Auxite Journal
Research, market commentary, and product updates from the Auxite team on tokenized precious metals and institutional custody.
When Uncertainty Moves Onchain: Diplomacy, Tokenization, and the Cost of Waiting
Geopolitical relief trades and tokenization pilots converge—proving settlement speed matters more than price exposure when volatility returns.
Gold Below $4,000: When Safe Haven Demand Meets Structural Selling
Gold fell below $4,000 despite US-Iran tensions as Fed rate hike bets and retail outflows overwhelmed traditional safe-haven demand dynamics.
When Households Sell Gold and BlackRock Buys the Token
Indian households liquidate gold jewelry while BlackRock and Ondo scale tokenized positions—ownership shifts to on-chain rails.
When the Rails Stop Being Optional: BlackRock Tokenization and Metal Markets
BlackRock calls tokenization market infrastructure as spot metals trade sideways on dollar strength—rails become mandatory, not optional.
The Vault Spread Held Even When the Risk Premium Didn't
Gold's geopolitical premium collapsed on US-Iran peace news, but vault infrastructure expanded—someone's pricing structural demand, not headlines.
Tokenization Without a Spread: Why DTCC's Rails Matter More Than Gold's Price
DTCC's $114T tokenization rail with BlackRock and JPMorgan matters more than gold's volatility. Infrastructure decides who participates.
When Regional Gold Premiums Vanish in a Single Session
Nepal gold dropped 12% in one session as regional premiums collapsed under global deleveraging pressure across physical markets.
Auxite vs PAXG, Tether Gold and Kinesis: How Tokenized Precious Metals Actually Compare
An honest, side-by-side look at the four most actively traded gold-backed tokens — backing, custody, audits, fees, redemption, and where each one quietly falls short.