Ghana pulled in $11.1B in exports in just four months, with gold alone bringing in $6.8B. Reserves are climbing too. Is this a short-term gold price boost, or the start of a stronger commodity cycle for Ghana?
The Oregon Group has released a new report called “Inside the Accelerating Global Race for Lithium.”
The main takeaway is pretty clear: lithium demand is still expected to grow rapidly over the next 20 years, largely driven by EVs and batteries. But the supply side looks much more complicated.
Gold, uranium, hafnium, neodymium, rhenium, indium, and more.
Metals.io is bringing physically backed tokenized metals to Tezos, with near-instant settlement and no broker required.
Interesting one for anyone watching RWAs, commodities, AI materials, and clean energy supply chains.
Owning physical gold comes with storage, insurance, transport, and verification.
Tokenized gold removes much of that friction by handling custody, storage, insurance, and verification within the product structure.
Do you think tokenized gold will become the easier choice for most investors?
Proof of Reserves is what makes RWA backing verifiable.
For tokenized metals, it means physical assets are held in regulated storage, independently audited, and reported regularly.
Without that transparency, “real-world asset” is just a claim.
What should be the standard for RWA projects?
This is a good read on what would actually need to break for gold to hit $10,000. The article frames it less as a normal bull case and more as a monetary system stress scenario: falling real yields, weaker dollar confidence, central bank buying, and geopolitical pressure all colliding.
Middle East turmoil is pushing investors to reprice uranium as a secure, low-volatility energy source. The article argues Canada’s Athabasca Basin stands out due to high-grade deposits, geopolitical stability, and growing Western demand for reliable nuclear fuel supply.