Tokenization just went mainstream, and it’s not subtle $ONDO has been building institutional-grade RWA rails for this exact shift. $AVAX keeps showing up as the chain where these launches actually happen.
Now the world’s largest asset manager is saying it out loud.
Larry Fink in his 2026 annual letter: “Half the world’s population carries a digital wallet. Imagine if that same wallet could let you invest in a broad mix of assets as easily as sending a payment.”
That’s not theory anymore. When a $10T+ AUM giant frames it like this, the conversation flips fast.
Gold is a $13T market that hasn’t produced yield in 5,000 years. That just changed.
Streamex dropped GLDY on February 25, a tokenized gold security with 3.5% APY. Yield comes from Monetary Metals leasing, verified on-chain through Chainlink Proof of Reserves.
$100M in demand showed up before it even went live 🔥
In 2022, $300 billion in Russian central bank reserves were frozen in a single night.
$POL and the broader RWA sector have been building alternative financial infrastructure since. Central banks took notice faster than most expected.
Gold has now topped US Treasuries in global central bank reserves for the first time on record. Foreign Treasury holdings have declined while central bank gold allocations have reached record levels.
The logic is clear. Gold can't be frozen, sanctioned, or devalued by a foreign government's policy decision.
GLDY brings this reserve-grade asset into an onchain structure.
One GLDY token equals one fine troy ounce of physical gold, with Chainlink Proof of Reserve for transparent verification. The token generates 3.5% APY paid monthly in gold, within an institutional fund structure audited by EisnerAmper.
The same asset central banks are accumulating at record pace is now accessible onchain with institutional custody and productive yield.
Market Update: Rare synchronized rally across precious and industrial metals, $BTC is holding its position
Over the past 12 months: Gold: +44% Silver: +141% Copper: +30%
The last time this happened was 45 years ago, at the peak of the last great commodities supercycle.
When metals align like this, it usually reflects a broader shift: → Persistent supply constraints → Rising demand from electrification, AI, and energy systems → Capital rotating into hard, tangible stores of value
Silver is now entering its 6th consecutive structural deficit year.
Copper is facing similar pressure, with deficits emerging as demand outpaces new supply.
Gold, meanwhile, is being re-rated as a strategic reserve asset amid monetary diversification and debasement concerns.
This synchronized strength across metals may be remembered not as a spike, but as the start of a broader shift toward hard assets.
Central bank gold holdings surpassed valuation-adjusted US Dollar reserve assets for the first time on record.
$XLM and the broader global settlement infrastructure have been pointing toward this shift for years. Capital is moving away from dollar-denominated reserves and into hard assets.
Central banks have been accumulating gold at record pace and their holdings have now eclipsed adjusted dollar reserves on a global basis.
GLDY tokenizes gold for the onchain world.
One GLDY token equals one fine troy ounce of physical gold, held in institutional custody and verified by Chainlink Proof of Reserve. The token generates 3.5% APY, paid monthly in gold.
GLDY operates as an institutional RWA with programmatic yield and onchain transparency, bringing the world's primary emerging reserve asset into productive digital infrastructure.
As central banks reposition gold as the dominant reserve asset, GLDY offers a verifiable, yield-bearing entry point into the same trade.
Markets are repricing risk fast. $SUI and the broader crypto market are moving with macro volatility as tariff uncertainty hits global equities.
Gold has seen this movie before.
Every major correction since 1971, the oil shock, dotcom, 2008, COVID, gold held or gained while other assets cracked. Same pattern, five decades, multiple monetary regimes.
The drag was always obvious. ETF fees. Vault storage. No income on the position.
GLDY changes that. It’s a tokenized gold security generating 3.5% APY, paid monthly in gold through Monetary Metals leasing. 1:1 physical backing, verified on-chain through Chainlink Proof of Reserves. ⚡
$ADA was built on the thesis that financial access should not depend on geography or account minimums. The same principle is arriving in commodity markets.
A gold bar costs over $3,000. A gold ETF requires a brokerage account, business hours, and a minimum investment. Physical bullion adds vault fees and insurance on top.
For most of the world, gold ownership has always been out of reach. GLDY changes the entry point.
1 token equals 1 troy ounce of physical gold. Fractional ownership starts from $1. Available 24/7. No brokerage account. No storage logistics for the holder.
3.5% APY paid monthly in gold through Monetary Metals leasing. Chainlink Proof of Reserves verifying every ounce on-chain.
$HBAR has been the enterprise blockchain of choice for financial institutions building compliant digital asset infrastructure. The ETF distribution channel is where that thesis pays off.
Simplify Asset Management signed a Letter of Intent with Streamex to integrate GLDY into ETF structures and co-develop tokenized exchange-traded products.
Gold ETFs currently hold $669B in AUM across brokerage accounts, retirement funds, and institutional allocations. Every holder in those products earns zero yield on their position.
GLDY is a 1:1 physical gold-backed tokenized security with 3.5% APY paid monthly in gold through Monetary Metals leasing and verified on-chain through Chainlink Proof of Reserves.
The Simplify LOI creates a direct pathway from that $669B in existing gold ETF capital into a yield-bearing RWA alternative.
$ENA is the proof of what happens when the market finds structured yield backed by real economic activity rather than token emissions. Capital rotated fast.
The same logic is moving into commodities.
PAXG and XAUT solved gold custody on-chain. Both products work. Neither generates a return for the holder.
The global gold market is worth $13T. Gold ETFs crossed $669B in AUM. Every ounce in those products earns zero while costing holders 0.5 to 1.5% annually in storage fees.
GLDY launched as a tokenized gold security backed 1:1 by physical bullion, generating 3.5% APY monthly in gold through Monetary Metals leasing. Every ounce verified on-chain through Chainlink Proof of Reserves.
$100M in indications of interest came before the product was live.
$CC was built to bring institutional-grade assets on-chain through compliant, programmable infrastructure. The commodity tokenization stack is exactly the use case that architecture was designed for.
Streamex launched GLDY as a yield-bearing tokenized gold security. 3.5% APY. 1:1 physical backing.
GLDY is live and generating yield.
A silver-backed tokenized asset is now in active development.
Gold and silver represent two of the largest physical commodity markets on Earth.
Both have historically been held as stores of value. Neither has ever generated income for the average holder.
Streamex is building the commodity layer that changes that.
Debt-free company. $55M raised. Full pipeline in development.
$ONDO has been building institutional-grade RWA infrastructure for exactly this moment. $AVAX has been the deployment chain of choice for major tokenization launches.
Now the world's largest asset manager is publicly making the case.
Larry Fink in his 2026 annual letter: "Half the world's population carries a digital wallet. Imagine if that same wallet could let you invest in a broad mix of assets as easily as sending a payment."
When a $10T+ AUM institution puts that in writing, the question stops being if and becomes what gets tokenized next.
Physical gold is a $13T market that has never generated yield in 5,000 years of history.
Streamex launched GLDY on February 25 as a tokenized gold security with 3.5% APY, sourced from Monetary Metals gold leasing and verified on-chain through Chainlink Proof of Reserves.
$100M in indications of interest arrived before the product went live.
Real-world asset infrastructure is building its trust layer. $LINK Proof of Reserves is the on-chain verification standard institutions rely on when the underlying asset is physical gold.
Streamex closed 2025 on that foundation.
$55M raised across two equity rounds. All outstanding debt cleared. Leadership expanded with new CEO, CFO, and CIO appointments.
GLDY launched on February 25 with 1:1 physical gold backing, generating 3.5% APY monthly in gold through Monetary Metals leasing.
Key partnerships established in 2025 included #Chainlink for Proof of Reserves verification, Simplify Asset Management for ETF integration, and the Solana Policy Institute for regulatory positioning.
Indications of interest exceeded $100M before launch day.
The balance sheet is clean, the RWA product stack is live, and the silver tokenization is next.
Look at $XRP . The whole narrative there has always been movement and utility, not just holding. Same with $ATOM, where the idea is assets interacting across systems instead of sitting idle.
That mindset sticks.
Once capital gets used to doing something, it doesn’t go back easily.
Gold has always been the opposite. You hold it, it just sits there.
GLDY changes that dynamic.
Still gold, still 1:1, but now it earns ~3.5%, paid in gold.
Not a big shift on paper, but it changes how the asset behaves over time.
Interest around $SOL and $SUI reflects a broader shift. It is no longer just about asset performance, but about whether the structure can support institutional access.
ETFs require more than demand. They require clarity, custody, auditability, and a framework that fits within traditional capital markets.
That is where the conversation is heading.
GLDY was designed with those requirements in mind.
A gold-backed instrument with 1:1 physical exposure, institutional service providers, and yield generated through real-world activity, all within a structure compatible with traditional investment vehicles.
The question is not only which assets attract attention, but which ones are built to meet the standard.
Oil pushing higher, growth forecasts getting cut, labor starting to soften. You can feel markets losing conviction a bit.
Last time energy drove inflation like this, in the 70s, gold didn’t grind up. It repriced. ~$100 to ~$650.
Tokens like $SUI tends to react to these shifts too, but in its own way. It stays quiet while things build, then moves fast once liquidity and positioning flip.
That’s why people treat it as digital gold.
But both rely on the same thing. You hold, you wait for the move.
What’s different now is the structure around gold itself.
GLDY keeps the same exposure, but adds ~3.5% APY through leasing, paid in gold.
So instead of just sitting through the setup, the position compounds while it’s playing out.
The first wave of institutional crypto adoption centered on $BTC as digital gold.
Not because it generated yield.
Because it offered scarcity, portability, and macro hedge exposure.
Now capital is rotating toward assets that preserve value while producing income.
Tokenized treasuries.
Yield-bearing RWAs.
Productive commodities.
GLDY fits directly into that next allocation layer by maintaining physical gold exposure while compounding in additional gold units through real-world leasing.
Digital gold established the hedge. Productive gold evolves the allocation.