Deep Dive
1. RWA Lending Protocol Launch (Q3 2025)
Overview
IOST co-led a $2M investment into a Real-World Asset (RWA) lending protocol enabling leverage trading of tokenized US stocks (IOST tweet). The product targets Q3 2025 launch, with a confirmed airdrop for IOST holders.
What this means
This is bullish for IOST because it bridges traditional finance with DeFi, potentially increasing utility and demand for $IOST. Risks include regulatory hurdles in cross-border stock tokenization.
2. I Foundation Expansion (Q4 2025)
Overview
The newly launched I Foundation aims to channel returns from RWA project investments back to $IOST holders. Initial focus is on Japan/Asia-Pacific markets, with plans to expand into Europe and North America by late 2025 (CoinDesk).
What this means
This is neutral-to-bullish as geographic diversification could stabilize ecosystem growth, but execution risks persist in regulated markets like the EU’s MiCA framework.
3. EVM Compatibility Migration (2026)
Overview
IOST plans to explore EVM compatibility to simplify migration of Ethereum-based dApps, per its 2022 roadmap. While no firm deadline exists, development updates suggest 2026 as a target.
What this means
This is bullish long-term because EVM compatibility could attract Ethereum developers, though delays might dampen short-term momentum.
Conclusion
IOST is doubling down on RWA infrastructure and cross-chain interoperability to position itself as a bridge between traditional finance and Web3. With a $21M warchest and regulatory approvals in key markets like Japan, its roadmap leans heavily on institutional-grade tokenization.
How will IOST balance its inflation dynamics (7% annualized) against buyback-driven scarcity?