Gold

Tether's gold stash tops $23 billion as buying outpaces nation states, Jefferies says
The Wall Street investment bank estimates the crypto firm holds at least 148 tonnes of physical gold holdings, joining top 30 global holders of bullion.

Takaichi Triumph: Japan’s record 56,000 Nikkei surge sends bitcoin to $72,000, gold past $5,000
Japanese mandate sparks surge in equities and safe havens.

Bitcoin isn’t losing to gold. It is navigating a liquidity squeeze that the yellow metal never had: Asia Morning Briefing
QCP's Darius Sit says October's deleveraging event exposed the real divide: bitcoin trades like collateral, altcoins trade like a bet on exchange governance

Tether buys $150 million stake in Gold.com to boost tokenized gold distribution
The companies plan to expand global access to tokenized gold and allow the buying of bullion with Tether's stablecoins.

JPMorgan says bitcoin's lower volatility relative to gold might make it 'more attractive' in long term
ETF redemptions and futures liquidations are pressuring crypto markets, the bank said, even as rising gold volatility quietly strengthens bitcoin’s longer-term investment case.

"Big Short" Michael Burry warns of "death spiral"
Michael Burry, the investor who famously predicted the 2008 crash, says bitcoin’s drop is triggering a "collateral death spiral" in precious metals. He warns that liquidations in tokenized gold and silver are dragging crypto down, and if BTC slips to $50,000, the market for tokenized metals could collapse into a "black hole." CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Bitcoin plunges to $78K amid extreme fear
Bitcoin has dropped near $78,000 after a week of turmoil. Analysts are blaming the selloff on war risks, liquidation cascades, and crash in safe haven assets like gold and silver. With the market sentiment stuck in "extreme fear", is the bull run officially over? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Tether's gold holdings top $17 billion as net profits surpassed $10 billion for 2025
The stablecoin giant saw sharp growth in its USDT token's supply, and was one of the world's largest U.S. government debt holder with $141 billion Treasury exposure.

Bitwise CIO Matt Hougan says bitcoin could hit $6.5 million in 20 years
After a bruising 2025, Hougan sees sideways Bitcoin trading, rising institutional interest and early central bank curiosity setting up the next cycle.

Gold's six-month rally versus bitcoin shows similarities to the 2019 cycle
The bitcoin-to-gold ratio rebounded from recent lows, mirroring a pattern seen in the 2019-2020.

