Gold meets the dollar settlement layer.
Matrixdock Gold $XAUM is now live on @Arc as its first tokenized gold asset, with eligible redemption flows accessing USDC proceeds same-day.
XAUm/USDC liquidity is also available on @Uniswap, connecting verifiable physical gold with Arc’s USDC-native liquidity and settlement infrastructure.
#Gold has historically sat apart from dollar liquidity. On Arc, $XAUM brings the two onto the same on-chain financial infrastructure.
Full announcement: https://t.co/rILlqPwlea
Elon and Chamath raise valid concerns about neocloud leverage and capital discipline.
Yet GPU rental rates continue to rise, with H100s up 35% since January, per a16z.
2027 could bring a reckoning for weaker operators. But neocloud is an industry label, not a credit rating.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
@wolfgangg37@chainlink@arc Hey @wolfgangg37 so protocols can better assess the value of $XAUM as collateral, manage lending risks and unlock broader utility across onchain finance
Matrixdock Gold $XAUM is now supported by @chainlink SmartData on @arc, bringing reserve data for builders and institutions using $XAUM as collateral or for settlement.
As RWAs move further into institutional portfolios and onchain markets, robust custody, asset segregation, and jurisdictional clarity become increasingly significant to the trust layer.
Great to see our partner @CactusCustody strengthen this foundation with the launch of the Swiss Custody.
Cactus Custody has launched its Swiss custody service, operated by ChainTech AG — a company registered in Switzerland and a member of VQF.
🇨🇭Client assets held under Swiss law. Private keys generated and held in Switzerland, not backed up offshore.
https://t.co/Nv9gtS4hWL
@jerallaire Glad to have ethereum:0x2103e845c5e135493bb6c2a4f0b8651956ea8682 join the Arc family. Looking forward to welcoming you in Singapore too, Jeremy, and show you the gold behind ethereum:0x2103e845c5e135493bb6c2a4f0b8651956ea8682.
With $XAUM live on @arc, tokenized gold is becoming part of the economic OS for the internet.
@Eva_Matrixdock of Matrixdock and @chandhok of @circle on what comes next.