The firm Jefferies reported that the Tether’s gold reserves have climbed to 23 billion dollars following an aggressive buying phase. According to Wall Street analysts, the issuer of USDT surpassed almost all central banks in terms of acquisitions worldwide, consolidating this Monday as one of the thirty largest global holders of the precious metal historically.
During the last quarter of 2025 and the beginning of this year, Tether accumulated 32 metric tons of physical bullion. This buying pace, which was only surpassed by the nations of Poland and Brazil, places the private firm ahead of countries like Australia and the UAE, reflecting an unprecedented accumulation of capital in the sector.
The rise of Tether as a sovereign power in the physical gold market
Likewise, the report details that the company currently manages 148 tons of gold to back its linked digital assets. While the precious metal surpassed the psychological barrier of five thousand dollars recently, the entity took the opportunity to diversify its balance sheet, ensuring the stability of its financial ecosystem through tangible assets and security for international investors.
Furthermore, the supply of the XAUT token experienced notable growth, reaching 712,000 units in circulation during January. This increase in demand, whose main strength comes from emerging markets with weak currencies, has transformed the asset into an essential tool for preserving value against global inflation affecting multiple economies across the globe.
Nonetheless, CEO Paolo Ardoino confirmed that the institutional goal is to allocate up to fifteen percent of the portfolio to gold. This strategic decision, which seeks to reduce direct dependence on the U.S. dollar in the long run, positions the firm as a heavyweight player within modern traditional finance and the newest emerging technologies today.
Do Tether’s gold reserves represent a new era for the backing of digital assets?
On the other hand, the total valuation of the company’s investment portfolio rose to 20 billion dollars at the annual close. By integrating physical gold so deeply, the Tether’s gold reserves offer a robust security layer that minimizes systemic risk within the criptocurrency market, thus attracting new institutional capital into the ecosystem efficiently.
It is also important to highlight that the company has recently invested 150 million dollars in the Gold.com platform to expand its infrastructure. Thanks to this partnership, the entity plans to link physical gold more efficiently with digital transactions, allowing users to access ownership of precious metals with ease and transparency through the blockchain network.
Therefore, Tether’s role as a non-sovereign buyer has modified the supply and demand dynamics in metal exchanges. Analysts suggest that Tether’s gold reserves could continue to grow, as the firm acts with the agility of a private fund, while its financial capacity matches that of medium-sized national treasuries at the present time.
To conclude, diversification into gold seems to be a direct response to geopolitical fragmentation and contemporary monetary uncertainty. It is expected that the company will continue auditing its holdings to strengthen the trust of millions of USDT users, projecting a future where physical and digital backing converge to create much more resilient and predictable financial systems.
