Ayni Gold Weekly Briefing: Fed Uncertainty, Tokenized Markets, and App Updates

Gold moved through another volatile week while tokenized assets kept expanding into more public-market use cases.

We continued improving the app experience around Gold Units, portfolio actions, marketplace filters, and user notifications.

Gold and Macro Brief

Gold remained volatile around the $4,000 per ounce area.

The week started with a rebound. After weaker U.S. jobs data, spot gold rose above $4,170 per ounce and was on track for its first weekly gain after four straight weekly declines. The move came as traders reduced expectations for a near-term Fed rate hike and the dollar softened.

That recovery did not turn into a clean breakout. By July 8, gold had fallen back toward the $4,036 per ounce area after the Fed minutes showed a divided policy outlook and kept rate uncertainty alive.

The structural story is still intact. China’s central bank extended its gold-buying streak to a 20th straight month in June, adding about 14.9 tonnes and bringing reported holdings to roughly 2,346 tonnes. Short-term price action remains pressured by Fed policy, but central-bank demand and reserve diversification continue to support the longer-term gold narrative.

RWA and Tokenization

RWA activity kept expanding beyond tokenized Treasuries.

The strongest activity this week came from tokenized equities and issuer-sponsored stock tokenization. Solana closed Q2 2026 with $5.77 billion in tokenized asset spot volume, a quarterly all-time high. June alone produced more than $2 billion in tokenized stock volume, with daily tokenized equity trading reaching a $644 million record on June 24.

The more important development came from Securitize. On July 2, the company listed on the NYSE under SECZ and tokenized $295 million of its own shares on Solana and Avalanche on the same day. Unlike synthetic stock tokens, these tokenized shares represent the same common stock issued by the company itself.

That matters for the RWA market because tokenization is moving closer to regulated market infrastructure. Treasuries remain important, but the category is now expanding across equities, ETFs, commodities, gold, and issuer-controlled securities.

Ecosystem Updates

This week, we continued improving the Gold Units experience inside the Ayni Gold app.

A key update is the rollout of new email notifications for important user actions, including Gold Unit purchases, listings, and related marketplace activity. These emails help users follow what happens in their account more clearly, without needing to rely only on the app interface.

We also improved several parts of the portfolio and marketplace flow. Users can now cancel a sale directly from My Portfolio, filter multiple price levels at once in the Official Shop and Marketplace, and see the number of Gold Units available after filters are applied, along with the total.

Several missing tooltips were also added across the app, making the interface easier to understand for users exploring Gold Units, listings, and marketplace actions.

Ayni Weekly Briefing

We share weekly updates on gold, tokenized assets, product progress, and the Ayni Gold ecosystem.

Follow the latest briefings on our website, and register in our app to receive future editions directly in your inbox.