binanceresearch

What stood out to us from the latest Binance Research is how far the space moved away from pure speculation and into real infrastructure. Activity didn’t disappear, it just matured.

Bitcoin’s role changed the most. Price strength held even as base-layer activity cooled, which tells you liquidity and velocity moved off-chain. ETFs, custody, and institutions stepped in. Over $21B flowed into spot BTC ETFs, dominance stayed near 60%, and corporate and institutional holdings crossed 1.1M BTC. This looks less like a trade and more like a macro asset now

DeFi also hit a turning point. In 2025, top protocols generated $16.2B in real revenue, more than Nasdaq and CME combined. Even more interesting, RWA TVL surpassed DEX TVL for the first time. Collateral is shifting from volatile assets to tokenized treasuries and credit, which changes how risk and yield work on-chain

Stablecoins might be the biggest signal of all. $33T in annual transaction volume, nearly double Visa. Market cap crossed $300B, and usage stayed resilient even during risk-off periods. They’ve clearly become the default settlement and access layer for crypto, not just a trading tool

BNB Chain is a good case study of where things are heading. It handled 15 to 18M daily transactions while also hosting institutional RWAs like BlackRock’s BUIDL. Retail scale on one side, TradFi-grade products on the other. That balance is hard to pull off, and it shows what real adoption looks like

Looking ahead to 2026, this isn’t about predictions. It’s about how the market is actually structured now. Crypto is now macro-led, institutions are participating through regulated rails, and value is shifting toward apps, wallets, and real usage. Less noise, more allocation.

If you want a data-led view of what actually worked in 2025 and why that matters for 2026, the full Binance Research report is worth reading 👉🏻 https://cf-workers-proxy-exu.pages.dev/en/research/analysis/full-year-2025-and-themes-for-2026/

This isn’t investment advice, just signals from real usage.

لم يكن عام 2025 مجرد دورة سوق أخرى مليئة بالوعود والتوقعات،

بل كان عامًا مفصليًا اختبرت فيه صناعة الكريبتو قدرتها على الصمود تحت ضغط الواقع الاقتصادي العالمي.
فبينما سجلت السوق قممًا تاريخية من حيث القيمة السوقية،

فإن السلوك السعري كشف بوضوح أن الكريبتو لم يعد يتحرك بدورات عاطفية قصيرة،

بل أصبح يتأثر بالعوامل الاقتصادية الكلية، والتدفقات المؤسسية، والتنظيم المالي.

تقرير #BinanceResearch السنوي يضع هذه التحولات في إطار واضح،

ويمنحنا رؤية أعمق لما قد يحمله عام 2026.

العملات المستقرة: من أداة تحوط إلى طبقة تسوية عالمية

في 2025، خرجت العملات المستقرة نهائيًا من دورها التقليدي كوسيلة لتجنب تقلبات السوق.

فقد عالجت حجم معاملات سنويًا بلغ 33 تريليون دولار،

وهو رقم يعادل تقريبًا ضعف حجم معاملات شركة Visa.

هذا التحول يؤكد أن العملات المستقرة أصبحت:

طبقة تسوية مالية عالميةأداة مدفوعات عابرة للحدود
أساسًا للبنية التحتية المالية الرقمية

نمو القيمة السوقية: سيولة استخدام لا مضاربة

الصورة تظهر الارتفاع التدريجي والمستقر للقيمة السوقية للعملات المستقرة، ما يعكس ثقة طويلة الأجل.

ارتفعت القيمة السوقية للعملات المستقرة بنسبة تقارب 49% خلال عام واحد،

لتتجاوز 305 مليار دولار بنهاية 2025.
هذا النمو لم يكن نتيجة مضاربات قصيرة الأجل،

بل انعكاس مباشر لازدياد الاستخدام الفعلي من:

شركاتمنصات ماليةمؤسسات تعتمد التسوية على السلسلة

تنوع العملات المستقرة: كسر الاحتكار وبداية المنافسة المؤسسية

الصورة تبرز صعود عملات مستقرة جديدة إلى جانب الأسماء التقليدية.

شهد عام 2025 حدثًا لافتًا، حيث نجحت 6 عملات مستقرة جديدة في تجاوز حاجز 1 مليار دولار كقيمة سوقية،

من أبرزها:

#BUIDL – PYUSD – RLUSD – $USD1

هذا التطور يشير إلى:

دخول مباشر للمؤسسات الكبرىإطلاق أدوات مالية خاصة بهاانتقال المنافسة من منصات إلى بنى تحتية مالية

بيتكوين: من أصل مضاربي إلى أصل ماكروي

الصورة توضح الارتفاع المستمر في هيمنة بيتكوين خلال 2025.
أنهى بيتكوين عام 2025 بهيمنة سوقية تقارب 60%،

وهو أعلى مستوى منذ عدة سنوات.

هذه الهيمنة لم تأتِ من طفرة مضاربية،

بل من:
تدفقات مؤسسية عبر ETFاعتبار بيتكوين أصلًا تحوطيًامعاملته كذهب رقمي داخل المحافظ الكبرى

بيتكوين لم يعد مجرد عملة،

بل أصبح أصلًا ماكرويًا سائلًا يتفاعل مع السياسة النقدية العالمية.

BNB Chain: اختبار حقيقي للبنية التحتية

أثبتت شبكة BNB Chain قدرتها التشغيلية العالية،

بمتوسط يتراوح بين 15 و18 مليون معاملة يوميًا.

هذا الاستخدام لم يكن موسميًا،

بل ناتجًا عن:

تداولات فوريةمشتقاتمدفوعاتتطبيقات نشطة

الصورة تبيّن الارتفاع الحاد في استخدام الشبكة خلال العام.

BNB Greenfield: التخزين اللامركزي يدخل مرحلة الاستخدام الفعلي

سجلت شبكة BNB Greenfield نموًا في الاستخدام بنسبة 565% خلال عام واحد.

هذا الرقم يعكس:

انتقال التخزين اللامركزي من فكرة إلى خدمةاعتماد التطبيقات على حلول تخزين فعلية
توسع استخدام Web3 خارج المعاملات المالية فقط

الصورة تُظهر القفزة الكبيرة في استخدام Greenfield خلال 2025.

DeFi وRWA: الإيرادات تتحدث

حقق قطاع التمويل اللامركزي في 2025:

16.2 مليار دولار إيرادات حقيقيةتجاوز إيرادات مؤسسات تقليدية كبرى
الأهم من ذلك، أن قيمة الأصول الحقيقية المرمزة (RWA)

تجاوزت لأول مرة قيمة منصات التداول اللامركزية (DEX).

هذا التحول يعني أن:

المؤسسات بدأت ترميز أصولها
البلوكشين أصبح أداة تمويل حقيقية
DeFi انتقل من التجربة إلى الإنتاج

الصورة تبرز مقارنة الإيرادات ونمو RWA مقابل DEX.

ماذا تعلمنا من 2025؟

عام 2025 لم يكن عامًا لدورة صاعدة شاملة،

بل كان عامًا للفرز والاختبار.

أثبت أن:
الكريبتو أصبح جزءًا من النظام المالي العالميالعوامل الاقتصادية الكلية هي المحرك الأساسيالقيمة الحقيقية تكمن في التطبيقات المنتجة

هل نشهد دورة صاعدة شاملة في 2026؟

الجواب ليس بسيطًا بنعم أو لا.

2026 قد يشهد:

تيسيرًا نقديًا عالميًا
حوافز ماليةتخفيفًا تنظيميًا

لكن الصعود، إن حدث، سيكون:

انتقائيًاتقوده المشاريع ذات الاستخدام الحقيقيوتدعمه التدفقات المؤسسية الهيكلية
لسنا أمام عودة الضجيج…

بل أمام مرحلة نضج مالي جديد.

🔗اضغط هنا للاطلاع على التقرير كاملا

في الختام

إذا كنت تجد هذه المقالة مفيدة وتضيف لك فهمًا أعمق لتحولات سوق الكريبتو،

يسعدنا دعمك بالمتابعة والتفاعل، فذلك يشجعنا على الاستمرار في تقديم تحليلات أدق ومحتوى أفضل خلال المرحلة القادمة.

#MarketRebound #Cryptomaxx

1. Institutional Adoption Will Drive Growth

Unlike previous market cycles driven mainly by retail investors, the next phase of crypto growth is expected to be led by institutions. Hedge funds, banks, and global financial firms are increasingly integrating cryptocurrencies into their portfolios, creating more stability and long-term market confidence.

2. Stablecoins Enter the Mainstream

Stablecoins are becoming essential for cross-border payments, remittances, and digital commerce. Binance research highlights that stablecoins will bridge the gap between traditional finance and blockchain technology, making crypto more practical for everyday use.
3. Rise of Tokenization and Real-World Assets (RWA)

Tokenization of real-world assets such as real estate, commodities, and bonds is gaining momentum. Binance supports this innovation by providing infrastructure and liquidity, helping investors access assets in a transparent and efficient way.

4. Stronger Regulations, Safer Markets

Clearer global regulations are expected to strengthen the crypto ecosystem rather than weaken it. Compliance-focused platforms like Binance are adapting to regulatory frameworks, ensuring user protection and market integrity.
5. BNB and the Binance Ecosystem

BNB continues to expand beyond trading fee discounts. Its growing utility across DeFi, NFTs, Web3 applications, and the BNB Chain ecosystem positions it as a core asset for long-term users and developers.

6. The Future of DeFi and Web3

Decentralized Finance is entering a more mature phase, focusing on security, sustainability, and real-world use cases. Binance is actively supporting innovation in Web3, enabling a decentralized digital economy.

#Binance
#CryptoNews
#CryptoUpdate
#CryptoMarket
#BinanceResearch

The crypto market in 2025 looks active on the surface, but the real story is in the data. Recent insights from Binance Research point to a market that’s maturing structurally, even as price action remains selective and sentiment-driven.
Below is a grounded breakdown of what matters most right now.
Market Structure: Maturity Over Mania
One of the clearest takeaways from 2025 data is how much the market structure has evolved:
Spot volumes are more stable, with fewer extreme spikes
Derivatives activity is still dominant, but leverage usage is more controlled
Liquidity is deeper on major pairs, reducing sudden price dislocations
This suggests a market that’s less impulsive and more responsive to macro signals and on-chain fundamentals.
Sector Performance: Rotation, Not Broad Runs
Rather than one big “everything rally,” 2025 is showing sector rotation:
Infrastructure and scaling solutions continue to attract steady capital
Real-world asset (RWA) narratives remain data-backed, not speculative
Meme-driven volatility exists, but capital exits faster than in past cycles
This tells me traders are becoming more selective, favoring utility and adoption metrics over pure narratives.
Sentiment Check: Cautiously Constructive
Sentiment data shows an interesting balance:
No extreme fear, but also no euphoric greed
Funding rates hover near neutral most of the time
Long-term holders are less reactive to short-term price swings
In simple terms, confidence exists — but it’s disciplined.
Risk Factors Worth Respecting
Even with stronger fundamentals, risks haven’t disappeared:
Macro uncertainty still impacts crypto correlations
Liquidity can thin quickly during off-peak sessions
Overcrowded trades unwind fast when expectations shift
Ignoring these has punished traders repeatedly this year.
Final Thought
2025 isn’t about chasing noise — it’s about reading structure, flow, and data. The market is offering opportunities, but it’s also demanding patience, risk control, and realism.
Sometimes the edge isn’t being early or loud — it’s being aligned with what the data quietly confirms.

#BinanceResearch
#CryptoMarket
#MarketInsights
#CryptoAnalysis
#OnChainDataInsights

I spent some time going through the Binance Research full-year report on 2025 and the outlook for 2026, and one thing is very clear to me: crypto quietly grew up in 2025.
2025 felt like the year crypto stopped trying to impress and started proving itself.
What stood out most was the industrialization of crypto. Activity didn’t disappear when speculation cooled, it normalized. Bitcoin’s price moved higher even as base-layer transactions stabilized. That decoupling matters. It tells me BTC is now behaving less like a niche tech experiment and more like a macro asset, something institutions allocate to, not just trade.

The data backs that up. Bitcoin held around 58–60% dominance all year, ETF inflows crossed $21B, and corporate andinstitutional holdings passed 1.1M BTC. Liquidity and velocity moved off-chain into ETFs and custody, while BTC increasingly functioned as sovereign-grade collateral. That’s a big shift.

On the application side, the numbers surprised even me.
Stablecoins processed $33 trillion in annual transaction volume, almost double Visa. That alone reframes stablecoins from “crypto tooling” to global settlement infrastructure. Their velocity compared to fiat is staggering, and the rise of multiple $1B+ stablecoins shows this is no longer a one-issuer story.
DeFi also had its “blue-chip moment.” Top protocols generated $16.2B in revenue, more than Nasdaq and CME combined. That’s not hype, that’s cash flow. Even more interesting was the RWA flippening, where tokenized real-world assets surpassed DEX TVL for the first time. DeFi collateral is becoming more stable, more institutional, and more productive.
From my perspective, BNB Chain quietly became one of the most complete ecosystems in 2025. Supporting 15–18M daily transactions on the retail side while onboarding institutional RWAs like BlackRock’s BUIDL fund isn’t easy. The “barbell strategy” worked: mass-market usage on one end, production-grade finance on the other.

So what does this unlock for 2026?
To me, the themes are clear:
🔥Crypto becomes adoption-led, not narrative-led
🔥Stablecoins evolve into the default access layer
🔥Value capture shifts toward apps that own users (wallets, prediction markets, aggregators)
🔥AI and agentic finance start handling execution, not just analysis
🔥Institutions move from testing to deploying
This isn’t a price call. It’s a structure call.
2025 separated what sounds good from what actually scales. If 2026 builds on this foundation, crypto looks less like a speculative market and more like a real financial system integrating with the global one.
If you care about where crypto is really going, this report is worth reading:
https://cf-workers-proxy-exu.pages.dev/en/research/analysis/full-year-2025-and-themes-for-2026/
Curious how others here see it and what 2025 signal mattered most to you?
#Binance #BinanceResearch #2025

Based on your interest in Binance Research, here is an analysis of Morpho (MORPHO), a project featured and analyzed by their team.
Morphos is a decentralized lending protocol, or "lending infrastructure," built on Ethereum and other EVM-compatible chains. Its primary goal is to create a more efficient and flexible market for borrowing and lending digital assets.
Key Features & How It Works
Morpho's protocol is designed to be a foundational layer that other applications can build on, rather than just a single user-facing platform.
It introduces two main concepts:
1. Morpho Blue: This is the core, permissionless base layer of the protocol. It allows anyone to create an isolated lending market for any asset (e.g., a market to lend $WETH and borrow $USDC). Each market is self-contained, meaning the risks of one market (like a specific collateral type failing) do not spread to other markets on the protocol.
2. MetaMorpho Vaults: These are smart contracts built on top of Morpho Blue. Users can deposit a single asset (like $USDC) into a vault, and the vault's automated strategy will then allocate those funds across various isolated Morpho Blue markets to optimize yield and manage risk for the depositor.
This two-layer design aims to provide the best of both worlds:
• For Lenders: Higher, more competitive yields by matching them more directly with borrowers or through optimized vault strategies.
• For Borrowers: Better interest rates due to increased capital efficiency.
• For Developers: A simple, immutable, and highly flexible "lego block" to build new financial products, such as custom yield products or crypto-backed loan services.
The MORPHO Token
The Morpho token is the native governance token of the protocol. Its primary function is to allow holders to participate in the Morpho DAO (Decentralized Autonomous Organization), giving them the power to vote on proposals and steer the future direction of the protocol.
Binance & Morpho
Binance has integrated Morpho into its ecosystem in several ways:
• Binance Research: Published a detailed "Project Report" on Morpho, providing an institutional-grade analysis of its technology, tokenomics, and market position.
• Binance HODLer Airdrops: Morpho was featured as the 49th project on Binance HODLer Airdrops, distributing Morpho tokens to $BNB holders.
• Binance Listing: The Morpho token is listed and available for trading on the Binance exchange.
#BinanceResearch #Binance #Morpho $MORPHO

$BNB 28 июля BNB испытал значительный скачок, достигнув нового исторического максимума (ATH) в $855, что обозначило увеличение на 7% в течение 24 часов и подняло его рыночную капитализацию до более чем $118.5 миллиардов.
==========
Продолжение подъема BNB: новый исторический максимум и рыночная позиция:
Спустя неделю после преодоления отметки $800 и установления нового исторического максимума (ATH), BNB снова подскочил в конце 28 июля, достигнув пика чуть выше $850.
Рост цифрового актива на 7.4% в течение 24 часов увеличил его общую рыночную капитализацию до более чем $118.5 миллиардов, укрепив позицию BNB как пятого цифрового актива.
Данные показывают, что BNB достиг $855.84 в 3:26 утра по восточному времени, что является новым ATH и более чем на $40 выше его пика 23 июля по ссылке с $808.
Однако в отличие от прошлого раза, текущие скачки BNB, похоже, не являются результатом перемещения капитала, поскольку другие значимые цифровые активы зафиксировали достойные приросты за тот же период.
Например, $XRP , который снизился, когда BNB установил новый ATH, вырос почти на 2%, в то время как $ETH продолжил восходящий тренд, увеличившись на 3.9%.
Динамика цен на ETH, как и у #BNB , кажется отделенной от остального крипторынка, поскольку цифровой актив продолжает набирать новые приросты. На момент написания ETH торговался чуть выше $3,934, и второй актив выглядел на курсе по преодолению отметки $4,000 впервые с 8 декабря 2024 года.
===========
Инвесторский энтузиазм и институциональный поворот BNB:
Тем временем, последнее увеличение BNB, которое привело к его приросту за 30 дней более чем на 30%, вызвало энтузиазм среди сторонников цифрового актива, некоторые из которых прогнозируют, что он преодолеет отметку $1,000 в августе.
Один пользователь социальной сети сказал, что диапазон $840–$880 может служить сопротивлением.
В отчете, опубликованном 23 июля, сразу после того, как BNB взлетел до $808, команда #BinanceResearch приписала рост цифрового актива тому, что описала как его переход от розничного актива к резерву институционального уровня. Отчет также показал, что BNB выделяется среди других крупных активов за пятилетний период с более высоким коэффициентом Шарпа и меньшей максимальной просадкой. В отчете добавлено:
==========
«Его пятилетний коэффициент Шарпа достиг 2.5, что указывает на то, что за каждый доллар риска доходность составила 2.5 доллара. Это подчеркивает потенциал BNB для получения значительной прибыли наряду с относительно стабильным профилем риска».
=========
Отчет также сообщил, что ралли BNB является устойчивым, поскольку оно обусловлено вхождением нового долгосрочного капитала на спот-рынок, а не спекулятивной, рычажной торговлей.
В отличие от предыдущих скачков, открытый интерес в фьючерсах на BNB пропорционально не вырос, что свидетельствует о подлинной убежденности инвесторов.

🚀 AI Tokens Are Booming: Is This the Start of the Next Crypto Bull Run?
As the artificial intelligence revolution accelerates, the crypto world is seeing a parallel surge—AI-powered tokens are grabbing headlines and outperforming the market. While Bitcoin consolidates and Ethereum flirts with scalability upgrades, AI tokens like $FET , $AGIX, and $RNDR have surged over 100–300% in recent months. What’s driving this hype—and is it just the beginning?

🔍 Why Are AI Tokens Pumping?
Massive Global AI Interest:
The rise of ChatGPT, Sora, and AI-powered tools in every industry has created a ripple effect. Investors are now seeking blockchain-native AI projects that promise decentralized, censorship-resistant infrastructure for future AI systems.

Real-World Use Cases:

$FET (Fetch.ai): Enables autonomous machine-to-machine communication in smart cities, supply chains, and more.

$AGIX (SingularityNET): Aims to build a decentralized AI marketplace.

$RNDR (Render): Provides decentralized GPU rendering power, crucial for AI training and generative models.

Narrative Investing:
Crypto investors love a good narrative. After DeFi Summer and NFT mania, AI x Crypto is emerging as a powerful theme with real tech and long-term potential behind it.

📈 Tokenomics & Market Strength
These tokens aren’t just trending—they’re structured for growth:

$FET has a capped supply and real-world integrations in mobility and supply chains.

$AGIX is transitioning to a multi-chain environment to boost adoption.

$RNDR has a growing ecosystem of creators and developers relying on its GPU power marketplace.

Strong tokenomics, low circulating supply in early stages, and staking incentives make them attractive to both short- and long-term holders.

🧠 Is This the Next Altseason?
We’ve seen this pattern before: A sector gains momentum, retail piles in, institutional money follows, and a new bull run begins. The AI narrative could be the next spark for broader altcoin gains. Analysts predict that as AI adoption increases across industries, the need for decentralized AI governance, privacy, and compute power will grow, pushing these tokens further.

However, investors should remain cautious. Many projects may ride the hype without delivering real utility. DYOR (Do Your Own Research) remains king.

✅ Final Takeaway
The fusion of AI and blockchain isn't just a trend—it might be the next major leap in decentralized technology. While $FET , $AGIX, and $RNDR are leading the charge today, more projects will emerge to power a decentralized, AI-driven future. Early adopters with a sharp eye on utility and partnerships may find themselves ahead of the curve.
#Tokenomics #altcoins #BinanceResearch #BlockchainAI
$RENDER