“Tokenized gold has improved the traditional store of value metal’s utility, while bitcoin trades like a risk asset amid uncertain times, one expert noted.”, — write: www.coindesk.com
Paxos Gold (PAXG), backed by physical gold held in LBMA vaults in London, raked in more than $248 million in fresh capital through January, DefiLlama data shows. That lifted PAXG’s market capitalization over $2.2 billion, trailing only XAUT$5,563.66.
Paxos Gold inflows (DefiLlama)
The wave of inflows coincides with gold enjoying a blistering rally. The precious metal crossed $5,300 per ounce on Wednesday, soaring 22% through January and gaining more than 90% in the past year. Meanwhile, bitcoin BTC$88,062.25 has slid over 10% in a year and the broader crypto market sank
This dynamic has shifted some crypto investors’ attention towards blockchain-based gold, looking for protection in an uncertain macro environment, said James Harris, CEO of crypto yield platform Tesseract Group.
“The growing traction of tokenized gold has improved gold’s utility, particularly around transferability and divisibility,” he said, “while bitcoin continues to trade more like a risk asset in periods of macro uncertainty.”
Tokens like PAXG and XAUT offer fractional ownership of physical gold, with blockchain-based transfers and crypto wallet compatibility. For investors, it’s a way to hold a centuries-old store of value without needing a vault.
The total market for tokenized gold has now topped $5.5 billion, according to CoinGecko, marking an all-time high as both inflows and gold prices push the sector to new heights.
Pudgy Penguins is building a multi-vertical consumer IP platform — combining phygital products, games, NFTs and PENGU to monetize culture at scale.
The ecosystem now spans phygital products (> $13M retail sales and >1M units sold), games and experiences (Pudgy Party surpassed 500k downloads in two weeks), and a widely distributed token (airdropped to 6M+ wallets). While the market is currently pricing Pudgy at a premium relative to traditional IP peers, sustained success depends on execution across retail expansion, gaming adoption and deeper token utility.
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