Commodities

Ripple's CLO Stuart Alderoty says XRP has entered a 'commodity era' after the SEC reclassified XRP, Solana and Cardano as non-securities. The move could reduce regulatory uncertainty and improve institutional access in the U.S.

Urea futures jumped 34% after the closure of the Strait of Hormuz amid Iran tensions choked commodity shipments, rattling agricultural supply chains. Traders are watching Bitcoin as investors reassess risk and potential flows into alternative assets.

Newmont's stock climbed after big analyst price target hikes, even as attributable gold reserves fell to 118.2 million ounces in 2025 following asset divestments. The company still reports sizable holdings of 12.5 million tonnes of copper and 442 million ounces of silver.

Gold and silver pushed toward historic thresholds of about $5,000 and $100 early Friday as investors continued pouring into a metals rally that began last year; analysts warn silver could have a far more explosive upside. Bitcoin underperformed the rally, trailing the precious-metals surge as flows favored safe-haven assets.

Silver plunged nearly 9% on Dec. 29, marking its steepest single-day fall since 2020, and Nassim Taleb weighed in, challenging the narratives that compare precious metals and Bitcoin as safe havens. The rout has rekindled debate over asset resilience and market fragility.

Dubai’s DMCC and Crypto.com announced a strategic partnership on Dec 16, 2025 to build blockchain infrastructure for tokenizing real-world assets in commodity markets. The collaboration aims to modernize trading, speed settlement and attract digital-asset investment to Dubai.

Copper climbed to an all-time high of $11,581.50 in Shanghai as Citigroup forecasts a $13,000 average in Q2, citing strong demand and flows into the U.S. market. The call underlines tightening physical markets and potential spillovers into related assets.

Tether has deployed roughly $1.5 billion into commodities lending and says it intends to scale up operations in the sector. The move signals a push to diversify income sources beyond traditional crypto markets.

Tether has committed about $1.5 billion to commodities lending and says it will expand those activities, signaling a strategic move to diversify how it deploys reserves backing USDT. The shift could boost yield generation but may invite closer regulatory and market scrutiny.