Our July AMA brought together CEO Julian Kwan and Co-founder Aaron to discuss key market trends, share product updates, and the company’s strategic direction. The discussion touched on how BTC Real Yield complements the ongoing work across our RWA initiatives, DEX rollout, and new institutional partnerships, painting a full picture of IXS’s roadmap.

Here’s the quick rundown.

Macro Updates: Stablecoins Are Setting the Stage for RWA Growth

Julian kicked off the discussion with a deep dive into how the Genius Act in the U.S. is changing the stablecoin landscape:

• USD stablecoins now have clear legal backing and must hold U.S. Treasuries as reserves.
• This shift opens the door for trillions in stablecoins to be deployed into real-world asset (RWA) markets, driven by institutional and corporate capital.
• Corporations and treasury managers, unlike retail holders, want real returns on idle capital, which drives demand for products like IXS’s tokenized Treasuries and money market funds.

Institutional incentives are clear:

• Corporations and treasury managers seek return on idle assets, unlike retail holders who can wait for capital appreciation.
• This dynamic is key for RWA adoption and for IXS’s growth trajectory.

Bitcoin Real Yields: A New Chapter for Institutional BTC

Aaron highlighted IXS’s BTC Real Yield product and clarified its role:

• Purpose: Unlock yield for institutional BTC holders without requiring them to sell or enter DeFi directly.
• Mechanism: BTC is collateralized for 0% interest loans in USD stablecoins, which are then deployed into real-world yield products like Treasuries, money market funds, and private credit.
• Impact: This adds a new currency to purchase the RWA assets launched on IXS and creates a new capital channel for RWA growth, increasing IXS’s TVL with institutional-grade deposits.

Key points discussed:

• Traditional BTC yield options (arb funds, lending platforms) offer low or inconsistent returns, often unsuitable for institutions.
• The IXS structure provides regulated, asset-backed fixed income yields instead.
• This product is designed for funds, miners, and corporate treasuries, aligning with IXS’s institutional-first approach.
• A lot of the asset managers have taken a lot of reception to this product because it acts as a diversification function for their clients portfolios.

Partnerships and Ecosystem Expansion

Julian shared updates on its growing network of fintech and exchange partners:

• Union Chain and other fintech/CEX collaborations position IXS as a settlement and liquidity layer for tokenized assets across Asia and beyond.
• Negotiating and launching these partnerships is multi-stage, involving licensing, compliance, and integration.
• The team continues to prioritize quality over speed, ensuring long-term regulatory alignment.

DEX and Product Pipeline

• IXS’s new DEX is in final testing, with trading expected to resume shortly.
• This upgrade will improve security and better support the expanding RWA and BTC Real Yield ecosystem.

Community & Marketing

• The recent focus on BTC Real Yield was deliberate to ensure market awareness.
• IXS will now resume broader updates highlighting ongoing RWA products, partnerships, and ecosystem developments.

Final Take

The July AMA reinforced IXS’s strategic direction:

• Stablecoin regulation and Bitcoin treasuries are creating tailwinds for RWA growth.
• IXS’s BTC Real Yield product opens new channels to institutional capital.
• Partnerships and regulated infrastructure remain the foundation for scaling TVL and supporting tokenized markets.

As Julian summarized: “We’re building the products and infrastructure that institutions actually need, and the market is catching up.”

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