Kay Capital|7月 02, 2026 10:34
Binance's US stock market went live for a month, starting from scratch and reaching a scale of 1 billion. The US stock market also followed the trend of cryptocurrency industry players entering the market and shaking for a month. To make a rough calculation, 3 billion trading volume/1 billion position ≈ 3 times monthly turnover, indicating that the cryptocurrency industry is still good at micro manipulation as always, and not just lying down after buying.
71% of the holdings are in the technology sector, with 48% in semiconductors. If the Robin Hood Investor Index next door counts hardware/equipment/semiconductor/software/Internet in the technology sector, it is about 49%. Compared to Binance, the difference is quite obvious. This is also in line with the customer group profile, as they are all speculating on cryptocurrency. Of course, they prefer to buy AI mainlines rather than old stocks.
For us personally, having multiple channels is always a good thing, and there are also many arbitrage opportunities when it comes to liquidity.
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