Rwa_Unpacked

I'm figuring out how RWA infrastructure works — one mechanism at a time. Come learn with me.

[IXS @IxsFinance]

In March, we published the roadmap.

In June, we published the thesis.

Now the demand is showing up.

Partners are asking for vaults. Platforms are asking for our yield. The infrastructure we shipped in H1 is already turning into live products, new chains and distribution.

What H2 looks like for IXS:

• Multi-chain expansion across BNB Chain, Base and Robinhood Chain
• BTC Real Yield and tokenised repo products
• Canton and XDC network operations
• Agent-to-agent flows and regulated marketplace infrastructure
• Earn integrations for exchanges, wallets, neobanks and payroll
• Regulated yield rails for Asia
• Token utility designed around a fixed, fully circulating 180M supply

One line from what we shipped to where it goes next.

The flywheel is meeting the calendar.

Read the IXS H2 2026 roadmap ↓

[IXS @IxsFinance]

https://t.co/aA5o8VdBUp

[IXS @IxsFinance]

https://t.co/LovjT8hLRP

[Julian Kwan @julian2kwan]

https://t.co/wnYtaiGraA

[IXS @IxsFinance]

https://t.co/QvXoRVpvxu

[CB @marwolwarl]

https://t.co/Rrlyn8dEh3

[Julian Kwan @julian2kwan]

99.5% of Bitcoin never moved into DeFi.

Not because the yield wasn’t available.

Because institutions were never interested in earning emissions or L2 tokens.

They want USD yield backed by real-world assets without selling their BTC.

That’s exactly what we've built at @IxsFinance with the Bitcoin RWA Yield Product.

For example, if you custody with @BitGo, the Bitcoin remains there in their custody while capital is deployed into IXS institutional-grade RWA yield strategies.

[Julian Kwan @julian2kwan]

Good things always take time.

@BitGo just IPO'd on NYSE. They're the custodian behind @WrappedBTC , they custody for the largest Bitcoin ETFs, and they just became the first federally chartered digital asset trust bank owned by a public company

Total assets under custody: $104 billion (as to BitGo’s homepage).

Bitcoin made up 49.2% of BitGo’s total assets under custody (as of Dec 31 2025), in line with the market BTC dominance figures.

You do the math.

Bullish @IxsFinance

[BitGo @BitGo]

IXS has selected BitGo Bank & Trust to custody bitcoin collateral for its institutional product suite.

Institutions can now unlock USD liquidity against BTC and deploy into tokenized RWAs, without giving up bitcoin exposure.

Read more 🔽

[IXS @IxsFinance]

https://t.co/IRMKLxUW6B

[Julian Kwan @julian2kwan]

I have been pushing AI hard into the business since Google invite me to the Googleplex (the most insane office possible) to showcase the early stages of Gemini in August 2024. It was definitely a steep uphill battle until recently. Why? because many of our humans simply didn't believe + Ai kind basically sucked to use back then to be honest.

I left the room that day immediately called a townhall and told everyone in the company we needed to go all in on using AI in every dept for every human. Most people just stared at me blank faced.

That has been a daily journey loaded with challenges, many ups and downs, rapidly evolving tech capabilities, lots of human issues and anxiety about all things AI, and the list goes on and on. But I felt it was time to go all in and its now paying off in so many incredible ways.

I am just so grateful for all those who built the AI foundations over the last 3 decades or so, and many entreprenuer's would have failed during that time, because they were too early or ran out of money, and many people would have been laughed at selling the dream and vision when the tech simply didn't back up the statement. I feel for all of you, you were all instrumental in giving every human infinite intelligence at their fingertips for the cost of a few coffees/day and its only going to get cheaper as we go and more powerful. Thank you, you are all legends and part of the AI story.

18 months later, I never would have predicted we would be building the world's first agents to invest into RWA assets which require different guardrails and features than pure crypto agents. I spend most of my day in our operational agents, building our agents and just fascinated by the power available to run the business and to live a new insanely intelligent level of life, its just mind blowing and incredible, and everyday it gets better.

Super excited by @IxsFinance latest launch and never been more bullish, check it out below

[IXS @IxsFinance]

Introducing IXS.agent

The first regulated Real World Asset (RWA) layer built for AI agents.

One API call. Your agent earns yield from BlackRock, Fidelity, Franklin Templeton.

Fully licensed. Fully autonomous.

[IXS @IxsFinance]

IXS is live in the United States. 🇺🇸

Access unlocked to the world’s largest economy and trillions in capital.

Capital markets are entering their on-chain era. ⤵️

[BATMAN ⚡ @CryptosBatman]

RWA is no longer just a narrative. It's becoming core financial infrastructure.

The winners won't be the loudest protocols, but the ones solving regulatory + settlement rails at scale.

This is where the real value accrues. $IXS is doing it the right way.

[IXS @IxsFinance]

https://t.co/VS3hgGpqW8

[IXS @IxsFinance]

https://t.co/8sThxW3MN2

[Julian Kwan @julian2kwan]

America Is Open: Why the US Crypto Regulatory Revolution Changes Everything, And What IXS Is Doing About It

The United States did not lose the first decade of crypto. It delayed it. The bill for that delay is now being paid in the form of the most aggressive pro-digital-asset regulatory reset any major economy has ever executed.

The United States is the largest capital market in the history of civilization. Over $50 trillion in public equities. Over $50 trillion in fixed income. More than $20 trillion in private markets. Nearly 10,000 registered investment advisors managing the wealth of millions of Americans and institutions across every asset class imaginable. For anyone building financial infrastructure, the US has always been the destination, the market where scale becomes real, where institutional capital makes or breaks a business model, and where regulatory legitimacy in one jurisdiction unlocks trust in every other.

For most of the last decade, that destination was structurally off-limits for serious builders in the tokenized asset space. Not because the technology was not ready. Not because the demand was not there. But because the regulatory environment was, to put it diplomatically, hostile and navigating it honestly meant either limiting your product to the point of irrelevance or accepting legal exposure that no prudent operator would accept.

That era ended in 2025. What replaced it is something I have been watching build for years, and what I want to do in this piece is trace the full arc, from the early chaos of US crypto regulation, through the quiet institutional conviction that built despite the fog, to the legislative inflection point that has now changed the game entirely, and then tell you exactly what @IxsFinance is doing about it.

[IXS @IxsFinance]

https://t.co/CsdptT4a1w

[IXS @IxsFinance]

Excited to host the @WrappedBTC team in our Telegram for a conversation around Bitcoin Yield.

⏰ Tuesday 10th March 12:00 UTC

We’ll dig into:

• The institutional demand
• Why Real Yield matters
• How the Bitcoin landscape is evolving

Not something you want to miss!

⤵️⤵️

[LukeTDD @lukeTDD]

WHO IS THE $8B PARTNER? (THE ALPHA IS IN THE NUMBERS)

The $IXS roadmap just teased an integration with the "industry’s largest Wrapped BTC partner" with $8B+ in TVL.

If you’ve been paying attention, there is only one name that fits the bill: BITGO.

Why it's almost certainly @BitGo:

1. THE TVL MATCH 🧲

BitGo’s Wrapped Bitcoin (WBTC) is the undisputed king of BTC liquidity, consistently hovering around that $8B–$10B mark. No one else in the institutional "Wrapped" space even comes close to these numbers.

2. THE CANTON CONNECTION

IXS has BEEN hinting at the @CantonNetwork ecosystem. BitGo recently launched CBTC (Canton BTC) specifically to bring Bitcoin liquidity into the Canton Global Liquidity Network. This is the "bridge" IXS needs to offer that 4-12% real yield.

3. REGULATORY SYNERGY

IXS is obsessed with being the "Licensed" layer. BitGo just became a Federally Chartered National Trust Bank. This is a match made in regulatory heaven for the IXS USA launch in March.

4. THE YIELD PLAY

The roadmap mentions "Real Yield" for institutional BTC holders. By plugging WBTC/CBTC into IXS’s private credit and treasury products, BitGo users can finally move from passive holding to active, regulated earning.

$IXS is plugging into the biggest liquidity pipe in the game. When that $8B starts flowing through the IXS 20% Buy & Burn engine... things are going to get very interesting.

#RWA #IXS #BitGo #Bitcoin