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Gold Tokenisation: The Agentic Economy and the Road to 2030
This is a summary version of my article Gold Tokenisation (Part 2): The Agentic Economy, Institutional Finance and the Road to 2030
“Stablecoins fill that need on the settlement side. Tokenised gold fills the corresponding need on the collateral and reserve side.”
For thousands of years, gold has been one of humanity’s most enduring stores of value. But in 2026, something fundamental is changing. Gold is no longer only being held in vaults, traded through traditional markets or represented through financial instruments. It is increasingly becoming programmable.
The convergence of artificial intelligence, blockchain infrastructure and tokenised real-world assets is transforming gold from a largely static physical asset into something that can move, settle and interact with financial systems in real time.
And I believe this shift is much bigger than simply putting gold on a blockchain.
The emergence of the agentic economy is changing the requirements of financial infrastructure itself. AI agents are increasingly being used for liquidity management, portfolio rebalancing, collateral optimisation, compliance and treasury operations. These systems can monitor markets continuously and execute decisions at speeds that no human team can realistically…
