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Featured AnalysisPrimary topicStablecoins

Tether’s XAU₮ Commands Majority of $4B Gold-Backed Stablecoin Market as Gold Surges

Jan 26, 20267:50 PMNewsroom AI

Tether’s tokenized gold, XAU₮, now accounts for more than half—around 60%—of the gold-backed stablecoin market after its supply/value surpassed $4 billion, according to market reports and Tether’s attestation [1][3][4].

The expansion of XAU₮ coincides with rising on-chain trading activity for tokenized gold and record bullion prices, with spot gold topping $5,100 amid renewed safe-haven demand as the U.S. dollar shows signs of weakening [1][2][3].

Overall market capitalization for gold-backed stablecoins grew sharply year-on-year, rising from roughly $1.3 billion in 2025 to over $4 billion as investors increased allocations to real-world asset tokenization, according to market analysis [3].

Tether’s XAU₮ now represents the dominant share of a roughly $4 billion market for tokenized gold, reflecting both higher physical-gold prices and stronger on-chain demand for gold-backed tokens [1][3][4].

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