Gold in Art / Art in Gold Kintsugi uses gold to magnify broken objects. It treats breakage and repair as part of an object's history, rather than something to disguise. It introduces uniqueness to common objects. The crack is traced, named, illuminated. It makes us think of impermanence and the dignity of imperfection. Some things are worth more broken than whole. What better material than gold to express this precious idea?

"Gold is no longer a tactical, cyclical asset; it's now a strategic allocation that you hold on to." Couldn't have said it better. @nixsa84 is always clear as day on @GOLDCOUNCIL's podcast. Give it a listen! x.com/GOLDCOUNCIL/status/206…

This was fun! Great to sit down with @JohnReade & @JoeCavatoni from @GOLDCOUNCIL for Unearthed — $4k is the new floor, $6k is the question. Full episode out below!

Measured in gold, the major currencies have all lost most of their value since 2000. Dollar, euro, yen, pound, franc, renminbi. Every one of them. A unit of major fiat today buys only a fraction of the gold it bought in 2000. Think about that.

Key gold events for the week: Mon - ISM Manufacturing PMI Tue - Euro-area May CPI Wed - Fed Beige Book ISM Services Wed -Australia Q1 GDP Wed -ADP Employment Fri - US Nonfarm Payrolls Inflation's still hot (PCE 3.8% y/y). The Fed tightening question won't quit.

A token will never beat this. Beautiful, physical, creative design and 100 years of history. The Swissmint 100 Years 100-Franc Vreneli coin has been nominated in the Best Gold Coin category for the 2026 Coin of the Year (COTY) Awards. Basically the Hall of Fame of numismatics. Designed by the talented Chiara Principe in collaboration with Swissmint and @MKSPAMP. One day, soon, we'll have our very own commemorative coin too.

What do you actually own when you own tokenized gold? @khem takes that question to Geneva on June 2, on stage with @hashdex's Bruno Caratori at @allnews_ch's Alternative Investments Insights. The panel asks whether digital assets are finally ready for institutional portfolios. tl;dr - YES. Join us !

Don't take our word for it. Central Banks on their gold reserves. From @GOLDCOUNCIL 2025 CB survey.

Gold has been sound money for 5,000 years. Tokenization is how it enters the next era. @rbriffod (CBO, GTSA, an MKS PAMP Company) workshop this morning: Sound Money on Digital Rails: The Return of Gold as Tokenized RWA. 📅 May 28, Zug Workshop access requires a General Ticket. No ticket, no entry. 🎟 General Ticket: luma.com/CVC26 📋 Register: luma.com/CVC26WorkshopDGLD 🌐 cryptovalleyconference.com

1/ This week’s reading list: The thesis is playing out. Bitcoin was called “digital gold” long before tokenized gold took off. A strong week for the RWA / tokenized gold narrative. Thread 👇

9/ And a little self-promotion to cap it off. An article by @khem for @allnews_ch. In 🇫🇷 allnews.ch/content/points-de…

Gold accounts for more than 90% of the commodities category.

Tokenized assets crossed $34B last month. 10x in under two years. Inside the commodities slice, gold is basically the whole thing. $5B out of $5.1B. Silver, oil, ag, rounding errors. Which makes sense. Gold's globally standardized, doesn't spoil, and people already trade paper claims on it. Smallest possible leap to put it onchain. Bitcoin's been "digital gold" for a decade, so the demand was already sitting there. The part of a16z's piece I keep coming back to is the composability gap. Only ~5% of tokenized bonds are actually deployed in DeFi. Precious metals look similar. Most of what we call tokenization right now is really just digitization. Records onchain, not building blocks. That's where we are. Infrastructure's in place, assets are there, and the shift from "put it onchain" to "make it composable" is the next leg. Slow at first, then probably very, very fast. Every major forecast (McKinsey, BCG, Ark, Standard Chartered) implies ~100x growth from here. They disagree on scope, not direction. Trend's your friend. Getting from digital receipt to programmable finance is a different problem than getting the asset onchain. That's the hard part, and it's starting now. Read the full report from @a16zcrypto here a16zcrypto.com/posts/article…

as debasement fears grow the sound money movement rises gold is back but now, it's tokenized: transferable, programmable, 24/7 tradable

Happy Bitcoin Pizza Day to everyone celebrating the most expensive "add extra cheese" in human history. Quick math: 10,000 BTC for two pizzas, worth about $41 at the time. $41 of gold back then = roughly 0.034 oz, worth about $153 today. The same 10,000 BTC? About $770 million. Tiny difference. Rounding error. Very normal lunch. Had Laszlo paid in gold, today he'd have… about enough for more pizza. Had he kept the Bitcoin, he'd have enough to buy Papa John's, rename it "Proof of Sauce," and tip the driver in generational wealth. Gold is less volatile, sure. It doesn't moon, crash, or fork. That's not a bug. That's the feature. Tokenized gold. For people who like digital assets but also like sleeping at night.

A panel : “Capital Markets 2030: Tokenization, RWAs, and the Future of On-Chain Treasury.” @khem will join @bnbhargava of G-20 Group, @FraFabracci of @tether, and Daniel Coheur of @ApexGlobalGroup for a panel moderated by @lornah111 of @partnerspenrose.

It seems like everybody agrees these days... "Tokenization is taking over."

Platinum price supported by a three-month supply of above-ground stock ow.ly/Uf3650Z1Brl

Week-ends are for reading. This week's is intense: RWAs, tokenization, DeFi, stablecoins, yield and macro stuff. This is the last cold week-end of the year wets the outdoors (let's hope). Nothing else to do than read. Thread 👇

Voltaire was not that candid.