Binance Research

🧵 Binance Research: Geopolitical & Macro Pulse | April 7, 2026 Daily updates on geopolitical flashpoints and macroeconomic developments, with market implications for crypto investors.👇

6/ In three months, crypto-native perpetuals have gone from launch to measurable share against some of the most established global benchmarks. If this trajectory continues, the distribution of pricing power across venues could shift meaningfully — a development worth watching closely.

5/ A few structural factors worth noting: Binance operates 24/7, allowing price activity to continue when traditional venues are closed. Cross-collateralization enables multi-asset positioning from a single margin pool. And the App supports both off-chain TradFi and on-chain RWA access — rather than choosing between CeFi efficiency and DeFi composability, users can draw on both within the same portfolio construction workflow.

3/ Equities are where it gets interesting. CRCL reached 12.1% of its NYSE daily volume — a high ratio driven by the obvious overlap between Circle's audience and crypto-native traders. MSTR at 2.7%, TSLA at 0.5%. Early, but the curve looks familiar.

2/ Metals are leading. Gold went from 0.4% of COMEX in January to 3.6% in April, with an 8.3% peak day. Silver is even more striking — 1.0% to 13.6% average, peaking above 20%.

1/ 🧵 Crypto RWA perpetuals are eating TradFi’s lunch. 🍽️ In 90 days, the average ratio of Binance RWA-perp volume to primary TradFi futures has surged from 0.2% to 4.9%. Silver alone has reached 20.8% of COMEX at peak. Gold hit 8.3%. Here's what the data shows 👇

The market is overpricing $Bitcoin ’s supply. The real hard cap isn’t 21M. It’s ~17M and shrinking.🚁 Bitcoin’s nominal inflation has been ~1.4% per year since 2021. Adjusted for potentially lost coins, it’s actually −0.21%.👇

Time to explore April's market insights! Discover key insights on: 🔸 Crypto vs Global Assets in Crisis 🔸 BTC Treasury Dynamics 🔸 Long-Term Holder Accumulation 🔸 ERC-8004 AI Agents ...and more. Read here ⬇️ binance.com/en/research/an…

4/ BNB is structurally deflationary, targeting a 50% supply reduction from 200M to 100M, currently at 136.35M, driven by dual-burn combining Auto-Burn and BEP-95 real-time gas fee burn. This sustained supply contraction stands in sharp contrast to the persistent inflation seen across most major tokens.

3/ Total RWA value on BNB Chain has reached ~$3.5B, adding ~$1B in March alone, with tokenized treasuries accounting for ~$3.2B, led by USYC (~$2.5B) and BUIDL (~$500M).

Charting the Week 📊 BNB Chain demonstrates strong ecosystem growth through stablecoin expansion, network dominance, and institutional RWA adoption, backed by BNB deflationary tokenomics.🧵👇

Rate markets went from pricing 2 cuts → 2 hikes on oil shock fears. But is this hawkish repricing a mispricing? Our latest weekly dives into why the pivot back to easing may surprise markets. Read here ⬇️ binance.com/en/research/an…

🧵 Binance Research: Geopolitical & Macro Pulse | April 1, 2026 Daily updates on geopolitical flashpoints and macroeconomic developments, with market implications for crypto investors.👇

🧵 Binance Research: Geopolitical & Macro Pulse | March 31, 2026 Daily updates on geopolitical flashpoints and macroeconomic developments, with market implications for crypto investors.📷

🧵 Binance Research: Geopolitical & Macro Pulse | March 30, 2026 Daily updates on geopolitical flashpoints and macroeconomic developments, with market implications for crypto investors.👇

🧵 Binance Research: Geopolitical & Macro Pulse | March 27, 2026 Daily updates on geopolitical flashpoints and macroeconomic developments, with market implications for crypto investors.

The latest on the CLARITY Act has opened discussions on stablecoin yield. #Binance Research looks at what this could mean for a stablecoin market now at US$316B and growing independently of broader crypto. Read here ⬇️ binance.com/en/research/an…