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Binance Research

5 pieces · May 2023 to Dec 2023

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Market structure2 DeFi2 L1/L21 Regulation1 RWA1 AI1

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52023

Start here · the strongest pieces on Binance Research

Thesis13 Dec 2023Axelar leads Binance Research's interop data: tx count, chains and valuation gapUses Binance Research data to argue Axelar leads interop on fundamentals: 30D tx count 2x Wormhole and 8x Chainlink CCIP, 54 of 60 chains and many partners. Notes its FDV is far below Wormhole and LayerZero valuations.Explainer31 May 2023Binance Research on real world assets: bridging TradFi and DeFiSummary of Binance Research's RWA report: tokenized off-chain assets can give DeFi sustainable yield, liquidity and capital efficiency, and fractionalization opens private credit to new investors. Trends include L1 RWA protocols, regulation and macro.Explainer28 May 2023Binance Research on AI x crypto: use cases by sectorSummary of Binance Research's AI x crypto report covering ecosystem overview and use cases in DeFi (audits, trade automation), NFTs (generative art) and DAOs (agents representing token holders). Stresses it is still early.

Timeline · every piece, newest first

2023 5

13 Dec 2023Axelar leads Binance Research's interop data: tx count, chains and valuation gapUses Binance Research data to argue Axelar leads interop on fundamentals: 30D tx count 2x Wormhole and 8x Chainlink CCIP, 54 of 60 chains and many partners. Notes its FDV is far below Wormhole and LayerZero valuations.ThesisL1/L2Market structure

05 Jul 2023Binance Research on institutional crypto custody (May 2023)Summary of Binance Research's custody report: three custodian categories, services beyond custody such as staking and trading, off-exchange settlement, convergence with prime brokerage, early regulation and TradFi entrants.ExplainerMarket structureRegulation

31 May 2023Binance Research on real world assets: bridging TradFi and DeFiSummary of Binance Research's RWA report: tokenized off-chain assets can give DeFi sustainable yield, liquidity and capital efficiency, and fractionalization opens private credit to new investors. Trends include L1 RWA protocols, regulation and macro.ExplainerRWADeFi

28 May 2023Binance Research on AI x crypto: use cases by sectorSummary of Binance Research's AI x crypto report covering ecosystem overview and use cases in DeFi (audits, trade automation), NFTs (generative art) and DAOs (agents representing token holders). Stresses it is still early.ExplainerAIDeFi

27 May 2023Binance Research on BRC-20 tokens: what it means for BitcoinSummary of Binance Research's BRC-20 primer: an experimental token standard on Ordinals without smart contract capabilities that showed demand for Bitcoin blockspace but congested the mempool and raised fees.ExplainerBitcoin

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Axelar32 Wormhole24 LayerZero35

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