In short: Grouped with Tether Gold as today's tokenized-gold players. The token market cap is only "six or seven billion" (up ~5× in 24 months) and tokenization "doesn't really replace gold, it repackages it — or mobilizes it"; a solution to a problem that doesn't really exist.
1:10:12We're really taking a deep dive on the purchase programs of Tether. They're storing all their physical gold outside of the banking system in vaults in the Swiss mountains. So, it's definitely an important driver, but I think all those current players like Paxos, like Tether Gold, I think it's not going to be a major driver of this gold bull market.
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