Time to explore Binance Equity Weekly Fund Flow.
Key Insights:
🔸 Net flows were -US$82M, the second consecutive outflow, selling the strength.
🔸 SpaceX accounted for three-quarters of the week's net outflow.
🔸 Technology Hardware swung to +US$33.7M on the SanDisk and memory-ETF re-entry.
Read more ⬇️
https://x.com/BinanceResearch/status/2087879286988644386
Key Insights:
🔸 Net flows were -US$82M, the second consecutive outflow, selling the strength.
🔸 SpaceX accounted for three-quarters of the week's net outflow.
🔸 Technology Hardware swung to +US$33.7M on the SanDisk and memory-ETF re-entry.
Read more ⬇️
https://x.com/BinanceResearch/status/2087879286988644386
X (formerly Twitter)
Binance Research (@BinanceResearch) on X
Binance Equity Weekly Fund Flow: Sell The Strength
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Time to explore Binance Equity Weekly Fund Flow.
Key Insights:
🔸 Net flows were -US$42M, a third consecutive outflow.
🔸 Users sold the memory drawdown and bought the crypto one.
🔸 The rest of the buy list is megacap and defensive, stripping technology out and the week was a US$19.8M inflow.
Read more ⬇️
https://x.com/BinanceResearch/status/2090379054210077104
Key Insights:
🔸 Net flows were -US$42M, a third consecutive outflow.
🔸 Users sold the memory drawdown and bought the crypto one.
🔸 The rest of the buy list is megacap and defensive, stripping technology out and the week was a US$19.8M inflow.
Read more ⬇️
https://x.com/BinanceResearch/status/2090379054210077104
X (formerly Twitter)
Binance Research (@BinanceResearch) on X
Binance Equity Weekly Fund Flow: The Dip They Didn't Buy
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Bitcoin isn't always uncorrelated. During periods of global liquidity stress, it has historically moved with broader markets.
We ran a rigorous backtest on hedging a Bitcoin portfolio using traditional TradFi options.
The result outperformed 100% pure BTC while drastically cutting the max drawdown.
Read more ⬇️
https://www.binance.com/en/research/analysis/small-allocation-big-impact/
We ran a rigorous backtest on hedging a Bitcoin portfolio using traditional TradFi options.
The result outperformed 100% pure BTC while drastically cutting the max drawdown.
Read more ⬇️
https://www.binance.com/en/research/analysis/small-allocation-big-impact/
Binance
Summary
stock options in a crypto portfolio.
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Time to explore September's market insights!
Discover key insights on:
🔸 Top 1% weekly move by BTC
🔸 Rotation between equity and crypto
🔸 Anthropic Pre-IPO rallied
🔸 Weekend TradFi-Perps volume 12x
...and more.
Read here ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-09
Discover key insights on:
🔸 Top 1% weekly move by BTC
🔸 Rotation between equity and crypto
🔸 Anthropic Pre-IPO rallied
🔸 Weekend TradFi-Perps volume 12x
...and more.
Read here ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-09
Binance
Monthly Market Insight - September 2026
A summary of the most important market developments, interesting charts and upcoming events
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Q2 earnings changed the AI narrative.
Demand didn't slow. Token volumes grew 20x in 2026.
What changed is what investors pay for. Semiconductors weight fell from 18.8% to 14.8% as market broadened.
Binance investors moved the same.
Read more 👇
https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/
Demand didn't slow. Token volumes grew 20x in 2026.
What changed is what investors pay for. Semiconductors weight fell from 18.8% to 14.8% as market broadened.
Binance investors moved the same.
Read more 👇
https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/
Binance
Beyond the AI Boom: Who Is Turning Spend Into Growth
How Q2 2026 earnings repriced the AI trade around evidence of conversion, and what Binance equity flows reveal about the rotation now underway
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What happens when stocks go on-chain?
🔸 Aug volume ~33x Jan
🔸 bStocks tops US$23B in on-chain volume
🔸 DeFi utilization hit 7.2%
🔸 Stock-paired memes add a new source of turnover
Growth is shifting from issuance to distribution and use.
Read on ⬇️
https://www.binance.com/en/research/analysis/when-stocks-become-on-chain-assets/
🔸 Aug volume ~33x Jan
🔸 bStocks tops US$23B in on-chain volume
🔸 DeFi utilization hit 7.2%
🔸 Stock-paired memes add a new source of turnover
Growth is shifting from issuance to distribution and use.
Read on ⬇️
https://www.binance.com/en/research/analysis/when-stocks-become-on-chain-assets/
Binance
Summary
Tokenized stocks are moving from issuance to active on-chain markets.
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87% of large US firms are private, median IPO age risen to 12 years.
Pre-IPO instruments bridge the access gap, enabling investors to private-companies exposure.
🔸 Anthropic & OpenAI perps OI crossed US$160M.
🔸 Tokenized Pre-IPO market-cap just reached US$41M.
Read more ⬇️
https://www.binance.com/en/research/analysis/from-ipo-to-internet-capital-markets
Pre-IPO instruments bridge the access gap, enabling investors to private-companies exposure.
🔸 Anthropic & OpenAI perps OI crossed US$160M.
🔸 Tokenized Pre-IPO market-cap just reached US$41M.
Read more ⬇️
https://www.binance.com/en/research/analysis/from-ipo-to-internet-capital-markets
Binance
From IPO to Internet Capital Markets
How Pre-IPO perpetuals and tokenized instruments turn private-company performance into tradable exposure, without conferring ownership
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Time to explore Binance Equity Weekly Fund Flow.
Key Insights:
🔸 Net flows rebounded to US$90M as QQQ fell 1.0%
🔸 Technology led sector inflows, reversing from outflow the previous week
🔸 Circle, SanDisk, Rocket Lab, and NVIDIA led stock capital inflows
Read more ⬇️
https://x.com/BinanceResearch/status/2100555619996676099
Key Insights:
🔸 Net flows rebounded to US$90M as QQQ fell 1.0%
🔸 Technology led sector inflows, reversing from outflow the previous week
🔸 Circle, SanDisk, Rocket Lab, and NVIDIA led stock capital inflows
Read more ⬇️
https://x.com/BinanceResearch/status/2100555619996676099
X (formerly Twitter)
Binance Research on X: "Binance Equity Weekly Fund Flow: Semiconductor comeback" / X
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Tokenized RWAs grew 85% YTD to US$34B+. Yet just ~0.01% of underlying markets is tokenized, and ~12% of that capital is used in DeFi.
Our new PAR and CAR metrics track adoption and use, showing how growth and utilization can compound.
Read more ⬇️
https://www.binance.com/en/research/analysis/the-rwa-activation-era/
Our new PAR and CAR metrics track adoption and use, showing how growth and utilization can compound.
Read more ⬇️
https://www.binance.com/en/research/analysis/the-rwa-activation-era/
Binance
Summary
Measuring tokenized asset adoption and on-chain utilization.
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US regular sessions cover just 19.3% of the week.
📈 Post-FOMC, equity-perps captured a median 97% of the next opening gap
⚖️ Crypto equities sparked overnight rally followed the Innovation Exemption announcement
🤖 Anthropic perp hit record in September MTD
Read more ⬇️
https://www.binance.com/en/research/analysis/beyond-the-closing-bell
📈 Post-FOMC, equity-perps captured a median 97% of the next opening gap
⚖️ Crypto equities sparked overnight rally followed the Innovation Exemption announcement
🤖 Anthropic perp hit record in September MTD
Read more ⬇️
https://www.binance.com/en/research/analysis/beyond-the-closing-bell
Binance
Beyond the Closing Bell
How RWA-linked perpetuals capture trading demand outside U.S. market hours
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BTC faces renewed rate pressure with Treasury yields above 5%.
Yet 2026 ETF flows are back positive, while its golden cross came after 293 days below the 200-day average. Past deep resets varied, including 100-600% peak gains within a year.
Read on ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-09-28/
Yet 2026 ETF flows are back positive, while its golden cross came after 293 days below the 200-day average. Past deep resets varied, including 100-600% peak gains within a year.
Read on ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-09-28/
Binance
Market View
BTC ETF flows and technical signals improve, while rising Treasury yields pressure the rally.
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Tokenized stocks just crossed US$3B, and are rewriting the on-chain economy:
🔸 BNB Chain leads with US$1B in tokenized stocks and 1.8M holders
🔸 Q3 on-chain transfers topped US$100B
🔸 Tokenized stocks' DEX ratio hit 11% in September, closing in on memes at 17%
Read more ⬇️
https://www.binance.com/en/research/analysis/rewriting-the-on-chain-economy
🔸 BNB Chain leads with US$1B in tokenized stocks and 1.8M holders
🔸 Q3 on-chain transfers topped US$100B
🔸 Tokenized stocks' DEX ratio hit 11% in September, closing in on memes at 17%
Read more ⬇️
https://www.binance.com/en/research/analysis/rewriting-the-on-chain-economy
Binance
Rewriting the On-Chain Economy
How tokenized stocks crossed US$3B and are shifting on-chain activity from crypto-native trading toward real-world capital markets.
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Time to explore Binance Weekly Market Commentary.
Key Insights:
🔸 Adjusted for volatility, Bitcoin’s 54.2% drawdown is a 1.94 standard deviation move, in line with the three previous bear markets.
🔸 A 47% bounce does not confirm the bottom.
Read more ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-05
Key Insights:
🔸 Adjusted for volatility, Bitcoin’s 54.2% drawdown is a 1.94 standard deviation move, in line with the three previous bear markets.
🔸 A 47% bounce does not confirm the bottom.
Read more ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-05
Binance
Summary
Adjusted for volatility, Bitcoin’s bear market is as deep as the last three; its 47% rebound has yet to demonstrate durability
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Time to explore Binance Monthly Market Insights.
🔸 Sep-2026: Strongest month for total crypto market cap
🔸 BTC confirmed a golden cross
🔸 Real yields weight on BTC
🔸 Pre-IPO perps volume on Binance doubled
🔸 bStocks utilization up to 11.2%, 3.8pp above sector
Read more ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-10
🔸 Sep-2026: Strongest month for total crypto market cap
🔸 BTC confirmed a golden cross
🔸 Real yields weight on BTC
🔸 Pre-IPO perps volume on Binance doubled
🔸 bStocks utilization up to 11.2%, 3.8pp above sector
Read more ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-10
Binance
Monthly Market Insight - October 2026
A summary of the most important market developments, interesting charts and upcoming events
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BTC has rebounded over 40% from July-bottom,
🔸 11.9 months past the peak, inside the 11 to 13 month bottom window
🔸 NUPL bottomed at 0.09 vs -0.31 in 2022
🔸 Golden cross in 2.3 months vs 3 to 6 before
Conviction, or a low still to come?
Read more ⬇️
https://www.binance.com/en/research/analysis/conviction-over-capitulation
🔸 11.9 months past the peak, inside the 11 to 13 month bottom window
🔸 NUPL bottomed at 0.09 vs -0.31 in 2022
🔸 Golden cross in 2.3 months vs 3 to 6 before
Conviction, or a low still to come?
Read more ⬇️
https://www.binance.com/en/research/analysis/conviction-over-capitulation
Binance
Key Summary
A shallower low, limited capitulation and faster trend signals point to a compressing Bitcoin cycle, though further volatility cannot be ruled out.
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Bonds are paying the most since 2008, while stocks are at record highs.
🔸 Only handful of AI-stocks are driving the rally, with lower valuation
🔸 Semiconductor inflows almost quadrupled
Read full Binance Weekly Commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-12
🔸 Only handful of AI-stocks are driving the rally, with lower valuation
🔸 Semiconductor inflows almost quadrupled
Read full Binance Weekly Commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-12
Binance
Key Summary
The 10-year U.S. Treasury yield has risen on real rates rather than inflation expectations, while equities have reached new highs on a narrow market breadth, and crypto leadership has been similarly concentrated.
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Manual order placement may soon be a thing of the past.
🔸 AI agents check the market 50 times before placing a single order
🔸 Binance AI beta users are 40% more likely to trade
🔸 Binance AI Pro beta users engage 30x more
Read more ⬇️
https://www.binance.com/en/research/analysis/binance-intelligence-a-first-look-at-next-gen-finance
🔸 AI agents check the market 50 times before placing a single order
🔸 Binance AI beta users are 40% more likely to trade
🔸 Binance AI Pro beta users engage 30x more
Read more ⬇️
https://www.binance.com/en/research/analysis/binance-intelligence-a-first-look-at-next-gen-finance
Binance
Binance Intelligence: A First Look At Next-Gen Finance
One AI layer, three ways in: Agent OS for builders, Binance AI for every app user and AI Pro for traders ready to automate. How the three entry points map onto the AI stack and what the early evidence suggests.
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Inflation is energy-led: CPI may peak near 3.9% in October, then ease to 2.6% by March.
🔸 AI demand and AI credit cooled in the same week
🔸 Dip-buying on Binance hit a record US$426M
Read full Binance Weekly Commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-19
🔸 AI demand and AI credit cooled in the same week
🔸 Dip-buying on Binance hit a record US$426M
Read full Binance Weekly Commentary ⬇️
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-19
Binance
Key Summary
Energy keeps headline inflation elevated into year-end, Anthropic's slower growth and CoreWeave's bond yields cool the AI trade, and the Bitcoin miner trade has split
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bStocks hit US$1B AUM in just 125 days. What’s behind this growth?
🔶 Net inflows made up about two-thirds of AUM growth
🔶 46% of users are Gen Z
🔶 ~70% of trading volume comes from emerging markets
Read more ⬇️
https://www.binance.com/en/research/analysis/bstocks-by-the-numbers/
🔶 Net inflows made up about two-thirds of AUM growth
🔶 46% of users are Gen Z
🔶 ~70% of trading volume comes from emerging markets
Read more ⬇️
https://www.binance.com/en/research/analysis/bstocks-by-the-numbers/
Binance
Key Summary
A data-led look at bStocks growth to US$1B in AUM.
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Investors are getting nervous about AI companies' debt.
🔸 Cost of hedging AI hit a record high
🔸 Investors now pay for marginal returns on AI expenses
🔸 Pokémon cards are up 60% in 2026, beating $SPY and $BTC
Read the full Weekly Macro👇
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-26
🔸 Cost of hedging AI hit a record high
🔸 Investors now pay for marginal returns on AI expenses
🔸 Pokémon cards are up 60% in 2026, beating $SPY and $BTC
Read the full Weekly Macro👇
https://www.binance.com/en/research/analysis/weekly-market-commentary-2026-10-26
Binance
Key Summary
Vintage Pokémon cards are up 60% in 2026 as tokenisation brings in new capital. Plus: AI debt fears, a 10-year yield below 5% and Bitcoin under US$80K
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