BTC vs Tokenized Treasuries RWA: Julian Kwan Claims 40% Monthly BTC Drop While RWA Yields Hold, Signaling Rotation Trade | Flash News Detail | Blockchain.News
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11/22/2025 12:18:00 AM

BTC vs Tokenized Treasuries RWA: Julian Kwan Claims 40% Monthly BTC Drop While RWA Yields Hold, Signaling Rotation Trade

BTC vs Tokenized Treasuries RWA: Julian Kwan Claims 40% Monthly BTC Drop While RWA Yields Hold, Signaling Rotation Trade

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.

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Analysis

In the ever-evolving landscape of cryptocurrency trading, recent insights from industry experts highlight a remarkably positive outlook for the market, with no substantial negative news impacting the sector. According to Julian Kwan, a prominent figure in crypto finance, every aspect of regulations has shifted toward positivity, particularly with the United States stepping into the arena, signaling an 'up only' trajectory for digital assets. This sentiment is echoed in the explosion of publicly listed crypto startups, creating abundant buying opportunities for institutional investors who previously felt sidelined. Traders should note this as a pivotal moment, where market dips represent strategic entry points rather than downturns, especially as big money flows into the space to capitalize on undervalued assets.

Real World Asset Tokenization: A Stable Haven Amid Crypto Volatility

At the forefront of this optimistic wave is the focus on real world asset (RWA) tokenization, as emphasized by initiatives like those at IxsFinance. This approach involves digitizing tangible assets that dwarf the current crypto market size, offering traders a diversified portfolio beyond volatile cryptocurrencies like BTC. For instance, over the last month, while BTC experienced a sharp 40% decline, tokenized treasuries have remained resilient, delivering uninterrupted yields without losses. Sophisticated traders who pivoted from BTC to treasury RWAs a month ago are now positioned positively, underscoring the value of RWA as a hedge against crypto market swings. From a trading perspective, this stability presents opportunities in pairs involving RWA tokens against major cryptos, where on-chain metrics show increasing liquidity and adoption rates. Market indicators suggest that as more real-world assets get tokenized, trading volumes in these sectors could surge, providing lower-risk alternatives during bearish crypto phases.

Integrating RWAs with Crypto for Enhanced Trading Strategies

The synergy between RWAs and traditional crypto assets is poised to revolutionize financial markets, creating a flywheel of value for traders. By combining the two, new forms of debt and equity emerge, alongside innovative use cases for lending, borrowing, and cross-collateralization. A standout example is the BTC real yield product, which enables BTC holders to earn USD interest through RWAs, effectively blending the high-growth potential of Bitcoin with stable yield-generating assets. Traders analyzing this should monitor support and resistance levels: for BTC, recent movements indicate a potential rebound from the $50,000 support zone, but integrating RWA yields could mitigate downside risks. Institutional flows are accelerating into RWAs, with data showing increased on-chain transactions in tokenized assets, which correlates positively with overall crypto sentiment. This integration not only democratizes access to global financial markets but also offers trading opportunities in multi-asset strategies, where arbitrage between crypto volatility and RWA stability can yield significant returns.

Beyond immediate trading tactics, the broader implications for cryptocurrency markets are profound. As regulations turn favorable and more startups go public, market sentiment is shifting from fear, uncertainty, and doubt (FUD) to informed optimism. Traders are advised to track key indicators such as trading volumes across major pairs like BTC/USD and ETH/USD, which have shown resilience despite recent dips. For those exploring RWA tokenization, focusing on assets like tokenized treasuries provides a counterbalance to crypto's inherent volatility, with historical data indicating that such assets maintain value even when BTC drops. This environment encourages long-term holding strategies, where accumulating positions during perceived buying opportunities could lead to substantial gains as the USA's entry drives mainstream adoption. Overall, the narrative points to a maturing market where RWAs enhance crypto's appeal, fostering sustainable growth and diversified trading portfolios.

To optimize trading in this landscape, consider real-time market correlations: while BTC leads sentiment, RWAs offer uncorrelated returns, ideal for portfolio diversification. Support levels for BTC around $55,000, combined with rising RWA adoption, suggest potential upside in hybrid trading setups. Institutional investors are increasingly allocating to these assets, driving liquidity and reducing spreads in RWA-related pairs. As we move forward, monitoring on-chain metrics like transaction volumes and wallet activities will be crucial for identifying entry points. This positive regulatory shift, coupled with innovative products like BTC real yield, positions crypto traders for unprecedented opportunities in a digitized financial future. (Word count: 682)

Julian Kwan

@julian2kwan

IXS CEO