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Bitfinex released a report indicating that tokenized commodities are moving from early experimentation to practical application, becoming an important manifestation of the reconstruction of real-world assets (RWA) on the blockchain. The core of this shift is not to create new demand, but to reshape existing market infrastructure.Data shows that the total market value of tokenized commodities has reached approximately $7 billion, growing nearly 600% since the beginning of 2025. Current major participants include crypto-native investors and high-net-worth individuals. Amid increasing geopolitical volatility, tokenization is enhancing asset liquidity and risk management flexibility. Gold remains the primary entry point, with Tether Gold accounting for nearly 40% market share.The report points out that on-chain gold possesses characteristics such as real-time transfer and global auditability, making it more suitable as collateral compared to physical assets, and it can overcome traditional trading hours and settlement limitations. In addition to gold, tokenized commodities have expanded into areas such as oil, natural gas, and agricultural products, with soybeans and soybean oil each around $400 million, and green financing-related exposure around $850 million, indicating that this model has cross-category expansion potential.At the same time, the traceability of blockchain has also enhanced supply chain transparency, meeting regulatory and ESG requirements. Bitfinex believes that in the future, the focus of tokenization will shift from precious metals to industrial products such as copper and oil, achieving a transition from "product innovation" to "market infrastructure upgrade" by improving collateral efficiency, asset circulation speed, and transparency.

The chairman of the U.S. Commodity Futures Trading Commission (CFTC), Mike Selig, announced the first members of the newly established Innovation Working Group, aimed at providing clear industry rules for American innovators. The working group is led by Mike Selig's senior advisor, Michael Passalacqua, and the first five members include former Latham & Watkins crypto lawyer Hank Balaban, former Patomak crypto and prediction markets advisor Sam Canavos, CFTC legal senior official Mark Fajfar, former Sidley blockchain lawyer Eugene Gonzalez IV, and CFTC Market Participants Division special advisor Dina Moussa.In addition, Mike Selig also released an Innovation Tracker, highlighting the agency's work in advancing regulatory clarity, market integrity, and technological progress, with a primary focus on areas including cryptocurrency and blockchain, AI and autonomous systems, contracts and prediction markets.

The analysis of the Drift theft incident by Slow Fog pointed out that a week before the attack, Drift adjusted its multi-signature mechanism to "2/5" (1 old signer + 4 new signers) and did not set a timelock. The attacker then gained administrator privileges, forged CVT tokens, manipulated the oracle, disabled security mechanisms, and transferred high-value assets from the liquidity pool.Currently, the stolen funds have mainly been aggregated to an Ethereum address, totaling approximately 105,969 ETH (about 226 million USD). Slow Fog stated that the flow of related funds is still being tracked.

According to Financefeeds, the decentralized derivatives platform Hyperliquid saw a trading volume of approximately $15 billion in the past week, with commodity-related contracts being the main driver of this volume.Perpetual contracts for commodities such as crude oil, gold, and silver continue to dominate the most active trading markets, with crude oil perpetual contracts exceeding $1.2 billion in 24-hour trading volume on certain trading days, and silver perpetual contracts averaging about $1.25 billion in daily trading volume. The platform's total daily trading volume once reached $15 billion, with a significant increase in the share of non-crypto market trading.Hyperliquid's HIP-3 framework allows for the creation of perpetual contracts linked to various assets such as commodities, stocks, and indices, driving trading activity to diversify rapidly from traditional crypto pairs like Bitcoin and Ethereum.

According to Jinshi reports, Federal Reserve Chairman Powell stated that economic growth is robust, and the overshoot in commodity inflation is mainly due to goods and tariffs.

According to Jinshi reports, Federal Reserve Chairman Powell stated that whether we can ignore energy inflation depends on whether we can curb commodity inflation.

According to Aptos officials, the U.S. Securities and Exchange Commission (SEC) has officially recognized APT as a digital commodity, rather than a security.This recognition stems from a joint statement issued by the SEC and the U.S. Commodity Futures Trading Commission (CFTC), with both regulatory agencies making the above statement with full authoritative explanation.

Driven by geopolitical risks and shipping disruptions, the commodities sector has shown a strong upward trend, with natural gas prices recently on the rise. The Gate contract commodity section has launched NG (natural gas) for the first time, reaching a peak of $3.312 within 24 hours, currently reported at $3.245.In addition, the attention and participation in crude oil funding remain high. According to data from the Gate platform, XTI (WTI crude oil) reached a peak of $110.53 within 24 hours, currently reported at $109.36; XBR (Brent crude oil) peaked at $113.84 within 24 hours, currently reported at $109.86, with significant market volatility. According to CoinGlass data, the trading volume for Gate XTI (WTI crude oil) contracts reached $18.03 million within 24 hours, while XBR (Brent crude oil) contracts reached $12.09 million, both ranking first in the industry.Currently, the Gate contract section has fully covered traditional financial assets including stocks (a total of 57), metals (a total of 12), indices (a total of 15), forex (a total of 3), and commodities (a total of 3). The trading targets include mainstream varieties such as gold, silver, crude oil, natural gas, euro, pound, Dow Jones Industrial Index, and Hang Seng Index, supporting 7×24 hours continuous trading, with a maximum leverage of 100 times, continuously creating an efficient multi-asset one-stop trading platform for global users.

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.

The founder of Binance, CZ, responded to early Bitcoin investor Davinci Jeremie regarding the "zero balance" experience of his multi-signature wallet, stating that if a wallet software upgrade changes the derivation path, it is "very bad and scary," referring to it as "self custody perks."Previously, Davinci pointed out that his 2-of-3 multi-signature wallet was unable to find the original address and balance despite using the correct private key due to a software change in the derivation path, and he ultimately relied on the saved old path to recover it. Several industry participants added that different standards (such as BIP44, BIP84, BIP86) can generate different addresses under the same mnemonic phrase, and if a wallet upgrade is not adequately prompted and migrated, it could lead to users misjudging the risk of asset loss.

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 the Hong Kong Wen Wei Po, the Hong Kong Gold Exchange held the opening ceremony for the Year of the Horse yesterday on the fourth day of the Lunar New Year. In his speech, the chairman of the Hong Kong Gold Exchange, Zhang Dexi, stated that the exchange has officially partnered with a member company of Alibaba Group to develop a digital commodity blockchain, as well as an international precious metals trading platform and clearing settlement system. This initiative aims to unify risk control and regulatory systems for Hong Kong's spot, futures, digital gold, BtoC trading, actuarial center, and over-the-counter (OTC) transactions, with an expected completion within six months, and hopes to connect with the "Hong Kong Gold Central Clearing System" established by the SAR government.

According to Jin Ten, Federal Reserve Governor Barr stated that evidence is needed to show that commodity price inflation is consistently declining before further rate cuts.

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 Jinshi reports, Federal Reserve Chairman Powell stated that the core Personal Consumption Expenditures (PCE) excluding the impact of commodity tariffs is slightly above 2%, which is a healthy progress in terms of inflation.