Core Insights - The report from Binance Research indicates a favorable macro environment for crypto assets due to expectations of more aggressive interest rate cuts by the Federal Reserve in 2026 and the narrative surrounding Bitcoin as a strategic reserve in the U.S. [1] Market Trends - There is a noticeable trend of capital inflow into the crypto market, with the total market capitalization of stablecoins approaching $200 billion, and six stablecoins surpassing a market cap of $1 billion [1] - The Real World Asset (RWA) sector continues to expand, with the on-chain tokenized government bonds experiencing a month-on-month growth of 12%, reflecting a surge in institutional demand for risk-free on-chain yields [1] Sector Performance - The report highlights that sectors related to AI agents and decentralized infrastructure (DePIN) performed exceptionally well in December, with average gains significantly outpacing the broader market [1]
Binance 研究院 1 月报告：稳定币市值逼近 2000 亿，机构持续加注 RWA 赛道
Sou Hu Cai Jing·2026-01-08 14:22