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Allocated Storage

Real-World Assets • Bullion • Physical Collateral

segregated precious metal custody

Allocated Storage refers to a custody method where specific bars or quantities of a precious metal — such as gold or silver — are individually assigned and held in a secure vault on behalf of the rightful owner. The metal remains the legal property of the owner and is not commingled with other assets or used by custodians for lending or collateral.

Use Case: By holding KAU or KAG, users benefit from fully allocated storage — where every token corresponds to real, legally assigned bullion stored in insured vaults.

Key Concepts:

  • Direct Ownership — Each unit of metal is legally assigned to the holder
  • Physical Segregation — Assets are not pooled or reused by vaulting providers
  • Redemption-Ready — Owners can claim specific bars for delivery at any time
  • Risk Mitigation — Eliminates counterparty and lending-based custodial risk
  • Unallocated Storage — Pooled custody model where specific metal is not assigned to individual owners
  • Bullion Vault — Secure facility for storing physical precious metals
  • Physical Collateral — Tangible backing that underpins tokenized asset value
  • Redeemable Asset — Holdings convertible to their underlying physical form on demand
  • $KAG — Silver-backed digital currency representing 1 ounce of allocated silver
  • $KAU — Gold-backed digital currency representing 1 gram of allocated gold
  • Kinesis Money — The monetary platform backing $KAG and $KAU with allocated metals
  • Digital Bullion — Blockchain-native precious metal ownership
  • Tokenized Gold — Digital representation of physical gold with yield potential
  • Tokenized Silver — Digital representation of physical silver with yield potential
  • Tokenized Precious Metals — On-chain assets backed by vaulted gold or silver
  • Metal-Backed Tokens — Digital assets collateralized by physical precious metals
  • Resource-Backed Wealth — Capital anchored in physical assets with enduring value
  • Self-Custody — Holding assets without third-party intermediaries
  • Sound Money — Monetary systems anchored in scarcity and real-world backing

Summary: Allocated Storage is the most secure form of bullion custody — providing transparency, full legal title, and trust. It forms the backbone of tokenized metals like KAU and KAG, ensuring that digital assets are truly backed by tangible wealth.

Feature Allocated Storage Unallocated Storage
Ownership Specific bullion legally assigned to owner General claim on pooled metal reserves
Risk Profile Low — Full control and redemption rights Higher — Subject to custodian solvency
Vault Use No rehypothecation or lending Assets may be loaned or collateralized
Auditability Full — Serial numbers and bar lists tracked Limited — No assigned physical inventory
Examples KAU, KAG, vaulted private bullion ETFs, pooled accounts, paper gold

Allocated vs Unallocated — Custody Risk Reference

understanding what you actually own when you think you own metal

Custody Dimension Allocated Unallocated Paper / ETF
Legal Title You own the specific metal You own a claim on a pool You own shares in a fund
Custodian Default Metal is yours — not part of estate You become an unsecured creditor Subject to fund liquidation rules
Rehypothecation Prohibited — metal sits idle for you Permitted — your metal may be lent Common — underlying assets traded
Redemption Specific bars delivered on request Equivalent weight if available Cash settlement only
Yield Potential $KAG/$KAU earn from commerce None — storage fees subtract value None — management fees subtract value

Key Insight: Most people who believe they own gold or silver actually own a claim — a legal promise that depends on someone else’s solvency. Allocated storage removes that dependency entirely. Your metal is your metal. It sits in a vault with your name on it. If the custodian fails, the metal is not part of their bankruptcy estate. That distinction is the difference between owning wealth and renting exposure.

Allocation Verification Framework

four steps to confirm your metal is real, assigned, and redeemable

Step 1 — Confirm Allocation Status
– Verify that your metal is allocated, not pooled
– Request bar list or serial number documentation
– Confirm LBMA or equivalent certification
– If no specific metal is assigned — it is unallocated
If they cannot show you the bar, you do not own the bar
Step 2 — Audit the Vault
– Confirm independent audit schedule and reporting
– Verify insurance coverage on vaulted assets
– Check jurisdiction — multi-vault distribution reduces risk
Kinesis uses LBMA-approved vaults across jurisdictions
Trust is built on audits — not on assurances
Step 3 — Test Redemption
– Understand the physical delivery process before you need it
– Know minimum redemption thresholds and timelines
– Confirm delivery options — local pickup or international shipping
– $KAG and $KAU offer full physical redemption via Kinesis
Redemption you have never tested is redemption you do not have
Step 4 — Integrate Into Architecture
– Position allocated metal as the foundation layer of yield stack
– Layer Cyclo, SparkDEX, and Enosys above the metal base
– Secure crypto layers in Ledger or Tangem
– Document allocation details for heirs
Allocated metal is the layer that needs no blockchain to survive

Allocated Storage Checklist

verify your precious metals are real, assigned, and legally yours

1. Ownership Verification
☐ Allocation confirmed — specific metal assigned to you
☐ Bar list or serial documentation accessible
☐ LBMA or equivalent certification verified
☐ Legal title confirmed — not a pooled claim
☐ No rehypothecation clause in custody agreement
Ownership means your name — not a fund’s name
2. Vault & Insurance
☐ Independent audit schedule confirmed and current
☐ Insurance coverage verified on full allocation
☐ Multi-jurisdiction vault distribution in place
☐ Custodian solvency risk assessed
Kinesis vault status reviewed for $KAG/$KAU
Audited vaults do not require trust — they prove it
3. Redemption Readiness
☐ Physical delivery process documented and understood
☐ Minimum redemption thresholds confirmed
☐ Delivery timelines and shipping options reviewed
☐ Redemption tested or simulated at least once
☐ Alternative exit paths identified (sell to market)
Redeemability is not a feature — it is the entire point
4. Legacy & Architecture
☐ Allocated metal positioned as Tier 1 foundation
☐ Crypto holdings secured in Ledger or Tangem
☐ Allocation documentation included in estate plan
☐ Heir access to vault accounts configured
☐ Physical redemption option noted for heirs
Allocated metal transfers with a key — not a courtroom

Capital Rotation Map

allocated metal does not rotate — it receives what the cycle produces

Phase Capital Flow Allocation Directive
1. BTC Accumulation Fiat/Stables → BTC Existing allocation holds — metal earns passively in vault
2. ETH Rotation BTC profits → ETH No change to metal — allocation remains untouched
3. Large Cap Alts ETH → XRP, FLR, HBAR Optional — route partial profits into additional $KAG/$KAU
4. Small/Meme Rotation Alts → Memes/Microcaps Metal ignores the noise — allocated bars do not depreciate
5. Peak Distribution Crypto → Stables/RWA Peak profits flow into allocated metal — the vault absorbs the exit
6. RWA Preservation Stables → $KAG/$KAU Maximum allocation — every ounce and gram accounted for
Vault Before Velocity: Allocated storage is not a strategy — it is a prerequisite. Before you stake, lend, or farm, the foundation must be real metal sitting in a real vault with your name on it. Use Kinesis for $KAG/$KAU with full allocation and redemption rights. Build above with Cyclo for liquid staking, SparkDEX for fee-driven dividends, and Enosys for demand-backed lending. Store crypto in Ledger or Tangem. The protocols may evolve. The bars in the vault do not.

 
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