What could affect the price of XAUt?
The price of Tether Gold (XAUt) depends on gold’s global popularity, interest from big investors, and trends in the cryptocurrency market.
- Gold’s recent rise – Possible short-term pullback but strong long-term protection against inflation
- Interest from institutions – Nasdaq-listed gold treasury adds credibility
- Tether’s gold strategy – Managing the supply chain could help keep backing stable
Deep Dive
1. Gold’s Recent Rise (Mixed Effects)
Overview:
Gold prices reached $4,023 per ounce in October 2025, up 50% this year, driven by worries about inflation and trade tensions between the U.S. and China. However, the World Gold Council warns that gold might be overbought right now (CoinDesk). Tether Gold (XAUt) has followed this trend, increasing 50.7% year-over-year to $4,004.92.
What this means:
Gold prices might drop in the short term if the market corrects from these high levels (currently about 25% above the 40-week average). But over the long term, ongoing inflation or geopolitical issues could push gold—and therefore XAUt—higher. Because XAUt is directly pegged 1:1 to gold, it acts as a digital way to protect against inflation.
2. Institutional Interest (Positive Impact)
Overview:
Aurelion Inc., listed on Nasdaq, launched a $150 million treasury fully backed by XAUt (Yahoo Finance). Additionally, Antalpha invested $43 million, expanding options for redeeming XAUt, including physical gold delivery in Switzerland.
What this means:
Being part of public markets attracts traditional investors and increases liquidity. Unlike physical gold, which trades only during market hours, XAUt can be traded 24/7, giving it an advantage during times of market uncertainty.
3. Tether’s Gold Supply Chain Expansion (Positive Impact)
Overview:
Tether stores 80 tons of gold worth $8 billion in Swiss vaults and invests in mining and royalty companies like Elemental Altus (Financial Times). This approach helps secure the gold reserves backing XAUt, which currently has a market cap of $987 million.
What this means:
By controlling gold sourcing directly, Tether reduces risks related to third parties and strengthens confidence in XAUt’s 1:1 gold backing. However, mining operations carry risks that could affect profits if gold prices don’t rise.
Conclusion
XAUt’s future depends on gold’s overall momentum and the risks in the crypto market. While signs of overbought gold suggest caution in the near term, growing institutional interest and Tether’s investments in the gold supply chain position XAUt as a link between traditional safe-haven assets and the efficiency of digital currencies.
Key question: Will gold’s price stay above $4,000 per ounce, or will profit-taking cause a drop that pulls XAUt below its $3,957 support level?
What are people saying about XAUt?
Tether Gold is gaining attention as a safe investment tied to gold, especially while the broader crypto market faces uncertainty. Here’s what’s happening:
- Nasdaq’s first XAUt treasury – A $150 million investment in tokenized gold
- More ways to trade – New exchange listings and cross-chain upgrades
- Institutional moves – Investments in gold mining and supply chain control
- Regulatory progress – U.S. compliance efforts underway
Deep Dive
1. Nasdaq adopts XAUt as a trusted asset
“Aurelion Treasury will hold $150M in Tether Gold, backed 1:1 by Swiss-vaulted bullion”
– @argosaki (3.2M followers · 18K impressions · 2025-10-09 22:44 UTC)
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What this means: This is a positive sign for Tether Gold (XAUt). Nasdaq’s treasury investing $150 million in gold-backed tokens shows growing acceptance of digital assets tied to real-world commodities. Institutional investors can now gain exposure to gold without the hassle of storing physical bars.
2. Kraken listing improves access
“XAUt now trades on Kraken with 50x leverage derivatives”
– @tethergold (890K followers · 12K impressions · 2025-09-11 14:02 UTC)
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What this means: This expands trading options and liquidity for XAUt. However, the availability of 50x leverage derivatives means traders can take bigger risks, which could increase price swings. Since XAUt is designed to be stable like gold, this could add some volatility.
3. Earning yield on XAUt
“Deposit XAUt in Telegram’s Wallet for 5-7% APY via Gold Earn Campaign”
– @DeFiOracle (312K followers · 8.4K impressions · 2025-09-05 16:08 UTC)
[View original post](https://x.com/DeFiOracle/status/1963997763575947332)
What this means: You can now earn interest by holding XAUt in certain wallets, with rates around 5-7% annually. While this may attract decentralized finance (DeFi) users, some question how these returns are generated since physical gold itself doesn’t produce income. Likely, the yield comes from lending fees or synthetic financial strategies.
4. Tether invests in gold mining
“Tether now owns 31.9% of gold miner Elemental Altus to strengthen XAUt’s supply chain”
– Tether CEO (Source: CoinMarketCap · 2025-07-25 16:00 UTC)
What this means: This is a smart long-term move. By owning a significant share of a gold mining company, Tether can better control the supply and authenticity of the gold backing XAUt. It reduces risks related to third parties but also ties XAUt’s reputation closely to Tether’s management of physical assets.
Conclusion
Overall, the outlook for Tether Gold (XAUt) is positive. Nasdaq’s adoption, strong gold market performance (up over 50% this year), and Tether’s strategic investments all support growth. However, there are risks to consider: all the gold backing XAUt is stored with a single Swiss custodian, and Tether’s audit transparency has been questioned in the past. Keep an eye on the GENIUS Act compliance timeline—if Tether secures a Big Four audit by early 2026 as planned, it could open the door to massive institutional investment.
What is the latest news about XAUt?
Tether Gold is making waves by combining gold’s recent price surge with a new listing on Nasdaq, showing strength even during a crypto market downturn. Here’s what you need to know:
- Nasdaq Gold Treasury Launch (October 10, 2025) – Aurelion Inc. raised $150 million to become Nasdaq’s first company backed by Tether Gold (XAUT).
- Holding Steady During Market Drop (October 11, 2025) – While Bitcoin fell 8.5%, XAUT remained stable, highlighting its role as a safe investment.
- Warning of Overbought Levels (October 11, 2025) – Gold prices are nearing levels that often lead to a price correction.
Deep Dive
1. Nasdaq Gold Treasury Launch (October 10, 2025)
What happened:
Prestige Wealth, a company listed on Nasdaq, changed its name to Aurelion Inc. after raising $150 million ($100 million from investors and $50 million in loans). This money will be used to create a treasury fully backed by Tether Gold (XAUT). Starting October 13, Aurelion will trade under the ticker symbol AURE, becoming the first public company built around tokenized gold. Antalpha, a partner of Tether, will handle the process that allows investors to redeem their tokens for actual physical gold through its Real World Assets (RWA) Hub.
Why it matters:
This move helps establish Tether Gold as a trusted digital version of gold, combining the benefits of blockchain technology with the reliability of traditional finance. By linking a Nasdaq-listed company to XAUT, Tether is appealing to investors who want a hedge against inflation but prefer a more conservative approach. However, since the redemption process depends on Antalpha’s system, there is some risk if that system faces issues.
(Source: Cryptotimes)
2. Holding Steady During Market Drop (October 11, 2025)
What happened:
During a sharp 12.75% drop in the overall crypto market, XAUT’s price actually rose slightly by 0.2% to $4,010. Meanwhile, Bitcoin’s price fell by 8.5%. Over the year, XAUT has increased by 50%, closely following gold’s strong performance.
Why it matters:
XAUT’s ability to stay stable while other cryptocurrencies dropped shows it can act as a safe haven during market turbulence. However, the World Gold Council has noted that gold prices are currently “overbought,” meaning they are about 25% higher than the average price over the past 40 weeks ($4,023 per ounce). This suggests gold prices might soon pull back. Investors should watch the $4,000 mark closely, as it’s an important psychological level.
(Source: CoinDesk)
Conclusion
Tether Gold is becoming an important link between the world of cryptocurrencies and traditional safe investments like gold. Its recent Nasdaq listing and ability to withstand market downturns highlight its growing acceptance, especially among institutional investors. However, with gold prices currently high, some short-term price adjustments may be expected. The big question is whether Aurelion’s success will encourage more companies and investors to embrace tokenized commodities like Tether Gold.
What is expected in the development of XAUt?
Tether Gold’s plan focuses on making the token more useful, easier to access, and fully compliant with regulations.
- Entering the U.S. Market (Q1 2026) – Meeting U.S. regulations and completing audits.
- Physical Redemption Network (Q4 2025) – Setting up vaults worldwide for exchanging tokens for real gold.
- Cross-Chain Expansion (Ongoing) – Making XAUt work across multiple blockchain platforms through XAUt0.
- $200M Treasury Initiative (October 2025) – Building funds to support loans and increase liquidity.
Deep Dive
1. Entering the U.S. Market (Q1 2026)
Overview: Tether is working to comply with the U.S. GENIUS Act by registering as a foreign stablecoin issuer and securing an audit from one of the Big Four accounting firms for Tether Gold’s reserves (CoinMarketCap). This effort includes improving transparency to meet U.S. regulatory standards.
What this means: Approval from U.S. regulators could boost confidence and attract large investors. However, delays or stricter rules could slow down adoption.
2. Physical Redemption Network (Q4 2025)
Overview: In partnership with Antalpha, Tether plans to open physical vaults in key financial cities like Singapore and Zurich. This will allow XAUt holders to exchange their tokens for actual gold bars locally (Daily Hodl).
What this means: This makes owning XAUt more attractive to cautious investors who want the option to redeem tokens for physical gold. Challenges include the cost and complexity of running these vaults and potential geopolitical issues.
3. Cross-Chain Expansion (Ongoing)
Overview: XAUt0 is a new version of Tether Gold that works across multiple blockchains, launched on TON in June 2025. Plans are in place to expand to other blockchains like Solana and Avalanche to make it easier to use XAUt across different platforms (CoinMarketCap).
What this means: This expansion improves access and allows XAUt to be used in decentralized finance (DeFi) activities like lending and earning interest. However, there are risks related to smart contract security and cross-chain operations.
4. $200M Treasury Initiative (October 2025)
Overview: Tether and Antalpha are raising $200 million to build a digital asset treasury focused on accumulating XAUt. This fund will support loans backed by XAUt and provide liquidity for large investors (Bloomberg).
What this means: This initiative could increase demand for XAUt by locking up tokens, reducing the amount available on the market. Its success depends on participation from big investors and stable gold prices.
Conclusion
Tether Gold is focusing on meeting regulations, offering real-world benefits, and expanding across blockchains to strengthen its position as a link between physical gold and digital finance. While the outlook is positive, challenges remain, especially around U.S. regulatory approval and managing physical vaults.
How might XAUt serve as a hedge against economic uncertainty as gold prices rise?
What updates are there in the XAUt code base?
Tether Gold’s technology has recently been upgraded to work smoothly across multiple blockchain networks.
- Omnichain Upgrade (June 2025) – XAUt0 was launched, allowing easy transfers of Tether Gold across more than 40 blockchains using LayerZero technology.
- TON Integration (June 2025) – Tether Gold became available on Telegram’s blockchain, making it accessible to millions of users.
- DeFi Optimization (August 2025) – Users can now borrow money using Tether Gold as collateral through Antalpha’s lending platform.
Deep Dive
1. Omnichain Upgrade (June 2025)
What happened: Tether introduced XAUt0, a new version of Tether Gold that works across many blockchains without needing “wrapped” tokens (which are copies of tokens on other chains). This uses LayerZero’s OFT standard to enable native transfers.
This means holders of Tether Gold can move their tokens directly between popular blockchains like Ethereum, Tron, and TON. Unlike some gold-backed tokens that are synthetic, XAUt0 represents actual ownership of physical gold, while also allowing users to participate in decentralized finance (DeFi) activities like lending and arbitrage.
Why it matters: This upgrade improves liquidity (how easily the token can be bought or sold) and usefulness across different blockchain platforms. It makes gold-backed tokens more flexible and programmable within DeFi systems, which is a positive development for Tether Gold. (Source)
2. TON Integration (June 2025)
What happened: The first place XAUt0 was launched is on The Open Network (TON), which is the blockchain behind Telegram’s in-app Wallet.
With Telegram’s over 900 million users, this integration makes it much easier for everyday people to buy, hold, and send Tether Gold directly inside the Telegram app, without needing to use centralized exchanges.
Why it matters: While this may not have an immediate big impact on Tether Gold’s price, it’s a strong long-term positive because it opens up access to a huge user base and simplifies owning gold-backed tokens. (Source)
3. DeFi Optimization (August 2025)
What happened: Tether Gold can now be used as collateral to borrow money through Antalpha’s RWA Hub, a decentralized lending platform.
This means users can take out loans while still holding onto their gold-backed tokens, potentially earning interest or other returns, all while benefiting from gold’s price stability.
Why it matters: This is good news for Tether Gold because it creates new ways to earn passive income. It appeals to both institutional investors and everyday users looking to protect their assets from market ups and downs. (Source)
Conclusion
Tether Gold is transforming into a versatile, multi-chain digital asset that combines the reliability of physical gold with the flexibility of cryptocurrency. The new cross-chain features could help XAUt become as popular as traditional gold ETFs, making it easier for people to invest in gold through decentralized finance.