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Binance Research provides institutional-grade analysis, in-depth insights, and unbiased information to all participants in the digital asset industry.
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Weekly Binance Bytes (25 April)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ Jack Mallers teams up with Tether, SoftBank, and Cantor Fitzgerald to launch Twenty One, valued at US$3.6B, with plans to continue acquiring and holding BTC exclusively. Twenty One Capital, developed through a reverse merger with Cantor Equity Partners—a special acquisition company that raised US$100M in 2023—aims to mirror the strategy adopted by Michael Saylor’s MicroStr
Highlights 🧵:
1/ Jack Mallers teams up with Tether, SoftBank, and Cantor Fitzgerald to launch Twenty One, valued at US$3.6B, with plans to continue acquiring and holding BTC exclusively. Twenty One Capital, developed through a reverse merger with Cantor Equity Partners—a special acquisition company that raised US$100M in 2023—aims to mirror the strategy adopted by Michael Saylor’s MicroStr
Pectra and Fusaka Upgrades: What does it mean for Ethereum?
The Pectra and Fusaka upgrades are expected on the Ethereum mainnet on 7 May and late 2025 respectively.
We break down the upgrades and posit what it means for Ethereum in the long term in our latest report.
Key Takeaways:
Ethereum's dominance is under threat. Solana and BNB Smart Chain are closing the gap in terms of DEX volumes and fees generated. Contributing factors include slow and expensive transactions, fragmented developer mindshare and liquidity, and reduced value accrual to the L1 du
We break down the upgrades and posit what it means for Ethereum in the long term in our latest report.
Key Takeaways:
Ethereum's dominance is under threat. Solana and BNB Smart Chain are closing the gap in terms of DEX volumes and fees generated. Contributing factors include slow and expensive transactions, fragmented developer mindshare and liquidity, and reduced value accrual to the L1 du
Weekly Binance Bytes (18 April)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ VanEck proposes Bitcoin-linked Treasury bonds to offset US$14T in U.S. debt. VanEck’s Matthew Sigel has introduced the concept of “BitBonds,” a hybrid debt instrument combining U.S. Treasuries with Bitcoin exposure as a novel strategy to address upcoming refinancing needs. Under the proposal, new bonds would include 10% BTC exposure, capturing all upside until the yield-to
Highlights 🧵:
1/ VanEck proposes Bitcoin-linked Treasury bonds to offset US$14T in U.S. debt. VanEck’s Matthew Sigel has introduced the concept of “BitBonds,” a hybrid debt instrument combining U.S. Treasuries with Bitcoin exposure as a novel strategy to address upcoming refinancing needs. Under the proposal, new bonds would include 10% BTC exposure, capturing all upside until the yield-to
Weekly Binance Bytes (11 April)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ VanEck confirms Russia and China are settling energy transactions using BTC and other digital assets, signaling a move away from U.S. dollar dominance in global trade. VanEck’s Matthew Sigel sees this as early evidence of BTC evolving into a functional trade tool, particularly for those seeking alternatives to the U.S. dollar. With Trump’s tariff policies intensifying glob
Highlights 🧵:
1/ VanEck confirms Russia and China are settling energy transactions using BTC and other digital assets, signaling a move away from U.S. dollar dominance in global trade. VanEck’s Matthew Sigel sees this as early evidence of BTC evolving into a functional trade tool, particularly for those seeking alternatives to the U.S. dollar. With Trump’s tariff policies intensifying glob
Tariff Escalation and Crypto Markets: Impact Analysis
Tariffs are shaking markets, fueling uncertainty and risk-off sentiment. But can Bitcoin move past near-term stress and reassert its status as a macro outlier?
We explore recent macro drivers and how crypto fits into a protectionist world.
Read the full report here.
Key Takeaways
The year 2025 has seen a dramatic resurgence of U.S.-led trade protectionism. Since President Donald Trump took office in January 20
We explore recent macro drivers and how crypto fits into a protectionist world.
Read the full report here.
Key Takeaways
The year 2025 has seen a dramatic resurgence of U.S.-led trade protectionism. Since President Donald Trump took office in January 20
Monthly Market Insights - April 2025
Time to look at April's market insights!
Discover the current market landscape and key insights on:
🔸BTC Long-Term Holder Trends
🔸DEX and Wallet Market Share
🔸Memecoins
…and more.
Read the full report here.
Highlights:
In March 2025, the crypto market declined by 4.4%, amid volatility following President Trump’s Executive Order establishing a Strategic Bitcoin Reserve, and ongoing uncertainty around Federal R
Discover the current market landscape and key insights on:
🔸BTC Long-Term Holder Trends
🔸DEX and Wallet Market Share
🔸Memecoins
…and more.
Read the full report here.
Highlights:
In March 2025, the crypto market declined by 4.4%, amid volatility following President Trump’s Executive Order establishing a Strategic Bitcoin Reserve, and ongoing uncertainty around Federal R
Weekly Binance Bytes (4 April)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ Itaú Unibanco, Latin America's largest bank, is exploring the launch of a stablecoin pegged to the Brazilian Real, pending regulatory clarity from the Central Bank. This move aligns with a broader trend of banks developing in-house stablecoins, driven by increasingly favorable regulatory environments — particularly in the U.S., according to the bank’s Head of Digital Asse
Highlights 🧵:
1/ Itaú Unibanco, Latin America's largest bank, is exploring the launch of a stablecoin pegged to the Brazilian Real, pending regulatory clarity from the Central Bank. This move aligns with a broader trend of banks developing in-house stablecoins, driven by increasingly favorable regulatory environments — particularly in the U.S., according to the bank’s Head of Digital Asse
Navigating Crypto: Industry Map
In our latest report, we provide an overview of the crypto industry by highlighting projects across multiple sectors.
We spotlight themes such as Stablecoins, AI, Real-World Assets, DeSci, and others in this report.
Read the full report here.
Highlights:
The Industry Map provides an overview of the crypto ecosystem. In this report, we break down different verticals into subcategories, and lay out a few projects in each of them.In
We spotlight themes such as Stablecoins, AI, Real-World Assets, DeSci, and others in this report.
Read the full report here.
Highlights:
The Industry Map provides an overview of the crypto ecosystem. In this report, we break down different verticals into subcategories, and lay out a few projects in each of them.In
Weekly Binance Bytes (28 March)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, has partnered with Circle Internet Financial to explore integrating USDC stablecoin and USYC, a tokenized money market fund, into traditional financial markets. The collaboration will assess potential applications across ICE’s derivatives exchanges, clearinghouses, and market data services
Highlights 🧵:
1/ Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, has partnered with Circle Internet Financial to explore integrating USDC stablecoin and USYC, a tokenized money market fund, into traditional financial markets. The collaboration will assess potential applications across ICE’s derivatives exchanges, clearinghouses, and market data services
Where Are Our Airdrops Going?
Airdrops have taken-off as a means of token distribution🚀—but are they hitting the mark?
Our latest report uncovers the hiccups in recent airdrop mechanics and offers some ideas for a smoother, fairer future.
Read the full report here.
Highlights:
Airdrops have grown to become one of the most widely used means of token distribution. As is however, they are certainly not without certain issues. For airdrops to remain
Our latest report uncovers the hiccups in recent airdrop mechanics and offers some ideas for a smoother, fairer future.
Read the full report here.
Highlights:
Airdrops have grown to become one of the most widely used means of token distribution. As is however, they are certainly not without certain issues. For airdrops to remain
Weekly Binance Bytes (21 March)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ The Federal Reserve held its benchmark interest rate steady at 4.25%-4.5%, citing uncertainty about the economy and inflation. While the Fed downgraded growth forecasts and raised inflation expectations, it still anticipates a half percentage point of rate cuts this year. Chairman Jerome Powell emphasized the uncertainty caused by President Trump's policies, particularly
Highlights 🧵:
1/ The Federal Reserve held its benchmark interest rate steady at 4.25%-4.5%, citing uncertainty about the economy and inflation. While the Fed downgraded growth forecasts and raised inflation expectations, it still anticipates a half percentage point of rate cuts this year. Chairman Jerome Powell emphasized the uncertainty caused by President Trump's policies, particularly
The Future of Bitcoin #4: DeFi
Bitcoin’s presence in DeFi is rising, with BTCFi TVL up 2,767% in the past year. Yet, less than 1% of BTC is utilized in DeFi, leaving dormant liquidity untapped.
Our new report explores the financialization of #Bitcoin as an asset class.
Read the full report here.
Highlights:
Bitcoin’s Role is Expanding: Once primarily a store of value, Bitcoin is evolving into a broader decentralized financial (DeFi) ecosystem with t
Our new report explores the financialization of #Bitcoin as an asset class.
Read the full report here.
Highlights:
Bitcoin’s Role is Expanding: Once primarily a store of value, Bitcoin is evolving into a broader decentralized financial (DeFi) ecosystem with t
Weekly Binance Bytes (14 March)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ The GENIUS Act, sponsored by Senator Bill Hagerty, has successfully passed the Senate Banking Committee with bipartisan support, moving it one step closer to becoming law. The bill outlines a regulatory framework for stablecoins, including rules for their asset and reserve custodians, and introduces transparency and disclosure requirements for issuers. It establishes stat
Highlights 🧵:
1/ The GENIUS Act, sponsored by Senator Bill Hagerty, has successfully passed the Senate Banking Committee with bipartisan support, moving it one step closer to becoming law. The bill outlines a regulatory framework for stablecoins, including rules for their asset and reserve custodians, and introduces transparency and disclosure requirements for issuers. It establishes stat
Weekly Binance Bytes (7 March)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ U.S. President Trump has signed an Executive Order to establish a Strategic Bitcoin Reserve and a U.S. Digital Asset Stockpile consisting of other digital assets. The SBR will be capitalized with 200,000 BTC seized through criminal or civil asset forfeiture, serving as a long-term store of value with no plans for active expansion. In contrast, the Digital Asset Stockpile
Highlights 🧵:
1/ U.S. President Trump has signed an Executive Order to establish a Strategic Bitcoin Reserve and a U.S. Digital Asset Stockpile consisting of other digital assets. The SBR will be capitalized with 200,000 BTC seized through criminal or civil asset forfeiture, serving as a long-term store of value with no plans for active expansion. In contrast, the Digital Asset Stockpile
Monthly Market Insights - March 2025
Time to look at March's market insights!
Discover the current market landscape and key insights on:
🔸 Tariffs Situation
🔸 Solana Flows
🔸 Stablecoins and RWAs
…and more.
Read the full report here.
Highlights:
In February 2025, the cryptocurrency market declined by 20.2%, contributed by increasing negative sentiment, a historic US$1.5B hack on Bybit, and a drop in memecoin activity. Traditional finance markets also
Discover the current market landscape and key insights on:
🔸 Tariffs Situation
🔸 Solana Flows
🔸 Stablecoins and RWAs
…and more.
Read the full report here.
Highlights:
In February 2025, the cryptocurrency market declined by 20.2%, contributed by increasing negative sentiment, a historic US$1.5B hack on Bybit, and a drop in memecoin activity. Traditional finance markets also
Weekly Binance Bytes (28 February)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ The Lazarus Group, a North Korean state-sponsored hacking collective, executed the largest digital hack in history, draining US$1.5B from Bybit by compromising a developer machine of Safe{Wallet}, a smart contract wallet infrastructure. The attackers inserted a disguised malicious transaction without exploiting any vulnerabilities in Safe's smart contracts or frontend cod
Highlights 🧵:
1/ The Lazarus Group, a North Korean state-sponsored hacking collective, executed the largest digital hack in history, draining US$1.5B from Bybit by compromising a developer machine of Safe{Wallet}, a smart contract wallet infrastructure. The attackers inserted a disguised malicious transaction without exploiting any vulnerabilities in Safe's smart contracts or frontend cod
Weekly Binance Bytes (14 February)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ BNB Chain has unveiled its 2025 roadmap, introducing sub-second block times, gasless transactions, and AI-driven smart wallets, aiming to process 100 million transactions per day. Following the announcement, BNB surged 8.1%, surpassing SOL in market capitalization to become the fifth-largest cryptocurrency. The upgrade also enhances security by addressing Maximal Extracta
Highlights 🧵:
1/ BNB Chain has unveiled its 2025 roadmap, introducing sub-second block times, gasless transactions, and AI-driven smart wallets, aiming to process 100 million transactions per day. Following the announcement, BNB surged 8.1%, surpassing SOL in market capitalization to become the fifth-largest cryptocurrency. The upgrade also enhances security by addressing Maximal Extracta
Weekly Binance Bytes (7 February)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ Trump's tariffs on Canada, Mexico, China, and other key partners risk igniting a global trade war. Intended to exert economic pressure on Mexico, Canada, and China to fulfill their commitments to halt illegal immigration and stop the flow of fentanyl and other drugs into the US, these tariffs could strain NATO and G7 relations, threaten the US-Canada-Mexico Agreement (USM
Highlights 🧵:
1/ Trump's tariffs on Canada, Mexico, China, and other key partners risk igniting a global trade war. Intended to exert economic pressure on Mexico, Canada, and China to fulfill their commitments to halt illegal immigration and stop the flow of fentanyl and other drugs into the US, these tariffs could strain NATO and G7 relations, threaten the US-Canada-Mexico Agreement (USM
Weekly Binance Bytes (31 January)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ Chinese AI startup DeepSeek dethroned OpenAI’s ChatGPT as the most-downloaded free app on Apple’s U.S. App Store, triggering a major sell-off in global tech stocks, with Nvidia falling 17% and the Nasdaq dropping over 3%. Investors were shocked by DeepSeek’s ability to develop a highly competitive AI model at a fraction of the cost of U.S. rivals, raising concerns about C
Highlights 🧵:
1/ Chinese AI startup DeepSeek dethroned OpenAI’s ChatGPT as the most-downloaded free app on Apple’s U.S. App Store, triggering a major sell-off in global tech stocks, with Nvidia falling 17% and the Nasdaq dropping over 3%. Investors were shocked by DeepSeek’s ability to develop a highly competitive AI model at a fraction of the cost of U.S. rivals, raising concerns about C
Weekly Binance Bytes (25 January)
Happy Friday! Binance Bytes is an initiative by the Research team to provide a quick round-up of the week.
Highlights 🧵:
1/ President Donald Trump signed an executive order establishing a cryptocurrency working group to draft new digital asset regulations and explore creating a national cryptocurrency stockpile. The order also mandates protection of banking services for crypto companies, bans the creation of a U.S. central bank digital currency, and rolls back SEC guidance that had hindered cr
Highlights 🧵:
1/ President Donald Trump signed an executive order establishing a cryptocurrency working group to draft new digital asset regulations and explore creating a national cryptocurrency stockpile. The order also mandates protection of banking services for crypto companies, bans the creation of a U.S. central bank digital currency, and rolls back SEC guidance that had hindered cr
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