INX RWA Digest #1: The Ultimate “Store of Value” Showdown Between Bitcoin and Gold
Welcome to the first issue of our RWA Digest, and wow, did we pick the perfect time to launch!
This week, we’re diving into the heated debate between gold and Bitcoin as premier stores of value, a topic that’s buzzing in crypto circles, especially after recent bold predictions.
We’ll also highlight fresh news in the RWA space, showing how tokenization is bridging traditional finance with blockchain innovation.
The RWA Market this Week
The RWA market is up 10.28% this month, with a total RWA market value of over $34.17B (excluding Stablecoin) and over $330B market value including stablecoin.
Another interesting thing to note is that the volume of stablecoin issued monthly is up almost 3x (200%) this month:
“Bitcoin will Flip Gold” – CZ
The Gold and Bitcoin debate is one of the longest-standing debates in crypto, with both of the assets vying for the “safe haven.” CZ, founder of Binance, made a bold claim on X this week, though:
“Prediction: Bitcoin will flip gold. I don’t know exactly when. Might take some time, but it will happen.
”
That may sound out of place since Gold is having its longest run since 1979, and well, Bitcoin has experienced two liquidation events this month alone.
For Bitcoin to “flip” gold’s estimated $30 trillion market cap, it would need to reach around $1.3–$1.5 million per BTC — a 13x increase from today’s ~$110K. Ambitious, yes, but not impossible. If you zoom out and look at the market, the conditions are aligning for Bitcoin to make that run:
The US Strategic Bitcoin Reserve, the GENIUS Act, Project Crypto, and the other laws are a sign that there is growing policy confidence in digital assets. Clearer policies equal better market conditions
There will only ever be 21 million BTC, a capped supply that has been programmed to push up demand and maintain value
Liquidity is returning as global monetary tightening slows, creating the same environment that powered Bitcoin’s 2020–2021 breakout.
Although Gold is seeing more growth right now, this setup is familiar; historically, BTC outperforms Gold when it is at its top. It happened in 2020, when gold doubled and Bitcoin climbed from $12K to $69K within a year.
You may be late to take advantage of Gold’s trade, but the great news is you’re still early to Bitcoin; the market is telling us what will happen soon. Take advantage of this and stack up Bitcoin on INX, balance your portfolio. Gold’s run may not be over. The asset is having a run it hasn’t seen in over 40 years, so it is may be a good idea to hold some tokenized Gold.
UK’s FCA Greenlights Blockchain-based Fund Tokenization
The UK’s Financial Conduct Authority (FCA) announced its new framework to allow investment funds to issue and manage their shares directly on a public blockchain. The framework, titled UK Blueprint, enables tokenized fund registers and hybrid on/off-chain trading models under existing regulation. The FCA is also exploring allowing public blockchains like Ethereum for end-to-end settlement.
This is a big deal because it opens the access for the over £14 trillion managed by UK firms to come on-chain to leverage blockchain to maximize efficiency. According to FCA’s Executive Director of Markets, “Tokenization has the potential to drive fundamental changes in asset management… The UK has the opportunity to be a world-leader here.”
For the wider market, this reinforces the step towards a fully tokenized financial world. The best part is that INX investors are getting front row to the tokenization world. Republic’s upcoming acquisition of INX offers INX investors access to the Republic private credit platform, securing the bridge between traditional finance and on-chain investing.
Other News
Eric Trump to Tokenize Real Estate with WLIF: Eric Trump announced plans to tokenize portions of his family’s real estate portfolio through World Liberty Financial (WLIF). The initiative aims to fractionalize property ownership for global investors under U.S. securities oversight.
Federal Reserve hosted a Conference on Bitcoin and Crypto Payments, October 21: The Federal Reserve hosted its first major event dedicated to Bitcoin and digital payment systems this month. The conference explored the future of programmable money, central bank policy, and blockchain-based settlement infrastructure.
How to Take Advantage of These Opportunities
INX is fully positioned to offer you easy access to leverage the RWA market within a regulated environment. Don’t forget to check the listing on https://www.inx.co/trade/markets/.