HOLD

PAX Gold (PAXG)

1:1 gold-backed token. Each PAXG = 1 troy oz London Good Delivery gold.

Ranked 30th of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
141/250
30th of 251
Percentile
88.4%
of the rated universe
Circulating
100%
0% of value still to vest
Off all-time high
-24.4%
1.3x to recover
EthereumERC-20+141 since last pass
01

What the numbers say

PAXG scores 141 of 250 across the 25-variable framework, which places it 30th of 251 rated tokens and inside the top quartile of the set. The framework verdict is HOLD.

PAXG is a top-10 name in the set on 4 variables. The score rests on Vesting Schedule 10/10, 1st of 251, Circulating / FDV Ratio 10/10, 1st of 251, Insider Selling 8/10, 2nd of 251 and Treasury Runway 8/10, 4th of 251.

Against the same universe, PAXG sits in the bottom third on Developer Activity 3/10, 208th of 251 and Real Staking Yield 2/10, 199th of 251. These are the variables that would have to move for the verdict to change.

100% of eventual supply is already circulating, so vesting is not a live risk for PAXG. Price has to be justified by demand rather than absorbed against a cliff.

PAXG is 24.4% off its all-time high of $5,619, a 1.3x round trip from here.

The framework score gained 141 points against the previous pass (0 to 141). Revisions of this size follow a change in the underlying variables, not a change in price.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for PAXG, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
460th of 251
Revenue Trend
471st of 251
P/S Multiple
538th of 251
Real Staking Yield
2199th of 251

Supply

Supply variables for PAXG, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
88th of 251
Vesting Schedule
101st of 251
Circulating / FDV Ratio
101st of 251
Buyback and Burn
2114th of 251

Ownership

Ownership variables for PAXG, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
626th of 251
Insider Selling
82nd of 251
Holder Concentration
510th of 251

Traction

Traction variables for PAXG, scored 1 to 10 and ranked against 251 tokens
TVL Trend
530th of 251
Active Users
491st of 251
Developer Activity
3208th of 251
Network Growth
4100th of 251

Position

Position variables for PAXG, scored 1 to 10 and ranked against 251 tokens
Market Share
720th of 251
Competitive Moat
714th of 251
Institutional Adoption
717th of 251
Exchange Depth
637th of 251
Social Mindshare
486th of 251

Risk

Risk variables for PAXG, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
86th of 251
Catalyst Calendar
3158th of 251
BTC Alpha Potential
513th of 251
Team Execution
630th of 251
Treasury Runway
84th of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Next catalyst

Gold price rally above $2,500/oz in 2025 due to Fed rate cuts and geopolitical demand.

Principal risk

Paxos trust company insolvency or loss of NYDFS BitLicense would break gold redemption peg.

04

Market and supply

Price$4,246
Market cap$1.88Brank 41
All-time high$5,61929 Jan 2026
Circulating supply442,217
Eventual supply (total supply)442,217
Dilution to full supply1x
Listed onBinance, Kraken, Coinbase

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

05

Tokens with a similar profile

These are the closest matches to PAXG measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

07

Common questions

What is the Early Thunder score for PAX Gold (PAXG)?
PAXG scores 141 out of 250 on the 25-variable framework, ranking 30th of 251 rated tokens (top quartile). The framework verdict is HOLD.
What are PAXG's strongest fundamentals?
PAXG ranks highest on Vesting Schedule 10/10, 1st of 251, Circulating / FDV Ratio 10/10, 1st of 251, Insider Selling 8/10, 2nd of 251 and Treasury Runway 8/10, 4th of 251. Ranks are measured against all 251 tokens in the same scoring pass.
What are the weakest parts of the PAXG thesis?
PAXG scores in the bottom third of the universe on Developer Activity 3/10, 208th of 251 and Real Staking Yield 2/10, 199th of 251. The single risk carried on the scorecard is: Paxos trust company insolvency or loss of NYDFS BitLicense would break gold redemption peg.
How much PAXG supply is still to enter circulation?
100% of eventual PAXG supply is circulating today, leaving 1x the current float still to arrive. At a flat price per token that is 0% of fully diluted value ahead of current holders.
How far is PAXG from its all-time high?
PAXG trades 24.4% below its all-time high of $5,619. Returning to that high requires a 1.3x move from the level used in this scoring pass.
Which tokens have a similar profile to PAXG?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to PAXG are QNT (116), NMR (98), PROP (93) and STORJ (108). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for PAXG?
Gold price rally above $2,500/oz in 2025 due to Fed rate cuts and geopolitical demand.

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.