Tokenized Gold Soars Amid Dollar Collapse

Tokenized gold records historic demand as the dollar plunges. Investors are seeking a digital exit door backed by a tangible and ancient asset: gold.

Tokenized gold, a new safe-haven asset on the rise

The Tether Gold market is booming. By the end of 2025, more than 520,000 XAUT units were circulating, each backed by one ounce of physical gold. In January 2026, the capitalization exceeded 2.6 billion dollars. This represents more than half of the gold-backed stablecoin market. Paolo Ardoino, CEO of Tether, compares the size of his fund to certain sovereign reserves.

This movement does not come out of nowhere. As geopolitical tensions intensify and inflation persists, tokenized gold appeals to a growing audience. Institutional investors, often wary of volatile cryptocurrencies, find a reliable and transparent store of value here.

Thanks to the blockchain, each XAUT token is accompanied by proof of physical holding certified compliant with London standards.

The dollar in free fall, tokenized gold soaring

The dollar index (DXY) lost 9.4% in 2025, its worst performance since 2017. Early 2026 confirms the trend with a further decline of 2.4%. This decline triggered a chain reaction: central banks purchased 220 tons of gold in Q3 2025 according to the World Gold Council. Their strategy? Reduce dollar exposure and strengthen their positions in alternative safe-haven assets.

The Comex market responded accordingly. On January 26, 2026, the ounce exceeded $5,100. A record! Analysts at Société Générale anticipate a possible peak at $6,000 by the end of 2026.

Meanwhile, Tether Gold rises as a credible digital alternative to US Treasury bonds. Its liquidity, speed of exchange, and regulatory compliance attract interest.

Tokenized gold thus establishes itself as one of the big winners in a world losing monetary bearings. Its rise poses a strategic question: will we witness a global digital dedollarization?