Binance Research
前往频道在 Telegram
Stay up to date with the latest releases on Binance Research. https://research.binance.com/
显示更多📈 Telegram 频道 Binance Research 的分析概览
频道 Binance Research (@binanceresearch) 英语 语言赛道中的 是活跃参与者。目前社区聚集了 10 374 名订阅者，在 加密货币 类别中位列第 9 041，并在 马来西亚 地区排名第 3 412 位。
📊 受众指标与增长动态
自 невідомо 创建以来，项目保持高速增长，吸引了 10 374 名订阅者。
根据 28 九月, 2026 的最新数据，频道保持稳定运转。过去 30 天订阅人数变化为 -77，过去 24 小时变化为 3，整体触达仍然可观。
- 认证状态： 未认证
- 互动率 (ER)： 平均受众互动率为 14.63%。内容发布后 24 小时内通常能获得 7.24% 的反应，占订阅者总量。
- 帖子覆盖： 每篇帖子平均可获得 1 518 次浏览，首日通常累积 751 次浏览。
- 互动与反馈： 受众积极参与，单帖平均反应数为 9。
- 主题关注点： 内容集中在 u.s, stablecoin, initiative, byte, ethereum 等核心主题上。
📝 描述与内容策略
作者将该频道定位为表达主观观点的平台：
“Stay up to date with the latest releases on Binance Research.
https://research.binance.com/”
凭借高频更新（最新数据采集于 30 九月, 2026），频道始终保持新鲜度与高覆盖。分析显示受众积极互动，使其成为 加密货币 类别中的关键影响点。
10 374
订阅者
+324 小时
-67 天
-7730 天
帖子存档
10 374
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
10 374
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/
10 374
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
10 374
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/
10 374
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
10 374
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
10 374
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/
10 374
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/
10 374
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
10 374
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/
10 374
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
10 374
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
10 374
Gen Z is building an equity portfolio on Binance.
🔸 22% equity HODLer
🔸 77% are net accumulators
🔸 96% never traded leveraged ETFs
Read more ⬇️
https://www.binance.com/en/research/analysis/gen-z-perspective-rewrite
10 374
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 👇
https://www.binance.com/en/research/analysis/half-year-2026-exchanges-institutions
10 374
Time to explore Binance Equity Weekly Fund Flow.
Key Insights:
🔸 Users bought the crash and sold the recovery for US$91M.
🔸 Semiconductors collapsed 81% but stayed positive at US$21M.
🔸 Diverse by breadth, concentrated by SanDisk.
Read more ⬇️
https://x.com/BinanceResearch/status/2085328749260952012
10 374
Time to explore August's market insights!
Discover key insights on:
🔸 Rise of TradFi-Perps
🔸 bStocks Captured 1/4 of Tokenization Stock Market
🔸 Retail-Accessible Arbitrage
🔸 Equity Fund Flow Recap
...and more.
Read here ⬇️
https://www.binance.com/en/research/analysis/monthly-market-insights-2026-08
10 374
Time to explore Binance Equity Weekly Fund Flow.
Key Insights:
🔸 Net flows reached US$275M, the largest weekly print, during the week semiconductor rotation intensified into a broader pullback.
🔸 Technology inflow rose 60% to US$180M, highest in the series, and took 65% of net flow.
🔸 SanDisk, SK Hynix and Micron were the three largest single-name inflows on record.
Read more ⬇️
https://x.com/BinanceResearch/status/2082826803530637453
10 374
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 👇
https://www.binance.com/en/research/analysis/half-year-2026-onchain-markets
10 374
bStocks just crossed US$500M in AUM!
A few more signals worth paying attention to:
🔸 85% of tokenized equity DEX volume
🔸 27% of tokenized equity market cap
🔸 92% of Monday's gap priced over the weekend
Dive into the full research 🔽
https://www.binance.com/en/research/analysis/stock-price-discovery-moves-on-chain
10 374
bStocks just crossed US$500M in AUM!
A few more signals worth paying attention to:
🔸 85% of tokenized equity DEX volume
🔸 27% of tokenized equity market cap
🔸 92% of Monday's gap priced over the weekend
Dive into the full research 🔽
https://www.binance.com/en/research/analysis/stock-price-discovery-moves-on-chain
