BinanceResearch

1. Восстановление рынка и политические инициативы:
В январе 2025 капитализация крипторынка достигла $3.76 трлн благодаря политике администрации Трампа, включая планы по созданию национального крипторезерва и регулированию стейблкоинов. Однако к концу месяца рост замедлился из-за успехов ИИ-стартапа DeepSeek, что вызвало коррекцию на 2% в криптосекторе и фондовом рынке США. В феврале волатильность усилилась на фоне слухов о новых торговых тарифах США.
2. ETF-революция:
- Смена руководства SEC и уход Гэри Генслера привели к рекордным 47 заявкам на крипто-ETF, включая мемкоины ($TRUMP, $MELANIA) и нишевые активы. Однако сроки одобрения остаются неопределёнными.
3. Взрыв токенизации:
- Количество созданных токенов превысило 37 млн, а к концу 2025 года может достичь 100 млн. При этом 98% капитализации контролируют топ-100 активов, что указывает на фрагментацию рынка.
4. Доминирование Solana:
- Объёмы DEX на Solana в январе превысили Ethereum на 300% благодаря мемкоинам $TRUMP и $MELANIA. TVL Solana вырос на 35% до $12.1 млрд.
5. Роль ИИ-нарратива:
- Сектор DeFAI (децентрализованный ИИ) показал волатильность: +90% к середине января, но -10% к концу месяца. Несмотря это, ИИ сохраняет лидерство в Narrative Mindshare (44%).

Рыночные показатели
Капитализация рынка: Рост на 4.3% в январе, но волатильность сохраняется (Рис. 1).
Топ-10 активов:
XRP (+47.8%) — рост из-за активности нативного DEX. SOL (+24.7%) — лидерство в мемкоин-хайпе и DeFi. BTC (+11.7%) — поддержка регуляторных инициатив. ETH (-8.2%) — давление из-за конкуренции с Solana.

Децентрализованные финансы (DeFi)

TVL DeFi: Скромный рост на 0.4%, тогда как капитализация стейблкоинов увеличилась на 6% до $217 млрд (Рис. 3). Solana: Рекордный TVL ($12.1 млрд) подогрет запуском $TRUMP и $MELANIA. Протоколы Jito, Raydium и Kamino показали рост на 29%, 27% и 22% соответственно.
NFT: Кризис или перезагрузка?

Общий объём продаж: Упал до $450 млн (-40% к декабрю 2024), минимальный уровень с марта 2021 (Рис. 4).
Исключения:
Base (L2 от Coinbase) — рост на 344.8% благодаря партнёрствам. Courtyard (NFT-коллекционные карты) — +53% к продажам.
Провалы:
Ethereum: BAYC (-18.5%), CryptoPunks (-8.4%). Bitcoin: Quantum Cats (-65.3%).
Графики месяца

1. ETF-бум: 47 заявок в США, включая мемкоины и корзины активов (Рис. 5).

2. 37 млн токенов: Рост на 500,000+ ежедневно, но 98% капитализации у топ-100 (Рис. 6).

3. Solana vs Ethereum: DEX-объёмы Solana в 3 раза выше (Рис. 7).

4. DeFAI: Взлёт и падение на фоне доминирования ИИ-нарратива (Рис. 8).
События и апдейты

Ключевые события февраля: Digital Assets Forum, Arabian Blockchain Expo, ETHDenver (Рис. 9).
Крупные разблокировки токенов:
- $SUI ($110M), $APT ($89M), $MELANIA ($74M) (Рис. 10).

Заключение
Февраль 2025 подтвердил, что крипторынок зависит от политики, технологических трендов и спекулятивных нарративов. Solana укрепила позиции благодаря мемкоинам, а ИИ остаётся ключевой темой, несмотря на волатильность DeFAI. Инвесторам стоит отслеживать:
Одобрение мемкоин-ETF. Конкуренцию Solana и Ethereum в AI-сегменте. Регуляторные риски для DeFi.
Binance Research | Март 2025
[Подробнее: binance.com/research]
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Примечание: Материал подготовлен на основе отчёта Binance Research и не является инвестиционной рекомендацией.
#BinanceResearch #Binance $BNB

🚀 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

Binance new listing in 2025 what every crypto investor should know

Binance ເລີ່ມຕົ້ນປີ 2025 ດ້ວຍການປັບປຸງຂະບວນການລິຣຫຼຽນໃຫ່ຍຢ່າງຈິງຈັງເພື່ອຍົກລະດັບຄວາມປອດໄພ,ຄວາມໂປຮງໃສ່ ແລະຄຸນນະພາບຂອງສິນຊັບເຂົ້າສູ່ຕະຫຼາດບົນແພນຟອມບໍ່ແມ່ນແຕ່ເລື່ອງຂອງການເລືອກຫຼຽນໃຫ້ຖືກໃຈຕະຫຼາດແຕ່ຄືການຍົກມາດຕະຖານຂອງທັງອຸດສະຫະກຳ.
​ຖ້າເຈົ້າເຄຍຄາດຫວັງວ່າ ຫຼຽນໃນ list binance = ລາຄາຂື້ນແນ່ນອນຕຽມຊື້ແລ້ວຮີບຂາຍ ຫຼື ຫຼຽນມາໃຫມ່ແມງເມົ່າເຂົ້າຕຽມ short 🔥🔥🔥 ແຕ່…..ໃນປີ 2025 ຈະບໍ່ແມ່ນແບບນັ້ນອີກຕໍ່ໄປເພາະ Binance ບໍ່ໄດ້ເບີ່ງແຕ່ສັກກະຍະພາບການເກັງກຳໄລແຕ່ລົງເລິກເຖິງຂອງແກ່ນຫຼັກຂອງໂຄງການນີ້ ໂຄງການນັ້ນ ໃຜຢູ່ເບື້ອງຫລັງ,ມີແຜນງານບໍຫຼືແຄ່ເຮັດຕາມກະແສ,ມີຂອງຈິງຫຼືເປັນແຕ່ຂອງລວງ
1. Binance ໃຫ້ຄວາມສຳຄັນກັບໂຄງການໄລຍະເລີ່ມຕົ້ນທີ່ມີຄຸນນະພາບ
Binance ໃຊ້ລະບົບໃຫມ່ທີ່ຊື່ວ່າ Binance Alpha ເຊິ່ງບໍ່ແມ່ນແຕ່ແພຣດຟອມວິເຄາະເທົ່ານັ້ນແຕ່ເປັນເຄື່ອງຄັດກອງ ແລະ ຕິດຕາມໂຄງການຕັ້ງແຕ່ໄລຍະເລີ່ມຕົ້ນປະເມີນຈາກຫຼາຍມິຕີເຊັ່ນ :
• ໂຄງສ້າງທີມ ( ມີຕົວຕົນມີປະສົບການຫຼືບໍ )
• ແນວທາງການພັດທະນາ ( ມີ GitHub ຫຼືຜົນງານທີ່ສະແດງຄວາມກ້າວໜ້າ )
• Tokenomics ( ແຈກຫຼຽນແບບໃດ ທີມຖືຈັກເປີເຊັນ ມີລ໋ອກຫຼຽນຫຼືບໍ່ )
• ການໃຊ້ງານຂອງຫຼຽນ ( ໃຊ້ເຮັດຫຍັງໃນລະບົບຫຼື ແຄ່ສ້າງໄວ້ເກັງກຳໄລ )
ໃຜທີ່ສ້າງໂຄງການມາເພື່ອລະດົມທຶນໄລຍະສັ້ນຫຼືບໍ່ມີແຜນພັດທະນາຈິງຈະຖືກຕັດອອກຕັ້ງແຕ່ຕົ້ນ
2. ຂະບວນການກວດສອບຫຼຽນເຂັ້ມງວດ
ກ່ອນຈະໄດ້ລົງລາຍຊື່ຂາຍຫຼຽນໃນ Binance ທຸກຫຼຽນຕ້ອງສະແດງເອກະສານໃຫ້ຄົບຖ້ວນເຊັ່ນ:
• Smart contract audit ໂດຍບຸກຄົນທີ່ສາມ
• Proof of reserve ສະແດງຫຼັກຖານວ່າບໍ່ໄດ້ຖືຫຼຽນແບບບໍ່ມີເປືອກ
• ແຜນການຈັດການ community ແລະການຕະຫຼາດໂປ່ງໃສ່
ນອກຈາກນີ້ Binance ຍັງກວດສອບວ່າໂຄງການມີການອັບເດດຢ່າງຕໍ່ເນື່ອງຫຼືບໍ່ ຫາກມີຄວາມເຄື່ອນໄຫວທີ່ສື່ໄປທາງລົບເຊັ່ນ : ທີມລາອອກ, ຢຸດການພັດທະນາ, ລາຄາຜັນຜວນຜິດປົກກະຕິ - ​Binance ຈະລະງັບຫຼືທອດຫຼຽນນັ້ນອອກທັນທີ.
3. ເປີດເທຣດແບບຄ່ອຍເປັນຄ່ອຍໄປ
ເພື່ອປ້ອງກັນ FOMO ແລະ ການປັ່ນລາຄາ Binance ຈະໃຊ້ມາດຕະຖານການຄວບຄຸມໃນຊ່ວງແລກເຊັ່ນ:
• ເປີດໃຫ້ຊື້-ຂາຍສະເພາະ limit oder ກ່ອນ
• ຈຳກັດຄູ່ຫຼຽນໃຫ້ເລີ່ມຈາກຄູ່ stablecion ເຊັ່ນ : USDT , BUSD ກ່ອນ
• ຍັງບໍ່ເປີດໃຫ້ເທຣດແບບ Margin ຫຼື Futures ຈົນກວ່າຕະຫຼາດຈະນີ່ງ
ບັນດາສີ່ງເຫຼົ່ານີ້ຊ່ວຍລົດຄວາມສ່ຽງສຳລັບນັກລົງທຶນທີ່ຍັງບໍ່ພ້ອມ ຫຼື ຍັງບໍ່ໄດ້ສຶກສາຂໍ້ມູນຂອງຫຼຽນນັ້ນໃຫ້ຮອບດ້ານ
4. Binance ໂປງໃສ່ຫຼາຍຂື້ນໃນການສື່ສານ
ປີ 2025 Binance ເລີ່ມເປີດເຜີຍຂໍ້ມູນເບື້ອງຫລັງການພິຈາລະນາຫຼຽນໃຫ່ຍຫຼາຍຂື້ນເຊັ່ນ:
• ເຫດຜົນທີ່ເລືອກໂຄງການ
• ການອັບເດດສະຖານະການປະເມີນ
• ແຈ້ງເຕືອນຊາວງເວລາທີ່ອາດເປີດໃຫ້ເທຣດລ່ວງໜ້າ
ສີ່ງເຫຼົ່ານີ້ຈະຊ່ວຍໃຫ້ນັກລົງທຶນວາງແຜນໄດ້ດີຂື້ນແລະບໍ່ຕ້ອງຊື້ແບບສຸ່ມສ່ຽງເພາະເຫັນຄົນອຶ່ນແຮ່ຊື້
ແລ້ວນັກລົງທຶນຄວນປັບຕົວແນວໃດ
• ຢ່າເບິ່ງວ່າລິສລົງຊື້ຂາຍຫຼຽນ = ລາຄາຈະຂື້ນທັນທີ
• ກວດສອບຂໍ້ມູນໃຫ້ເລິກເຊີງຈາກ Binance Alpha ແລະ Blog
• ຖ້າພາດມື້ທຳອິດຂອງການລົງລິສຊື້ຂາຍ ບໍ່ໄດ້ແປວ່າເສຍໂອກາດເພາະ Binance ຄວບຄຸມລາຄາໄວ້ໃຫ້ນີ່ງໃນຊ່ວງແລກ
ໃຜທີ່ມີນິໄສ “ຊື້ ກ່ອນສຶກສາທີ່ຫລັງ” ປີນີ້ອາດຈະຕ້ອງເຈັບເພາະລະບົບໃຫ່ມອອກມາເພື່ອປ້ອງກັນພຶດຕິກຳແບບນັ້ນໂດຍກົງ.
Binance ບໍ່ໄດ້ແຕ່ເປີດປະຕູໃຫ້ໃຜເຂົ້າມາລິສລົງຂາຍຫຼຽນແຕ່ຍັງສ້າງມາດຕະຖານທີ່ກະຕຸ້ນໃຫ້ໂຄງການຕ້ອງມີຂອງຈິງ ແລະ ຕ້ອງຮັກສາ community ຂອງຕົວເອງໃຫ້ດີໃນໄລຍະຍາວນັກລົງທຶນກໍ່ຕ້ອງຍົກລະດັບວິທີຄິດຂອງຕົວເອງໃຫ້ທັນກັບລະບົບໃຫ່ມນີ້ຄືກັນ.
 
#BinanceNewlisting #BinanceResearch #DYOR* #BinanceAlphaAlert #BinanceAlphaAlert

**Introduction**
In an era of unprecedented monetary expansion, Bitcoin (BTC) has emerged as a compelling store of value, challenging traditional financial paradigms. Unlike fiat currencies, which are subject to inflationary pressures and central bank policies, Bitcoin’s fixed supply of 21 million coins enforces scarcity—a feature that aligns with sound economic principles.

### **1. Bitcoin as Digital Gold: Scarcity & Hard Money**
- **Fixed Supply**: Only 21 million BTC will ever exist, making it inherently deflationary.
- **Stock-to-Flow Model**: BTC’s scarcity-driven value appreciation mirrors gold, but with superior portability and verifiability.
- **Institutional Adoption**: Major corporations (MicroStrategy, Tesla) and ETFs now treat BTC as a treasury reserve asset.

### **2. Macroeconomic Tailwinds: Inflation & Debt Crises**
- **Fiat Debasement**: Global M2 supply expansion has eroded purchasing power (e.g., USD lost ~90% since 1971).
- **Sovereign Debt Risks**: With U.S. debt surpassing $34 trillion, investors seek non-sovereign alternatives.
- **Bitcoin’s Correlation Shift**: Increasingly acts as a hedge against currency devaluation (see 2020-2024 price action).

### **3. The Network Effect: Security & Adoption**
- **Hash Rate All-Time Highs**: Bitcoin’s computational security ($/hash) outpaces competitors.
- **Global Adoption**: Emerging markets (Nigeria, Vietnam) lead in peer-to-peer usage due to weak local currencies.
- **Layer 2 Solutions**: Lightning Network enables low-cost transactions, enhancing utility.

### **Conclusion: A Strategic Allocation**
Bitcoin is no longer a speculative asset but a **macro hedge** with a proven track record. While volatility persists, its fundamentals—scarcity, decentralization, and adoption—suggest long-term appreciation potential.

**For investors:** A 1-5% portfolio allocation mitigates systemic risks while maintaining upside exposure.

**Agree? Share your thoughts below.**
#Bitcoin #Mac #BinanceAlphaAlert #Finance #BinanceResearch

#BTCRebound #BinanceResearch
Published: April 8, 2025
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📌 What You’ll Learn
Market Snapshot: How crypto fared in March
Top Movers & Shakers: Biggest winners and losers
DeFi Deep Dive: TVL trends and stablecoin shifts
NFT Scene: Where volumes soared—or sank
What’s Next: Key April events & unlocks
Join the Conversation: Get social on Binance Square 🏙️
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📊 Market Snapshot: March’s 4.4% Pullback
March 2025 saw the total crypto market cap slip 4.4% amid choppy macro winds. The Fed held rates steady for a second meeting—keeping risk appetite muted—while fresh U.S.–Canada/Mexico tariff spats sparked roughly US$1 billion in liquidations across derivatives desks.
Despite the dip, regulators moved forward:
The GENIUS Act cleared the Senate Banking Committee with bipartisan backing
The OCC green‑lit banks to custody digital assets
These milestones hint at clearer rules and a smoother path for mainstream crypto adoption.
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🌟 Top Movers & Shakers
🏆 Winners
Toncoin (TON): +17.1% on news of >US$400 M VC buys (Sequoia, Ribbit, Benchmark). User growth exploded from 4 M to 41 M accounts.
Cardano (ADA): +4.4% amid chatter of a U.S. Digital Asset Stockpile listing; ADA’s DeFi stablecoin pool topped US$30 M.
BNB: +2.5% thanks to a new USD1 stablecoin launch, a surge in DEX volume, memecoin buzz, and a US$100 M liquidity support fund.
🔻 Losers
Ethereum (ETH): –19.3% as Layer‑2s siphoned activity, denting gas‑fee demand.
Solana (SOL): –15.8% amid network congestion and an 80% drop in on‑chain revenues.
Bitcoin (BTC): –2.4% despite talk of a “Strategic Bitcoin Reserve” funded by seized assets—investors held back on the plan’s real‑world impact.
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💧 DeFi Deep Dive
TVL: Down 1.5% after the IRS’s DeFi Broker Rule was repealed via the Congressional Review Act on March 4—preserving platform autonomy.
Stablecoins: +4.4% growth, led by USDC’s share jump from 20% to 25.7%. It’s now the only major coin fully compliant with new EU rules.
Chain Spotlight: BNB Chain bucked the trend with TVL gains—thanks to PancakeSwap memecoin swaps and token‑swap incentives.
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🎨 NFT Scene

Trading Volume: –12.4% across the top 10 chains, lowest buyer activity since October 2023.
Ethereum NFTs: –59.3%, with Bored Ape and Pudgy Penguins down >50%. Only CryptoPunks held steady.
Bright Spots: Panini’s America NFTs jumped +259.2%, leveraging real‑world collectible pedigree.
Partnerships:
Azuki × Michael Lau for physical‑backed art toys
The Sandbox × Jurassic World for metaverse dino hunts
EGGRYPTO × anime Eparida character drops
Sony’s Soneium × LINE on Web3 mini‑apps
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🔮 What’s Next: April Highlights
Stay tuned for our upcoming calendar of:
Major blockchain conferences
Protocol upgrades
Token unlock schedules (biggest in US$ terms)
(Full April event list in the complete report!)
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🏙️ Join the Conversation on Binance Square
Discover trending crypto news, influencer takes, and real‑time community polls on Binance Square, Binance’s social hub for everything Web3. You can:
📈 Follow top traders and mirror their strategies
🗣️ Share your own market insights or risk‑management tips
💡 Engage with trending topics and earn points via challenges
📊 Embed your latest trades directly into posts with new K‑line charts $BTC
$ETH
$BNB
# #Write2Earn

Sounds unbelievable, right? But this theory has sparked serious debate.

Some crypto analysts and internet researchers suggest that Satoshi Nakamoto — the mysterious mind behind Bitcoin — might actually be a man named Paul Le Roux, a tech prodigy-turned-international criminal with a deep understanding of encryption, privacy, and digital finance.

Let’s explore how this wild theory came to life:

Who Is Paul Le Roux?

Originally born in Zimbabwe, Paul Le Roux is known in tech circles as a highly skilled software developer. In the early 2000s, he created an advanced encryption tool called E4M (Encryption for the Masses). It was so strong that even government agencies found it hard to break.

He was a firm believer that digital privacy meant freedom — and even wrote his own privacy-focused declaration, echoing similar beliefs expressed in the Bitcoin whitepaper.

But soon, he went off track.

From Code to Crime

Le Roux shifted from coding to building illegal online businesses. He set up unregulated online pharmacies and later developed a massive criminal operation that extended across continents.

His organization dealt in:

Weapons trafficking

Illicit drugs

Identity fraud

Contract killings

He operated like a military leader — coordinating secret communications, using strong encryption, and handling vast sums of money.

By 2009, he needed a way to transfer money globally, without any banking oversight. That’s suspiciously close to the time Bitcoin was launched — in January 2009.

The Strange Similarities Begin

It gets even more intriguing when you learn that one of Le Roux’s aliases was:
Paul Solotshi Calder Le Roux

Notice the name Solotshi? It strongly resembles Satoshi. Coincidence? Maybe. But let’s continue.

Satoshi Nakamoto stopped all communication in 2011

Paul Le Roux was caught and detained in 2013

And in the Kleiman vs. Wright legal case, which involved claims over Bitcoin’s creation, a leaked document included Le Roux’s name — the first time he was officially linked to Bitcoin in any public setting.

Even during his legal proceedings, Le Roux told the court that he wanted to start a Bitcoin mining firm while serving his sentence.

Overlapping Traits

Here’s why some believe Le Roux and Satoshi could be the same:

Both are expert-level programmers

Both supported the idea of privacy and digital independence

Both had reasons to create a decentralized, untraceable digital currency

Le Roux ran a global empire — and needed anonymous financial systems

But There Are Holes in the Theory

Le Roux’s coding style doesn’t align with Satoshi’s

Satoshi was calm and well-mannered in communication — Le Roux was unpredictable

There’s no clear proof Bitcoin was ever used in Le Roux’s operations

The last activity from Satoshi's known accounts appeared in 2015 — long after Le Roux was locked up

Final Thoughts

Is Satoshi Nakamoto a group of anonymous developers? A lone genius protecting their identity? Or a criminal mastermind hiding behind bars?

The mystery continues, but one thing is clear — Bitcoin’s origin is still one of the biggest unsolved stories in the digital age.

What’s your theory? Could Satoshi be a freedom-loving cypherpunk, a skilled coder in hiding, or someone behind bars watching the world adopt his invention?

#BinanceSquareTalks #CryptoMystery #BitcoinHistory #BinanceResearch