Binance Research
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Stay up to date with the latest releases on Binance Research.

https://research.binance.com/
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Navigating the disconnect between 180mn barrel SPR releases and the physical Hormuz bottleneck, alongside CTA flows, negative gamma positioning, and critical CPI levels.

Read our latest weekly commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-03-11
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Macro Watch: Market pricing signals a significant shift: πŸ“ˆ Probability of Brent oil supply disruption >6 months rose from <20% to >50%
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Volatile oil price, a shifting monetary policy outlook, divergent capital flows across asset classes and a huge upcoming options expiry dynamics.

Read our takes in the latest Weekly Commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-03-19/
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What happens to Bitcoin when oil prices spike? We explores whether crude oil is a valid risk factor for BTC β€” and why the 2026 Hormuz crisis offers a rare real-world stress test.

Read the full analysis⬇️
https://www.binance.com/en/research/analysis/the-impact-of-oil-on-bitcoin
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The latest on the CLARITY Act has opened discussions on stablecoin yield. #Binance Research looks at what this could mean for a stablecoin market now at US$316B and growing independently of broader crypto.

Read here ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-03-26/
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Rate markets went from pricing 2 cuts β†’ 2 hikes on oil shock fears.

But is this hawkish repricing a mispricing? Our latest weekly dives into why the pivot back to easing may surprise markets.

Read here ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-04-02
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Time to explore April's market insights!

Discover key insights on:
πŸ”Έ Crypto vs Global Assets in Crisis
πŸ”Έ BTC Treasury Dynamics
πŸ”Έ Long-Term Holder Accumulation
πŸ”Έ ERC-8004 AI Agents
...and more.

Read here ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-04
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Average TradFi-perps trading volume grew 188% in Q1, rapidly closing in on overtaking legacy venues like COMEX.

Average weekend volume jumped ~300% in Q1. Historically, weekend price action has been β€œright” ~89% of the time.

Read More πŸ”½
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-04-09
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In our latest report, we provide an overview of the crypto industry by highlighting projects across multiple sectors.

We spotlight themes such as Real-World Assets, Artificial Intelligence and others in this report.

Check it out πŸ”½
https://www.binance.com/en/research/analysis/industry-map-mar26/
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The boundaries between TradFi, CeFi, and DeFi are rapidly dissolving.

β€’ Crypto cards: +223% YoY
β€’ Branded stablecoins: 360
β€’ Vault total borrow ratio: 22%

Read Full Report πŸ”½
https://www.binance.com/en/research/analysis/the-convergence-of-defi-tradfi-and-cefi
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Capital flowing into AI is unprecedented: in Q1 2026, AI drew US$242B, or ~80% of global VC funding. Crypto is moving fast on agentic AI, as the shift from co-pilots to agents becomes clearer at the product layer.

Read here ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-04-17/
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The future of trading will be powered by crypto-specialized AI assistants.

In our evaluation framework, Binance Ai Pro achieved a nearly 60% win rate against the baseline.

Click below to explore the case study.
https://www.binance.com/en/research/analysis/binance-ai-pro-a-case-study-in-crypto-workflow
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AI-powered trading is shaping the future of markets.

The quality of your prompts directly influences the effectiveness of AI-generated market analysis and trading strategies.

Read more πŸ”½ for the full guide to writing effective prompts.
https://www.binance.com/en/research/analysis/a-traders-prompt-playbook
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Crypto's pie is getting bigger, and it's no longer just about trading digital assets.

The reason: multi-asset expansion, payments, tokenization, event markets, AI, and social are now mature enough to support global financial super apps.

Read here ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-04-24/
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Binance Ai Pro stands out as an execution-first AI agent, not just a traditional chatbot.

Data shows steady growth in user engagement, active use of autonomous workflows, and improved trading activity post-adoption.

Read more ↓
https://www.binance.com/en/research/analysis/binance-ai-pro-analysis-report
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AI is 2x better at attacking than defending.
AI-powered scams are 4.5x more profitable.

But defenses are growing fast, with US$97B in financial institution spending projected by 2027.

Read more ⬇️
https://www.binance.com/en/research/analysis/ai-powered-crypto-security
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Time to explore May's market insights!

Discover key insights on:
πŸ”Έ Markets Shrug Off Geopolitical Risk
πŸ”Έ Crypto Hacks
πŸ”Έ Pre-IPO Perps Surge
πŸ”Έ Rise of Vault-Style Borrowing
...and more.

Read here ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-05
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The scale of financial exclusion remains stark:

β†’ 1.3 billion adults are unbanked
β†’ 4.7 billion lack access to credit
β†’ Private markets remain gated to retail

Emerging markets are leading the response, turning to crypto as a vehicle for financial inclusion.

Read more ⬇️
https://www.binance.com/en/research/analysis/finance-without-frontiers
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Tokenized RWA growth is accelerating.

Distributed value now sits at US$31.4B, with two-thirds added in the past year alone.

Yet penetration remains just ~0.01% of the core addressable market.

Even sub-1% by 2030 implies a trillion-dollar market ⬇️
https://www.binance.com/en/research/analysis/tokenization-trillion-dollar-runway/
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Bitcoin in 2026 is not the Bitcoin of 2010.

What once bought 2 pizzas is now a trillion-dollar asset with a different market profile: 60% supply unmoved 1Y+, cycle vol down ~50%, institutions own 18.5%, ETFs hold more BTC than is left to mine.

Charts ⬇️
https://www.binance.com/en/research/analysis/bitcoin-from-pizza-to-portfolio/
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