A sharp crypto market downturn has pushed Bitcoin to its lowest level since November 2024, triggered by fears of aggressive Federal Reserve tightening under potential new leadership. Binance Research argues the sell-off reflects overblown concerns about Quantitative Tightening, citing structural limitations in the financial system. The analysis suggests technical constraints may prevent the severe balance sheet reduction markets currently fear.
about Crypto Sell-Off Driven by QT Fears May Be Overblown: BinanceBinance Research
0 in Finance and 1 in Crypto last weekBitcoin Plunge: Geopolitics Trigger $19B Crypto Sell-Off
Bitcoin and Ethereum prices experienced a dramatic plunge on October 10, triggered by geopolitical tensions and macroeconomic uncertainty. According to Binance Research, traders liquidated over $19 billion in high-risk positions in one of the largest single-day sell-offs in recent crypto history. The market downturn marked the first negative October for cryptocurrencies since 2018, with Bitcoin falling 4% and Ethereum dropping 8.6% as risk markets reacted to escalating trade tensions and Federal Reserve policy uncertainty.
about Bitcoin Plunge: Geopolitics Trigger $19B Crypto Sell-OffCrypto’s Red October: Binance Reveals Market Shifts
October 2023 delivered the crypto market’s first negative monthly performance since 2018, with total market capitalization declining 6.1% amid Federal Reserve rate cuts and government uncertainty. Despite the downturn, Bitcoin dominance climbed to 59.4% while Ethereum saw strong institutional ETF inflows, and surprising trends in privacy coins and payment protocols emerged that could shape November’s trajectory.
about Crypto's Red October: Binance Reveals Market ShiftsDeFi Lending Surges as Tokenized RWAs Attract Institutions
According to Binance Research, decentralized finance lending protocols are capturing significant institutional interest through the acceptance of tokenized real-world assets (RWAs) as collateral for stablecoin loans. The sector has witnessed remarkable growth, with total value locked surging from $53 billion at the start of 2025 to over $127 billion currently, representing a 72% year-to-date increase. This expansion is fueled by automated smart contract systems that eliminate traditional financial intermediaries, making lending and borrowing more efficient for institutional investors. The trend highlights the growing convergence between traditional finance and decentralized protocols through tokenization technology.
about DeFi Lending Surges as Tokenized RWAs Attract InstitutionsBitcoin Dominance Dips as Altcoins Surge in July
In July, Bitcoin’s dominance fell by 5.2% to 60.6%, while altcoins surged to 39.2% dominance—one of the largest monthly jumps in 2025. Ethereum led the charge with a 51% price increase, driven by corporate treasuries adding 2.7M ETH (up 127.7%). Other altcoins like XRP, ADA, and DOGE also gained due to ecosystem developments and DeFi interest. The stablecoin sector saw regulatory progress with the GENIUS Act, boosting institutional adoption (e.g., JPMorgan, Citi, Visa). NFTs rebounded sharply, with Ethereum-based collections rising 58% and CryptoPunks sales spiking 393%. The market shift reflects growing diversification beyond Bitcoin.
about Bitcoin Dominance Dips as Altcoins Surge in JulyTokenized Stocks Near $1.3T Market Opportunity
Tokenized stocks are nearing a potential inflection point, with Binance Research predicting a $1.3 trillion market opportunity fueled by growing investor interest in blockchain-based financial products. The real-world asset (RWA) tokenization sector, which includes tokenized stocks, reached a $370 million market cap by July, with $260 million attributed to Exodus Movement (EXOD) shares issued via Securitize. Excluding EXOD, the market cap surged 220% monthly to $53.6 million, signaling rapid growth in the sector. This trend highlights the accelerating convergence of traditional finance and blockchain technology.
about Tokenized Stocks Near $1.3T Market OpportunityBNB Hits Record High as Meme Stocks & ETH ETFs Surge
This past week saw a resurgence in retail-driven market activity, with meme stocks like Kohl’s and GoPro soaring, reminiscent of the 2021 GameStop frenzy. In crypto, Binance Coin (BNB) hit a new all-time high above $800, fueled by institutional interest and strong risk-adjusted returns. Ethereum ETFs attracted nearly $1.4 billion in net inflows, while Bitcoin saw outflows. However, the market remains volatile, with altcoins like XRP and Dogecoin experiencing sharp corrections. Analysts are closely watching Bitcoin’s resistance at $120,000 and upcoming macroeconomic events, including Fed meetings and regulatory developments, which could shape market trends in the coming weeks.
about BNB Hits Record High as Meme Stocks & ETH ETFs SurgeDEX Trading Volumes Surge as CEXes Face Challenges
Despite geopolitical tensions and market volatility, DEX trading volumes surged in June, reaching a historic 27.9% share of total spot trade volume. PancakeSwap dominated with 42% market share, driven by Alpha trading and infrastructure upgrades. Meanwhile, CEX volumes stagnated, highlighting a shift toward decentralized and hybrid CeDeFi platforms, which offer MEV protection, low slippage, and faster transactions. Solana-based DEXes like PumpSwap maintained strong activity, though others like Raydium lagged. Regulatory flexibility has fueled DEX innovation, while CEXes remain vulnerable to retail speculation and macroeconomic shifts.
about DEX Trading Volumes Surge as CEXes Face ChallengesCrypto Market Surges in May: Binance Research Report
Binance Research’s May report highlights a 10.3% increase in crypto market capitalization, fueled by Bitcoin’s new all-time high and $5.2 billion in U.S. spot Bitcoin ETF inflows. Despite macroeconomic volatility from U.S. trade policy shifts, institutional adoption grew, with 116 public companies holding 809,100 BTC. Corporate treasuries are diversifying into ETH, XRP, and SOL, while DeFi surged 19% due to new products. Meme coins, AI tokens, and RWAs also gained, though Gaming and Layer-2 sectors lagged. The report projects corporate BTC holdings could exceed 1 million by 2026, contingent on macro conditions and regulatory clarity.
about Crypto Market Surges in May: Binance Research ReportRWA Tokenization Surges Past $23B Amid US Crypto Clarity
The tokenization of real-world assets (RWAs) has experienced explosive growth in the first half of 2025, with the market valuation skyrocketing by over 260% to surpass $23 billion. This surge is largely attributed to clearer US crypto regulations, which have bolstered confidence in blockchain-based financial products. RWAs—financial and tangible assets minted on blockchain—offer enhanced accessibility and liquidity for investors. According to Binance Research, the sector was valued at just $8.6 billion at the start of the year, highlighting the rapid adoption of tokenized assets. The trend underscores the growing intersection of traditional finance and decentralized technology.
about RWA Tokenization Surges Past $23B Amid US Crypto ClarityRecord U.S. Debt in 2025 May Spike Rates, Boost Crypto
The U.S. Treasury faces an unprecedented $31 trillion debt issuance in 2025—equivalent to 109% of projected GDP—potentially straining foreign demand and spiking borrowing costs. Analysts warn this could trigger stagflation, with crypto (particularly Bitcoin) gaining traction as a hedge if debt monetization occurs. Institutional flows into Bitcoin ETFs remain volatile, reflecting shifting sentiment, while political risks—such as potential Fed leadership changes—add another layer of uncertainty to markets. The scale of debt could destabilize traditional finance, pushing investors toward digital assets.
about Record U.S. Debt in 2025 May Spike Rates, Boost CryptoBitcoin’s Resilience Amid Trade Tariffs & Macro Volatility
The 2025 trade tariffs enacted by President Trump have significantly impacted Bitcoin’s correlation with traditional assets, initially driving a negative link with equities before aligning with risk sentiment. Binance Research notes BTC’s short-term sensitivity to macro factors like trade policy and Fed actions, but long-term data shows its persistent independence as an asset class. Despite volatility, Bitcoin demonstrated resilience during market stress, with long-term holders maintaining strong conviction. The report suggests BTC could re-emerge as a safe-haven asset if it decouples from equities, especially in a stagflationary environment. The Fed’s monetary policy and global trade tensions remain critical to crypto’s trajectory, with markets likely to stay range-bound until macro conditions stabilize.
about Bitcoin's Resilience Amid Trade Tariffs & Macro Volatility