Tether Gold (XAUT)

Another week, another flood of takes. This time, the ones that stood out to me cut across trading psychology, AI revolutions, crypto jobs, tokenization cracks, top-tier airdrops you can’t afford to miss, and mindset shifts nobody wants to admit. Here’s another weekly alpha recap, pointing you towards most of what actually mattered this week. — Onchain tokenization of RWAs shows growing AUM and institutional interest, but the market remains fragile. Tokenized assets face extreme slippage, shallow liquidity, and systemic risks due to poor infra and inefficient market making. Off-chain price streaming, perp futures, and aggregated onchain vaults improve trade execution but introduce centralization and collateral limitations. @Eli5defi suggests that tokenization models need to be redesigned for capital efficiency and deep liquidity. https://t.co/uqepCqwdkQ — Most people spend their careers chasing opportunities, operating from scarcity, which repels what they want. The alternative is to attract opportunities by focusing on a craft, building in public, and detaching from outcomes. @BawsaXBT advises to master one skill, show your work consistently, and act from abundance, not desperation. Over time, the right people notice, opportunities compound, and doors open naturally. https://t.co/qJQGUmttII — In need of crypto jobs? Here’s the perfect place to start. @jussy_world highlights aggregators like @CryptoJobs, @CryptoJobsList,and @bondexapp, ecosystem-specific platforms like Solana Jobs and @SuperteamEarn, and @WellfoundHQ for startup-style roles. The key takeaway is applying aggressively, specializing in one niche, and compounding opportunities. https://t.co/cKSfWIKtna — Stablecoin farming isn’t dead, it just got riskier and more complex. After recent blowups and protocols quitting pre-TGE, the “20% stable yield” era is clearly over. @phtevenstrong talks about new protocols on his radar, including @Neutrl, @re, @USDai_Official, @3janexyz, and @OuroborosCap8. He also highlights risk-adjusted plays like @aave and @ethena. The new meta is fewer assumptions, more due diligence, and yields that actually reflect risk. https://t.co/MPdMtK7cYE — @defikadic says the 2026 meta is fewer wallets, deeper usage, Tier S focus, and farming like a user, not a bot. Projects have moved from spraying airdrops to filtering for real onchain users, and focus is shifting to AI, high performance L1/L2s, prediction markets, and perp DEXs. Recent drops from projects like @Lighter_xyz and @brevis_zk prove that early and active users still win. If you’re looking to position for upcoming airdrops, you might want to check out projects like @HyperliquidX, @paradex, @Polymarket, and @base. https://t.co/QUWhHAITlb — @belizardd points out that XAUt is safe, but far from trustless. While it offers convenient gold exposure without storage or KYC friction, it requires full trust in Tether. Supply is backed by reported gold holdings, but the structure is centralized, contracts are controlled by Tether, and wallets can be frozen. The bottom line is, it’s practical for small allocations, but it’s not censorship-resistant or risk-free. https://t.co/L1ZNAZAcEK — @icobeast breaks down why CT feels “bad” despite growing adoption and institutional momentum. Tokens with near-zero real value launch at absurd valuations, with insiders engineering exits while retail bleeds. PvP behavior has replaced collaboration, shifting the space from opportunity to scarcity and survival mode. So basically, CT isn’t dying because crypto is failing. It’s dying because incentives are broken. https://t.co/SC6oCx9JFY — @YashasEdu explains that traders don’t blow up because their strategy fails, but because they override it. Losses trigger stress responses that shut down rational thinking, and winning streaks create overconfidence. The result is a predictable loop: trigger → emotion → rule-breaking → drawdown. The edge isn’t better entries, it’s better self-management. Track behavioral mistakes, review process over outcomes, and reduce “behavioral slippage”. https://t.co/BNDQRuYtVa — @hmalviya9 points out that we’re moving out of the “checkbox era”. Credentials and gatekeepers now matter less as AI lowers execution barriers. But with everyone able to create instantly, “vibe culture” explodes and attention becomes scarce. This article is a subtle reminder that as productivity gets automated, the edge isn’t competing with AI. It’s maintaining your originality, grit, and focus. https://t.co/edma4x4VLi — @Defi_Warhol did a thing with this mega Q1 farming list, breaking down 45 protocols across lending, trading, prediction markets, L1/L2, yield, fintech, AI and more. Top picks are @HyperliquidX, @Polymarket, @base and a few others with real users, funding, and PMF. The airdrop meta has shifted. Spray-and-pray wallets no longer move the needle. The smarter play is maxing out on high-conviction projects farming. https://t.co/g2FfJu3k5I — Systems are changing, but underneath the noise, the real edge is adapting and positioning. This w eek’s recap contains a good number of opportunities you can leverage to stay ahead of the curve.

Tokenized gold just broke $6B. Capital is moving hard assets onchain. 1.2M+ ounces. 24/7 liquidity. Stablecoin rails. At the same time, the U.S. says no full China decoupling. Only de-risking. Fragmentation without collapse. When geopolitics tighten, gold rallies. When markets modernize, assets tokenize. This is both. Hard money. Onchain.

Another rwa narrative to add: liquidity depth, vs. headline AUM, will separate durable RWA mkts from optical growth. A $1b tokenized vehicle w/ limited turnover & wide spreads is less useful than a $200m asset w/ tight 2 sided markets & reliable price discovery, since instis care about executable depth, collateral eligibility, & the ability to clear size efficiently under stress. As RWAs mature, liquidity density & capital reuse will matter more than static TVL figures.

💥 Tokenized commodities just hit a new ATH of $6,800,000,000. @Tether and @Paxos alone account for $2.7B and $2.3B in tokenized gold. RWA season warming up… trillions is the real target. 🔥 https://t.co/IzxzdMhWDV

📈 TOKENIZED GOLD MARKET VALUE EXCEEDS $6.000M Tokenized gold has surpassed $6.000M in total market value, adding $2.000M so far this year and locking more than 1.2 million ounces of physical gold. Tether Gold (XAUT) and Paxos Gold (PAXG) control approximately 96.7% of the market.

[DUNE] Tokenized Gold Market Cap Surpasses $6 Billion After $2 Billion YTD Surge, XAUT and PAXG Command 96.7% Share With 1.2 Million Ounces Backing $XAU $XAUt $PAXG https://t.co/JymaoWIfDm

TOKENISED GOLD CROSSED $6B MARKET CAP - Up $2B+ since the start of this year - Over 1.2M ounces of real gold locked in custody Growing demand for blockchain-based gold exposure Tether Gold (XAUT) leads the space: - $3.5B market cap - Controls more than 50% of the total market