#GOLD #XAUT
⚠️ Problem: Illusion of ownership (98% of the market)
Most investors buy gold through ETFs or bank accounts. This is convenient, but it carries hidden risks:
• Unallocated assets (IOU): You own a piece of paper that says “I owe you gold.” You don’t know your bar number or where it is.
• Logistical collapse: In the event of a global financial crisis, thousands of investors will simultaneously demand physical delivery. Moving billions of dollars of metal in one day is physically impossible.
• Price gap: In a moment of panic, the price of real bars can skyrocket, while the price of “paper” gold will fall due to the impossibility of settlements.
💡 Solution: On-chain gold (Tokenization)
Schmidtke suggests switching to tokenized gold, such as XAUT (Tether Gold):
• Direct connection: Each token is inextricably linked to a specific gold bar in a Swiss vault. It’s your digital “title deed.”
• Instant Transfer: You can transfer ownership of gold anywhere in the world in seconds via the blockchain.
• Transparency: Unlike stocks, ownership can be verified and tracked in real time.
📊 Aurelion’s Strategy
Schmidtke is betting on a future where how you own an asset is as important as the asset itself:
• Already holds 33,318 XAUT tokens (approximately $153 million).
• View gold as a long-term asset, not a tool for quick arbitrage.
• Plan to raise new capital to expand the gold treasury.
