more on domestic
       | consumption (and at least China has stated they want to do this).
       | That will put the pressure on the US from the outside to side-
       | step our failed-state politics.
        
         | howmayiannoyyou wrote:
         | > makes issuing a UBI really easy
         | 
         | Query: Who produces the goods & services that create value in a
         | country/society when everyone is collecting UBI? Is it just the
         | people who 'enjoy' working? And, when UBI causes baseline
         | consumable prices to rise, we just keep raising UBI, right? Can
         | we just call it for what it really is... communism? Why keep
         | pretending?
        
           | ljm wrote:
           | Communism would imply a lot more than providing a base income
           | to everyone to keep them out of abject poverty. You might be
           | thinking of socialist democracy which maintains a balance
           | between unfettered capitalism and full-blown communism.
           | 
           | In the UK you get about 10k personal allowance before you
           | have to start paying tax. That is one form of UBI although it
           | requires you to earn an income (and you actually start to
           | lose this allowance once you start earning over 100k). You
           | could replace that all the same with a system that dumps 10k
           | into your account every year and then starts taxing you for
           | every penny earned (at a higher rate).
           | 
           | We have had the past 100-or-so years to learn, empirically,
           | that both unfettered capitalism and full-blown communism are
           | not particularly good ways to maintain a healthy society.
        
           | Ericson2314 wrote:
           | > Who produces the goods & services that create value in a
           | country/society when everyone is collecting UBI?
           | 
           | The people collecting UBI, duh. The events of the past 2
           | years have convinced me that even a small UBI can still have
           | a large effect.
           | 
           | > And, when UBI causes baseline consumable prices to rise, we
           | just keep raising UBI, right?
           | 
           | Don't be an idiot. "pure inflation" is multiplicative,
           | scaling all prices the same. UBI is additive providing a
           | base-line income stream. The interaction will be very
           | complex.
           | 
           | UBI can be paired with simple-stupid regressive taxes like
           | VAT and still come out net-progressive.
           | 
           | There will be some adjustments in prices but a new
           | equilibrium absolutely can be reached.
           | 
           | > Can we just call it for what it really is... communism? Why
           | keep pretending?
           | 
           | The idea is that "the first x dollars of consumption are
           | socialism, the rest capitalism". It is not 100% socialism,
           | don't be an idiot.
           | 
           | It is only bad if you believe society depends on sticks and
           | workers will not work for mostly carrots. Is that what you
           | believe?
        
             | qq4 wrote:
             | > The events of the past 2 years have convinced me that
             | even a small UBI can still have a large effect
             | 
             | Can you expand on this. What events have convinced you?
             | Fwiw I'm trying not to be an idiot ;)
        
             | [deleted]
        
           | [deleted]
        
         | Ericson2314 wrote:
         | Oh I thought this thing involved _the_ Bank of Japan, but
         | evidently it is all private sector. Arg nevermined. Hopefully
         | the Bank of Japan does indeed continue with it 's exploratory
         | plans, though.
        
       | uses wrote:
       | So, do I understand correctly that these are the main benefits of
       | a CBDC?                 - A centralized ledger which is
       | maintained by the central bank in question.         - Instant
       | payment clearing - no ACH or other steps. You simply request a
       | transaction and it happens immediately if it's possible.
       | - No fees - presumably you can send large amounts without paying
       | for a wire transfer.         - Convertible into "regular money"
       | with no fees or intermediaries. You can exchange this currency
       | for traditional deposits at a regular bank, and vice-versa.
       | - Easy transactions with the government. You can pay your taxes,
       | or get paid (stimulus payments, paychecks, for example),
       | instantly.         - From the central bank / policymaker
       | perspective, there are many benefits because of the gigantic
       | amount of data they gain access to.
       | 
       | Would this be essentially like Fedwire, but for everyone rather
       | than a special service for banks?
        
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