Have you ever thought about why you are working so hard in the cryptocurrency space, competing with the major players and studying the meager on-chain liquidity, yet still not making any money?
The reason is simple: the true global top players have long shifted the battlefield.
Binance Research's latest report in June has unveiled one of the biggest lies in the current global financial market.
Wall Street never imagined that while they kept 82% of the global population locked out of the US stock market with high transaction fees and strict offshore account opening barriers, cryptocurrency exchanges have already taken their shortcut.
Binance Research provided a prediction that traditional brokers will lose sleep over: By 2031, a financial tsunami triggered by "asset equity restructuring" will directly bring an additional $2 trillion in capital to global stock markets, along with nearly 300 million "new shareholders in crypto."
The times have changed. As a trader who understands chip distribution and tracking of major players, if you still can't comprehend this "stablecoin settlement + tokenized stocks" logic, you may find yourself left empty-handed in the next five years.
1. Wall Street's Most Fatal Weakness: 82% of the Global Population Locked Out of the US Stock Market
For a long time, the US stock market has been the largest and most profitable stock market in the world. Adjusted for freely traded stocks, the US stock market accounts for more than half (over 60%) of the total global stock market capitalization.
But there is a significant "structural asymmetry" on Wall Street: foreign investors only hold about 18% of the US market shares.
Why is global capital investment in US stocks so severely insufficient?
1. Cross-Border Account Opening and Geographic Barriers
In the US, 62% of people participate in the stock market through direct ownership, mutual funds, or retirement accounts. However, in emerging markets like Asia (countries such as China and India, which together hold one-third of the world's population), Africa, and South Asia, the participation rate in the stock market is generally below 20%. The cumbersome offshore account opening procedures and strict cross-border remittance restrictions have become an insurmountable chasm.
2. Despairing "Price Thresholds"
Entering 2026, as the most dazzling tech giants in the artificial intelligence (AI) capital expenditure cycle, SNDK and MU (Micron) saw their stock prices soar by more than 620% and 270%, respectively, with prices reaching $1716 and $1064.
What does this mean?
In most parts of Africa and South Asia, an ordinary laborer's monthly income is less than $300. This means that even if they went without food or drink for months, they still couldn't afford "just one share" of these tech giants.
Class rigidity and closed channels leave billions of new retail investors in emerging markets helpless to watch the benefits of the times slip away.
2. The Disruptor: What is "Tokenized Stock"?
Wherever there is a pain point, there is disruption. The remedy offered by cryptocurrency exchanges is to move traditional stocks onto public blockchains — tokenized stocks.
Looking back at history:
- 1602: The Dutch East India Company issued the first publicly traded stocks, giving birth to the modern stock market;
- 1971: NASDAQ was established, replacing trading floors with computer screens, marking the beginning of electronic trading;
- 2026: We are approaching a third historical turning point— stocks are moving towards tokenization, completely transcending time zones and regions, operating 24/7 perpetually.
The Magic of "Fractional Buying"
Previously, you couldn't afford a stock priced at over $1700. Now, through tokenization, one share can be split into thousands or even smaller fractions. Do you only have $10? No problem, you can buy 0.005 shares. This gives the most grassroots retail investors around the globe the first opportunity to share in the tech dividends alongside Wall Street elites.
Empirical data from Binance Research strongly confirms this:
Among the early users trading stocks on Binance, nearly 93% of users come from emerging markets! Regions that have historically been restricted by geographic and brokerage barriers are now experiencing a celebration of inclusive finance on the blockchain.
3. Evolution: Stock Trading Accounts Are Turning into "Financial Super Applications"
When exchanges perfectly integrate cryptocurrency, traditional stocks, and cash management into one account, the efficiency and friction of funds are compressed to the extreme.
Retail investors find that asset allocation is no longer the domain of high-end institutional operations, but has become an intuitive, smooth muscle memory.
1. The "Golden Ratio" of 5% Bitcoin
Binance Research backtested data from 2020 to 2026, and the results are shocking:
- Traditional portfolio (without BTC allocation): Cumulative return rate is 60%, Sharpe ratio (return per unit risk) is 0.52.
- Mixed portfolio (only allocating 5% BTC): Cumulative return rate skyrockets to 82%, Sharpe ratio rises to 0.63!
This indicates that a single account containing both tokenized stocks and small amounts of crypto assets can achieve up to 22% enhancement in returns after risk adjustment.
2. The "Tech Belief" of Crypto Users
According to early capital flow data from Binance, these "new shareholders in crypto" exhibit exceptionally high financial literacy. AI-related themes attracted more than 70% of the total capital inflows!
Among them, the semiconductor and equipment sector performed the most impressively, attracting one-third of the capital, and its trading volume is 3.3 times that of the second-ranking software and services sector.
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4. Hardcore Technology: New Settlement Model and "Risk-Free Arbitrage" Underlying Chain
As traders, we are most concerned about how the underlying logic of this system operates. The latter part of the report deeply dissects how blockchain technology induces "pricing corrections" and arbitrage mechanisms in traditional finance (TradFi).
1. The "Money-Saving Artifact" That Never Closes
For cross-border traders, traditional wire transfers are not only slow but also costly. However, with on-chain new dollar token settlements, average transactions can save 3.6% (about $40) of offshore intermediary fees, and eliminates the friction of funds routing in the banking system.
Currently, perpetual contracts linked to traditional finance (TradFi-Perps) account for 10% of the total trading volume of such assets.
2. The "Ceiling" of Risk-Free Interest and Financing Rates
With the ability to engage in both spot stock trading and perpetual contracts on the same platform, unprecedented cross-market arbitrage convenience has been created.
Currently, market risk-free interest rates remain stable at between 3.50% and 3.75%. Binance Research points out:
When users deposit yield-bearing tokenized US Treasury bonds (Tokenized T-Bills) as collateral in the exchange, they can passively earn more than 3.5% risk-free interest. This directly compresses the net holding costs to nearly zero!
Under this mechanism, when the funding rates of perpetual contracts exceed a 7.5% effective arbitrage cap, a large amount of arbitrage capital mechanically floods into the spot market for hedging, continuously applying downward pressure on funding rates.
The result is that the financing rates of traditional financial perpetual contracts will be structurally stabilized near the current risk-free rates, eliminating the profit price spread on both sides of the market.
5. The Ultimate Black Technology: The "Staking Pump" Effect of Tokenized Stocks
This is a utility dimension unique to blockchain that traditional stock markets could never replicate—stock token staking.
In traditional stock markets, when you buy stocks, you can only hold them or lend them out. But in the crypto ecosystem, you can stake stock tokens to gain platform rights or access permissions.
However, behind this lies a "mechanical transmission mechanism" that has a huge impact on the real US stock market:
1. Circulation Supply Reduction: Staked stock tokens are effectively removed from the circulating supply.
2. Mechanical Buy Orders: To ensure a 1:1 real asset redemption, for every token locked, the custodian must purchase an equivalent share in the underlying US stock market and lock it.
According to the "Market Inelasticity Hypothesis" published by the National Bureau of Economic Research (NBER), in the stock market, every $1 of net capital inflow raises the total market capitalization by about $5.
Binance Research, combined with demand studies for indices and individual stocks, points out that for large stocks (blue-chip stocks), for every $1 locked in tokenized stocks, the actual US stock market capitalization will be reassessed and increase by $0.30 to $1.00!
In other words, in the future, when crypto users frenziedly stake "Apple" or "NVIDIA" tokens on exchanges, it will directly translate into real buying power in the actual US stock market, mechanically helping these listed companies to push up their stock prices!
Conclusion: The Ultimate Paradigm Shift in Asset Equity
This report from Binance Research sounds the alarm for global capital markets: "The physical barriers between 'crypto' and 'traditional Wall Street' are being completely shattered."
Blockchain is no longer a "virtual bubble" in the eyes of others; it has become the world's most advanced "financial road-building tool." It has brought the once lofty core assets of Wall Street into the smartphones of ordinary people in dozens of developing countries.
This is not only the ultimate form of tokenization for RWA (Real World Assets) but also secures the most solid underlying earnings assets for the crypto market. In the next five years, this vast retail force from emerging markets will come with $2 trillion, completely reshaping the liquidity landscape of global stock markets.
As the chips from tech giants migrate from Wall Street's traditional ledger to a decentralized public blockchain, are you ready to get on board for this century's great reshuffling of the "equity layer"?
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Risk warning: Investing in US stocks still requires self-assessment of market risks, regulatory risks, and local legal compliance risks (especially foreign exchange controls, overseas investment reporting, etc.)
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