According to @julian2kwan, independent data team RWA.io verified $88.45 million in Total Value Locked on the IXS Finance settlement layer, with every dollar tracked across contracts, wallets, issuers, and market-makers; source: @julian2kwan on X, Dec 5, 2025, citing an RWA.io verification for @IxsFinance. He reports the verification addresses prior double-counting and fabricated metrics in RWA TVL reporting, delivering clean third-party confirmation for institutional users; source: @julian2kwan on X, Dec 5, 2025. Kwan adds that IXS has onboarded serious issuers, integrated battle-tested custody partners, and deepened liquidity over the past year such that institutions feel comfortable using the rails; source: @julian2kwan on X, Dec 5, 2025. He notes more third-party validators are in the pipeline and frames the $88.45M as a milestone rather than a peak, aligning with a longer-term build-out for large-scale tokenization; source: @julian2kwan on X, Dec 5, 2025. For traders, the key takeaway is that independently verified TVL on IXS improves reliability of RWA activity metrics used to assess on-chain flows and institutional readiness; source: @julian2kwan on X, Dec 5, 2025, citing RWA.io verification.

According to @julian2kwan, he discussed the state of the real-world assets (RWA) industry, core asset types, major players, and where the market may head next on the Smarter Markets Podcast, with links referenced via @IxsFinance; this post confirms the interview but does not include metrics or project-specific disclosures, so no immediate trading signals can be derived from the post alone (source: @julian2kwan on X; source: @IxsFinance on X). For trading relevance, the verified takeaway is the availability of a sector-focused discussion that may inform due diligence; traders should review the referenced Smarter Markets episode to extract any concrete insights on RWA liquidity, deal flow, and regulatory direction before adjusting exposure to RWA-linked instruments (source: @julian2kwan on X).

According to @julian2kwan, an X post highlights a deep dive from @IxsFinance on achievements since inception and states the RWA market around its platform and model has now come to fruition, indicating increasing sector readiness (source: @julian2kwan on X, Dec 3, 2025). The post further claims 2026 is expected to be a banner year for real-world assets and a breakout year for IXS, underscoring a narrative-driven catalyst for RWA-focused tokens (source: @julian2kwan on X). For traders, this communication suggests monitoring IXS-related announcements, team updates, and the referenced deep-dive thread for potential shifts in liquidity, volume, and sentiment within the RWA category (source: @julian2kwan on X).

According to @julian2kwan, the aim is to bring the whole world onchain at a trillions scale, signaling an aggressive push toward real-world asset tokenization and broader onchain adoption for market participants. Source: @julian2kwan on X, Dec 1, 2025. The post provides no product details, timelines, or quantitative metrics, so for trading it functions as a sentiment signal rather than a data-backed catalyst. Source: @julian2kwan on X, Dec 1, 2025. Traders tracking the RWA and onchain infrastructure narrative can monitor for follow-up disclosures with measurable indicators such as assets tokenized, onchain transaction volumes, or institutional onboarding before positioning. Source: @julian2kwan on X, Dec 1, 2025.

According to @julian2kwan, institutions are moving onchain as regulatory structure takes shape, highlighting advancing infrastructure for tokenization and real-world assets markets. Source: @julian2kwan on X, Nov 29, 2025. He reports record demand for tokenized Treasuries, credit, and funds, directly indicating strong buy-side interest in RWA yield products. Source: @julian2kwan on X, Nov 29, 2025. For traders, these signals focus attention on RWA segments tied to tokenized Treasuries, onchain credit, and tokenized fund liquidity, with monitoring flows and issuance trends aligned to this demand. Source: @julian2kwan on X, Nov 29, 2025.

According to @julian2kwan, regulated digital-asset rails progressed via 2018 tokenisation, 2019 licensing, 2020 real-world-asset (RWA) infrastructure, 2021 IXS, and indicate 2025 will involve banks and custodians, a timeline traders can use to track institutional market access and venue readiness; source: @julian2kwan (X, Nov 28, 2025). For trading execution and risk control, focus on 2025 bank/custodian custody rollouts, licensing updates, and issuance/flow data in tokenized RWAs as operational milestones implied by this progression; source: @julian2kwan (X, Nov 28, 2025).

According to @julian2kwan, the market shift is expanding from stablecoins to equities, with Robinhood, Gemini, and Nasdaq racing to adopt blockchain infrastructure as the migration to on-chain markets begins (source: @julian2kwan on X, Nov 25, 2025). According to @julian2kwan, this signals rising focus on tokenized equities and blockchain settlement venues for liquidity and price discovery as the migration has started (source: @julian2kwan on X, Nov 25, 2025).

According to @julian2kwan, building on Base offers no immediate token incentives and instead leverages roughly 150M existing Coinbase users, alongside strong developer activity and a focus on real on-chain economies; source: @julian2kwan. @julian2kwan said IxsFinance will place its licensed real-world-asset gateway on Base and launch Base pools for IXS to align structurally with Coinbase and prior Coinbase Ventures backing; source: @julian2kwan. @julian2kwan stated the team is targeting approximately $2T of idle BTC seeking yield, offering regulated, non-DeFi USD yields via RWA such as treasuries to meet demand from BTC holders; source: @julian2kwan. @julian2kwan added that most BTC holders do not want yield in lower-quality assets and view USD yields as equal quality to BTC, shaping IXS’s product positioning on Base; source: @julian2kwan. @julian2kwan noted that capturing even 0.05% of BTC’s addressable market would translate into token buybacks and value capture for the IXS token; source: @julian2kwan.

According to Julian Kwan, the past month saw BTC fall about 40% while tokenized U.S. Treasury RWAs continued paying yields without interruption, and he says some sophisticated traders rotated from BTC into tokenized treasuries and are now up. Source: @julian2kwan on X, Nov 22, 2025. He adds that BTC still leads market sentiment and that combining crypto with RWA can create a value-creation flywheel with new use cases in lending, borrowing, cross-collateralization, and structured debt and equity. Source: @julian2kwan on X, Nov 22, 2025. He states that IxsFinance focuses on real world asset tokenization and offers a BTC real yield product that lets BTC holders earn USD interest in RWAs. Source: @julian2kwan on X, Nov 22, 2025. He frames the current pullback as a buying opportunity for larger investors and positions tokenized treasuries as a defensive yield sleeve relative to BTC volatility. Source: @julian2kwan on X, Nov 22, 2025.

According to Julian Kwan, the next RWA cycle will be led by verifiable and scalable asset flows rather than headlines, directing traders to prioritize tokens and protocols that prove real collateral and cash flows on-chain; source: Julian Kwan on X, handle julian2kwan, Nov 21, 2025. Actionable signals include sustained net inflows and outflows that are auditable on-chain, scalable mint and redemption activity that settles reliably at volume, and improving secondary market depth and tighter spreads as infrastructure professionalizes; source: Julian Kwan on X, handle julian2kwan, Nov 21, 2025. This framework implies allocating attention to RWA platforms with transparent proofs and operational throughput while being cautious with narrative-only tokens, using on-chain flow confirmation to time entries and exits; source: Julian Kwan on X, handle julian2kwan, Nov 21, 2025. In short, trade the proof of flows and the quality of infrastructure, not the headline narratives, to capture liquidity-driven opportunities in tokenized assets; source: Julian Kwan on X, handle julian2kwan, Nov 21, 2025.

According to @julian2kwan, crypto and tokenisation are still early and adoption is slower than the noise, so traders should extend holding periods, keep turnover low, and align risk with longer market cycles to harvest compounding; source: https://twitter.com/julian2kwan/status/1991569549225848891. The claim that compounding only happens by staying the course supports disciplined accumulation over time and cautious use of leverage to avoid being shaken out during drawdowns; source: https://twitter.com/julian2kwan/status/1991569549225848891.

According to @julian2kwan, near-term crypto price action is being driven by macro conditions, government policy, and investor sentiment while he argues sector fundamentals remain strong, relevant to BTC trading decisions (source: @julian2kwan on X, Nov 18, 2025). According to @julian2kwan, traders should avoid emotional reactions to social media noise and mainstream narratives during this drawdown to maintain discipline (source: @julian2kwan on X, Nov 18, 2025). According to @julian2kwan, dips are for buying when the original investment thesis has not changed, citing BTC and projects like IxsFinance as examples for thesis-driven positioning rather than reactive trades (source: @julian2kwan on X, Nov 18, 2025). According to @julian2kwan, the current environment on Crypto Twitter is highly noisy with clickbait, reinforcing a focus on long-term strategy over short-term technical calls (source: @julian2kwan on X, Nov 18, 2025).

According to @julian2kwan, despite extreme fear in sentiment, the regulatory and macro backdrop is the strongest of the cycle and points to a timing delay rather than a breakdown, setting up for a potentially explosive 2026. source: @julian2kwan on X, Nov 14, 2025 He cites concrete catalysts: MiCA rules are phasing in across the EU, providing compliance clarity that supports institutional participation and market depth. source: @julian2kwan on X, Nov 14, 2025 He notes Hong Kong has live spot BTC and ETH ETFs, more licensed venues, and a stablecoin bill in place, expanding regulated demand channels in Asia. source: @julian2kwan on X, Nov 14, 2025 He adds that Japan’s major financial institutions plan 24/7 tokenized stock trading by 2026, broadening tokenization liquidity and settlement windows. source: @julian2kwan on X, Nov 14, 2025 On RWAs, he highlights BlackRock’s BUIDL at multi‑billion scale, tokenized Treasuries and credit growing, the DTCC × Chainlink fund-data pilot, and JPMorgan’s first tokenized private fund flow as evidence that trading and settlement plumbing is maturing. source: @julian2kwan on X, Nov 14, 2025 He further references ISDA and Project Guardian work on tokenized bank liabilities, enabling on‑chain settlement rails that can channel larger capital pools into crypto‑adjacent assets. source: @julian2kwan on X, Nov 14, 2025 For US policy, he states the GENIUS Act for stablecoins is now law, creating federal rails for dollar‑on‑chain settlement, and that the SEC is actively narrowing the gray zone on what is or isn’t a security, which he views as a catalyst for capital formation. source: @julian2kwan on X, Nov 14, 2025 From a market-structure lens, he says digital asset trusts (DAT) are trading near MNAV and leverage is light, implying more resilient consolidation before the next leg. source: @julian2kwan on X, Nov 14, 2025 On flows, he points to steady RWA AUM growth across tokenized Treasuries, money market funds, and bonds, citing charts from rwa.xyz. source: @julian2kwan on X, Nov 14, 2025 He concludes that crypto tracks the business cycle and this one is extended, not broken, reinforcing a 2026 breakout setup and potential outperformance versus BTC and ETH by selected strategies he follows. source: @julian2kwan on X, Nov 14, 2025

According to @julian2kwan, the RWA licensing environment has shifted from a no-blueprint phase to a mature regime where regulators now have 5-6 years of proposal experience, resulting in higher approval standards and long applicant queues that make licensing harder in a new way for both web2 and web3 firms, source: @julian2kwan. Kwan noted that earlier movers like IxsFinance pursued licensing ahead of the curve and are positioned for a coming global surge in RWAs, source: @julian2kwan. Kwan’s description highlights execution and approval timing constraints that traders should consider when tracking RWA initiatives, source: @julian2kwan.

According to @julian2kwan, daily redemptions are the key to unlocking trillions of dollars in private credit and asset RWAs, as simply putting assets on-chain does not deliver product-market fit by itself. Source: @julian2kwan on X, Oct 22, 2025. He states the real competition is to offer high-yield RWA tokens backed by brand-name institutions that allow investors to enter and exit daily, making liquidity the decisive feature. Source: @julian2kwan on X, Oct 22, 2025. He adds that tokenized treasuries and money market funds achieved the first scalable product-market fit precisely because of daily liquidity. Source: @julian2kwan on X, Oct 22, 2025. He notes stablecoin holders prioritize both yield and flexibility, reinforcing that daily liquidity design drives adoption for RWA products. Source: @julian2kwan on X, Oct 22, 2025. He further says most private credit offerings impose minimum terms of three months, typically twelve months, and that IxsFinance is working with major institutions to enable investors to invest and divest daily on its platform. Source: @julian2kwan on X, Oct 22, 2025.

According to @julian2kwan, a breakdown by @grant_nissly highlights BTC yield options currently available in the market, source: https://twitter.com/julian2kwan/status/1976871749116740040; source: https://x.com/grant_nissly/status/1976262296985858226. The post gives a shout out to IxsFinance’s BTC Real Yield page, pointing readers to ixs.finance/btc-real-yield for further reference, source: https://twitter.com/julian2kwan/status/1976871749116740040; source: https://www.ixs.finance/btc-real-yield. The author states he is bullish on this emerging BTC real yield sector, source: https://twitter.com/julian2kwan/status/1976871749116740040. The tweet was published on Oct 11, 2025, providing timely context for traders monitoring BTC yield narratives, source: https://twitter.com/julian2kwan/status/1976871749116740040.

According to @julian2kwan, IxsFinance is promoting BTC Real Yields by using BTC as collateral to borrow USDT and channel capital into its RWA tokens to increase platform TVL (source: @julian2kwan on X, Sep 27, 2025). The author states that more BTC deposited enables more USDT borrowing, which then funds additional purchases of the platform’s RWA tokens, creating a growth loop for TVL (source: @julian2kwan on X, Sep 27, 2025).

According to @julian2kwan, centralized exchanges can no longer compete by focusing only on crypto tokens as decentralized exchanges are taking market share, source: @julian2kwan. The new battleground is real world assets, and compliant distribution requires securities licenses or partnering with IxsFinance, source: @julian2kwan. @julian2kwan states IxsFinance was built DeFi-first to partner with CEXs and fintechs so they can sell RWA to existing user bases, source: @julian2kwan. He adds IxsFinance has partnered with four CEXs reaching 25 million users and with the LINE super app reaching 200 million users, which he cites as evidence and validation, source: @julian2kwan. The post signals Wall Street and CEXs are moving toward RWA, indicating exchange product roadmaps are shifting to RWA to stay competitive, source: @julian2kwan.

According to @julian2kwan, any venture fund or investor can create custom GPTs configured with competitive landscapes, new business models, and AI industry developments to analyze portfolio companies more effectively (source: @julian2kwan, X, Sep 14, 2025). He recommends running quarterly reports through these GPTs from a different analytical angle than the C-suite or founders to generate more proactive, value-add insights for decision-making and oversight (source: @julian2kwan, X, Sep 14, 2025). He characterizes this approach as more proactive than simply reading a quarterly report and asking a few questions, positioning AI agents as an operational research workflow rather than a passive review tool (source: @julian2kwan, X, Sep 14, 2025). He also states that @IxsFinance has agents built for every department and is all-in on using AI tools to 10x people reach and products, underscoring a full-stack adoption model for investment operations (source: @julian2kwan, X, Sep 14, 2025). For crypto-focused investors, the same workflow—custom GPT setup plus running token or company quarterly updates through the agent—can be directly applied to portfolio projects to accelerate due diligence, competitor mapping, and monitoring, consistent with his recommendations to use GPTs for proactive research (source: @julian2kwan, X, Sep 14, 2025).

According to Julian Kwan, Fireblocks safeguards more than 10 trillion in digital assets and over 300 million wallets, positioning it as a global leader in crypto custody with backing from major industry names, source: Julian Kwan on X, Sep 3, 2025. According to Julian Kwan, this reported scale highlights institutional-grade infrastructure that traders track when assessing liquidity, counterparty risk controls, and settlement readiness in digital asset markets, source: Julian Kwan on X, Sep 3, 2025.