The real-world asset sector has reached a historic milestone, causing the tokenized commodities market to rise by 53% in just six weeks. This accelerated growth, which has placed the total valuation above 6.1 billion dollars, responds directly to the rally experienced by the precious metal in global markets recently.
Since the beginning of 2026, approximately 2 billion dollars have entered this vertical, making it the fastest-growing segment within onchain tokenization today. According to recent data, the tokenized commodities market is significantly outperforming the performance of other digital assets, such as tokenized funds and stocks represented on decentralized networks.
Gold hegemony in the digitalization of real assets
Within this financial landscape, the indisputable leadership is exercised by products linked to gold, especially highlighting the Tether Gold (XAUt) token and Paxos’ PAX Gold (PAXG). Together, these two cryptocurrencies backed by physical reserves represent more than 95% of the market share, consolidating a trend toward seeking traditional safe havens under digital formats.
Particularly, the asset issued by Tether increased its capitalization by 51.6% during the last month, reaching a valuation of 3.6 billion dollars. For its part, the Paxos proposal climbed to 2.3 billion, reflecting how investor appetite for stable assets has intensified in the face of recent volatility experienced in equity and high-risk asset markets.
On the other hand, Tether has decided to strengthen its strategic position through the acquisition of a 150 million stake in the Gold.com platform. This maneuver seeks to facilitate access to physical gold through the use of USDt, allowing the integration of physical assets into digital networks to be more fluid for institutional and retail users globally.
Why are traditional assets outpacing pure cryptocurrency growth?
Likewise, the spot price of gold has shown unusual strength by rising more than 80% over the last year, marking all-time highs near 5,600 dollars. While the precious metal shines, Bitcoin has faced difficulties in recovering previous levels after a significant crash, which has generated a shift in the narrative about safe-haven assets, questioning the immediate stability of purely cryptographic assets.
In this context, industry analysts suggest that Bitcoin is currently behaving more like a high-growth tech stock than digital gold. Meanwhile, the 360% annual growth in commodities shows that investors prefer the security of a physical underlying, especially when traditional markets face periods of global economic uncertainty or financial tension.
Therefore, the volume of this market already represents one-third of the size of tokenized funds, leaving digital stocks behind by a wide margin. This phenomenon indicates that real-world asset tokenization is finding its strongest use case in products that offer a direct hedge against inflation and monetary devaluation through metal backing.
As a result, the migration of capital toward these platforms suggests a maturation of the ecosystem, where the efficiency of blockchain technology is used to optimize ancient assets. In this way, users take advantage of immediate liquidity and ease of cross-border transfer, without giving up the intrinsic security that the possession of precious metals has historically provided.
Finally, the current situation presents a scenario where the digitalization of traditional values could redefine modern investment portfolios during the coming months. However, the tokenized commodities market must demonstrate whether it can maintain this pace of ascent once the price of gold stabilizes its trading levels after the recent historic rally recorded.
