🚨 INSIGHT: Gold is driving tokenized commodities with $XAUT and $PAXG accounting for 89.1% of its expansion since 2025. 🚨
The two gold-backed tokens contributed $1.87B and $1.80B, in line with the extended rally of spot gold price over the past year.
The dominance of gold-backed both token in tokenized commodities highlights a clear shift in how investors are gaining exposure to traditional safe-haven assets. With these two tokens accounting for nearly 89.1% of expansion since 2025, it shows that the tokenization narrative is not evenly distributed across commodities but is heavily concentrated in gold due to its historical trust, liquidity, and macroeconomic relevance.
(Tether Gold) and (Paxos Gold) together contributing around $3.67B in growth reflects strong institutional and retail demand for on-chain gold exposure without the friction of physical storage or traditional vault systems. This growth is closely tied to the broader rally in spot gold prices over the past year, driven by macro uncertainty, inflation concerns, and central bank diversification away from fiat reserves.
What makes this trend more important is the bridge it creates between traditional finance (TradFi) and decentralized finance (DeFi). Investors can now hold fractionalized, redeemable gold on blockchain rails, enabling 24/7 trading, faster settlement, and easier global access.
However, the concentration also suggests an early-stage market: tokenized commodities are still heavily dependent on gold, while other assets like oil, silver, or agricultural commodities remain underdeveloped. If adoption expands, diversification within tokenized real-world assets could become the next major growth phase.
