IX Finance · Insights

Notes from building the register.

How unlisted assets get recorded, marked and proven — written as we work it out, including the parts that are not solved yet.

How LP-led and GP-led secondary transactions provide liquidity in private markets.Explainer
·5 min read

Private Market Secondaries: How Investors Exit Before the Exit

Secondary volume hit $240 billion in 2025, up 48%. How LP-led and GP-led deals work, how stakes get priced against NAV, and what the discount really tells you.

secondariesprivate equityliquidityvaluation
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The path from a registered property title to a verifiable on-chain claim.Guide
·6 min read

Real Estate Tokenization: How a Property Title Moves On-Chain

Deloitte projects $4 trillion of tokenized real estate by 2035. Yet the largest on-chain property position today is under $90 million. What explains the gap?

real estatetokenization
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How a zero-knowledge proof verifies a financial statement without exposing the underlying data.Explainer
·6 min read

Zero-Knowledge Proofs in Finance: Proving Without Revealing

A zero-knowledge proof shows a statement is true while revealing nothing else. How solvency, ownership and compliance proofs work — and what they cannot do.

zero-knowledgecryptography
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The trade-off between public chain transparency and institutional confidentiality requirements.Analysis
·5 min read

Why Institutions Won't Put Private Assets on a Public Blockchain

A public ledger publishes your book to competitors. That single fact explains why $25 trillion of private capital has stayed off-chain while Treasuries moved.

privacyinstitutional adoption
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Three valuation methods for illiquid assets and the lag between marks and market reality.Analysis
·6 min read

How Illiquid Assets Are Valued — and Why the Marks Drift

Illiquid assets have no price, only an estimate. How NAV is built for private assets, why marks lag reality, and what regulators found when they looked.

valuationNAV
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The six sequential steps of tokenizing a real-world asset, from title to verifiable claim.Guide
·5 min read

How to Tokenize an Asset: The Six Steps Nobody Skips

Tokenization is 10% smart contract and 90% legal plumbing. The six steps between a real asset and a claim someone can verify, in the order they must happen.

tokenizationSPV
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How a direct loan moves from origination to recovery in private credit.Explainer
·6 min read

Private Credit, Explained: How Direct Lending Actually Works

Private credit AUM passes $2 trillion in 2026. Here is how a direct loan is originated, priced and recovered — and the three risks regulators keep naming.

private creditdirect lending
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A special purpose vehicle holding a single asset, separated from its sponsor's balance sheet.Explainer
·6 min read

What Is an SPV? Special Purpose Vehicles in Plain English

A special purpose vehicle holds one asset and nothing else. Here is why almost every private deal uses one, what bankruptcy-remote means, and how SPVs fail.

SPVprivate markets
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Fractional ownership shown through ownership, verification, earnings, and value.Explainer
·11 min read

What Does Fractional Ownership Actually Mean?

Fractional ownership divides access to an asset—but what do you actually own? Learn how legal ownership, economic rights, revenue rights and tokens differ.

Fractional OwnershipTokenization
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The ownership record gap between $25 trillion of private capital and $38 billion of on-chain assets.Thesis
·7 min read

Private Markets Run on PDFs: The Ownership Record Problem

Private capital manages close to $25 trillion. Just $38 billion of real-world assets sit on a public chain. The gap is not technology — it is the register.

private marketstokenization
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Explainer
·6 min read

What Makes an Asset Worth Tokenizing?

What makes a real-world asset worth tokenizing? Explore the role of ownership, verification, access, settlement, and productive cash flow in RWA tokenization.

RWAtokenization
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Explainer
·6 min read

Who Actually Pays GPU Yield?

Where does GPU yield actually come from? Follow the money from AI compute demand and GPU rental revenue to costs, settlement, and on-chain ownership.

GPU YieldAI Infrastructure
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Thesis
·3 min read

Tokenized GPU Ownership: The Next Trillion-Dollar Asset Class

Physical GPUs are becoming income-generating assets on-chain. Here's why tokenized GPU ownership is the most overlooked crypto investment opportunity.

GPU OwnershipRWA
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Thesis
·2 min read

The 2026 AI Compute Shortage: Why GPU Supply Can't Keep Up

AI demand is compounding while GPU and data-center supply is capped by fabs, power and build times. Here's why the compute shortage persists into 2026 — and why that makes AI infrastructure a scarce, income-producing asset.

AI InfrastructureReal yield
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Guide
·2 min read

How to Invest in AI Infrastructure: A Guide to Tokenized GPU Compute

AI runs on physical GPUs, clusters and data centers — but owning that infrastructure has always needed institutional capital. Here's how tokenized compute lets anyone invest in AI infrastructure and earn from real workloads.

AI InfrastructureTokenization
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Deep Dive
·2 min read

Proof of Reserve & NAV: How to Verify a Tokenized Asset Is Real

A tokenized asset is only as trustworthy as your ability to check it. Here's how proof of reserve, on-chain NAV, and asset-identity anchoring let you verify that an RWA token is backed by something real — without taking anyone's word for it.

Proof of ReserveRWA
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Explainer
·2 min read

Real Yield, Explained: Where On-Chain Income Actually Comes From

Real yield is on-chain income paid from genuine revenue an asset earns — not from token emissions or new deposits. Here's how to tell real yield apart from the fake kind, and why the source matters more than the number.

Real yieldOn-chain ownership
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Comparison
·2 min read

Tokenized GPUs vs. Tokenized Treasuries: Two Kinds of RWA Yield

Tokenized treasuries and tokenized GPU compute are both real-world assets, but they pay very different yields for very different reasons. Here's how they compare on source, upside, and risk — and where each fits in a portfolio.

RWAReal yield
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Explainer
·2 min read

What Are Real-World Assets (RWAs)? A Plain-English Guide

Real-world assets (RWAs) are physical or traditional financial assets — property, infrastructure, credit — represented on-chain as tokens. Here's how tokenized ownership actually works, and why it matters.

RWATokenization
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Thesis
·2 min read

Why AI Infrastructure Is the First Real-World Asset on IX

AI compute is the most supply-constrained asset of the decade: demand is exploding, supply is not. Here's why IX tokenizes GPU infrastructure first — and what it means for owners.

AI InfrastructureRWA
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Deep Dive
·2 min read

How On-Chain Ownership of GPU Compute Actually Works

From a physical GPU cluster to a fractional token that pays you when it runs AI workloads — a step-by-step look at how IX turns real compute into on-chain, income-producing ownership.

On-chain ownershipAI Infrastructure
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