The tokenization of everything and the commodity boom are driving a wave of blockchain adoption.

The tokenization of everything and the commodity boom are driving a wave of blockchain adoption.

Commodities are booming, transforming from traditional cyclical goods into hard assets with strategic reserves and financial premiums. As a pioneer in RWA's on-chain implementation, it is opening up new possibilities for "tokenizing everything."

38 articles
Morgan Stanley: Gold finds strong support at $4,000; further rise in yields is not necessarily bearish for gold
Gold has shown remarkable resilience, with central bank buying and ETF demand offsetting pressure from elevated real yields. Gold holds above $4,000, targeting $5,000 by 2027. A look at the changing relationship between gold and yields, and the safe-haven logic amid fiscal concerns.
见微知著杂谈
Tether超额储备一季度腰斩，黄金与比特币是罪魁祸首？
由于持有的黄金和比特币价格波动，Tether 的“超额储备”在短短一个季度内腰斩（从 82 亿降至 41 亿），安全垫仅剩 2.2%。
Forbes
Technical breakdown, longs retreating: the gold market is taking "multiple hits"
Gold faces a severe technical stress test, with prices breaking below the 200-day and 50-day moving averages and $4,000 emerging as a key support level. Record speculative buying hangs overhead, Chinese markets are reducing positions early, and surging real interest rates are driving up holding costs.
华尔街见闻
Bernstein Research: Why Gold Could Still Hit $5,700 Even as the Fed Keeps Raising Rates
Gold demand resilience is on display, with central bank buying and ETF inflows driving prices higher, and the 2030 forecast raised to $5,700/oz. Even amid a Fed rate-hike cycle, gold is expected to retain upward momentum.
见微知著杂谈
Goldman Sachs Bullish on Gold: Rate Hikes Won't Stop It, 2027 Target Set at $5,400!
Goldman Sachs firmly maintains its $5,400 year-end 2027 gold target, with central bank buying and call option demand underpinning the long-term bull trend.
华尔街见闻
US scrambles for copper, Chile supply constrained, copper prices have completely exploded
Copper prices break historical highs, LME futures hit $14,616, AI and new energy demand drive copper market into super cycle, global supply tightness intensifies.
PA宏观
JPMorgan Global Market Strategy: Are Current Commodities Similar to 2022?
Fed rate hike expectations brought forward to December, will commodities repeat the 2022 decline? Gold under pressure, but copper prices are bullish; a detailed analysis of market risks and opportunities.
见微知著杂谈
Single-day surge of 4.2%! Gold breaks through key resistance level, bullish signals all lit up
Gold breaks through $4,300, recording the largest single-day gain in five months. Trump's statement triggers geopolitical premium, central bank purchases and expectations of slowing rate hikes resonate, bullish target looks to $4,400.
华尔街见闻
2026 链上 RWA 年中报告：代币化股票市值一年翻倍，但九成权利是空壳
流动性强的产品缺乏法律保障，法律扎实的又难流通，真实投资价值几何？
深潮TechFlow
Low Probability, High Impact: Citi Releases Nine Extreme Risk Warnings for Commodities in 2H 2026
Citi report reveals normalization of geopolitical, climate, and technology shocks; oil prices may soar to $150, copper prices break $20,000, gold first falls then doubles, extreme scenarios test the commodity market.
见微知著杂谈
The battle over tokenization in the US stock market: Who will become the next-generation asset gateway?
This article examines three US stock tokenization paths—Ondo, xStocks, and NYSE—and analyzes how RWA has evolved from an on-chain revenue narrative to a global asset gateway competition.
Biteye
War, Weekends, and Locked-up Liquidity: How RWA is Reshaping Global Trading Hours – A Case Study of the Iranian Airstrike
This article uses the geopolitical crisis that suddenly occurred over the weekend at the end of February 2026 as a starting point to analyze the liquidity weakness of traditional finance, which is limited by fixed trading hours. During the market closure, on-chain gold tokens, represented by XAUT, verified the core value of RWA assets' 24/7 trading and "settlement equals clearing." Asset tokenization is moving from concept to reality, transcending time constraints and reshaping the global liquidity landscape.
Max.S
从代币化债券到数字资产平台，香港下一步怎么走？
在全球金融体系加速迈向‘代币化’新纪元之际，香港正以前瞻之势，全面部署其数字资产战略。”
Conflux
Geopolitical Black Swans: The Ultimate Arbitrage Opportunity for Gold
This article recaps a weekend pricing misalignment: when traditional markets were closed, on-chain gold/TradFi contracts experienced a short-term deviation due to oracle and liquidity structures, converging towards fair prices after Monday's opening. It breaks down the anchoring and risk control mechanisms of Binance and Hyperliquid, and how to capture more certain trading opportunities using "price reversion + funding rates".
Bennie
Tether 的「金本位」野心：拆解 XAUt，稳定币霸主如何扫货黄金？
从全球最大稳定币发行方，到黄金市场的边际买家，Tether 正每周以吨计地吃进黄金。
imToken
Primitive Ventures: Why are we bullish on on-chain perpetual US stocks?
The crypto market is absorbing traditional financial liquidity through on-chain equity perpetual contracts, offering 24/7 trading, high leverage, and cross-asset margin, reshaping the global trading landscape, but faces regulatory challenges ahead.
Primitive Ventures
Why is the hottest market since 1979 occurring in gold, silver, and copper?
Gold, silver, and copper all hit 45-year highs. Is this a cyclical rebound or a sign of a changing era?
Yuliya
"New Global Order = New Global Bull Market = Gold and Silver Bull Market!" Bank of America: Gold Expected to Break $6,000
Bank of America strategist Hartnett: Trump's push for global fiscal expansion is fueling a new bull market, the gold bull market continues, and he is bullish on China. The biggest risk is that a rapid appreciation of East Asian currencies such as the Japanese yen could trigger a global liquidity crunch.
华尔街见闻
VanEck一季度全球市场展望：加密货币长期看涨，黄金需求仍强劲
市场环境在 2026 年愈加明朗，黄金回调是增持的良机，加密货币长期看涨，但短期走势不明。
Felix
Gold RWA Trend Insights – Rapid Growth: From "Safe-Haven Asset" to "On-Chain Financial Infrastructure Component"
In 2025, the market capitalization of gold RWA nearly tripled, exceeding $3 billion. The market landscape shifted from a duopoly of XAUT and PAXG to a multi-functional, layered structure, with new projects expanding their differentiated paths through payment and DeFi scenarios. Institutions like DBS and Standard Chartered piloted cross-border settlements, increasing institutional participation. Macroeconomic uncertainties drove up gold prices, leading to increased demand for "on-chain gold" in value storage, payments, clearing, collateral, and cross-border settlements. With the maturation of next-generation financial infrastructure, gold RWA is poised to become a key underlying asset, but it still faces risks related to centralization, transparency, and technology.
CoinFound