Thybow

Fullstack Engineer @ | Passionate about DeFi and Web3

[IXS @IxsFinance]

What IXS is building for the rest of 2026 and into 2027.

Julian Kwan lays it out live in our Telegram on Tuesday.

🗓 Tue 27 Oct · 12:00 UTC / 20:00 SGT
📍 https://t.co/02PA1MGfig

[Thybow @thybow1]

Voilà ce qu'on a laissé faire en France... Moi aussi j'ai les larmes aux yeux en regardant cette vidéo. Il n'y a aucune, absolument AUCUNE justification valable pour faire ça.

Soutien à tous les commerçants, toutes les personnes impactées qui n'ont rien demandé pour subir ça.

[Le PLOUTOS @leploutos]

Quand un commerce brûle, c’est toute la vie des salariés, et des gérants qui est bouleversée. Cette vidéo m’a mit les larmes aux yeux

[Nayib Bukele @nayibbukele]

J’ai entendu dire que la France était finie, qu’il était trop tard pour la sauver.

Mais la France est toujours aussi belle, enviable même. Sa grandeur n’a pas disparu, elle ne demande qu’à renaître.

Nous avons surmonté en un an un problème cent fois plus grave, sans avoir les moyens dont dispose la France.

La France pourrait y arriver en une semaine.

[Undine @UrithFaber]

The @IxsFinance team came home with a lot more than this reward.

Lots of new partnership discussions and connections made.

This is just the icing on the proverbial cake 🍰

LFG $IXS

[IXS @IxsFinance]

Every wallet, chain and payment rail we met at Token2049 wanted the same thing: compliant real yield for their users.

Agents are next. They earn, pay, and hold a balance between jobs.

Where does it sit at 3am Sunday?

An agent doesn't read your pitch deck. It calls deposit().

[IXS @IxsFinance]

IXS Finance wins AI + RWA Integration at the RWA Week Awards 2026 🏆

Most RWA platforms are still just built for human allocators.

We built vaults agents can use directly: MCP-compatible, x402-enabled, on a DARE Act-licensed issuance layer.

Agents that hold, move and earn on real-world yield.

That’s the lane.

Thank you to everyone who voted, to @rwaweek for organising, and to @rwasummitglobal for hosting.

[Julian Kwan @julian2kwan]

https://t.co/0faT7HjJcB

[Julian Kwan @julian2kwan]

Correct, RWA + AI = the opportunity and where @IxsFinance has been building for years

Great post from @LoganJastremski , check it out below

[IXS @IxsFinance]

This math is conservative.

$355B across 28.5M funded accounts is ~$12.5K each, not $1K.

Move 1% of platform assets onchain and it's $3.5B. Zero new users.

Distribution was always the hard part. Robinhood already has it.

[CB @marwolwarl]

The best thing you can do for your portfolio in the market that is coming is stop listening to "KOL's"

Look at the KOL accounts you follow and what theyre shilling right now. Theyre probably telling you how some token will be huge, 10x, 20x, billions in MC.

Scroll down to their timeline to a month ago, and you'll find that they were shilling something else, saying the same stuff.

Scroll down another month and it's the same again on something else, and so on.

Youre not 'making it' listening to these people. All youre going to do is occasionally get a win, while helping them 'make it'

Start playing your own game instead of being part of someone elses. Your pathway to making it this market isn't by following them.

It's by researching solid projects in RWA/DeFi/AI that YOU think can do big x's - loading heavy into a diverse set of them, setting ambitious life changing targets, and then aslong as your thesis on each holds true, and your belief in them, stick to your sell targets.

That's it. It isn't guaranteed to work, but it is your best shot at 'making it'.

Find 100 people who made big money in crypto and they'll all have the same story. It wasn't from jumping token to token after a few x, but instead because they got into something they believed in and rode it to a big number.

or.. you can continue doing what youre doing, chasing calls, trying to do a 2-3x on a few ETH, winning some, losing some, finding 10x'rs but selling them for 2x due to your 'round trip PTSD', and coming out the other side of this market mostly back where you started, having just made 'a very good salary' for the duration of it, and praying for another market run in the future

[Ragenut @ragenut]

4 institutional vaults LIVE.

11 counterparties in diligence.

150+ pipeline conversations.

Exchanges. Stablecoins. TradFi. AI.

$IXS already built the rails.
Now comes distribution and real capital flows.

Pay attention. The next few months will be explosive.

[Julian Kwan @julian2kwan]

Most AI × RWA talk is about agents analyzing assets. Less interesting.

The real question: can an agent hold one, earn on it and exit.

We've been building the answer. See you at Marina One.

[CB @marwolwarl]

Getting into solid RWA projects like $IXS here is all you need to do to 'make it'. This is the dawn of a trillion dollar revolution.

$IXS is under $30M MC yet working with billion dollar companies like @BitGo , @binance , backed by the cofounders of $SECZ along with @cbventures , is advised by the Chairman of @binance 's board, has a trillion dollar fund onboarding soon, and is deploying RWA vaults across RH Chain, BNB, BASE

It's a no-brainer

[WAVE JUMPER @JumperWave]

$IXS | @IxsFinance

Two of the four Vaults are:
- BlackRock's HYCB (High Yield Corporate Bond ETF)
- Fidelity USD Money Market Fund

Where do you think this is going once the $1T fund is on board, The T1's are announced and we start to see #BTC collat in the vaults. Remember we are at FULL FDV so market buys only.

[IXS @IxsFinance]

11 counterparties in diligence.
150+ in the pipeline.
4 institutional vaults already live.

This is part of what's happening at IXS in Q4.
We're keeping a few back. Stay tuned.

[WAVE JUMPER @JumperWave]

$IXS | @IxsFinance - THE RWA DISTRIBUTION THESIS

🧵

There’s a reason $IXS is gaining attention from T1 VC's to the fundamental utility gem hunters.

Most people looking at RWA are focused on who tokenizes the assets.

I think the bigger opportunity could be who distributes them.

That’s the market $IXS is positioning itself for.

◼️ THE MISSING PIECE

#BlackRock, Fidelity, Franklin Templeton and others are increasingly bringing traditional financial products onchain.

But creating the product is only step one.

Those products still need compliant infrastructure capable of putting them in front of exchanges, wallets, apps, institutions and eventually autonomous AI agents.

That’s where IXS comes in.

Rather than being another RWA issuer, IXS is building the licensed infrastructure connecting products to distribution.

In simple terms:

Institutions create the assets.

@IxsFinance provides the rails.

Exchanges, apps and agents provide the users.

◼️ YEARS OF BUILDING BEFORE THE MARKET ARRIVED

IXS started life as IXSwap in 2021.

Back then the RWA opportunity looked very different.

Institutional adoption was limited, regulation was hostile and much of what is happening today simply wasn't possible.

So the company spent the intervening years building the difficult stuff:

Licensing.
Compliance.
Technology.
Custody relationships.
Institutional connections.
The business is backed by Coinbase Ventures, UOB Venture Management and others, with advisers including Gabriel Abed and former Coinbase CTO Balaji Srinivasan.
When the US regulatory environment changed in 2025, IXS was already positioned to expand into a much bigger vision.
◼️ ONE INTEGRATION, AN RWA MARKETPLACE
The result is essentially an RWA infrastructure API.

An exchange, wallet, fintech or AI agent shouldn't need to spend years recreating the legal, regulatory and technical stack required to offer tokenized financial products.

They integrate the infrastructure instead.

And importantly, IXS isn't building empty rails.

The aim is to populate them with products including Treasuries, bonds, private credit and other tokenized assets from major financial institutions.

Then distribute those products wherever users already are.

That distinction matters.

◼️ THE BTC OPPORTUNITY

This is one of the most interesting pieces of the $IXS thesis.

In April 2026, IXS partnered with BitGo.

Together they've developed infrastructure allowing institutional BTC holders to access yield generated through RWA products.

BitGo has 1,500+ institutional clients and is involved in marketing the product to that network.

Think about the potential market here.

Enormous amounts of BTC sit in institutional custody.

IXS is creating a bridge between that dormant BTC and yield-bearing real-world assets.

Then there's WBTC.

IXS has also announced a partnership designed to enable WBTC holders to access real yield through the same RWA infrastructure.

You don't need to capture the whole market for the numbers to become interesting.

◼️ THE NEXT USER MAY NOT BE HUMAN

There's another part of this story that I think is being overlooked.

AI agents are going to hold, allocate and manage capital.

Those agents will need somewhere compliant to put idle funds.

IXS is building for exactly that.

Its Agentic Vault infrastructure enables agents to access RWA products from major asset managers through an API.

BNB Chain announced the IXS RWA Agentic API was live in July.

IXS is also positioning across the developing agent ecosystem around Coinbase, Circle and others.

If agentic finance becomes meaningful, the infrastructure layer connecting AI capital to regulated yield could become extremely valuable.

◼️ DISTRIBUTION IS THE MOAT

This is ultimately what makes the story interesting to me.

LINE: ~180M users.

UnionChain: 20M+ KYC'd users.

BitGo: 1,500+ institutional clients.

BNB ecosystem.

WBTC.

Potential exchange integrations.

And further chain expansion ahead.

The objective isn't to build another destination users have to discover.

It's to embed IXS underneath platforms where the users and capital already exist.

That's a very different model.

◼️ WHERE VALUE FLOWS

Then comes the token.

20% of platform fees are allocated to $IXS buyback and burn.

Which creates a simple flywheel:

More integrations
→ more assets
→ more users
→ more volume
→ more fees
→ more $IXS bought and burned.

The important variable isn't how many partnerships can be announced.

It's how much capital eventually moves through the rails.

At scale, that's where the token economics become interesting.

◼️ WHY I'M WATCHING Q4
The infrastructure phase appears to be turning into the distribution phase.
BNB is live.
Further major-chain expansion is planned.
Robinhood and Base have been flagged as next steps.
IXS has discussed advanced conversations with major exchanges and a Tier 1 fund managing $1T+.

More institutional products are expected to come through the platform.

And management has signalled significant Q4 developments.

All of this against a current FDV of roughly $20M.

The $IXS bet isn't simply that RWA gets bigger.

That's already happening.

The bet is that as trillions of dollars of assets move onchain, distribution becomes one of the most valuable layers of the stack.

And IXS is trying to own part of that layer before the market fully realizes it exists.

$IXS

CA:
0x73d7c860998CA3c01Ce8c808F5577d94d545d1b4

[Thybow @thybow1]

@cleeeeeeeeement Push :)

[Shijima @Shijima_app]

Big Thanks to @openservai

[IXS @IxsFinance]

IXS is a licensed RWA platform bringing real-world yield onchain:

money market funds, investment-grade corporate bonds and private credit, across 10+ blockchains, with $91.45M in TVL verified by https://t.co/exICxhyor6.

Next: the yield layer for agentic finance.

Here's the plan 🧵