Gold and Layer-1s Climb as AI and DeFi Tokens Slip
CoinGecko's top-100 snapshot at 09:00 UTC on 09 Oct shows a clear sector rotation: store-of-value and legacy Layer-1…
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CoinGecko's top-100 snapshot at 09:00 UTC on 09 Oct shows a clear sector rotation: store-of-value and legacy Layer-1…
The metals that traded like AI-infrastructure proxies for the first half of the year have now given back every basis point of YTD gains, with gold off 25% from its $5,600 peak and silver cut nearly…
London still clears 70% of global gold notional volume, a lead China has been steadily chipping at. A bespoke UK regime could keep that trading anchored to London while unlocking tokenized gold as…
Seasonality data going back to the 1960s puts the average midterm-year bottom in early July, and the bull-market support band near $3,800 has not been tagged since 2023.
Backed 1:1 sounds reassuring. But tokenized gold is a chain of claims, not a bar in your hand, and the failure modes live in the seams.
Gold tokens like PAXG and XAUT track metal prices with no yield. T-bill tokens like BUIDL and OUSG pass through ~4-5% yield but add custodial and KYC layers. They're different tools, not rivals.
A 594 BTC hardware-wallet drain, three Fed hawks, and an ETF rebound driven almost entirely by BlackRock. The bid is thinner than the tape suggests.
Geopolitics punctured a fragile bounce, but the regulatory tape tells a deeper story about how Washington now frames digital assets.
Morgan Stanley and BlackRock push crypto deeper into the plumbing of finance on the same day a US clarity bill teeters and Asian markets seize up.