Murphy|7月 03, 2026 06:47
How long does it take for a new business line to scale from zero to $1 billion?
Binance provides the answer: It only takes 30 days! This is hard to imagine in the traditional securities industry.
We all know that the US stock market accounts for half of the global stock market value, while foreign investors hold only 18%. That is to say, there is an insurmountable gap between most people in the world and the world's largest asset pool.
This includes restrictions on all entry thresholds such as identity, taxation, account opening, and remittance. And Binance is now replacing this wall with a door.
No need to open a new account, no need for cross-border remittance. For a user who is accustomed to using USDT, there is no difference in operation between buying NVDA and buying BTC.
From the conversion data, it can be seen that out of every 7 visitors to the stock trading page, 1 becomes a registered user, and 90% complete the actual transaction. This indicates that the goal is clear, and it is for this purpose.
Out of over 7000 tradable targets, 740 actually traded. The technology sector accounts for 71% of the total holdings, with 48% in semiconductors, and trading volume is 23 times that of other sectors.
Binance officials interpret it as a "professional fund manager style allocation", but I have a different view on this: highly concentrated, it is more like a typical form of retail FOMO.
Alternatively, it can only be said that funds are concentrated in the AI sector. As for whether it's thoughtful consideration or emotional drive behind it, perhaps both are involved.
However, regardless, the signal conveyed by this is that global users want to participate in the current core market narrative, and in the past they did not even have the qualifications to participate.
According to Binance Research's prediction, cryptocurrency exchanges are expected to bring 300 million new users and $2 trillion in incremental funds to global stock markets by 2031.
For those without securities accounts, this may be the closest path between them and the global market.
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