According to @julian2kwan, tokenization will only scale when four core market infrastructures are proven under real conditions: stress-resilient custody, regulation that survives scrutiny, reporting and reconciliation that withstand high volumes, and settlement rails that function on bad days as well as good ones, source: https://x.com/julian2kwan/status/2006397552380227748. He states that institutional pressure is shifting focus from narratives to concrete questions about where systems fail at scale, who carries responsibility, and how issues are resolved when things go wrong, source: https://x.com/julian2kwan/status/2006397552380227748. He forecasts 2026 as the point when the gap between talk and infrastructure starts costing money, marking a quieter but real phase for tokenization, source: https://x.com/julian2kwan/status/2006397552380227748. He adds that this phase is what IXS was designed to address, source: https://x.com/julian2kwan/status/2006397552380227748.

According to @julian2kwan, IxsFinance is building toward full-scale institutional adoption of real-world asset (RWA) tokenization by 2026, backed by an active and informed community, source: @julian2kwan on X, Dec 29, 2025. For traders, this points to sustained builder momentum in the RWA sector and a medium-term 2026 roadmap to monitor for communications-driven updates and community activity that could act as soft catalysts, based on the author’s statement, source: @julian2kwan on X, Dec 29, 2025. Actionable takeaway: add RWA-focused protocol developments tied to IxsFinance communications and community engagement to watchlists while avoiding price assumptions, source: @julian2kwan on X, Dec 29, 2025.

According to @julian2kwan, stablecoins will first win payments, then settlement, and finally pull real-world assets (RWAs) on-chain natively, similar to how shipping-container standards unlocked global trade efficiency. Source: @julian2kwan on X. For traders, stablecoin dominance of roughly 70–80% of centralized exchange volume highlights their role as base liquidity and a leading indicator for RWA onboarding. Source: Kaiko Research 2023–2024. Tokenized U.S. Treasuries crossed an estimated $1.5B in value by 2024, showing clear demand for on-chain yield instruments that can follow once payment and settlement rails mature. Source: 21.co State of Tokenized RWAs 2024 and RWA.xyz dashboard. Merchant and PSP settlement rails are being laid as majors expand USDC settlement and payouts, validating the payments → settlement path. Source: Visa Newsroom (USDC settlement expansion to Solana, 2023) and Stripe Newsroom (USDC payouts, 2024). Stablecoin float growth, led by USDT surpassing $100B in 2024 and continued USDC circulation, remains a top signal for future RWA liquidity on public chains. Source: Tether transparency and announcements 2024; Circle monthly reserve and circulation disclosures. Traders should track stablecoin supply growth, on-chain settlement integrations, and tokenized Treasury AUM as catalysts for RWA tokens and related liquidity pairs. Source: RWA.xyz; Visa; Stripe; Tether; Circle.

According to @julian2kwan, most Bitcoin remains idle in custody because holders avoid DeFi risk, rehypothecation, and opacity, source: X post by @julian2kwan on Dec 19, 2025. According to @julian2kwan, the proposed yield model keeps BTC in custody, deploys capital into regulated real-world assets, returns yield to BTC holders, and uses buy-backs to close the loop, source: X post by @julian2kwan on Dec 19, 2025. According to @julian2kwan, the approach avoids leverage and token incentives and is targeted at institutional participants, source: X post by @julian2kwan on Dec 19, 2025. According to @julian2kwan, a partnership with one of the largest Bitcoin entities will be announced, source: X post by @julian2kwan on Dec 19, 2025.

According to Julian Kwan, finance is pivoting to real-world asset tokenization with billions already moving on-chain and rising institutional participation, guiding traders to track RWA liquidity, tokenized treasuries, and secondary market volumes for momentum opportunities, source: Julian Kwan on X on Dec 18, 2025 and IXS Finance on X linked in the post. According to Julian Kwan, improving regulatory clarity can compress spreads, reduce custody and settlement frictions, and increase listings of tokenized products on regulated venues, favoring RWA infrastructure and compliant issuing platforms in trade selection, source: Julian Kwan on X on Dec 18, 2025. According to Julian Kwan, the view that 2026 will be multiples bigger is an author outlook and should be validated against issuance and on-chain inflow data before sizing positions, source: Julian Kwan on X on Dec 18, 2025. According to Julian Kwan, near-term setups include monitoring announcements of new institutional issuers, permissioned pools opening to wider capital, and cross-chain settlement upgrades referenced by the sector narrative in the post to time entries and exits, source: Julian Kwan on X on Dec 18, 2025.

According to @julian2kwan, the IxsFinance team shared a practical blueprint focused on liquidity optimization, risk-adjusted plays, and compounding methods to build sustainable returns, highlighting a no hype, no rug pulls ethos for DeFi participants, source: @julian2kwan on X referencing IxsFinance. The thread is positioned as actionable alpha for traders seeking to systematize yield and control drawdowns, emphasizing disciplined strategy over speculative tactics, source: @julian2kwan on X referencing IxsFinance. For trading workflows, the post directs market participants to evaluate structured liquidity deployment and risk-adjusted position sizing as core levers for compounding without getting rekt, source: @julian2kwan on X referencing IxsFinance.

According to @julian2kwan, he spoke with @gerovich of @Metaplanet to exchange views on Bitcoin’s next chapter, and the post did not disclose any transactions, policy shifts, or corporate actions (source: @julian2kwan on X, Dec 9, 2025). For trading impact, this signals ongoing dialogue but no immediate fundamental catalyst from Metaplanet in this update (source: @julian2kwan on X, Dec 9, 2025). Traders should note that no details on purchases, sales, or strategy changes were provided, suggesting monitoring official channels for any subsequent Bitcoin-related updates (source: @julian2kwan on X, Dec 9, 2025).

According to @julian2kwan, Michael Saylor is leading the BTC charge, with the post tagging @Strategy and @IxsFinance in an X update on Dec 9, 2025, highlighting ongoing bullish advocacy around Bitcoin from a known market participant (source: @julian2kwan on X, Dec 9, 2025). The post contains no price targets, trade levels, transaction disclosures, or on-chain metrics, so it does not provide standalone actionable trade signals for BTC in the immediate term (source: @julian2kwan on X, Dec 9, 2025). The absence of concrete data means traders tracking BTC may treat this as a sentiment signal only and should monitor the tagged accounts for any follow-up with verifiable details before execution (source: @julian2kwan on X, Dec 9, 2025).

According to @julian2kwan, the real-world assets (RWA) sector expanded 5x from $6B to $30B while the broader crypto market declined, indicating sustained relative strength driven by actual adoption and institutional capital entering the space; source: @julian2kwan on X, Dec 7, 2025. He adds that the move reflects a structural uptrend rather than meme or hype cycles and that a “trillion-dollar phase” has not yet begun, a backdrop that supports ongoing RWA momentum in sector-rotation frameworks; source: @julian2kwan on X, Dec 7, 2025.

According to @julian2kwan, Base’s current scale with billions in TVL and millions of users will not translate into meaningful economic impact until regulated issuers, custodians, and capital providers can operate on-chain (source: @julian2kwan). For trading strategy, this positions regulatory-compliant infrastructure integrations—such as on-chain operations by regulated issuers and custodians—as the primary catalysts to watch on Base, rather than user growth alone (source: @julian2kwan). Traders should monitor announcements of regulated capital providers and custodians going live on Base to gauge when TVL can convert into revenue-generating activity and deeper liquidity (source: @julian2kwan).

According to @julian2kwan, he is heading to Abu Dhabi Finance Week and Bitcoin For Corporations, noting a packed agenda of 10 conferences in 3 days that concentrates industry attention on BTC-related discussions, which is relevant for event-driven traders tracking Bitcoin market narratives and liquidity windows, source: @julian2kwan. He states his focus is on bringing BTC real yields to market and highlights DATs alongside engagement with BTC miners, BTC funds, and BTC investors, pointing to resources at ixs.finance/btc-real-yield and mena.b.tc for further details, source: @julian2kwan.

According to Julian Kwan, RWA builders should prioritize infrastructure that solves real value-transfer bottlenecks because these systems compound and outlast hype cycles, a signal for traders to favor durable infrastructure exposure over narrative-driven spikes. Source: Julian Kwan on X, Dec 5, 2025 https://twitter.com/julian2kwan/status/1996970711676539335 For traders, this highlights a cross-cycle allocation tilt toward RWA infrastructure plays and away from short-lived momentum when managing risk and entries. Source: Julian Kwan on X, Dec 5, 2025 https://twitter.com/julian2kwan/status/1996970711676539335

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.