Gate Research: Ethereum Leads Tokenized Commodity Issuance | Prediction Market Volume Hits a New High

• Market Commentary: BTC and ETH are consolidating after a pullback from recent highs, with short-term positioning focused on risk control. Flows remain defensive, rotating into steadier altcoin themes such as tokenized commodities/gold, payments, privacy, and DID. On-chain, long-term holders have accelerated distribution, marking Bitcoin’s strongest sell pressure since August and signaling persistent near-term supply overhang.
• Key Data: Ethereum dominates tokenized commodity issuance with an 85% share, indicating continued concentration of RWA activity in leading ecosystems. Prediction market volume hit a new all-time high and is increasingly functioning as an on-chain “expectations pricing layer,” while Polymarket has driven a surge in USDC usage. Mizuho also upgraded Circle’s rating and highlighted its growth optionality.
• This Week’s Focus: The rebound in prediction-market activity is repricing two core narratives: (1) the value of “on-chain expectations pricing” for event-driven trading and information aggregation, and (2) stronger demand for stablecoins—especially USDC—in high-frequency settlement and in-app circulation, further tightening the linkage between stablecoins and the application layer.
• Next Week to Watch: Over the next 7 days, SUI, XDC, and EIGEN will see sizable token unlocks. The resulting supply release may disrupt prices and market sentiment in the short term; monitor the unlock schedule and the market’s absorption capacity.

Discover more details today → Gate Research: Ethereum Leads Tokenized Commodity Issuance | Prediction Market Volume Hits a New High

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Gate Ekibi
29 Ocak 2026

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