Gold

Retail investors appear to be rotating away from gold and Bitcoin ETFs and into semiconductor funds as artificial intelligence and chip exposure keep drawing capital from other major market themes. Since April, U.S. gold and Bitcoin ETFs have posted about $12 billion in cumulative outflows. Over the same period, U.S. semiconductor ETFs have attracted about $20 billion in cumulative inflows, creating one of the clearest flow splits between defensive assets, crypto exposure and AI-linked equity products. [caption id="attachment_465456" align="aligncenter" width="975"]…

A Hyperliquid trader identified as Mk4 accidentally turned a small GOLD position adjustment into a massive short-side order, creating one of the clearest recent examples of how execution settings can magnify risk in onchain derivatives. The trader was reportedly long only a few hundred thousand dollars of GOLD and intended to reduce the position with a reduce-only TWAP. Instead, the order became a 24,000 GOLD short worth about $109 million, scheduled to execute over roughly 50 minutes. Around 17,600 GOLD,…

Peter Schiff is using the latest market dislocation to argue that gold and silver are being mispriced, even as war risk, oil pressure, bond yields, and equity volatility all point toward a more defensive macro backdrop. In a May 4 post on X, Schiff said gold had fallen by more than $100 and silver by more than $2.50 while war with Iran escalated, oil and bond yields rose, and stocks weakened. His view was direct: traders were selling precious metals…

Spot trading of tokenized gold totaled $90.7 billion during Q1 2026 alone. That figure already exceeds the $84.6 billion recorded across the whole of 2025. The jump marks a notable acceleration in the real-world asset (RWA) sector. Crypto traders are pursuing 24/7 exposure to the safe-haven asset through gold-backed tokens. Gold Rally Pulls Crypto Investors Into On-Chain Bullion CoinGecko’s latest RWA report indicates that centralized exchanges handled the bulk of spot trading. That said, monthly spot volume for tokenized gold…

Gold Compresses Near A Make-Or-Break Zone Gold is back at a key decision point after a sharp correction cooled one of the strongest safe-haven rallies of the year. XAU/USD recently traded near the $4,615 area, with Investing.com showing a daily range around $4,612 to $4,636 and a 52-week range stretching from roughly $3,120 to $5,595. That means gold is still trading at historically elevated levels, but the short-term chart is no longer in easy breakout mode. Prices remain below the…

Revolut will shut down its precious metals trading service across the European Union on June 15, 2026. The move ends customer exposure to gold, silver, platinum and palladium in nearly every EEA market. Meanwhile, its crypto business keeps growing. The fintech cited Clause 6.5 of its Terms of Business and gave customers two months notice. Positions remaining after June 15 will be liquidated automatically at market rates. A quiet wind-down for commodities Affected customers received in-app notifications citing a recent…

Etherealize, the institutional-focused Ethereum (ETH) firm, published a new thesis modeling a long-term price above $250,000 per ETH if Ethereum absorbs the monetary premium currently held by gold and Bitcoin. The firm allocates roughly $31 trillion in combined gold and Bitcoin monetary premium across 121 million ETH in circulation, arguing that ETH is a better money than either asset on every criterion except established history. Etherealize Models ETH Above $250,000 If It Absorbs Gold and Bitcoin’s $31T Monetary Premium Etherealize…

Bitget, the world’s largest Universal Exchange (UEX), in collaboration with Block Scholes, has released a new report highlighting the growing convergence between crypto and traditional financial markets, as traders increasingly move across asset classes in response to global macro events. The report “Tokenised Markets on Bitget UEX: How Traders Are Utilising 24/7 Real-World Assets For Real-Time Macro Hedging,” examines trading behavior during the volatile first quarter of 2026. It finds that as macro events increasingly impact multiple asset classes simultaneously, traders are shifting…

Gold has dropped nearly 10% since the US-Iran war erupted, as rising oil prices sidelined investors. However, strong emerging market demand is keeping the market grounded. Data from The Kobeissi Letter shows that emerging economies have accounted for roughly 70% of global gold demand over the past decade. Within this, China and India alone accounted for nearly half of global purchases, highlighting their outsized influence on the market. Follow us on X to get the latest news as it happens…