Changpeng Zhao, known as CZ, named Dogecoin (DOGE) the most "viable" meme coin for the long term, casting doubt on other meme to
30 Jan 2026, 23:31
Changpeng Zhao, known as CZ, named Dogecoin (DOGE) the most "viable" meme coin for the long term, casting doubt on other meme tokens, during remarks at the Davos forum. DOGE remains closely linked to Elon Musk, the world’s wealthiest individual. mt in max
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30 Jan 2026, 23:32
Commodities are sending a loud signal again. Not just “gold up.”
This looks like a macro + infrastructure constraint story: access, power, metal, time.
Conversation summed up 👇🧵
Tokenized commodities are quietly going structural: value up ~6x in 2 years, active holders up ~15x. The “onchain commodity” category is no longer a side quest.
Gold’s rip isn’t one clean narrative. It’s a perfect storm of overlapping regimes:
geopolitics
monetary debasement
USD denominator effect
safe-haven demand
Key reminder: gold behaves differently across cycles. In a true liquidity crunch, even “safe assets” can sell off temporarily. Narrative ≠ immediate price behavior.
The Bitcoin vs gold debate is mostly an access and adoption curve problem. Gold had a massive access inflection with SPDR Gold Shares. Bitcoin’s ETF era is still early.
Silver’s move isn’t only “poor man’s gold.” It’s increasingly an industrial bottleneck bet:
AI → data centers → power buildout → metal intensity.
Don’t ignore copper.
For AI/data centers, copper is a primary “plumbing” metal (transmission, wiring, equipment).
Copper’s role is structural, not hype.
Big meta-theme of the session:
Tokenization is an access layer.
It makes commodities, equities, and eventually everything else (including real estate) easier to distribute, trade, and plug into DeFi.
Commodities are sending a loud signal again. Not just "gold up.
Commodities are sending a loud signal again. Not just “gold up.”
This looks like a macro + infrastructure constraint story: access, power, metal, time.
Conversation summed up 👇🧵
Tokenized commodities are quietly going structural: value up ~6x in 2 years, active holders up ~15x. The “onchain commodity” category is no longer a side quest.
Gold’s rip isn’t one clean narrative. It’s a perfect storm of overlapping regimes:
geopolitics
monetary debasement
USD denominator effect
safe-haven demand
Key reminder: gold behaves differently across cycles. In a true liquidity crunch, even “safe assets” can sell off temporarily. Narrative ≠ immediate price behavior.
The Bitcoin vs gold debate is mostly an access and adoption curve problem. Gold had a massive access inflection with SPDR Gold Shares. Bitcoin’s ETF era is still early.
Silver’s move isn’t only “poor man’s gold.” It’s increasingly an industrial bottleneck bet:
AI → data centers → power buildout → metal intensity.
Don’t ignore copper.
For AI/data centers, copper is a primary “plumbing” metal (transmission, wiring, equipment).
Copper’s role is structural, not hype.
Big meta-theme of the session:
Tokenization is an access layer.
It makes commodities, equities, and eventually everything else (including real estate) easier to distribute, trade, and plug into DeFi.
https://x.com/Polytrade_fin/status/2017380252792520962?s=20