Streamex

RWA Capital Is Accelerating Into Commodity Yield 🏗

$POL is at the center of institutional RWA adoption, with Polygon's infrastructure connecting compliant asset issuers to onchain liquidity at scale.

The RWA market has validated tokenized debt and equities. The next category with real capital forming is tokenized commodities with yield.

GLDY by StreamEx has grown from near zero to $14.5 million in total asset value since mid-2025, on Base and Solana.

Holders are increasing. APY paid monthly in additional gold.

Commodity yield is the open category in the RWA stack. Capital is starting to find it.

ICYMI, here are the key highlights from our Q1 2026 earnings call:

→ $45.85M cash & investments with zero debt.
→ 10.48 oz distributed through GLDY yield.
→ Development partnership agreement announcement with $ORCA to build a decentralized secondary market for tokenized securities starting with GLDY.
→ Wintermute and Equity Trust integrations unlocking instant liquidity + IRA access.
→ GLDC launching Q3, a retail-accessible tokenized gold product backed by GLDY.
→ SLVC (silver) ready to go and launching Q3, copper, oil & gas products already on roadmap.

GLDY was the proof point. We’re building the ecosystem and infrastructure to support the tokenization of commodities at scale.

The regulatory environment is aligning. It's all coming together.

#GOLD

Institutions need Gold

$AVAX Has Shown Institutions Want Tokenized Real Assets 📊

Avalanche attracted significant institutional capital into its RWA ecosystem, validating that demand for onchain real-world assets is not speculative.

That same institutional demand is driving growth in every tokenized asset category across chains.

GLDY by StreamEx is seeing it directly in the commodity gold category.

3.50% APY paid monthly in additional gold, on Base and Solana.

The infrastructure choice changes by chain. The underlying demand is the same everywhere.

$300B Frozen Overnight Rewrote Reserve History 🔒

In 2022, $300 billion in Russian central bank reserves were frozen in a single night.

$POL and the broader RWA sector have been building alternative financial infrastructure since. Central banks took notice faster than most expected.

Gold has now topped US Treasuries in global central bank reserves for the first time on record. Foreign Treasury holdings have declined while central bank gold allocations have reached record levels.

The logic is clear. Gold can't be frozen, sanctioned, or devalued by a foreign government's policy decision.

GLDY brings this reserve-grade asset into an onchain structure.

One GLDY token equals one fine troy ounce of physical gold, with $LINK Proof of Reserve for transparent verification. The token generates 3.5% APY paid monthly in gold, within an institutional fund structure audited by EisnerAmper.

The same asset central banks are accumulating at record pace is now accessible onchain with institutional custody and productive yield.

Yield Tokenization Is Reaching Real Commodities 🔗

$ENA is the living proof that yield can be separated, tokenized, and traded as a standalone financial instrument in crypto.

That model started with stablecoins and liquid staking tokens. It is now expanding into real-world asset classes.

The $7.37B tokenized commodities sector onchain has never had a native yield product at scale.

GLDY by StreamEx generates 3.5% annually on gold held on Solana and Avalanche, creating the first yield-bearing commodity asset in the RWA stack.

The financial primitive that Pendle built is finding new markets.

Most Gold Exposure Is Not Real Gold 📊

$ONDO has built infrastructure for enterprise-grade asset connectivity, recognizing that most institutional systems operate on derivatives and proxies rather than direct asset ownership.

Gold futures, ETFs, and derivatives represent trillions in notional gold exposure. The majority of investors who think they own gold own a financial instrument that tracks its price.

Those instruments generate no yield, offer no direct ownership, and have no onchain composability.

GLDY by StreamEx is backed by physical gold, verified onchain through oracle infrastructure, and generates 3.5% annually on Base.

The RWA market is building direct ownership infrastructure where proxies have always dominated.

This is the cost of owning Gold

This is way #RWA is slowly moving to institutional chains like $POL

Owning gold has always come with a cost.

GLD ETF: 0.40% expense ratio
Vault storage: 0.50–1%

Bars and coins: insurance, security, dealer spreads

Streamex GLDY gives 1:1 gold exposure onchain and 3.5% APY paid in gold, with no storage costs. No management fees.

You hold the token. Your gold count grows.

Gold Has Never Been Truly Portable 📱

$SUI is building a consumer-grade blockchain experience, the kind of infrastructure that makes onchain assets feel as natural as mobile payments.

Physical gold requires vaults, insurance, and custody. Buying one ounce at $3,200 is not accessible to most retail investors. Moving it across borders is expensive and slow.

Tokenized gold removes all three constraints. GLDY by StreamEx on Avalanche is fractional, portable, and tradeable 24 hours a day.

It also generates 3.5% yield annually, which no form of physical gold has ever done.

The RWA layer is solving the accessibility and yield problem in gold at the same time.

The world is building onchain

Chains like $POL and $SOL are leading RWA adoption

India just digitized one of the world's largest physical gold markets.

National Stock Exchange launched Electronic Gold Receipts, exchange-traded, physically backed gold with redemption rights.

China has run the Shanghai Gold Exchange in digital form for years.

Dubai built a tokenized gold infrastructure through the DMCC. India joined the list this month.

These are the largest markets on earth, adapting to a simple reality:

Investors no longer want gold that just sits still. They want gold that moves seamlessly through modern financial systems. STreamex is the solution to this problem.

Digitization is just the first phase. Programmable, yield-bearing, globally transferable gold is what comes next.

Physical Gold Cannot Be DeFi Collateral 💡

$AAVE is one of the most capital-efficient lending protocols in DeFi, built on the premise that the right collateral unlocks better capital allocation.

Physical gold sitting in a vault earns nothing and cannot interact with onchain lending markets. It is isolated from the financial system it is supposed to protect against.

Tokenized gold changes the collateral equation. GLDY by StreamEx is a gold-backed token on Base generating 3.5% yield and capable of interacting with onchain lending infrastructure.

Gold holders can earn yield on the asset and deploy it as collateral simultaneously.

The static asset class is becoming a productive one in the RWA stack.

$2T In Central Bank Gold Earns Zero Yield 📊

$HBAR has become the preferred network for enterprise-grade institutions because they demand compliance, performance, and trust at scale.

Central banks collectively hold over $2 trillion in gold reserves. None of it yields. It sits as a store of value and nothing more.

That dynamic is the same across sovereign wealth funds, pension allocations, and institutional portfolios worldwide.

GLDY by StreamEx applies a 3.5% yield mechanism to gold on Avalanche, making one of the most widely held assets in the world productive for the first time.

The RWA market is not just tokenizing assets. It is giving them functionality they never had.

Tokenized gold is no longer a experiment

Since Q2 2025 it's been moving with the same macro signals as GLD. correlation above 0.70 and holding

Institutional desks are starting to notice

The question isn't if onchain gold fits their portfolios anymore. it's when and how much and when that allocation happens they need to verify the reserves are real

that's exactly what $LINK Proof of Reserves is built for.

The infrastructure is already there. the volumes are already there. the institutions are coming, Streamex is ready.

Gold is now the fastest growing RWA category onchain: +177% in a year.

~2.6x faster than the physical gold counterpart.

Holders choosing tokenized gold are choosing programmability on chains like $SOL over paper.

The real question is why most gold onchain still doesn't earn for holders.

This is RWA future

The first wave of real-world asset tokenization focused heavily on payments and remittance rails. $POL is leading the way

Protocols built around cross-border settlement played an important role in early adoption, but the #RWA narrative is now shifting toward yield-bearing, institutionally structured assets.

Capital is increasingly flowing into tokenized treasuries on $SOL and #Base, commodities, and productive collateral rather than simple transfer layers.

The next phase of RWAs is not about moving money faster.

It is about putting idle macro assets to work onchain.

Productive gold sits directly at the center of this transition.

Gold Costs 0.4% Per Year To Hold 💰

$AAVE redefined what it means to hold an asset, making capital productive instead of stationary.

Physical gold storage runs 0.25-0.5% annually. Gold ETFs charge management fees on top of that.

Gold holders have always paid to hold the best-performing safe haven. The asset returns nothing in exchange.

StreamEx built GLDY on Base to deliver what gold has never offered at scale, 3.5% annual yield on the underlying asset.

The cost of holding gold and the return on holding gold are now moving in opposite directions.

The Best Asset Of 2026 Yields Nothing 📊

$ENA is proof that the market rewards protocols that engineer yield where none existed before. That same logic is moving into real-world commodities with $LINK

Gold is the best-performing major asset of 2026. It is also the largest asset class in the RWA stack generating zero native yield for holders.

The GLD ETF manages over $80 billion in gold. Every dollar sits unproductive.

StreamEx solved that with GLDY. A gold-backed token on Base and Solana, generating 3.5% yield on an asset class that never had it.

The performance is already there. The yield layer is being added now.

$31B Now Sits In Tokenized Real-World Assets 🏗

$POL has become a key infrastructure layer for institutional RWA deployment, with Polygon's AggLayer designed to connect tokenized asset liquidity across networks.

Six categories now each exceed $1B onchain. US Treasuries at $13.5B.

Commodities at $7.37B. Private Credit at $6B.

The infrastructure rails are being built. The commodity yield layer is the open piece.

GLDY changes that. StreamEx built a gold-backed token on Base generating 3.5% annually for every holder.

Two parts of the same market being built at the same time.

BlackRock Missed The Biggest Gold Upgrade 🔥

$ONDO and $AVAX are the infrastructure layer institutional capital is moving onto as the RWA market matures.

BlackRock's iShares Gold ETF manages over $40 billion in assets. It generates zero yield for holders.

No traditional gold issuer, from BlackRock to Vanguard, has built yield into their gold products. The $13 trillion gold market has been productive for no one holding the underlying asset.

That is the gap StreamEx is closing. GLDY is a gold-backed token on Base and Solana, generating 3.5% yield directly on the asset.

The gap between traditional gold exposure and onchain gold just widened.

$7.37B Tokenized Commodities Market Missing Yield 🎯

Tokenized asset markets are scaling fast, and $AVAX sits at the infrastructure layer powering compliant issuance across categories.

Six asset types now exceed $1B onchain. Commodities rank second at $7.37B, behind only US Treasuries at $13.5B.

The gap is yield. Most tokenized commodity products move assets onchain without generating returns for holders.

Streamex is addressing that directly onchain, building tokenized commodities that generate real yield.

The category is already $7.37B. The yield layer is still open.