Tokenized Gold Market Reached $6.12B
The tokenized gold market climbed to about $6.12 billion, adding more than $2 billion since the start of the year even as spot gold pulled back after a late-January high. That combination suggests demand for blockchain-based bullion exposure stayed intact despite short-term volatility in the underlying metal.
Grayscale: Bitcoin Acted Like a High‑growth Tech Trade in Early February, not a Stable ‘Digital Gold’
Grayscale’s take was blunt: during the early-February drawdown, Bitcoin traded less like a defensive store of value and more like a growth-oriented technology asset. The firm tied that conclusion to correlation data and flow behavior, arguing that Bitcoin’s short-term price action looked like a classic risk-off unwind in growth portfolios rather than anything uniquely “crypto-native.”
Bitwise: ‘Bitcoin Is Offensive, Gold Is Defensive’
Bitwise positioned Bitcoin as an “offensive” asset and gold as a “defensive” anchor, arguing that even a modest rotation out of gold could have an outsized impact on Bitcoin’s market value. The core claim is that a roughly 3%–4% shift from global gold holdings into Bitcoin would be large enough to meaningfully change Bitcoin’s price […]
Tether Is Shaking Up the Gold Market With Massive Metal Hoard
Switzerland’s vast network of roughly 370,000 Cold War era nuclear bunkers is now mostly dormant, but one facility has become unusually busy, according to a Bloomberg report. Every week, more than a ton of gold is hauled into a high-security vault owned by crypto giant Tether Holdings SA, turning a defensive relic into a logistics […]
Thailand Moves to Curb ‘Grey Money’: Tighter Crypto and Gold Rules Raise Compliance Friction
Thailand has rolled out a coordinated regulatory package aimed at addressing an estimated $2B in illicit flows, sharply increasing compliance requirements for both crypto providers and gold dealers. The practical reality is more steps, more data capture, and more points of verification across onboarding and transaction execution. These measures launched in late 2025 and are […]