# Research Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Research", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Falcon Finance Releases Research on Tokenized Gold, Matrixdock's XAUm Selected as One of the Top Five Gold Token Projects

Tokenized gold is emerging as a key asset class in the RWA (Real World Assets) sector, transitioning from proof-of-concept to structural development. Unlike other RWA forms, gold benefits from global pricing, deep liquidity, and established physical delivery standards, making it a critical test case for asset tokenization. Falcon Finance recently published a research report titled “The Digitalization of Bullion: A Deep Dive into Tokenized Gold and How to Earn from It,” which provides a comparative analysis of major tokenized gold projects. The study highlights five leading gold tokenization initiatives, including Matrixdock’s XAUm. XAUm, issued by Matrixport’s RWA platform Matrixdock, is backed by one troy ounce of LBMA-standard physical gold per token. The gold is stored in professional vaults in Singapore and Hong Kong, with ongoing disclosures and third-party verification to ensure transparency between reserves and token supply. The research underscores varied structural approaches in tokenized gold—covering asset backing, custody, and design—reflecting diverse use cases rather than absolute superiority. XAUm’s inclusion signifies its recognition as a structurally significant project in the global tokenized gold landscape, emphasizing real-asset backing and verifiability. As the market shifts from speculation to examining custody, structure, and long-term reliability, independent research like Falcon’s offers a framework for evaluating the evolution of tokenized gold.

marsbit01/14 09:55

Falcon Finance Releases Research on Tokenized Gold, Matrixdock's XAUm Selected as One of the Top Five Gold Token Projects

marsbit01/14 09:55

0xTodd's Investment Philosophy: Bitcoin + U.S. Bonds, a Portfolio That Lets You 'Sleep Soundly' Long-Term

English Summary: 0xTodd, partner at Nothing Research and co-founder of Ethereum staking pool EBunker, shares his investment philosophy and crypto journey in this interview. He entered crypto in 2017 after recognizing Bitcoin's real-world utility during the "WannaCry" ransomware event. His research methodology, shaped by his background in materials chemistry, emphasizes verifiable conclusions and welcomes external critique. He famously correctly predicted the collapse of Luna/UST in 2022, profiting from this structural insight. Todd's core investment thesis is a "sleep-well-at-night" portfolio: Bitcoin + US Treasury bonds. The logic is a complete hedge: if central banks keep printing money, Bitcoin benefits; if they stop, high-yield bonds provide stable returns. He identifies stablecoins as crypto's second "killer app," particularly those backed by real-world assets like US debt (e.g., BMRUSD), for their utility in global payments and settlements. On AI, he sees crypto as a natural solution for AI economy transactions, providing the necessary programmable, permissionless settlement layer. His advice for newcomers is to learn core technology (Bitcoin, Ethereum, DeFi) before trading. Key 2026 trends he identifies are: Crypto finding its role alongside AI (productivity vs.生产关系), stablecoin adoption expanding, and合规ization bringing institutional capital. Ultimately, Todd believes long-term success in crypto comes from slow, structural thinking and understanding the underlying mechanisms, not chasing narratives.

marsbit01/13 14:06

0xTodd's Investment Philosophy: Bitcoin + U.S. Bonds, a Portfolio That Lets You 'Sleep Soundly' Long-Term

marsbit01/13 14:06

Kalshi's First Research Report Released: How Collective Intelligence Outperforms Wall Street Think Tanks in Predicting CPI

Kalshi Research's inaugural report demonstrates that prediction markets consistently outperform Wall Street consensus forecasts in predicting the U.S. year-over-year CPI inflation rate. The study, covering over 25 monthly CPI releases from February 2023 to mid-2025, shows Kalshi’s market-implied forecasts had a 40.1% lower mean absolute error (MAE) than consensus predictions across all environments. The advantage was most pronounced during economic "shocks." For large surprises (over 0.2 percentage points), Kalshi's forecasts were 50% more accurate a week before the data release, improving to 60% more accurate the day before. For medium surprises (0.1-0.2 percentage points), the advantage was similarly 50%, rising to 56.2% closer to the release. Crucially, a divergence of over 0.1 percentage points between the market forecast and consensus served as a strong signal, with an 81.2% probability that a shock would occur. When the two forecasts disagreed, the market prediction was more accurate 75% of the time. The report attributes this "Shock Alpha" to three factors: the "wisdom of crowds" aggregating diverse information, superior incentive structures that reward accuracy over conformity, and more efficient information synthesis, even with the same public data. This suggests prediction markets provide a valuable, differentiated signal for investors and policymakers, especially during periods of high uncertainty.

Odaily星球日报12/24 04:00

Kalshi's First Research Report Released: How Collective Intelligence Outperforms Wall Street Think Tanks in Predicting CPI

Odaily星球日报12/24 04:00

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