$XAU Going long immediately?

A top-tier venture capital firm’s latest research report directly confirms it— the market size of tokenized gold has reached $5 billion. Gold naturally features global circulation, standardization, and reliance on paper certificates, making it the most solid anchor among tokenized assets. The venture capital firm defines two types of on-chain gold products as “vault ownership on the blockchain,” essentially setting the tone for Wall Street: gold is becoming the most legitimate underlying collateral in the crypto world. Top traditional financial institutions are coming out to endorse the on-chain gold, and this position is where the money is. I’m directly entering with a full position of $600k in long orders!

1. The venture capital firm cites data indicating that as of May 7, the tokenized gold market size has reached approximately $5 billion, dominating the tokenized commodity market. In contrast, tokenized silver is only about $28.1 million, and gold exchange-traded funds are about $14.1 million. The firm also specifically mentions that the two mainstream on-chain gold products essentially map the ownership of stored gold to on-chain wallets. This officially certifies that gold tokenization is a trend, and on-chain gold is upgrading from a marginal asset to an institutional-level reserve tool.
2. Top Wall Street institutions are all bullish on gold. A recent research report from DBS Bank shows that the current change in gold’s asset attributes is short-term. As speculative funds exit, gold will return to traditional value anchoring, and the target price for gold is also raised to $5,000 per ounce in Q3 2026 and $5,300 per ounce in Q4.
3. On the market, gold remains firmly above $4,550 per ounce, with spot gold locking in the psychological level of $4,500. Buying on dips is exceptionally strong. During the week of May 18, gold exchange-traded funds saw a contrarian net inflow of over $400 million, and global central banks purchased 289 tons of gold in the first quarter, a historic second-highest amount.

Full position of $600k locked in, waiting for the narrative of tokenized gold to be re-priced by global capital!