A looming physical supply cap in gold markets, driven by significant stockouts and multi-month withdrawal bans, is set to collide with the rising issuance of tokenized gold, pushing for a potential repricing of token values. In this context, Turkey's recent gold sales and Sudan's declining exports to the UAE highlight the uneven dynamics affecting liquidity. As investor sentiment remains mixed, many are advised to hedge or reduce long exposure in tokenized gold vehicles, awaiting a clearer resolution to supply constraints.
“Sudanese gold exports to the United Arab Emirates plunged last year, after the military-backed government ended relations with the Gulf state.”
“Sudanese gold exports to the United Arab Emirates plunged last year, after the military-backed government ended relations with the Gulf state.”
“Hong Kong’s ambitious plan to build a technology hub near mainland China is getting a cold shoulder from real estate executives”
“Turkey sold 15% of its entire gold inventory to defend the lira and to fund energy purchases (not to mention various 'slippages').”
“Turkey sold 15% of its entire gold inventory to defend the lira and to fund energy purchases (not to mention various "slippages")”
“Turkey has sold 6 years worth of accumulated gold in 3 weeks.”
“it's pretty clear that well investors really really fled to more defensive assets, gold, silver, maybe just cash.”
“Singapore wants to be a global gold hub.”
“It has the vaults, the stability and the geopolitical tailwinds.”
“The harder question is whether it can attract the trading activity to make the market truly shine.”
“Singapore wants to be a global gold hub.”
“It has the vaults, the stability and the geopolitical tailwinds.”
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