SMX Stock Price, News & Analysis

SMX (SMX) on January 21, 2026 described a molecular-level traceability approach for precious metals designed to preserve verifiable provenance without altering material properties. The method pairs microscopic, tamper-resistant markers with a digital tracking system so gold and silver can carry persistent identity from extraction through refining, trading, storage, resale, and recycling. SMX highlights uses for provenance verification, counterfeit protection, digital-asset integration, and improved measurement of recycling and chain-of-custody.

SMX (NASDAQ:SMX) announced it opened a corporate account with Kraken as a deliberate treasury-infrastructure step to support its verification-based business model and the Plastic Cycle Token (PCT).

The move is framed as institutional readiness—custody, accounting, compliance, and governance—intended to let verified physical-material outcomes be handled within enterprise financial controls. SMX says this prepares PCT to operate with auditability and settlement controls without implying an immediate token launch or monetization.

SMX (NASDAQ:SMX) positions its platform as a material-level verification infrastructure that embeds molecular identity into plastics, metals, textiles, rubber, and other inputs at manufacture. The embedded marker is described as persistent through manufacturing, transport, use, and recycling and when scanned unlocks a secure digital record tied to the physical material. SMX says its solution is operating at commercial scale and aims to address tightening regulatory demands, investor and consumer scrutiny, and mandatory verification trends across packaging, batteries, and apparel supply chains.

SMX (NASDAQ:SMX) warns that the global gold market is fragile: a single counterfeit bar discovered in a major vault could trigger a widespread liquidity freeze as institutions scramble to authenticate holdings. Traditional verification fails because gold loses provenance when melted or recast. SMX promotes a molecular identity technology that embeds a permanent signature into metal so identity survives melting, enabling instant authentication. The release argues verification-first bullion will gain premium liquidity and that markets will reprice unverified gold, accelerating adoption of SMX's solution.

Security Matters (NASDAQ:SMX) announced a board-approved treasury framework and has opened a corporate account with Kraken to provide institutional-grade digital asset access. The step is described as operational infrastructure to support evaluation and management of digital assets on the company balance sheet and to underpin development of the company's Plastic Cycle Token (PCT), a virtual credit meant to represent verified recycled plastic activity rather than a general-purpose cryptocurrency. The company said the treasury approach aligns capital management with its material-level traceability and lifecycle verification platform and will be advanced under Board oversight, regulatory considerations, and balance-sheet discipline.

SMX (NASDAQ:SMX) announced it has opened a corporate account with Kraken as part of a Board-approved treasury strategy to support its long-term technology and verification roadmap. The account is described as an operational infrastructure step to enable secure custody, operational controls, and compliance-ready accounting and settlement mechanisms tied to digitally represented value.

SMX said the move aligns with development of its Plastic Cycle Token (PCT), a digital credit framework linking verified recycled plastic activity to authenticated material flows, and is intended to prepare treasury and accounting systems for verification-driven value units.

SMX (NASDAQ:SMX) announced a molecular identity framework that embeds a persistent marker into gold so the metal retains provenance through melting, refining, transport, and reshaping. SMX positions this as a shift from trust-based documentation to intrinsic, verifiable gold that carries origin and transformation history. The company argues verified bullion will trade at a premium while unverified metal faces liquidity, insurance, and compliance discounts, and that markets and regulators will increasingly price traceability.

SMX (NASDAQ:SMX) expanded its industrial rubber traceability platform into the global latex and rubber gloves market on January 14, 2026, applying its circular-rubber program for the sixth time. By embedding invisible molecular identifiers into glove materials at manufacture, SMX gives each product a persistent digital identity for authentication, categorization, and end-of-life management.

This targets a market valued at roughly $13.8 billion in 2024 and projected to top $21.6 billion by 2030, with annual consumption exceeding 330 billion units, and aims to close a traceability gap that has made large-scale glove recycling impractical.

SMX (NASDAQ:SMX) announced application of its proprietary molecular marking technology to silver, embedding invisible, durable molecular markers into material during early production to create a persistent, verifiable identity.

The embedded markers are engineered to survive high temperatures, refining, fabrication, transport, and recycling, enabling authentication and chain-of-custody verification without external tags or paper records. Each marked lot can link to a secure digital record to support origin verification, recycled-content claims, sustainability reporting, and compliance with evolving standards.

This approach extends SMX's strategy of material‑embedded identity to silver, aiming to preserve traceability as metal is transformed or reused across jewelry, industrial, clean-energy, and investment supply chains.