Recently, I have been watching the movements of #USD1 and found something very interesting: Binance's support for USD1 is unprecedented, no longer just simple "giving some traffic," this guy is really playing a big game. 🧐

Let’s first clarify how Binance is supporting USD1; this path is worth discussing:

Step one: At the beginning of 2025, the Abu Dhabi sovereign-backed MGX fund invested $2 billion in Binance, and this money was settled entirely with USD1. This is the world's first instance of a stablecoin investing over a billion in history.

2 billion dollars, folks, this directly established USD1's position in Binance, effectively raising USD1 to the height of a "sovereign level capital settlement tool." This far exceeds the ordinary stablecoin framework.

Step two: Next, Binance launched the spot trading pair, simultaneously initiating a 20% annual financial management activity for USD1. Under the dual stimulation of spot trading and financial management, the TVL of USD1 surged, doubling in just under two months.

Although the early launch of USD1's spot trading pair and financial management was a basic operation, allowing everyone to buy and hold, the subsequent operations are the key!

Step three: Following this, contract trading pairs were rapidly introduced, incentivizing users to deposit USD1 into contract accounts, with a 20% enhancement in financial management returns. This effectively integrated USD1 into the contract margin system, providing a practical use case where it can be used for leverage, going long or short.

Step four: Binance Pay integration started, connecting offline scenarios. USD1 is now officially part of the Binance Pay system. Thousands of global merchants supporting Binance Pay—travel, hotels, e-commerce—can directly accept USD1 payments. This has truly linked USD1 to everyday offline consumption scenarios, undoubtedly bringing genuine demand for its use.

Step five: I believe this is also the most crucial step—connecting RWA trading pairs.

Recently, Binance launched perpetual contracts for SpaceX ($SPCX), with USD1 being one of only two stablecoin trading pairs (besides USDT) that can use USD1 for margin and settlement, as shown in the picture below.👇

If you want to trade popular assets like SpaceX, you must enter the USD1 settlement system. Margin, clearing, funding rates—all follow this USD1 route. This is completely different from those previous "holding rewards" and "airdrops." Before, it was about coaxing you to hold, now it’s about making you use it. With more and more assets launched in the future, the adoption rate will rise exponentially!

📝 What exactly is Binance planning? After much consideration, I feel Binance's logic is actually very clear:

• Diversifying risk: No longer excessively relying on a single USDT or USDC, avoiding potential regulatory and systemic risks.

• Binding allies: #WLFI, the Trump family's crypto project, is a core partner of Binance, and supporting USD1 solidifies this relationship.

• Seizing the RWA track: Binance is now running a very new model, using the most eye-catching traditional financial assets; SpaceX, Tesla, and probably more+ crypto perpetual contracts + USD1 settlement.

If this combination is fully operational, USD1 will become the core fuel of the RWA track.

Imagine that in the future, if you want to trade shares of Apple, Amazon, or even equity of some unlisted unicorn company, it can all be done through Binance’s RWA contracts, with USD1 as the settlement tool.

The market scale will be astonishingly large. The total market value of the global stock market exceeds $100 trillion; even if only 1% of the funds flow into the crypto market through RWA, that’s a trillion-dollar scale.

To summarize, Binance's actions are not just feeding traffic to WLFI, but also leveraging the momentum of RWA to effectively carve out a hardcore use scenario for USD1.

From spot to contracts, from on-chain to offline, from retail trading to sovereign capital clearing, USD1 is being shaped by Binance into a "full-scenario stablecoin." 🧐

DYOR🙏

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