Binance Research
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The next 300 million equity investors are coming from emerging markets.

They'll be onboarded through crypto exchanges, settling in stablecoins, trading 24/7.

We mapped the US$2T opportunity in our latest report on direct stock trading and tokenised equities ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/equity-layer-from-tokens-to-tickers
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Time to explore June's market insights!

Discover key insights on:
๐Ÿ”ธ Sector Narratives vs BTC
๐Ÿ”ธ Crypto Flows Turn Bond-Like
๐Ÿ”ธ RWA Growth Beyond Treasuries
๐Ÿ”ธ Crypto Card Volumes vs Stablecoin Float
...and more.

Read here โฌ‡๏ธ
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-06
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The largest IPO in history prices this week. Most of the world can't participate.

Primary markets were built for institutions. Retail enters after the premium is already gone.

On-chain pre-IPO infrastructure exists to close this gap. Find out more โฌ‡๏ธ
https://www.binance.com/en/research/analysis/primary-markets-meet-onchain-access/
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The tokenized market just crossed US$10B. About a year ago it was under US$1B.

๐Ÿ”ธ 80% of tokenized stock traded on Binance are from emerging market users
๐Ÿ”ธ 93% of trades are fractional
๐Ÿ”ธ Median trade size: US$18.81

The stock market is being rebuilt from scratch.

Read more โฌ‡๏ธ
https://www.binance.com/en/research/analysis/stock-market-that-never-sleeps
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The closing bell isn't the end of trading activity.

The data points to a shift toward a more accessible, 24/7 market.

Here's what we're seeing:
๐Ÿ”ธ 44% of volume prints after hours
๐Ÿ”ธ Flips underlying stock volume near 5x
๐Ÿ”ธ Weekend prices call 87% of Monday's open
๐Ÿ”ธ 95% directional accuracy

Read More ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/opportunity-only-tokenized-stocks-unlock
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Time to explore July's market insights!

Discover key insights on:
๐Ÿ”ธ Binance Equity Holders Conviction
๐Ÿ”ธ SpaceX Pre-IPO Liquidity Transition
๐Ÿ”ธ World Cup Prediction Market Record
๐Ÿ”ธ Tokenized Stock as Price Discovery
...and more.

Read here โฌ‡๏ธ
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-07
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Stablecoins have moved beyond crypto trading.

๐Ÿ”ธ TradFi-perps settled in stablecoins crossed US$1.1T in volume
๐Ÿ”ธ US$93B in stablecoin reserves across exchanges, up 61%
๐Ÿ”ธ US$1.2B in yield paid to stablecoin holders
๐Ÿ”ธ Rise of local-currency and on-chain FX markets

Read more:
https://www.binance.com/en/research/analysis/stablecoins-transforming-the-financial-landscape
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Tokenized stocks are moving faster than many expected.

In under a month, bStocks expanded 5 โžก๏ธ 25 listings, reached ~US$300M on-chain market cap, and captured 58% of off-hour equity-linked volume.

Early data. Big signal.

Read More ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/early-momentum-in-tokenized-stock-adoption
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Global ETF AUM hit record US$23T in June, and that momentum is showing up in TradFi-Perps too.

ETF TradFi-Perps accounted for 19% of total TradFi-Perps volume in July, growing at an average of 170% month-on-month over the past seven months of 2026.

Read More ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/how-etf-tradfi-perps-evolved
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Time to explore Binance Equity Weekly Fund Flow.

Key Insights:

๐Ÿ”ธ Flows rebounded 29-fold to US$149M in the week the semiconductor sector bottomed.
๐Ÿ”ธ Technology led sector net inflows at US$113M.
๐Ÿ”ธ SanDisk and Micron: the week's largest and third-largest destinations.

https://x.com/BinanceResearch/status/2080287045889700164
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Half-Year 2026: Macro & Bitcoin

A full breakdown of the macro forces shaping global markets and where Bitcoin stands in its cycle heading into H2.

Read the full report ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/half-year-2026-macro-bitcoin/
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Binance Research pinned ยซHalf-Year 2026: Macro & Bitcoin A full breakdown of the macro forces shaping global markets and where Bitcoin stands in its cycle heading into H2. Read the full report ๐Ÿ‘‡ https://www.binance.com/en/research/analysis/half-year-2026-macro-bitcoin/ยป
30% of Gen Z began investing during early adulthood.

Gen Z is also the largest user cohort trading Direct Stocks, bStocks, and TradFi-Perps on Binance, contributing an aggregate US$80B in trading volume across these products.

Learn more ๐Ÿ”ฝ
https://www.binance.com/en/research/analysis/onboarding-the-next-generation
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bStocks just crossed US$500M in AUM!

A few more signals worth paying attention to:
๐Ÿ”ธ 85% of tokenized equity DEX volume
๐Ÿ”ธ 27% of tokenized equity market cap
๐Ÿ”ธ 92% of Monday's gap priced over the weekend

Dive into the full research ๐Ÿ”ฝ
https://www.binance.com/en/research/analysis/stock-price-discovery-moves-on-chain
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Half-Year 2026: On-Chain Markets

A full breakdown of H1's on-chain contraction, DeFi liquidity retreating, and the tokenized RWA and prediction market growth heading into H2.

Read the full report ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/half-year-2026-onchain-markets
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Time to explore Binance Equity Weekly Fund Flow.

Key Insights:
๐Ÿ”ธ Net flows reached US$275M, the largest weekly print, during the week semiconductor rotation intensified into a broader pullback.
๐Ÿ”ธ Technology inflow rose 60% to US$180M, highest in the series, and took 65% of net flow.
๐Ÿ”ธ SanDisk, SK Hynix and Micron were the three largest single-name inflows on record.

Read more โฌ‡๏ธ
https://x.com/BinanceResearch/status/2082826803530637453
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Time to explore August's market insights!

Discover key insights on:
๐Ÿ”ธ Rise of TradFi-Perps
๐Ÿ”ธ bStocks Captured 1/4 of Tokenization Stock Market
๐Ÿ”ธ Retail-Accessible Arbitrage
๐Ÿ”ธ Equity Fund Flow Recap
...and more.

Read here โฌ‡๏ธ
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-08
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Time to explore Binance Equity Weekly Fund Flow.

Key Insights:
๐Ÿ”ธ Users bought the crash and sold the recovery for US$91M.
๐Ÿ”ธ Semiconductors collapsed 81% but stayed positive at US$21M.
๐Ÿ”ธ Diverse by breadth, concentrated by SanDisk.

Read more โฌ‡๏ธ
https://x.com/BinanceResearch/status/2085328749260952012
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Half-Year 2026: Exchanges and Institutions

A full breakdown of H1's crypto exchanges, stablecoins, institutional trends, and crypto regulation and policy heading into H2.

Read the full report ๐Ÿ‘‡
https://www.binance.com/en/research/analysis/half-year-2026-exchanges-institutions
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Gen Z is building an equity portfolio on Binance.

๐Ÿ”ธ 22% equity HODLer
๐Ÿ”ธ 77% are net accumulators
๐Ÿ”ธ 96% never traded leveraged ETFs

Read more โฌ‡๏ธ
https://www.binance.com/en/research/analysis/gen-z-perspective-rewrite
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