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SMX Brings a New Layer of trust to Gold as Global Uncertainty Drives Investors Toward Physical Assets

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SMX (NASDAQ:SMX) outlines how its molecular marking technology and trueGold platform aim to give gold a persistent, invisible digital identity embedded directly into the metal. This marker is designed to remain with gold through mining, refining, melting, recasting, transportation, vaulting, manufacturing, recycling and resale, and can be linked to a secure digital record covering origin, composition, provenance and chain of custody.

According to SMX, this “Digital Material Passport” approach is intended to help miners, refiners, banks, vaults, custodians, manufacturers and jewelers document provenance and responsible sourcing, keep physical gold tied to its history even as it changes form, and maintain traceability for both newly mined and recycled gold as global scrutiny and prices increase.

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Market Context

SMX had a -4.4% 24-hour reaction to the preceding day’s traceability announcement, adding a mixed hi...
Analysis

SMX had a -4.4% 24-hour reaction to the preceding day’s traceability announcement, adding a mixed historical reference to this gold-focused technology narrative. The effective F-3 resale registration added separate financing context.

Historical Context

5 past events · Latest: Aug 25 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Aug 25 Plastic traceability Positive -4.4% Plastic Cycle Token positioned as a tool for recycled-plastic economic management during market disruptions.
Aug 19 Traceability positioning Positive +0.0% Company highlighted media attention and broader material-identification applications across global supply chains.
Jul 21 Textile traceability Positive +14.9% Molecular marking and Digital Material Passport capabilities were linked to European Union fashion-waste rules.
Jul 20 Plastic recycling positioning Positive +6.9% Company connected recycled-plastic verification with rising costs and potential plastic taxes.
Jul 20 Half-year progress Positive +6.9% Company reported financing, cash-position, liability-reduction and shareholder-equity developments.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Positive promotional and traceability-focused news produced mixed reactions, with two divergences and three aligned gains.

Key Terms

molecular marking technology, molecular marker, chain of custody, assays
4 terms
molecular marking technology technical
"Through its molecular marking technology and trueGold platform"
Molecular marking technology uses tiny, identifiable tags attached to chemicals, drugs, or biological materials so they can be tracked, authenticated, or detected with lab tests. Think of it as a microscopic barcode that helps manufacturers prove a product’s origin, follow it through the supply chain, or enable more precise diagnostic tests. Investors watch this because it can reduce counterfeiting, aid regulatory approval, create licensing or service revenue, and strengthen a company’s competitive position.
molecular marker technical
"embeds an invisible molecular marker directly into gold"
A molecular marker is a specific biological signature—such as a particular gene, protein, or pattern of molecules—that signals the presence, type, or behavior of a disease. Like a fingerprint that helps identify who committed a crime, it helps doctors and researchers detect conditions earlier, choose targeted treatments, or measure whether a therapy is working. For investors, molecular markers matter because they can drive demand for diagnostic tests, enable precision drugs, and influence regulatory approval and commercial value.
chain of custody regulatory
"origin, composition, provenance and chain of custody"
"Chain of custody" is the process of keeping a clear and documented record of how physical or digital evidence is handled, from collection to final use. It ensures that the evidence remains unaltered and trustworthy, much like tracking a package from sender to recipient to confirm it hasn't been tampered with. This is important for investors because it helps verify the integrity and accuracy of information or assets being evaluated.
assays technical
"Gold certification has traditionally relied on assays"
Assays are laboratory tests that detect or measure a specific substance, molecule, or biological activity—for example whether a drug reaches its target, how much of a chemical is present, or whether a diagnostic marker exists. Think of them like quality-control checks or sensors that tell you if an ingredient and its amount meet a standard. For investors, assay results drive clinical decisions, regulatory approval, manufacturing quality and timelines, all of which affect a company’s value and risk.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK CITY, NY / ACCESS Newswire / August 26, 2026 / As gold surges toward new highs and investors seek refuge in assets they can physically own, SMX (NASDAQ:SMX) is giving the world's most enduring store of value something it has never had: a persistent digital identity embedded directly into the metal. Through its molecular marking technology and trueGold platform, SMX can mark gold at the molecular level, creating an invisible, tamper-resistant identity designed to remain with the material through refining, melting, recasting, transportation, vaulting, manufacturing, recycling and resale. That identity can be connected to a secure digital record documenting the gold's origin, composition, provenance and chain of custody-creating a new layer of trust that travels with the asset itself.

The timing is significant. Gold has surged as investors confront mounting concerns over U.S. debt, bond-market stability, the dollar and geopolitical risk. As the price of physical gold rises, so does the importance of knowing exactly what the metal is, where it came from and whether its history can be established with confidence.

Putting Identity Into Gold

SMX's technology embeds an invisible molecular marker directly into gold, creating a persistent identity that can remain associated with the material as it moves through the supply chain. The identity can be read and linked to a digital record containing information about origin, composition, movement and chain of custody.

That matters because gold routinely changes form. It is mined, refined, melted, recast, transported, vaulted, manufactured and recycled. Conventional documentation can describe those transactions, but it does not necessarily remain physically connected to the material itself.

SMX's approach is designed to bridge that gap by putting the identifier into the gold.

Through its trueGold platform, the company is developing applications across the gold lifecycle, from mine and refinery through bullion, jewelry and other finished products. The system is also designed to preserve traceability when gold is recycled and re-enters the supply chain.

From Mine to Marketplace

The application begins with provenance. Gold can be assigned a molecular identity as it enters the supply chain, with information about its origin recorded digitally. As the material moves through refining, casting, transportation, vaulting and manufacturing, that identity can continue to be read and associated with its history.

For miners and refiners, this can provide a mechanism for documenting provenance and responsible sourcing. For banks, vaults and custodians, it can add another layer of confidence when identifying physical holdings. For manufacturers and jewelers, it can provide additional information about the origin and composition of precious metal entering their supply chains.

The same infrastructure can support recycled gold, allowing material to retain a documented history when it is melted, recast and returned to the market.

Making the Physical Asset Part of the Record

Gold certification has traditionally relied on assays, refinery markings, serial numbers, certificates and custody records. SMX adds a different layer: an identity incorporated into the material itself.

That distinction is important as gold moves through increasingly complex global supply chains. The metal can cross borders, change ownership and physical form, creating opportunities for provenance to become disconnected from the underlying asset.

By connecting the molecular identity of the physical gold to a digital record, SMX is designed to maintain that connection through those transitions.

The result is a system in which the material and its information can remain linked rather than existing as separate records.

A Digital Record for a Physical Asset

SMX is not attempting to turn gold into another digital asset. It is using digital infrastructure to make the physical asset more identifiable and its history more accessible.

That approach is central to the company's Digital Material Passport strategy, which connects physical materials to digital records containing information about origin, composition, authenticity, chain of custody and lifecycle.

For gold, that creates the potential for a continuous record extending from mine to refinery, from refinery to vault or manufacturer, and ultimately through recycling and resale.

As gold becomes more valuable and supply chains face greater scrutiny, the ability to establish what the metal is and where it came from becomes increasingly consequential.

SMX's proposition is simple: the certification record should not merely travel with the gold. The gold should carry its identity.

ABOUT SMX (SECURITY MATTERS) PLC

SMX (Security Matters) PLC (NASDAQ:SMX) develops molecular traceability and material authentication technologies designed to strengthen supply-chain transparency and integrity across global industries. Its platform embeds invisible molecular markers directly into physical materials-including solids, liquids, and gases-allowing them to carry a persistent identity that can be detected and verified throughout their lifecycle.

Contact: Billy White/ billywhitepr@gmail.com

SOURCE: SMX (Security Matters) Public Limited



View the original press release on ACCESS Newswire

FAQ

How does SMX (NASDAQ:SMX) create a digital identity for physical gold?

SMX embeds an invisible molecular marker directly into gold, creating a persistent identity linked to a digital record. According to SMX, this record can store origin, composition, provenance and chain-of-custody data, helping keep the material and its history connected throughout the gold lifecycle.

What is the SMX trueGold platform and how does it apply to the gold supply chain (SMX, SMXWW)?

The trueGold platform applies SMX’s molecular marking and digital records across the gold lifecycle, from mine and refinery to bullion, jewelry and recycling. According to SMX, it is designed to preserve traceability as gold is refined, recast, transported, vaulted, manufactured and re-enters the market.

How can SMX’s gold traceability technology benefit miners, refiners, and banks holding physical gold (SMX)?

SMX’s molecular identity and digital record can provide provenance and responsible-sourcing documentation for miners and refiners. According to SMX, banks, vaults and custodians can use the same infrastructure to add an extra identification layer to physical holdings as gold moves through complex global supply chains.

What problem in gold certification is SMX aiming to solve with its Digital Material Passport strategy?

SMX aims to address the disconnection between gold and its certification records as the metal changes form and ownership. According to SMX, embedding an identifier into the gold itself keeps the physical asset and its digital history linked, beyond traditional serial numbers and paper documentation.

Is SMX turning gold into a digital asset with its trueGold and Digital Material Passport solutions (SMX)?

SMX states it is not turning gold into a separate digital asset, but using digital infrastructure to better identify physical gold. According to SMX, the focus is on making the metal’s origin, composition and chain of custody more accessible and verifiable across its lifecycle.

How does SMX’s technology support traceability for recycled gold in the market (NASDAQ:SMX)?

SMX says the same molecular identity and digital record can remain with gold when it is melted, recast and recycled. According to SMX, this allows recycled material to retain a documented history as it re-enters supply chains, supporting transparency and provenance tracking.