Tether Gold (XAUT)

The trading volume of the tokenized gold #الذهب #XAUT and #PAXG has surpassed the $1 billion barrier, with demand for safe havens rising due to global tensions. This increase reflects crypto traders’ #الكريبتو desire to hedge against digital currency volatility through gold‑backed assets that are easy to trade on the #البلوكتشين.#استثمار #اقتصاد

An address that hadn't moved for four or five years became active again to do a gold swing trade, which is quite interesting 😂 Address 0x278…3a7f6 apparently liquidated about an hour ago. Two weeks earlier, it deposited 1500 XAUT ($7.7 million) from #OKX at $4,858.97, with a top‑up price of $5,135. If sold now, it would profit $414,000, and at its peak it once had a floating profit of $900,000. A month ago, the XAUT swing trade lost $208,000, but this time it’s a comeback https://t.co/Am6ZCHnvh9

INSIGHTS | Why On-Chain Gold Markets Are Now Setting Weekend Gold Prices Despite its rapid growth and clear utility, #tokenizedgold doesn’t yet rival traditional markets in liquidity. https://t.co/rxKm8Jdisi #OnChainGold $XAUT $PAXG #CryptoInsights

GOLD sharply falling Oil prices soaring Natural gas surging Bitcoin moderately declining (Not investment advice) https://t.co/cinBgReVox

And now for some yields. 🚨YIELDS YOU MAY HAVE MISSED WHILE DOOMSCROLLING WWIII🚨 First, for the "flight to commodities" friends, I must remind you: 1) XAUT/PAXG is still printing 7-15% APR on @Uniswap at the 0.01% fee tier. It's arguably the best place for gold yield on the planet, no "real" IL and an incredibly comfortable place for those who want to sit in a store of value until the conflict settles. 2) Tranche Everything yields are actually up @roycoprotocol ⇒ 15% on @Neutrl junior (medium capacity) ⇒ 20% on @autopools junior (low capacity) @strata_markets ⇒ 10% on @Neutrl junior (infinite? capacity) ⇒ 6.2% on @Neutrl senior (50% first loss protection) There are also 2-3 markets that are currently building out tranching for @MicroStrategy STRC, which I'll post about more as they break public. I think this could be a fairly interesting narrative, especially with the @pendle_fi integrations. 3) @boros_fi is slept on This is harder to explain, but a couple days ago you could have locked in 30% funding on silver. That means you could have run a gnarly delta neutral play for the next month in excess of 15%, especially if you could have locked in CME futures when it was in backwardation. If you think the IY on Gold or Silver is low, one way you can long without leverage or liquidation risk is the LPs, which are basically full-range LPs between the YU token and the underlying collateral asset (USDT). 4) Lending ► 7% on GHO on @Mantle_Official ► 8.3% pUSD on @Morpho ► 8% AUSD on @eulerfinance ► 10% on EURC if your brave enough to go to @world_chain_ 5) @reservoir_xyz has the best yield on @ipor_io ► 13% 7day average according to @vaultsfyi ► 16% current 1day average IMO the reservoir loop has been one of the rare "diamonds in the rough" when most other YBS loops have failed. The IPOR automated loop helps avoid the pain. 6) @solsticefi and @ExponentFinance PT loop on @kamino There's currently 5M USX to borrow at 3% against a fixed rate of 5.5% PT-eUSX. At 5x leverage (max allowable) that's about 15% net. 7) @plumenetwork's nALPHA on Morpho/Mystic This one has flown under the radar for a bit, but there's 3.5M pUSD to borrow at 2.65%. nAlpha is at 9.83%, though it's almost all @blackopal_fi backed, which is a fairly small RWA backed by Brazilian short-term receivables. The net APR on this is like 71% but you have to account for the "up to 7 days" redemption time for nALPHA. great for cheat looping, not so great for manual leveraging. Bonus: PT-sNUSD expires tomorrow with $100M expiring, which is a significant portion of Neutrl's MCAP. That could lead to a temporary depeg on sNUSD for the brave arbitragers who enjoy those sorts of plays. We'll leave it at that for now! Disclaimer: Neutrl, Pendle. and Ipor ambassador

One of the biggest weekends for tokenized commodities trading, on Hyperliquid, the venue for price discovery. A major showcase for tokenized assets, primarily XAUT, and the power of 24/7 trading on assets like oil (shown below) when geopolitical conflicts start on the weekend. The current regime is very unpredictable and lends itself to markets being much more volatile - this means capital allocators and speculators want to position on weekends, if possible. I suspect its only a matter of weeks to months before this story really starts to gain traction in traditional finance media. Insanely bullish for onchain tech & a massive validation of perps as a product.

Tokenized commodities and equities just hit a record $7.32B market cap !🚨 RWAs are scaling quietly while most are still watching price charts. https://t.co/ZWIzog8hpw