Haze

No failure is final to me, it’s merely a chance to become a better, smarter person 🫡

[Julian Kwan @julian2kwan]

Bitcoin proved value can live onchain.

The next phase is making that value productive.

Digital money.
Digital yield.
Digital credit.

Tokenized real-world assets.

[Julian Kwan @julian2kwan]

The RWA race is not just about who has the biggest name.

It is about who can get regulated products to market faster, with better rails and broader access.

[Julian Kwan @julian2kwan]

Agent payments are happening now.
Agent yield is the bigger unlock.

Because once machines control capital, idle money won’t stay idle for long.

[Polymarket @Polymarket]

NEW: Trump reportedly warned Netanyahu “you will be on your own very soon” if attacks on Iran continue.

[IXS @IxsFinance]

AI agents becoming economic actors is the unlock.

But they won’t use finance built for humans. They’ll need programmable vaults, stablecoin rails, yield, risk controls and treasury infrastructure they can interact with directly.

That’s the layer IXS is building for.

[BrettS @godawgs68]

As stock markets make new highs, risk rotation is just around the corner. Smart money will be moving up the risk curve, and crypto is next. RWA/AI will be the leading narratives, and money will be looking for legitimate projects that haven't moved up yet.

RWA + AI = $IXS = 🚀

[Julian Kwan @julian2kwan]

Great breakdown from @0xsamgreen and @CambrianNetwork

@IxsFinance is launching (soon) the first Real World Asset Tokenization Vaults for agents to invest/divest as easily as crypto. Access to tokenized treasuries and fixed income products for ALL agents. This will be a new category for the agentic finance landscape, at present most agents are being built to analyze and manage portfolios from a numbers perspective. The next evolution is those agents being given stablecoins to invest into crypto which has already begun, the next and bigger opportunity, will be agents investing into real world assets.

The Agentic economy is in full motion, early, but the innovation and builders in the space are creating new value and opportunities every single day.

It is an incredible time to building with AI for the Agentic Economy

🐂🐂🐂

[Eric Daugherty @EricLDaugh]

🚨 OMG. SEC. SCOTT BESSENT JUST WENT THERE 🔥

SEN WYDEN (D): We don't want ramblings about the most corrupt regime in history, we want facts

BESSENT: "And we'd like to hear what Adam Wyden and Jeffrey EPSTEIN talked about. Your son's largest investment position was Rick's Cabaret. So, did your son and Jeffrey Epstein talk about pole dancing as he begged him for money using your limited credibility?"

ASSASSIN.

[Julian Kwan @julian2kwan]

Tokenised commodities sound broad.
In reality, they’re almost entirely gold.

PAXG + XAUT = ~90% of the market.

This isn’t diversification yet. It’s the first foothold.

The real opportunity is what comes after gold.

[CB @marwolwarl]

This DeFi revolution is happening regardless of the price of $BTC. You don't need access to secret information to see it. It's in the charts, its in the news, the new regulations, laws.

and in the middle of the next green market, when core RWA infrastructure projects like $IXS @IxsFinance have gone up into the billions of MC, doing 100s of x's from here - you will look back and wonder how you missed out despite it being so obvious...

And the answer is you were too busy reacting emotionally to what $BTC was doing short-term and not looking at what was going on in the background.

[Ladon @RealLadon]

@Cointelegraph @IxsFinance is licenced and positioned. America next @julian2kwan , plus $BTC real yield too.

$IXS

[EMIRAX @emirax01]

@CoinMarketCap For June, I'm only looking at $IXS. The catalysts are piling up, and the market hasn't priced any of them in yet.

[CB @marwolwarl]

# The 100x unicorn AI token that few yet know about

The best AI investments in the market are not those 'doing AI'. They are going to be those that let AI 'do crypto'.

Many of you already are beginning to realise that the future of economic activity globally is going to be AI agents talking to AI agents, under the direction of humans. Theyre going to be smarter, process more data, react instantly and scale with no human bottleneck.

There is an issue with this though. Much of that tokenized activity is going to involve Security Tokens/RWAs.

and with 'RWA' comes an issue...

If you wanted to get involved in RWA trading today, it would take you years just to get to the point of being able to start doing it. The software part would be easy. You could build the trading platform in weeks. The slow part is: Licenses, compliance, regulations - and not only that, you need top tier expertise in all those fields to do it. The reason is that RWA/Security tokens are NOT the same as cryptocurrencies. They might look the same, but they are securities. With that comes a tonne of regulations you have to follow to avoid going to jail, along with needing licenses. It's a business problem more than a software one.

Many people often think that big companies can just solve these issues because 'theyre big'. They could, but it isn't ideal. It's time consuming and costly and not their field. If for example you take a real estate company that wants to do RWA. They want to focus on what they know about and do. Thats their business domain: Real estate. They are not experts in all the fields involved in securities/compliance and financial regulations, nor experts in digital assets and crypto.

It's here the scale of what $IXS has built can be understood.

IXS has built a licensed RWA Layer0 which ANYONE can utilise to do RWA, without needing to spend all the years of setup. They don't need licenses, they don't need to hire an entire department of experts and spend 3 years figuring it all out - they can just use the IXS Layer0 and 'do it' and focus on their business.

But that is just the tip of the iceberg... As there is something far bigger that this $IXS Layer0 enables..

AI Agents are going to increasingly be handling and trading RWA. Far more than humans. But regardless of the fact they are AI, they still need licenses to do that RWA activity. What they need is some way of doing that activity, fully legal, via an API.... exactly what IXS has built.

Now think of how much the AI agent scene is going to scale from what it's doing today, to what it will be. Something far beyond what is possible with humans interacting. Millions of agents. 10s of trillions of dollars.

This is just one vector of attack for $IXS as it positions itself to dominate the RWA infrastructure scene.

What they have done is the culmination of years of work, preparing for what is coming and is creating the perfect storm for massive x's on this token.

✅ The US now pro-crypto, the CLARITY act making its way through. The DeFi era imminent.
✅ $IXS expanding on every front. Working on more and more integrations with leading financial institutions
✅ Under 20M MC - Fully circulating. No unlocks

✅ Its backed by crypto giants like Coinbase Ventures, FlowDesk, The Spartan Group
✅ It's advised by Binance's Chairman of the Board - Gabriel Abad, and the former CTO of Coinbase - Balaji Srinivasan
✅ It just took in recent strategic investment from FlowDesk, who recently received $100M funding from Blackrock for RWA.

✅ Recently launched IXS USA to capitalise on the opening up of Crypto in the USA.
✅ Just announced they are working with BitGo, one of the largest holders of $BTC in the world with over $100B in assets.
✅ Is in the process of launching their $BTC Real Yield product unlocking the $1.5T BTC market.
✅ $8.5B wBTC integration allowing all wBTC holders to earn and opened to wBTCs institutional clients.
✅ It's working with BinanceChain on their RWA DEX plans

✅ Has one of the largest RWA distribution networks of any company - built, ready and prepared for whats coming, integrated with giants such as LINE (180m users in Asia) and UnionChain (20M), an upcoming platform by the former CFO Binance powered by IXS tech

$IXS @IXSFinance

0x73d7c860998ca3c01ce8c808f5577d94d545d1b4

This is one of the last unicorn opportunities you will find at such a low MC

Want to know more? read the deepdive below

https://t.co/ZLNxJOwYyV

[Julian Kwan @julian2kwan]

Sentiment in crypto is hitting absolute rock bottom right now. Prominent accounts across the space are openly calling this some of the worst bear market psychology they’ve ever seen, pure apathy, capitulation, and “everyone’s rotated out” energy.

@TFTC21 put it bluntly:
“I can confidently say this is the worst sentiment I've seen since the summer of 2015. There's a lot of apathy, a lot of complacency, a lot of anger.”

@Jeff_R_DELTA
“This is by far the worst sentiment I've ever seen. There's so much negativity, somber attitudes, lack of engagement, and the feeling that crypto is dead and not coming back.”

@cyounessi1 (“worst sentiment I have ever experienced… Total psychological capitulation”) and @PharaohX33 “hands down the worst sentiment I’ve ever seen”) are echoing the same exhaustion.Similar takes from

Total indifference and mass quitting don't happen at market tops. They happen at bottoms. We have seen this cycle play out multiple times and the script is always the same.

The argument that crypto hasn't built anything people actually want is simply not accurate anymore. Yes, a lot of experiments failed. That is how every technology matures. But the underlying infrastructure today is unrecognisable from three years ago.

Stablecoin settlement is processing trillions. Tokenised real world assets are growing.

And that is before you factor in what is coming. The regulatory clarity arriving across the US, Europe and the UAE is real. The institutional capital sitting on the sidelines waiting for that clarity is not small. How much of the $100 trillion in traditional assets needs to move on-chain to change the numbers everyone is watching?

Price and adoption have decoupled completely right now. Sentiment is at the floor but adoption is at an all time high.

Crypto was built for the agentic economy. Agents have just started processing payments. Next they process investments. Then they manage portfolios, rebalance treasuries, and deploy capital autonomously across yield products running 24/7 with no human in the loop.
What is the TAM for that? Nobody has even modelled it seriously, but we know logically, it is going to supersede any projection as adoption continues to grow.

The rotation back will be fast. It will not feel gradual. And the people expressing the most despair today will be the first ones posting about why they never doubted it.

We are either at the bottom now or close enough that the distinction won't matter when you look back at this moment.

Stay calm, stay positioned

@IxsFinance

[Polymarket @Polymarket]

JUST IN: The Trump administration has reportedly pushed for a new $250 bill featuring Trump’s portrait.

[Guus ⚡️ @guus_gustav]

I think the market is still massively underpricing infrastructure tied to tokenized assets and compliant on-chain finance.

Most people focuse on fast narratives, while institutions care about:
• settlement
• compliance
• liquidity
• privacy

That’s where the real money eventually will flow imo.

If trillions in equities, bonds and private credit move on-chain in the next decade, the biggest winners probably won’t be the assets, but the rails everything moves across.

$IXS

[CB @marwolwarl]

We now have a pro crypto SEC, a pro crypto President, crypto about to cause a revolution in how the global financial system operates, along with the macro improving.

Everything is coming together to form the biggest DeFi run we have yet to see.

There are billion dollar MC tokens that are going to do 6-8x in that market. The crypto top 100 is going to be reshaped and dominated by DeFi, RWA, stablecoin tokens.

Yet amongst them is all one lowcap RWA/DeFi token that few yet know of. One that has spent the last 5 years preparing for this very upcoming market, and which is going to make more gains than any of them.

$IXS @IXSFinance

0x73d7c860998ca3c01ce8c808f5577d94d545d1b4

✅ Its backed by crypto giants like Coinbase Ventures, FlowDesk, The Spartan Group
✅ It's advised by Binance's Chairman of the Board - Gabriel Abad, and the former CTO of Coinbase - Balaji Srinivasan
✅ It just took in recent strategic investment from FlowDesk, who recently received $100M funding from Blackrock for RWA.

✅ Recently launched IXS USA to capitalise on the opening up of Crypto in the USA.
✅ Just announced they are working with BitGo, one the largest holders of $BTC in the world with over $100B in assets.
✅ Is in the process of launching their $BTC Real Yield product unlocking the $1.5T BTC market.
✅ $8.5B wBTC integration allowing all wBTC holders to earn and opened to wBTCs institutional clients.
✅ It's working with BinanceChain on their RWA DEX plans

✅ Has built an RWA Layer 0 providing a universal standard for trading, settling and managing RWAs across blockchain ecosystems
✅ Has one of the largest RWA distribution networks of any company - built, ready and prepared for whats coming, integrated with giants such as LINE (180m users in Asia) and UnionChain (20M), an upcoming platform by the former CFO Binance powered by IXS tech
✅ Has AI agent integrations coming that will put the IXS system at the core of the agentic economy

and all of that is just the tip of the iceberg, and dwarfed by what is coming from IXS this year

There is no other opportunity in DeFi/RWA that comes close to this and in the market that is coming it is going to generate a lot of attention.

This is like finding $ONDO at $20M MC

Don't take my word for it, research it yourself. Because in the coming market you will very likely be telling people "Oh yeah, I meant to look into IXS back in May but forgot. Missed out on 70x"

[IXS @IxsFinance]

The next phase of RWAs will not be defined by who tokenizes the most assets, but by who creates the deepest, most reliable markets around them.

One thing is for sure.

Tokenization is taking over!

[IXS @IxsFinance]

https://t.co/QeE2GeWE4I

[Julian Kwan @julian2kwan]

We’re talking about “competition” in RWAs…

But zoom out for a second.

Global capital markets = trillions
Onchain RWAs = still early, fragmented, regional

This isn’t a zero-sum game.

It’s a rebuild of financial rails.

So instead of asking:
“Who’s the biggest issuer?”

Ask:
“Who enables everything to plug in?” 👇