commodities

The Gate Research Institute recently released the report "Cryptocurrency Market Review for January 2026," which points out that in January, the market capitalization distribution of stablecoins on public chains remains highly concentrated. Ethereum accounts for more than half of the share, continuing its position as a core clearing and DeFi liquidity hub; Tron firmly holds second place, playing a key role as a high-frequency settlement channel in cross-chain payments and token transfers.In terms of macro assets, gold and silver prices have risen to historical highs, driving significant expansion in the tokenized commodity sector. The total market capitalization of related tokens has surpassed $5 billion, with an increase of over 35% in the past 30 days, and monthly on-chain transfer volume exceeding $13 billion, with gold-related tokens being the main growth driver. Meanwhile, the trading volume in prediction markets reached a new high of $12 billion in January, with total on-chain transaction fees exceeding $11 million. With the support of incentive mechanisms and short-cycle high-frequency contracts, trading activity and protocol revenue have both increased.On the capital side, the Web3 industry completed a total of 53 financing rounds in January, with a cumulative scale of approximately $1.82 billion, primarily flowing into blockchain services and CeFi-related sectors.In terms of security, Web3 risk events exhibit a "few large amounts, dispersed small amounts" loss structure. Contract vulnerabilities remain the primary source of risk, accounting for 34.5%; among them, Step Finance suffered a supply chain attack, resulting in asset losses of approximately $40 million, making it the largest security incident of the month.

According to the latest data from CoinMarketCap and CoinGecko, MEXC ranks first globally in the 24-hour trading volume of Tether Gold (XAUT) perpetual contracts, demonstrating strong liquidity and user activity in the digital asset trading of commodities. Coinglass data shows that MEXC's advantage in contract trading volume continues to expand, maintaining a lead in the market.In addition, MEXC has launched the "Zero Fee Festival for Commodities (Gold and Silver)," where users can enjoy zero-fee trading and multiple rewards, sharing a total prize pool of $1,000,000.

According to Jinshi reports, under the spillover effect of the cryptocurrency sell-off, gold prices fell during the Asian early trading session. IG Chief Market Analyst Chris Beauchamp pointed out that the cryptocurrency bear market has evolved into a full-blown market collapse, with widespread selling sweeping across various assets, and commodities are also deeply entrenched in a downward trend.

According to official news, MEXC has launched the "Zero Fee Festival for Commodities (Gold and Silver)" today. During the event, users can enjoy zero trading fees, high-yield staking, and massive trading rewards, sharing a total prize pool of 1,000,000 USD. Both new and existing users can participate, and completing specified tasks during the event will unlock rewards.Event time: February 5, 2026, 18:00 (UTC+8) -- March 7, 2026, 18:00 (UTC+8)

Resolv Stablecoin Protocol Review of 2025 Progress and Outlook for 2026 PlansIn 2025, Resolv built a high-performance infrastructure, achieving deep integration across multiple currency markets and yield sources. Currently, the four core asset clusters in its collateral pool include delta-neutral ETH/BTC, USD-denominated DeFi lending and money market exposure, delta-neutral altcoins, and RWA.The main goals for Resolv in 2026 include: driving continuous growth in total customer value at an institutional scale, establishing USR as a primary asset; expanding the investment scope from Q1 to cover more investment-grade tokenized funds and gradually incorporating investment-grade RWA; optimistic about the continued penetration of stocks and commodities into the on-chain derivatives market, accessing traditional assets (such as gold, other commodities, stock indices, and individual stocks) through delta-neutral strategies, and utilizing on-chain derivatives venues for hedging and liquidity support; introducing external risk experts to further enhance decision-making transparency and observability; continuing to expand in the liquidity lending market under strict risk standards; and upgrading the Resolv infrastructure to a "stablecoin as a service" platform, among others.

According to Cointelegraph, starting Tuesday, eligible MetaMask users from non-U.S. countries will be able to access 200 tokenized U.S. stocks, ETFs, and commodities, such as gold and silver, through the Ethereum network.The service allows users to obtain tokenized assets by swapping with Circle's USDC via MetaMask Swaps, converting the stablecoin into Ondo Global Markets (GM) tokens, which are designed to track the value of their underlying assets on a 1:1 basis.

KobeissiLetter posted that as Bitcoin falls to its lowest level since April 2025, the selling pressure across multiple asset classes has intensified: Natural Gas -15.5%, Ethereum -10.5%, Silver -8.0%, Gold -5.5%, Bitcoin -5.5%, WTI Crude Oil -4.5%, Nasdaq 100 Index -1.5%, S&P 500 Index -1.2%, Dow Jones 30 Index -0.8%. We are currently witnessing historic volatility in the commodities market.

According to Coinbob's popular address monitoring, influenced by the rise in copper prices, the "prestigious bulk trader" address (0x894...) has seen its unrealized profit expand to 2.2 million dollars today, with a total position size of 49.2 million dollars. Today's main profits come from copper futures contracts, with unrealized profits increasing by about 1.1 million dollars compared to yesterday. Current major position information is as follows:10x XYZ100 (Nasdaq 100 Index): Position size approximately 21.12 million dollars, average price 25,443.47 dollars, liquidation price 23,421 dollars, unrealized profit approximately 530,000 dollars (20%).10x COPPER (copper futures mapped contract): Position size approximately 18.97 million dollars, average price 5.91 dollars, liquidation price 5.5 dollars, unrealized profit approximately 1.22 million dollars (44%).5x PLTR (Palantir Technologies): Position size approximately 2.87 million dollars, average price 165.47 dollars, liquidation price 152 dollars, unrealized loss approximately 2.36 million dollars (-138%).10x MU (Micron Technology): Position size approximately 2.66 million dollars, average price 343 dollars, liquidation price 325 dollars, unrealized profit approximately 600,000 dollars (74%).This trader focuses on trading U.S. stocks and on-chain precious metals, previously being the largest bull in on-chain gold, and has now closed positions for profit, shifting the strategy focus to heavily investing in the Nasdaq and copper prices with nearly 40 million dollars.

According to the official announcement, Gate will launch multiple perpetual contract spot trading (USDT settled) on January 27 at 16:00 (UTC+8), further enhancing the global multi-asset trading landscape.The newly launched perpetual contracts cover several core sectors including precious metals, indices, forex, and commodities, including:Precious Metals Zone: XAL (Aluminum), XCU (Copper), XNI (Nickel), XPB (Lead), supporting 1--10x leverage.Indices Zone: US30 (Dow Jones Industrial Average), HK50 (Hong Kong Hang Seng Index), JPN225 (Nikkei Index), supporting 1--10x leverage.Commodities Zone: XTI (WTI Crude Oil), XBR (Brent Crude Oil), supporting 1--10x leverage.Forex Zone: EURUSD (Euro/US Dollar), GBPUSD (British Pound/US Dollar), supporting 1--100x leverage.Currently, Gate has launched precious metals, stocks, forex, commodities market, and traditional financial trading zones, covering various contract trading targets including gold, silver, crude oil, euro, pound, Dow Jones Industrial, Hang Seng Index, etc., with a maximum support of 100x leverage, continuously providing users with a synergistic trading experience between crypto and traditional financial assets.

According to Jin Ten, a survey of global fund managers by Bank of America shows that cash levels have fallen to a record low of 3.3% (previously 3.7%), while allocations to stocks and commodities have risen to the highest level since February 2022.

Dubai Multi Commodities Centre (DMCC) has signed a strategic cooperation agreement with Crypto.com to explore how to leverage blockchain technology to innovate the financing, trading, and settlement of commodities.According to the agreement, both parties will focus on practical application cases rather than abstract concepts, including the possibility of commodity tokenization, asset custody methods, liquidity support, and whether digital assets can play a role in the payment processes on the DMCC platform and its member companies.

According to market news, trading in commodity futures at the CME Group has been suspended, including futures trading for cryptocurrencies such as Bitcoin, Ethereum, and Solana.

ChainCatcher news, according to the Hong Kong Stock Exchange announcement, Hong Kong listed company Yili Holdings announced that its wholly-owned subsidiary Yili Graphite Limited and Goldpay Limited signed a cooperation agreement on October 10, 2025, to issue a utility blockchain voucher (code 76 or V76) on Ethereum, primarily for its subsidiary, with a maximum supply of 1 billion pieces. It will be listed on cryptocurrency exchanges immediately after issuance, allowing for 24-hour trading against mainstream stablecoins.Earlier news, Yili Holdings announced in July this year the issuance of nearly HKD 20 million convertible bonds for Web3 development.

ChainCatcher news, according to Jinshi reports, Powell has opened the door for a rate cut in September while remaining cautious, leading to significant fluctuations in the major commodity markets.

ChainCatcher news, according to Jinshi reports, U.S. bank strategists pointed out that the record rebound in the U.S. stock market makes it an excellent opportunity for the Federal Reserve to take profits when signaling a dovish stance at the Jackson Hole meeting. The team led by Michael Hartnett stated that investors are flocking to risk assets, optimistic that the Federal Reserve will lower interest rates to support the weak labor market. Hartnett warned that the stock market could form a bubble, believing that gold, commodities, cryptocurrencies, and emerging market assets will be the biggest winners.