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.

According to @julian2kwan, reputable charting sources suggest BTC could expand from roughly $2T market cap today to $10T, $50T, or $100T over the next decade, defining the total addressable market for IxsFinance’s BTC Real Yield product; source: @julian2kwan on X, Sep 1, 2025. From a $2T base, those targets imply 5x, 25x, and 50x market cap multiples, which equate to approximate 10-year CAGRs of 17.5%, 38.0%, and 47.9% respectively; source: analyst calculation based on figures cited by @julian2kwan on X, Sep 1, 2025. For spot traders, a 5x–50x market cap path implies equivalent return multiples on unlevered BTC exposure, enabling scenario-based position sizing and hurdle-rate setting; source: analyst interpretation of scenarios from @julian2kwan on X, Sep 1, 2025. For yield-focused strategies, a proportional expansion of BTC market cap scales the notional TAM for BTC-denominated real-yield products such as the one referenced by IxsFinance; source: analyst inference anchored to @julian2kwan’s TAM framing on X, Sep 1, 2025. Derivatives traders can map these CAGR bands to option strike ladders and tenors across 1–10 years for structured exposure planning; source: analyst application of the scenario ranges provided by @julian2kwan on X, Sep 1, 2025.

According to @julian2kwan, Bitcoin DeFi total value locked rose from about $300 million on Jan 1, 2024 to over $7 billion by mid-2025, a roughly 22x increase that underscores rapid adoption of on-chain BTC yield products; source: Julian Kwan on X, Sep 1, 2025. @julian2kwan adds that the surge is driven by the emergence of transparent, widely available on-chain yield generation for BTC; source: Julian Kwan on X, Sep 1, 2025.

According to Julian Kwan, institutions at a conference outlined four current options for deploying BTC, offering a snapshot of how capital is positioned in the Bitcoin yield landscape for traders to benchmark strategies, source: Julian Kwan, X, Sep 1, 2025. Option 1: Hold BTC and earn 0% yield, which he says represents about 95% of the entire BTC market, source: Julian Kwan, X, Sep 1, 2025. Option 2: Stake into BTCFi and earn altcoin rewards, signaling a path where returns are denominated in non-BTC tokens, source: Julian Kwan, X, Sep 1, 2025. Option 3: Borrow USDT against BTC, with the post noting this path but not providing full details in the visible excerpt, source: Julian Kwan, X, Sep 1, 2025. The post references a fourth path for BTC deployment, but it is not shown in the provided excerpt, source: Julian Kwan, X, Sep 1, 2025.

According to Julian Kwan, BTC Asia 2025 attracted roughly 15,000 participants, about three times the 5,500 reported for the 2024 edition, highlighting sharp year-over-year growth in industry engagement, source: Julian Kwan on X, Sept 1, 2025. According to Julian Kwan, he characterized the turnout as an institutional signal, underscoring increasing interest from professional market participants, source: Julian Kwan on X, Sept 1, 2025. According to Julian Kwan, he met more than 20 Digital Asset Treasury (DAT) companies poised to launch, indicating a growing pipeline of treasury-focused digital asset services, source: Julian Kwan on X, Sept 1, 2025. Based on Julian Kwan’s report, traders monitoring BTC spot and derivatives liquidity during Asia hours can track announcements and product launches from the referenced DAT companies as potential market catalysts, source: Julian Kwan on X, Sept 1, 2025.

According to @julian2kwan, BTC Asia 2025 hosted roughly 15,000 attendees, making it the second-largest global Bitcoin event, a scale traders can track for Asia-driven momentum. According to @julian2kwan, Hong Kong’s crypto regulatory stack is live and supportive, setting a compliant backdrop for market activity. According to @julian2kwan, BTCFi is booming, underscoring rising focus on Bitcoin-based DeFi opportunities. According to @julian2kwan, BTC real yield is described as regulated, transparent, and deployable in Hong Kong, highlighting a pathway for compliant BTC-linked yield strategies.

According to Julian Kwan, Hong Kong approved spot BTC and ETH ETFs in 2024, passed a Stablecoins Ordinance in May 2025, and launched Web3 pilot programs via the HKMA and SFC, creating a clearer regulatory framework that investors seek, source: Julian Kwan on X (Sep 1, 2025). According to Julian Kwan, these steps provide regulated market access to BTC and ETH through Hong Kong-listed spot ETFs, source: Julian Kwan on X (Sep 1, 2025). According to Julian Kwan, the Stablecoins Ordinance and regulator-led pilots outline compliance pathways that are directly relevant for trading structured crypto products and fiat on- and off-ramps in Hong Kong, source: Julian Kwan on X (Sep 1, 2025).

According to @julian2kwan, Bitcoin Asia 2025 in Hong Kong is a two-day conference drawing 15,000 attendees and more than 200 global speakers, including @cz_binance, @adam3us, @balajis, and @EricTrump. Source: @julian2kwan. The post states it is the second-largest Bitcoin event globally. Source: @julian2kwan. The post details attendance, location, duration, and speaker lineup but does not include token-specific announcements or price-related data. Source: @julian2kwan.

According to @julian2kwan, many Bitcoin DATs (digital asset treasury) companies were present at Bitcoin Asia, signaling a growing focus on corporate-style BTC treasury management, source: @julian2kwan on X, Aug 28, 2025. The author states that @Strategy and @saylor are cited as pioneers and leaders of this Bitcoin treasury model, source: @julian2kwan on X, Aug 28, 2025. He adds that @IxsFinance developed a Bitcoin Real Yields product at the request of leading BTC miners, highlighting miner demand for yield solutions tied to their treasuries, source: @julian2kwan on X, Aug 28, 2025.

According to Julian Kwan, traders are invited to join a live discussion hosted by IxsFinance focusing on the Real World Assets (RWA) market and its recent growth trends. The event aims to provide actionable insights for market participants seeking to capitalize on emerging RWA trading opportunities and understand current dynamics shaping tokenized asset markets. Source: Julian Kwan.

According to @julian2kwan, SEC Chairman Paul S. Atkins delivered a speech titled 'DeFi and the American Spirit' at the SEC’s Crypto Task Force roundtable on June 9, 2025, announcing a significant policy reversal that now fully supports crypto innovation. Atkins emphasized that DeFi aligns with core American values and highlighted regulatory plans to foster a more open, innovation-friendly environment for decentralized finance. This pivot is expected to increase institutional confidence, drive liquidity into leading cryptocurrencies such as BTC and ETH, and potentially spark a new bullish cycle across the crypto market. Source: @julian2kwan.

According to @julian2kwan, the decentralized exchange (DEX) is being relaunched with 100X updated cyber protections aimed at significantly improving user security. The latest security measures were discussed in detail during this week's AMA, which included a recording and notes for user reference. These upgrades are designed to address current vulnerabilities and provide a safer trading environment, potentially increasing user confidence and trading volume on the platform (source: @julian2kwan).