Binance Research @BinanceResearch
Providing institutional-grade analysis, in-depth insights, and unbiased information to all participants in the digital asset industry. https://t.co/ljTYqlhepa research.binance.com Joined April 2018-
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#NeoCloud companies are carrying a timing problem on their balance sheets. GPUs bought at peak prices are depreciated over 5–6 years. Nvidia now ships a new generation roughly every year, so last year's flagship can be mid-tier long before it's off the books. For $CRWV and $NBIS , infrastructure already makes up nearly 60% of operating costs. The winners won't be whoever bought the most GPUs. They'll be whoever earned back the cost before the next generation landed.
History says #FOMC days move $BTC. 12h after a decision, the median move has been ~2.5x a normal day. Options are pricing tonight about like any other day, and next week a touch higher. Data from Binance Spot and Binance Options 👇
@BNBStandard trades at one of the lowest valuations among major crypto treasury companies. Its enterprise value is 0.72× its BNB holdings, versus 0.78–1.09× for three peers. Could that gap narrow as BNC’s treasury strategy develops? 👀
@AnthropicAI IPO filing puts pre-IPO perpetuals in focus. Among the major venues, Binance accounts for 47.6% of open interest and 31.0% of cumulative volume since June 2.
Binance’s @AnthropicAI pre-IPO futures signal a more bullish valuation. 👀 ANTHROPICUSDT traded at 1,880 USDT on Oct 27, implying ~$1.88T using Binance’s 1B-share reference, vs. Anthropic just filed for a Nasdaq IPO. FT-reported expectations of $1.5T–$1.75T.
USD/BRL surged as markets repriced Brazil’s macro risk, with the FX rate reaching its highest since December 2025. @binance’s 24/7 USD/BRL perpetual closed at 5.380 on Oct 26, with trading volume reaching 114× its prior 34-day median.
@Reuters Binance’s Anthropic pre-IPO futures signal a more bullish valuation.
Binance’s @AnthropicAI pre-IPO futures signal a more bullish valuation. 👀 ANTHROPICUSDT traded at 1,880 USDT on Oct 27, implying ~$1.88T using Binance’s 1B-share reference, vs. Anthropic just filed for a Nasdaq IPO. FT-reported expectations of $1.5T–$1.75T.
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👇 binance.com/en/research/an…
Nasdaq carries an unusually high volatility premium vs the S&P 500. After the Fed and tech earnings, smaller-than-priced swings, resilient stocks and a narrowing premium could signal easing risk concerns.
Volume is one measure of adoption, breadth is another. BNB Chain stablecoin holder addresses doubled YoY to 89.6M in Sep 2026, with about US$4.3T settled since Sep 2025. It led all chains in new addresses in Q1 to Q3 2026, and ranks second in total, 0.2M behind TRON.
RESEARCH: Stablecoins settled roughly $35T onchain in 2025, more than @Visa and @Mastercard combined. Only about $390B of it was a real payment. A new CoinDesk Research report maps where the value actually went, and why @crediblefin is building for the gap in between.
The key paradox is that these six neocloud companies generate gross margins of 40–77%, yet ROA and ROIC remain at or below zero. The challenge is the cost of capital-intensive infrastructure, GPU depreciation and interest expenses on debt-funded expansion, can absorb much of the gross profit before it translates into positive returns.
'Not all neoclouds are created equal': Goldman Sachs says buy the dip on CoreWeave after sell-off last week cnbc.com/2026/10/19/buy…
What do people ask Binance AI? We classified prompts into 10 intent categories: 🤖 ~55% build & run automated strategies 📊 ~34% market data & research 🎯 Only ~11% are “give me a trade” Plus, daily MCP calls topped 1M in mid-Oct, ~8.8x a month earlier.
@BNBStandard @Nasdaq @NasdaqExchange @odagius Since 2017, ETH, ADA, TRX and XRP supply grew 21–64%. BNB's shrank by a third.
binancecoin:native ’s 37th quarterly burn removed ~1.65M BNB (~$1.2B), its third-largest by USD value. Floating supply is now 131.5M, down a third from 200M in 2017 and 68.5% of the way to the 100M target. Since 2017, ETH, ADA, TRX and XRP supply rose 21% to 64%, with SOL up 129% since 2021.
The 37th quarterly $BNB token burn has been completed directly on BNB Smart Chain (BSC). ~1.64M $BNB has been burned, worth approximately $1.197B USD 🔥 View the details of the burn below 👇 bnbchain.org/en/blog/37th-b…
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 ⬇️ binance.com/en/research/an…
$BTC tops @JPMorganAM 's long-term return forecasts at 10% a year, ahead of US stocks at 7.5% and gold at 5.5%. A modest call for an asset that compounded at ~63% a year over the past decade and ~42% over the past three. JPM is taking the conservative route. Even so, JPM's 55% vol assumption implies a Sharpe of ~0.32, matching US large caps. And realized vol has already fallen from ~74% (10Y) to ~50% (3Y). At 42% vol and a 13% CAGR, the Sharpe rises to ~0.45. Bitcoin isn't just a high-return asset anymore. It's becoming a better risk-adjusted one.
🔥 BIG: JPMorgan Asset Management included Bitcoin in its 2027 Long-Term Capital Market Assumptions. Its base case projects a 10% annualized return for bitcoin:native over the next decade, the highest of any asset in its comparison.
Spot ETF in 2024. IBIT options that November. Now a buffer ETF filing. Buffer ETFs hold US$100B+, mostly in stocks. That’s more than IBIT, the biggest Bitcoin ETF, at about US$65B. Lots of cautious money on the sidelines, and Wall Street’s big name is building the on-ramp.
BREAKING🚨 @BlackRock just filed for another Bitcoin ETF. This one will be a "buffer" Bitcoin ETF which will means it will offer downside protection but investors will give up some upside to get that protection. Ticker will be $PBIT.
@BIS_org finds that higher deposit rates slow stablecoin growth. How much does that response depend on the yields holders can actually access? Across Binance and its Wallet, flexible stablecoin earning options can offer yields comparable to—and sometimes higher than—USD savings rates. For users who value keeping funds within crypto, competitive yields add another reason to stay. They could soften the incentive to move into bank deposits as rates rise. Whether that changes the strength of the relationship BIS finds is worth exploring.
Are stablecoins and bank deposits substitutes? New research finds that higher US bank deposit rates are associated with slower stablecoin growth. Findings suggest that deposit pricing could influence stablecoin adoption and banks’ future funding conditions bit.ly/4ib9fLY
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 ⬇️ binance.com/en/research/an…
A closer look at #bStocks’ $1B milestone 👇 ⚡ Fastest to reach $1B 🔄 More tokenized-stock transfer volume than all peers combined since its June launch 🔗 DeFi utilization consistently above the sector
bStocks AUM: $1,000,000,000+ ✔️ With 1:1 convertibility and zero conversion fees, users have converted over $6B between bStocks and underlying stocks. The momentum goes beyond holding. Users are converting, trading, and building with tokenized stocks.
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