Tokenized gold and silver outperform Bitcoin as capital rotates into on-chain safe havens

ambcryptoPubblicato 2025-12-10Pubblicato ultima volta 2025-12-10

Introduzione

Tokenized commodities, particularly gold (PAXG) and silver (KAG), have significantly outperformed Bitcoin in 2025, according to CryptoRank data. While Bitcoin has seen negative yearly performance amid macroeconomic uncertainty, tokenized metals have repeatedly reached new all-time highs. This shift accelerated in late 2025 as investors sought safe-haven assets within the crypto ecosystem rather than exiting entirely. The trend highlights the growing role of real-world assets (RWAs) as on-chain hedges, allowing capital to rotate into precious metals without leaving the digital infrastructure. Market capitalization for tokenized gold grew from $1.8B to over $4B, reflecting real investor inflows. The movement has reignited debates about Bitcoin's role as a store of value, underscoring a maturing market where diversified on-chain safe havens are now available.

Tokenized commodities have surged ahead of Bitcoin this year, with tokenized gold [PAXG] and tokenized silver [KAG] delivering clear outperformance despite broader crypto market volatility, according to new data from CryptoRank.

Bitcoin, which reached an all-time high of $125,000 earlier in 2025, has now slipped into negative yearly performance—down roughly 4–5%—as macroeconomic uncertainty and geopolitical tensions have pressured risk assets across the board.

Bitcoin falls while tokenized metals hit multiple ATHs

While Bitcoin has struggled to reclaim its highs, tokenized gold and silver have continued to build momentum throughout the second half of 2025. They have each made new all-time highs on repeated occasions.

The rotation into commodities accelerated from October to December, coinciding with one of the sharpest fear spikes in the crypto market since 2022.

Data shows that investors have moved capital directly into tokenized precious metals, rather than exiting the crypto ecosystem entirely—underscoring how real-world assets now serve as an internal hedge.

Coingecko market-cap charts also show steady inflows, with tokenized gold rising from around $1.8B early in the year to above $4B today.

Tokenized silver remains smaller, but its upward trend reflects similar demand.

RWAs enable a new form of digital safe haven

Unlike prior cycles, this is one of the first times investors can rotate into metals without liquidating into traditional markets.

The growth of tokenization—first through treasuries, then into commodities—has given traders a crypto-native hedge that acts more like a safe-haven asset.

The mechanics now resemble traditional market behavior: risk-off sentiment pushes flows into gold exposure, except this time the move stays on-chain.

This aligns with the broader rise of real-world assets [RWAs] as one of the strongest adoption themes of 2025, especially as regulatory clarity around tokenization continues to expand in the United States.

Schiff vs CZ debate highlights the moment

The trend also reignited the long-running “Bitcoin vs gold” debate after gold advocate Peter Schiff recently argued that tokenized gold’s performance proves Bitcoin is inferior as a store of value.

Binance founder Changpeng Zhao [CZ] countered that tokenization expands the crypto ecosystem, and that the ability to rotate between assets is proof of market maturity—not weakness.

The ongoing argument reflects a deeper narrative: Bitcoin is no longer the only on-chain hedge, and capital now has the option to rotate to metal exposure without abandoning digital infrastructure.

Final Thoughts

Tokenized metals outperformed Bitcoin and reached repeated ATHs in 2025
Market-cap trends show real inflows, not just price volatility

Letture associate

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