吴说获悉，据 Coinglass 数据，XAUT、PAXG 和 XAU 三种黄金资产的合约持仓量均已进入前 20，其 中 XAUT 持仓量达 5.2 亿美元，PAXG 达 3.86 亿美元，XAU 达 2.3 亿美元。 （来源：吴说） ...

Tether is deepening its presence in the United States with a new investment. The move marks a major step for Tether which has historically focused on offshore and emerging markets. Tether is the issuer of the world’s largest stablecoin USDT, and is also a major gold holder. Related: Tether now holds more US treasuries than Canada, CEO reveals Strategic push into U.S. stablecoin infrastructure On Feb. 5, Tether announced its $100 million investment in Anchorage Digital, a federally chartered crypto ban ...

Gold.com (NasdaqGS:AMRK) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsCarrie Dixon - CFOGreg Roberts - CEOThor Gjerdrum - PresidentConference Call ParticipantsCriag Irwin - Director and Senior Research AnalystGreg Gibbs - Vice President and Senior Research AnalystMike Baker - Managing Director and Senior Research AnalystSy Jacobs - Equity Research AnalystTom Forte - Director and Senior Consumer Internet AnalystNone - AnalystOperatorGood afternoon and welcome to Gold.com's conferen ...

Gold.com (NasdaqGS:AMRK) Q2 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsCarrie Dixon - CFOGreg Roberts - CEOThor Gjerdrum - PresidentConference Call ParticipantsCriag Irwin - Director and Senior Research AnalystGreg Gibbs - Vice President and Senior Research AnalystMike Baker - Managing Director and Senior Research AnalystSy Jacobs - Equity Research AnalystThomas Forte - Director and Senior Consumer Internet AnalystTom Forte - Director and Senior Consumer Internet AnalystOperatorGoo ...

Financial Data and Key Metrics Changes - Revenues for fiscal Q2 2026 increased 136% to $6.5 billion from $2.7 billion in Q2 of the previous year, with a 69% increase excluding $2.5 billion of forward sales [10] - Net income for Q2 2026 totaled $11.6 million, or $0.46 per diluted share, compared to $6.6 million, or $0.27 per diluted share in the same year-ago quarter [17] - Gross profit for Q2 2026 increased 109% to $93 million, or 1.44% of revenue, from $44.8 million, or 1.63% of revenue in Q2 of last year [11] - SG&A expenses for Q2 2026 increased 132% to $59.8 million from $25.8 million in Q2 of last year [12] - EBITDA for Q2 2026 totaled $33.9 million, an increase of 109% compared to $16.2 million in the same year-ago quarter [18] Business Line Data and Key Metrics Changes - The company sold 545,000 ounces of gold in Q2 fiscal 2026, up 17% from Q2 of last year and up 24% from the prior quarter [20] - The company sold 18.6 million ounces of silver in Q2 fiscal 2026, down 15% from Q2 of last year but up 79% from last quarter [20] - The number of new customers in the DTC segment was 96,100 in Q2 fiscal 2026, up 47% from Q2 of last year [21] Market Data and Key Metrics Changes - Premium spreads remained tight through the end of 2025, with backwardation in the silver market contributing to trading losses [6] - The problem with backwardation in Q2 has eased, and the markets are moving back towards contango, which is positive for the trading business [8] Company Strategy and Development Direction - The company aims to integrate and realize cost savings and synergies from recent acquisitions while expanding both domestic and geographic reach [23] - The strategic partnership with Tether is expected to enhance liquidity and provide opportunities for growth in the physical gold markets [70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating rapidly evolving market conditions and highlighted increased consumer demand across platforms [6] - The company anticipates a strong quarter ahead, driven by elevated consumer demand and expanding premium spreads [8] Other Important Information - The company has entered into an agreement with Tether Investments for the purchase of approximately $125 million of common shares, which is expected to provide increased funding and flexibility [4] - The board of directors declared a quarterly cash dividend of $0.20 per share, payable on March 1, 2026 [18] Q&A Session Summary Question: Comparison of gold and silver performance in the December quarter - Management noted a shift back to silver, with silver now representing about 50% of total volume, and premiums for one-ounce silver products significantly higher than three months ago [29][30] Question: Impact of widening spreads on profitability - Management indicated expectations for a strong quarter due to widening spreads [34] Question: Challenges in keeping popular SKUs in inventory - Management stated that having two mints allows for greater product availability compared to competitors, although some challenges with delayed delivery remain [44][46] Question: Tether investment impact on profitability - Management expects a significant drop in interest expense and improved liquidity from the Tether investment [41] Question: Future of the Tether relationship - Management sees numerous opportunities for collaboration with Tether, including potential expansion in services and product offerings [66][70]

Tether, issuer of the world's most popular stablecoin (USDT), has acquired a $150 million minority stake in Gold.com (GOLD), deepening its push into the gold market just as the yellow metal gains traction with investors seeking stability in volatile times. The investment, announced on Thursday in a blog post, gives Tether a 12% stake in Gold.com, a platform that enables access to both physical and tokenized gold. As part of the partnership, Tether will integrate XAUT, its gold-backed token, into Gold.com’ ...

Transaction represents investment with Tether acquiring 3.371 million Common Shares at an issue price of $44.50 Gold.com will invest $20 million in Tether’s XAU₮ stablecoin COSTA MESA, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Gold.com, Inc. (NYSE: GOLD) (“Gold.com” or the “Company”), a fully-integrated alternative assets platform offering an extensive range of precious metals, numismatic coins, and collectibles, announced today that it has entered into a definitive agreement with TPM, S.A. de C.V., (“Tethe ...

Despite the market being literally a red sea, with BTC hovering around $71K and sentiment locked in extreme fear, Tether USDT continues to flex hard. In Q4 2025 (October–December), the issuer released its latest BDO-verified attestation, showing USDT hitting record highs even as altcoins bled and the October 10 liquidation cascade wiped out over a third of total crypto value. Tether reported that its USDT stablecoin added 35.2 million new users in the fourth quarter. What can we extrapolate from this in ...

The idea that investors would eventually trade their gold and silver for Bitcoin hasn’t happened yet. In fact, the opposite is occurring. In the past year, instead of crypto replacing precious metals, we are seeing a trend where crypto money moves to gold whenever the economy gets shaky. While Bitcoin, Ethereum, and XRP prices have dropped, investors have shifted their capital into gold. This is happening even though gold and silver have recently been more volatile than people are used to. It seems that w ...

Group 1 - Tether has become the largest private holder of gold and U.S. government debt, positioning itself similarly to major financial institutions [1][2][3] - The company has accumulated approximately 80 to 116 metric tons of gold, with a notable addition of 27 tons in Q4 2025 due to rising gold prices amid geopolitical and inflation concerns [3] - Tether's direct U.S. Treasury holdings exceed $122 billion, with total exposure surpassing $141 billion when including reverse repurchase agreements, making it one of the largest non-sovereign holders of U.S. debt globally [4] Group 2 - The growth of Tether's USDT stablecoin has driven significant demand for U.S. Treasuries, with nearly $50 billion in new tokens issued in 2025, raising total circulation above $186 billion [6] - The model for minting USDT involves depositing dollars that are primarily invested in short-term U.S. Treasuries, generating yield for Tether while maintaining liquidity for redemptions [7] - This strategy has established Tether as a major buyer of Treasury bills, particularly at the short end of the yield curve [7]