Golden Pact

World Gold Council + BCG targeting $4.9B tokenized gold market is the institutional stamp of approval the sector needed. Bybit launched yield-bearing gold yesterday. Tether Gold growing. Now the world's gold standard-setter wants interoperable on-chain gold products. The $170T commodities market just got its biggest institutional push. 🥇 #RWA #TokenizedGold #Commodities

TOKENIZATION | World Gold Council Moves to Build Shared Infrastructure for Tokenized Gold Launching and operating digital gold products remains complex, with limited #standardisation and reduced #fungibility restricting its ability to integrate with modern financial systems. The #WorldGoldCouncil, an international trade association for the #gold industry, has announced plans via a white paper to develop a shared infrastructure aimed at accelerating the growth of digital gold products, signaling a coordinated push to modernize #how gold is #issued, #traded, and #accessed in the digital economy. bitcoinke.io/2026/03/introd… @GOLDCOUNCIL #Tokenization

✅ Spot on, @BSCNews! Bybit just dropped XAUT Earn - earn yield (up to 12% APR promo) on Tether Gold while keeping full exposure to gold prices. XAUT is still the #1 tokenized gold at ~$2.63B MC, fully backed by physical Swiss bars. Bullish RWA move! 🚀 Sources: • Bybit Official Launch: prnewswire.com/news-releases/… • Live Market Data: coinmarketcap.com/currencies/tet… • Tether Reserves (quarterly audits): gold.tether.to/reports #XAUT #RWA #Bybit

@coinbureau $4.9B in tokenized gold vs $14T in physical gold — 0.04% of the addressable market. The World Gold Council isn't entering to compete. It's writing the standard that decides who gets to. The entity that defines the audit spec controls the other 99.96%.

Our latest report on Tokenized Gold is out! Here are the 8 things you need to know: 👇 1️⃣ Growth Potential: Tokenized gold is only 0.075% of the investment gold market. If it mirrors Gold ETFs (7% penetration), we’re looking at a 90x expansion to US$400B. 2️⃣ Industry Leader Insights: Features expert perspectives from HSBC’s Head of Digital Assets and Currencies, Global Macro, Bugra Celik. 3️⃣ Macro Tailwinds: With gold breaching US$5,000/oz in 2026, geopolitical risks and inflation are driving investors. 4️⃣ Key Players: @tether @tethergold ($XAUT) and @Paxos Gold ($PAXG) have over 90% of the market value. TradFi giants are also active, like HSBC and WisdomTree. Other players include @matrixdock ($XAUM), @ComTechOfficial ($CGO), @VNX_Platform ($VNXAU), @DGLD_Official (DGLD), Aurox Finance (@AlloyX_Limited, @CantonNetwork). 5️⃣ RWA Heavyweight: At US$5.8B, gold accounts for 98.2% of tokenized Commodities, overtaking Private Credit as the 2nd largest RWA category behind US Treasuries. 6️⃣ Trading Volume Surge: Spot trading for $PAXG and $XAUT is up 17x & 53x YoY. Gold perps on @HyperliquidX (US$6.6B) now see more cumulative volume than perps on tech stocks like $NVDA and $TSLA. 7️⃣ Yield-Bearing Gold: New products from @libeara, @Theo_Network, @PleasingGolden, @streamex, @orogoldapp provide yield via lending and gold leasing activities. 8️⃣ DeFi & Operational Integrity: Gold tokens are utilized in DeFi lending on @Morpho, while @chainlink is key for proof of reserves and price data feeds.

Circle Current: Banking on Stablecoins We brought senior banking leaders together in NYC to discuss what’s actually changing inside financial institutions. What stood out most: for banks, stablecoins are not a technology experiment. → Regulation is shaping, not slowing, adoption → Always-on settlement is moving closer to legacy infrastructure → Tokenized money is shifting from pilots to production planning → Stablecoins are being embraced as real payment rails What stood out most: for banks, stablecoins are not a technology experiment. They’re an infrastructure and competitive positioning decision. The new internet financial system is being built in real time. Navigate what’s next in the new internet financial system: circle.com/current

Most RWA narratives are noise. Here's where the real liquidity is going. The market is still confusing "tokenizable" with "tokenization that actually works." Not every asset needs to be onchain. The ones that will capture the majority of onchain liquidity share three traits: - Proven cash flows - Institutional familiarity - A clear yield advantage over TradFi alternatives Three categories clear that bar. 1. Tokenized Commodities Gold tokenization has quietly compounded for years. $XAUT and $PAXG showed there's genuine demand for programmable hard assets. But the space is now moving beyond simple custody. @Theo_Network's thUSD is offering depositors ~8.3% APY, showing that commodity backed primitives can compete with yield bearing stablecoin alternatives. The next leg here is composability: commodity collateral plugged into lending markets, structured products (vaults), and crosschain DeFi. 2. Tokenized Reinsurance This is the most underappreciated category in RWAs. Reinsurance is one of the most consistently profitable businesses on earth, structurally uncorrelated to crypto market cycles, with returns driven by actuarial math, not sentiment. Bringing it onchain opens a trillion dollar market to retail and DeFi capital that previously had no access. You can already bet on this growth: - reUSD/USDC via @Morpho ~5.74% APY - reUSDe PT via @pendle_fi ~13% APY @re is early. The yield profile speaks for itself. 3. Tokenized Equities The numbers are moving fast: $622M in TVL, +3,473% growth (data by @tokenterminal). @OndoFinance and @xStocksFi are leading, lending markets like @kamino are already integrating tokenized stocks as collateral. @Nasdaq's partnership with @krakenfx to enable 24/7 stock and ETF trading signals that TradFi is no longer watching from the sidelines. Clearer frameworks are emerging, institutional players are building, and @xStocks' upcoming points program should further accelerate demand. This is how the first trillion comes onchain, not through hype, but through yield that actually competes.

Crypto spent years debating tokenized gold. "Who even needs gold onchain?" "Just buy a Gold ETF" Well, PAXG & XAUT now sit at $5.3B market cap combined. The product was really simple: → Real gold in vaults → 1:1 token backing → Audited storage TCu29 is now applying the same playbook for Copper, but with a different demand driver. Every EV, data center, and power grid being built right now needs copper. We're on the verge of a huge Copper shortage, and prices are already reacting to this. @TCu29Official tokenizes physical copper → 1 token = 1 lb of copper verified by audited reserves and stockpiles. If tokenized gold worked as exposure to a speculative asset, tokenized copper provides exposure to real-world utility in many strategic industries worldwide.

@strato_net @MetaMask Tokenized gold earning yield + instant real-world spending via MetaMask Card. That's the full loop: store value, earn on it, spend it - all onchain. No off-ramps, no friction.