cryptooinsigts

Dear #LearnWithFatima family 🚀🔥
There’s a hidden level most traders miss — but historically, it separates healthy pullbacks from full-blown bear markets.on-chain data shows wallets holding 10–10,000 $BTC — active coins moved in the last 1–3 months — have an average cost basis near $89,800! 😱 These aren’t tiny accounts. These are active, meaningful players. Big enough to move price. Active enough to reflect sentiment in real time.
Right now, Bitcoin is trading far below what this group paid — hovering in the mid-$60Ks — leaving them 25–30% underwater. Every bounce now faces selling pressure as trapped capital seeks escape Back in 2021, this same cohort never went underwater, so rallies stayed strong. Today, the story is different. Until $BTC reclaims and sustains above ~$89,800, the market structure hasn’t truly repaired!Cycles don’t flip on headlines They flip when underwater capital breathes again… and right now, it hasn’t happened yet!

Fed Pause, CLARITY Act & ETF Pressure Keep Market Cautious
Bitcoin is trading near $67,000 after briefly falling to around $65,800 following the latest Fed Minutes.
It wasn’t a crash. But it’s not showing strong upside either. Right now, the market is careful and defensive.
Fed Update: No Rate Cut Soon
The February Fed Minutes made one thing clear:
• March rate cut chance is only around 6%
• 94% chance rates stay the same
• The tone was slightly strict
After this update, risk appetite became weaker.
Altcoins also struggled:
• ETH near $2,000
• SOL holding around $80
• XRP down sharply in recent days
Now, traders are waiting for the PCE inflation data.
If inflation comes higher
→ more pressure possible.
If inflation cools
→ short bounce possible.
Fed Injected Liquidity — But No Cuts
Even though the Fed sounded strict, it added $18.5B in liquidity through overnight repos.
So the situation looks like this:
Rates → Staying high
Liquidity → Increasing
Rate cuts → Delayed
This mixed signal is keeping markets confused and quiet.
Traders Are Buying Protection
In the options market, traders are buying downside protection.
That means:
They are paying for insurance, In case Bitcoin drops again This shows caution. Not panic. Not excitement. Just risk management.
ETF Investors Are Under Pressure
The average Bitcoin ETF buying price is around $84,000.
At $67K, many ETF investors are about 20% down.
Two possibilities now:
1️⃣ If $65K breaks → some panic selling could happen
2️⃣ If $65K holds → market may slowly stabilize
ETF holdings are only slightly lower than their peak. This means investors are reducing exposure slowly, not rushing out.
CLARITY Act Update
Prediction market odds for the CLARITY Act jumped to 85–90%, then dropped near 55%.
This shows:
• People believe progress is happening
• But timing is still uncertain
It’s positive for the long term, but not an immediate price booster.
Other Risks
Markets are also watching:
• Stress in credit markets
• Oil prices rising above $66
• Weakness in stock markets
So overall risk mood is still sensitive.
Important Levels
Support: $65KResistance: $70K–$72KIf $65K breaks → volatility may increase.If price holds → range trading may continue.
Final View
This is not a panic market. This is a cautious market.
Traders are hedging, protecting, and waiting for clearer signals. Until $65K breaks or $72K is reclaimed, Bitcoin remains in a tight and defensive range.
⚠ Disclaimer
This content is for educational purposes only and does not constitute financial advice. Always conduct your own research before trading derivatives or cryptocurrencies.
#clarityAct #cryptooinsigts #MarketOutlook #CPIdata
$BTC
$ETH
$XRP

Michael Saylor has built his reputation around the idea that companies should hold Bitcoin as a core treasury asset. On the other hand, Peter Schiff has spent years criticizing BTC and warning that it will eventually fail.
But this week, something surprising happened.
Saylor’s company, Strategy, announced that it bought another 2,486 BTC, bringing its total Bitcoin holdings to 717,131 BTC, valued at more than $54.5 billion.
With this, Strategy now controls about 3.4% of all the Bitcoin that will ever exist.
The latest purchase alone cost about $168.4 million, with Bitcoin bought at an average price of $67,710. But what’s even more surprising is? Schiff gave a rare, almost reluctant acknowledgment of the scale of this move.
Schiff turns praise into a warning
Responding to Saylor’s tweet, Schiff said, 
“Congratulations, you finally averaged your price down.”
Yet despite showing mild appreciation, Schiff has returned to warning against Saylor’s strategy. He has criticized Saylor’s habit of “averaging down,” which means buying more Bitcoin when prices fall.
In simple terms, he believes that if Bitcoin [BTC] keeps dropping, buying more could only increase overall losses.
MSTR and BTC price action and more
At the same time, Strategy’s stock and BTC are giving a concerning picture of the market.
As per Google Finance data, MSTR was trading around $128.67 and has fallen nearly 4% in the short term and close to 20% over the past month.
Bitcoin, too, was struggling, trading near $67,661 and falling about 26% over the last 30 days.
Another important signal comes from Open Interest. 
Earlier, Open Interest was very high, showing that many traders were using borrowed money and taking big risks. Now, both Bitcoin’s price and Open Interest are falling together.
This shows that risky traders are leaving and losses are forcing weaker players out. In simple words, the market is cooling down, and long-term, serious investors are slowly replacing short-term speculators.
MSTR’s Open Interest analysis
Meanwhile, MSTR’s options market suggested that many traders see $100 as a strong support level where buyers may step in, while heavy selling between $130 and $150 makes this range hard to cross. Some high-risk bets at $200 and $300 show that hope for a major Bitcoin-led rally is still alive.

As of press time, MSTR moved between $110 and $140, showing market uncertainty.
A clear move above $150 could lead to a fast rally, while a drop near $100 may attract buyers. Overall, Strategy remains caught between long-term confidence and serious financial risk.
Now, whether this bold approach succeeds will largely depend on whether Bitcoin regains strength or continues to decline.
Other firms and their Bitcoin strategy
While Strategy keeps buying more Bitcoin, its Japanese counterpart, Metaplanet, is under pressure. In its Q4 2025 earnings report, the company posted a huge net loss of $619 million.
Therefore, as 2026 moves forward, these firms won’t be judged by short-term profits, but by how well they handle sharp 20–30% price drops.
For now, their approach is to buy on dips, ignore market noise, and wait for the next cycle to turn losses into long-term gains.
Final Summary
Peter Schiff briefly acknowledged Saylor’s move but still believes “averaging down” could lead to bigger losses.Falling Open Interest suggests risky traders are leaving, and the market is shifting toward more serious, long-term players.
#cryptooinsigts #CryptoNewss

Aptos has outlined a sweeping overhaul of its tokenomics model. It pivots away from inflation-heavy bootstrap incentives toward a performance-driven framework designed to reduce long-term supply as network activity scales.
The update comes as APT trades near $0.88, down roughly 4.5% on the day. Price action continues a broader downtrend that has seen the token lose more than half its value from late-2025 highs. 
While the immediate market reaction has been muted, the proposal signals a structural shift in how Aptos intends to fund validators, reward usage, and manage emissions over the coming years.
From bootstrap inflation to performance-driven supply
Aptos launched mainnet in October 2022 with a subsidy-heavy emissions model designed to bootstrap infrastructure and validator participation. According to the foundation, that phase is now ending. 
The network is now transitioning towards supporting institutional-grade, high-throughput applications.
As of today, 1.196 billion APT are in circulation. A major inflection point is approaching in October 2026, when the four-year unlock cycle for early investors and core contributors concludes. Annual supply unlocks will be cut by roughly 60%. 
Foundation grant distributions are also set to decline by more than 50% year over year between 2026 and 2027.
The proposed reforms aim to formalize this transition rather than rely on unlock schedules alone.
Aptos staking rewards cut, long-term commitments incentivized
Central to the proposal is a plan to reduce annual staking rewards from 5.19% to 2.6%, nearly halving ongoing emissions. The foundation says it will also explore a redesigned staking framework.
The new framework rewards longer lock-up periods with relatively higher yields while keeping total rewards within the reduced-emissions envelope.
Validator operating costs are expected to fall alongside these changes through upgrades outlined in AIP-139.
Hard supply cap and permanent foundation lock
For the first time, Aptos plans to introduce a protocol-level hard cap of 2.1 billion APT, beyond which no new tokens can ever be minted. 
With 1.196 billion APT currently in circulation, this leaves 904 million APT—about 43% of the total cap—available for future staking rewards over time.
In parallel, the foundation will permanently lock and stake 210 million APT, roughly 18% of today’s circulating supply.
These tokens will never be sold or redistributed, effectively removing them from liquid supply while continuing to support network security through staking.
Market reaction remains cautious
Despite the scale of the proposed changes, APT’s price has continued to slide, with charts showing persistent lower highs and weak momentum into mid-February. 

Trading data suggests the market is currently prioritizing broader risk conditions over long-term tokenomics narratives, at least in the near term.
That said, the foundation positions the update as a long-duration shift rather than a catalyst for immediate price action.
Final Summary
Aptos is shifting from bootstrap inflation to performance-linked supply mechanics.APT price weakness suggests the market has yet to price in long-term supply tightening.
#Aptos #cryptooinsigts #CryptoNewss

Bitcoin may still be holding strong, but not everyone is buying right now. Short-term traders (STHs) are stepping back, but te long-term holders (LTHs) are staying right where they are.
STHs are getting anxious
Recent data per Alphractal showed that the STH Net Position Change was in positive territory, so there was meaningful buying taking place. However, the size of these inflows has dropped compared to earlier spikes.
The STH engine slowdown matters because they often cause strong moves up. When their demand fades, Bitcoin [BTC] can go into sideways movement or just more chaos.
It’s not any more of a crash than there already is, but it does say that the market is stepping into a more cautious time period.
Meanwhile, LTHs are very calm
Instead of reacting to short-term price swings, they’re holding their positions.
According to a recent report by GugaOnChain, Bitcoin’s MVRV Z-Score Accumulation Signal was at 0.48 at press time. This level is close to what is considered a buying zone.
It happens when experienced investors build positions during uncertain times.
Confidence in BTC is intact as it stands. While STHs may hesitate, the older guns seem willing to wait!
Content to wait and watch
This divide between both brackets of holders has showed up on the price chart.

At the time of writing, Bitcoin was trading near $68,200, above a strong support zone around $64K. This was while facing resistance near the $71K level.
Price moved in a tight range, so the market is hesitant.
When STHs slow their buying, Bitcoin often loses pace and struggles to go higher. On the other hand, LTH confidence helps prevent deeper drops.
For a major move to happen, STHs will have to step back with strength.
Final Summary
LTHs are preventing a deeper crash despite weaker STH demand.A breakout above $71K resistance will depend on STHs returning stronger.
#BTC #CryptoNewss #cryptooinsigts #Write2Earn

In July 2025, Binance — the world’s largest cryptocurrency exchange — launched a new yield-bearing product called RWUSD as part of its Binance Earn suite. Unlike typical tradeable tokens, RWUSD is a principal-protected, internal yield product designed to offer crypto users access to stable, predictable returns by tying rewards to real-world financial benchmarks. �
CoinAlertNews.com +1
🧠 What Is RWUSD?
RWUSD isn’t a traditional cryptocurrency or stablecoin. It functions as an internal ledger entry within Binance’s ecosystem that represents a user’s subscription to a yield-generating product. When a user deposits stablecoins (such as USDT or USDC) into RWUSD, Binance credits the equivalent amount of RWUSD at a 1:1 ratio to the user’s spot wallet. This balance then accrues rewards over time at a competitive annual percentage rate (APR). �
Finbold
Key Distinctions
Not a Stablecoin or Token: RWUSD cannot be traded on exchanges, transferred externally, or withdrawn on-chain — it exists only within Binance. �
CoinAlertNews.com
Not Ownership of Assets: Holding RWUSD does not give legal ownership of any underlying real-world assets (RWAs) or tokenized securities. �
CoinMarketCal
💰 How RWUSD Generates Yield
RWUSD’s yield is benchmark-linked rather than market price-dependent:
Binance benchmarks the product’s performance against yields from tokenized U.S. Treasury bills and other real-world assets.
The APR at launch was up to ~4.2%, with daily rewards distributed as additional RWUSD credits. �
CoinAlertNews.com
This structure aims to offer more consistent returns — similar to fixed-income products — without exposing users directly to market price volatility.
🛠 How it Works: Subscription & Redemption
Subscription
Users subscribe using USDT or USDC (availability may vary by region).
Binance issues RWUSD to users’ spot accounts with no subscription fees. �
Finbold
Redemption Options
Fast Redemption: Instant redemption to USDC with a small fee (e.g., ~0.1%).
Standard Redemption: A longer settlement period (e.g., ~3 days) with a lower fee (e.g., ~0.05%).
Regardless of initial stablecoin, redemption is done in USDC at 1:1. �
CoinAlertNews.com
🧾 Additional Utility
RWUSD isn’t just for passive yield; Binance has integrated it into other platform features:
✅ Collateral for Loans: RWUSD can be used as collateral for Binance VIP Loans, giving users liquidity options while still earning yield. �
✅ Margin and Futures Integration: More recently, Binance added RWUSD as a reward-bearing asset in futures margin products, meaning holders can earn yield even when using it to trade. �
COINOTAG
Blockchain News
These utilities enhance the product’s versatility for traders and yield seekers alike.
💡 Strategic Implications
For Binance
RWUSD demonstrates Binance’s push into real-world asset (RWA) adoption, aligning crypto yield products with traditional finance returns. �
Finbold
By confining RWUSD to its ecosystem, Binance retains control over risk management and compliance.
For Users
Provides a relatively predictable yield alternative to volatile crypto staking or DeFi farming.
Especially relevant for conservative investors seeking steady returns without exiting the platform.
⚠️ Risks & Limitations
While RWUSD offers attractive features, there are key things to understand:
❗ Not Tradable or Withdrawable: RWUSD cannot be transferred to external wallets or traded like other tokens. �
❗ Yield Subject to Change: APR and product terms are set by Binance and may be adjusted. �
❗ No Direct Claim to Real Assets: Users benefit from yield benchmarks but lack legal claims to underlying tokenized securities. �
CoinAlertNews.com
AInvest
CoinMarketCal
📊 Final Thoughts
Binance’s RWUSD represents a growing trend in crypto: bridging real-world financial yields with digital asset platforms. By offering a stable, principal-protected yield product that integrates with margin and loan services, Binance is expanding options for both conservative investors and active traders. However, users should carefully understand its internal nature, limitations, and the fact that RWUSD is not a tradable or on-chain asset. #RWUSDT #cryptooinsigts #BinanceSquareTalks #MarketImpact #TrendingInvestments

Sui’s native token [SUI] continued to trade below the $1 mark on Wednesday, even as institutional access to the asset broadened following the launch of two separate staked SUI exchange-traded products in the U.S.
The muted price reaction came despite announcements from Canary Capital and Grayscale on 18 February. They unveiled investment vehicles designed to offer regulated exposure to SUI while capturing on-chain staking rewards.
At the time of writing, SUI was trading around $0.95, down more than 1.7% on the day. It was trading near its lowest levels since late 2023, according to TradingView data.
Two staked SUI products go live
On Wednesday, 18 February, Canary Capital announced the launch of the Canary Staked SUI ETF [SUIS], which began trading on Nasdaq. 
The fund provides spot exposure to SUI, the native token of the Sui Network, while also participating in the network’s proof-of-stake validation process. Net staking rewards are reflected directly in the fund’s net asset value.
According to Canary, the product is aimed at investors seeking regulated exposure to emerging Layer-1 networks.
On the same day, Grayscale also rolled out its own staked SUI product [GSUI], expanding its suite of single-asset crypto vehicles beyond Bitcoin and Ethereum. 
While structured differently from an ETF, the Grayscale product similarly allows investors to gain exposure to SUI alongside staking yield. It reinforces the firm’s longer-term view on proof-of-stake networks.
The near-simultaneous launches suggest rising institutional interest in Sui as an investable network, even as broader market sentiment remains cautious.
Institutional access widens as price stays under pressure
Despite the expansion in access, SUI’s price failed to respond positively to the news. The token has been locked in a steady downtrend since late 2025, falling from highs above $3 to below $1, with recent rallies repeatedly rejected.
Trading volume spiked briefly following the ETF announcements. Still, momentum quickly faded, indicating that the new products have yet to attract significant speculative inflows.
The lack of immediate upside may reflect the current macro backdrop and a broader shift toward long-term accumulation rather than short-term positioning. 
Staked products, in particular, tend to appeal more to allocators focused on yield and network fundamentals than to momentum-driven traders.
Final Summary
Canary’s SUIS and Grayscale’s GSUI expand regulated access to SUI with staking yield, signalling growing institutional product interest in the network.SUI still trading below $1 suggests the market is prioritizing broader risk conditions over ETF/ETP launches, keeping near-term price reaction muted.
#cryptooinsigts #CryptoNewss #suicoin

The world’s largest asset manager has unveiled plans to transform Ethereum’s staking rewards into a mainstream investment product.
In an updated SEC filing for its proposed iShares Staked Ethereum Trust, BlackRock explained the costs investors will pay for using its staking service. 
The proposed ETF will charge a 0.25% annual sponsor fee, but for the first year, this will be reduced to 0.12% on the first $2.5 billion in assets.
This discounted rate is meant to attract early investors and quickly build scale. However, this is only part of the cost. BlackRock will also take 18% of the staking rewards generated from Ethereum [ETH].
Unlike the sponsor fee, which applies to total assets, this staking fee comes directly from the rewards. When service provider costs are added, investors face a layered fee structure. They must calculate their actual net returns instead of relying solely on headline figures.
Other details of BlackRock’s Staked Ethereum ETF
Beyond pricing, BlackRock is also managing how much of its Ethereum will be staked, with the ETF planning to stake between 70% and 90% of its holdings.
This allocation is designed to balance income generation with operational flexibility. The staked portion earns rewards that gradually increase the fund’s Net Asset Value, while the remaining 10% to 30% stays unstaked to meet redemptions and cover expenses.
Since unstaking Ethereum can take days or even weeks, keeping some assets liquid helps avoid delays and liquidity stress during periods of heavy withdrawals.
Remarking on the same, an analyst noted,
“If approved, this bridges traditional capital with native crypto yield mechanics inside a compliant wrapper.”
Grayscale started this race
While BlackRock’s move is significant, Grayscale had set the precedent on the 6th of  October 2025. Its Ethereum Staking ETF became the first to distribute staking rewards directly to investors in cash.
Echoing similar sentiments, another X user added,
“GRAYSCALE BECOMES FIRST U.S. SPOT $ETH ETF ISSUER TO DISTRIBUTE STAKING REWARDS TO SHAREHOLDERS.”
In January 2026, the fund paid around $0.083 per share, totaling more than $9 million.
Interestingly, this competition is unfolding alongside renewed institutional interest in crypto assets. 
What’s happening with ETH at the moment?
Ethereum ETFs have recently attracted close to $50 million in daily inflows, with BlackRock’s ETHA and Grayscale’s funds leading the trend. 
This coincided with Ethereum trading at $2,018.32 after a hike of 2.29% in the past 24 hours, at press time. However, demand is still weak. Despite support from staking and ETF inflows, short-term trading remains unstable.
Nearly $3 billion in short positions and rising Open Interest show that many traders are using leverage, increasing the risk of a sharp move in either direction.
Therefore, if prices rise quickly, short sellers will be forced to exit, driving ETH toward $3,000. But if market liquidity tightens, buyers may get trapped, causing prices to fall again.
For now, Ethereum feels like a coiled spring. A big move is coming, and it will depend on whether real buying demand finally outweighs selling pressure.
Final Summary
Staking 70% to 90% of holdings shows BlackRock is prioritizing yield while still protecting liquidity for redemptions.Grayscale’s earlier payouts proved that staking ETFs can work, making competition in this space more intense.
#Ethereum #cryptooinsigts #CryptoNewss

Liquidity is drying up across the market, and the stablecoin market cap makes it clear. Nearly $10 billion has been erased since the 2026 cycle began, underscoring growing investor caution.
Zooming in, Ethereum [ETH] tells a similar story. It’s the most liquid chain, holding over 50% of stablecoin dominance, yet it’s still down around 6% on the year, further proof that the crypto market is tightening up.
The impact is clear. DeFiLlama shows total value locked (TVL) is down $20 billion, back to pre-election levels, signaling a clear pullback in liquidity and indicating that capital just isn’t flowing into DeFi like it used to.
Overall, low liquidity is a major factor behind the crypto market’s cautious mood. Against that backdrop, news of the Federal Reserve injecting $16 billion in liquidity this week was enough to spark a market frenzy.
What makes the timing even more interesting is that the injection comes right after recent macro data, like the U.S. Consumer Price Index (CPI), showed cooler inflation, pushing the Fed to step in and add fresh liquidity.
According to AMBCrypto, this is a much-needed lifeline for the crypto market. Liquidity has been pulling back sharply, and naturally, fresh capital could help boost markets while creating new opportunities for investors.
The bigger picture? This injection also ties into another key development.
Crypto market signals rare BTC accumulation opportunity
Zoom out, and Gold (XAU) is still up around 14% so far this year.
Even with the recent sell-offs, it’s only down 12% from its late January peak at $5.5k. Meanwhile, Bitcoin [BTC] has taken a larger hit, correcting 22% over the same period, which has pushed the BTC/Gold ratio even lower.
The result? The monthly BTC/Gold RSI has hit an 11-year generational bottom. In fact, for the first time, the ratio has printed 7 straight red monthly candles, showing an extreme level of relative underperformance.
Naturally, crypto market analysts are calling this a rare Bitcoin opportunity.
What makes it even more interesting is that it aligns with the $16 billion liquidity injection, giving bulls a potential edge to spark a rally in risk assets as sentiment slowly recovers from the “extreme” fear zone.
Moreover, low liquidity in the crypto market means even modest inflows could turn bullish. Still, fundamentals remain crucial before price action reflects it. According to AMBCrypto, the BTC/Gold ratio may be the catalyst to spark movement.
Final Summary
Stablecoins are down, and DeFi TVL has dropped $20 billion, showing capital is pulling back, and the crypto market remains cautious.The BTC/Gold ratio hit an 11-year generational low, aligning with the Fed’s $16 billion liquidity injection, setting up a potential Bitcoin accumulation zone.
#Fed #cryptooinsigts #CryptoNewss

Crypto may seem quiet right now, but the money is still there. Funds are sitting in stablecoins, and investors aren’t in a rush. Is a big move underway?
Stablecoins are piling up on Binance
Stablecoin Reserves on Binance have gone up over the past year, now reaching about $47.5 billion, according to CryptoQuant. That’s a massive share of the total liquidity that is on exchanges right now.
While Binance’s reserves continued rising, other exchanges like OKX, Coinbase, and Bybit saw slower growth or remained mostly flat. This has allowed Binance to pull far ahead, now holding around 65% of all stablecoins available on exchanges.
Short-term flows show ups and downs, but capital keeps returning to Binance after brief outflows.
Most of this liquidity comes from Tether [USDT], with smaller contributions from Circle’s USD Coin [USDC].
Regulation could open doors
This didn’t happen at random or overnight. It’s taking place just as the U.S. prepares for a major overhaul that could influence the next phase of crypto big time.
CryptoQuantAccording to XWIN Research Japan, the total supply of ERC20 stablecoins has now crossed $150 billion, recovering since 2024 and nearing previous highs. Supply has climbed steadily into 2026, with capital entering the system… or at least keeping itself close by.
previously reported that Japan has overtaken Singapore as APAC’s largest local stablecoin hub.
Yen-linked JPYC supply rose to about $26.4 million and helped most of the region’s rebound to nearly $60 million. While dollar-backed tokens still dominate, the regional demand for currency-specific stablecoins is evident.
The GENIUS Act, passed in 2025, is expected to fully roll out after the 2026 midterm elections, with clear rules for stablecoins. Rising stablecoin supply has often come before major market rallies, so perhaps good times are ahead.
Final Summary
Investors are preparing early for the next crypto market cycle.Stablecoin regulation after the 2026 U.S. midterm elections could unlock the next big move.
#Binance #StablecoinNews #cryptooinsigts

Wintermute, one of the top crypto market makers, has jumped on the tokenized gold trend and expects the market to grow threefold by the end of the year. 
The firm unveiled support for tokenized gold trading, starting with Tether Gold and Paxos Gold, on its over-the-counter (OTC) desk for institutional players. This marks the first of its kind, signaling growing traction in the segment.
For Wintermute CEO Evgeny Gaevoy, the on-chain gold boom could follow the path of the foreign exchange market boom. 
“We’re watching gold undergo the same infrastructure evolution that turned foreign exchange into the world’s largest market.”
He added, 
“Gold is now following that playbook, and we expect the tokenized gold market to reach $15 billion in 2026 as institutional adoption accelerates.”
Will tokenized gold triple in 2026?
Currently, the overall market cap of the on-chain gold market is about $5 billion, according to Coingecko data. At $15 billion, that would imply a 3x market growth by the end of the year. 
According to the market maker, the segment’s explosive traction is already evident. Wintermute believes that the tokenized gold market rivaled the top five traditional ETFs tracking physical gold in trading volume in Q4 2025. 
The segment, led by Tether Gold [XAUT] and Paxos Gold [PAXG], hit $126 billion in trading volume in the last quarter, outpacing the top five traditional gold ETFs for the first time. 

Source: Wintermute
Will the momentum overshadow BTC?
However, the growth is now being questioned by some analysts. For the unfamiliar, tokenized gold is a token that allows one to gain exposure to physical gold with additional advantages. It is backed by physical gold and supports 24/7 liquidity, instant settlement, and one can buy even small amounts (divisible). 
These features make it a welcome upgrade to the traditional bullion storage or ETF wrappers. According to a pseudonymous analyst, TXMC, the challenges of traditional gold are what makes BTC viable and attractive. 
Hence, the question – Will the tokenized gold boom dent BTC’s traction? 
He implored, 
“For ages now, a main story has been that BTC beats gold on divisibility, transportability, and being digital rather than analog. What happens to those advantages if fully backed, tokenized gold products gain traction and are highly liquid?”
In fact, Gaevoy recently told CNBC that the current market weakness didn’t drive capital out of crypto. Instead, the money “repositioned to tokenized gold.”
It remains to be seen whether BTC will trade as a safe haven again or if tokenized gold will derail it.
Final Summary
Wintermute CEO projected that the on-chain gold market cap could grow 3x by the end of the year to $15 billion.Tokenized gold hit $126 billion in Q4 2025, rivaling major traditional gold ETFs for the first time. 

#Wintermute #CryptoNewss #cryptooinsigts