In yesterday's global public company treasury dynamics, Aurelion Inc. (Nasdaq: $AURE) once again became the market focus. As the first Nasdaq-listed company to use Tether Gold (XAUT) as a primary strategic reserve asset, Aurelion is executing an aggressive and forward-looking "digital gold reserve" plan.
1. Key Developments Yesterday: Tether Increases Holdings and Treasury Expansion
According to the latest regulatory filings and market news, Aurelion is deepening its collaboration with Tether, the world's largest stablecoin issuer. Reports from yesterday indicated that Tether has completed a strategic acquisition of approximately 21.5% equity in Aurelion through its investment entity.
Use of Funds: This financing is part of its $100 million private investment in public equity (PIPE) plan, with funds explicitly allocated for increasing holdings in Tether Gold (XAUT).
Latest Holdings: Aurelion has previously completed its first purchase of $134 million in XAUT (average price of about $4,021 per coin), aiming to further expand its treasury size through subsequent financing.
2. Why XAUT? (Analyzing the Investment Logic of $AURE)
Traditional public companies (like MicroStrategy) prefer Bitcoin, but Aurelion has chosen "tokenized gold" as its differentiated path.
Physical Backing and On-Chain Transparency: Each XAUT represents one ounce of LBMA-standard physical gold stored in Swiss vaults. Compared to 98% of paper gold that cannot be directly redeemed, XAUT offers 24/7 on-chain real-time verification and physical redemption capability.
Volatility Resistance and Liquidity: In an environment of unclear Federal Reserve policies and severe fluctuations in the cryptocurrency market, the volatility of gold as a safe-haven asset is significantly lower than that of Bitcoin. Aurelion utilizes blockchain technology to "granularize" gold (minimally divisible to 0.000001 ounces), greatly enhancing the asset liquidity efficiency of the corporate treasury.
Yield Generation: Unlike traditional passive holding, Aurelion plans to use its held XAUT as collateral to provide to Antalpha (a Nasdaq-listed asset management company, code: ANTA) to obtain an additional annual yield of 50-100 basis points, achieving "gold yield."
3. Market Reaction and Valuation Reconstruction
Stock Price Volatility: Influenced by Tether's investment and gold prices being at historical highs (recently breaking $5,500), the $AURE stock price has shown extremely high Beta characteristics, becoming the preferred target for investors betting on the "digital gold" leverage effect.
Institutional Endorsement: With Antalpha holding a controlling stake and serving as a strategic cornerstone, and Tether directly investing, this marks that $AURE has transformed from a traditional wealth management company into a compliant RWA (Real World Assets) cornerstone platform.
The rise of Aurelion signifies the "third wave" of treasury management for public companies:
First Wave: Cash-centric (traditional logic).
Second Wave: Bitcoin-centric (MicroStrategy model, pursuing high growth and high volatility).
Third Wave: RWA Yield-Generating Assets (Aurelion model, pursuing a balance between asset solidity and on-chain efficiency).
For institutional investors seeking to avoid the risks of fiat currency depreciation while unwilling to bear the extreme volatility of cryptocurrencies, $AURE offers a perfect "entry point into U.S. stocks."
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