This is the kind of update that matters more than it looks.
Binance is enabling Franklin Templeton’s tokenized money market fund shares (Benji) as off exchange collateral for eligible clients, with custody held off exchange via Ceffu.
It means you can post collateral that earns yield, keep it out of the exchange’s balance sheet and still trade with the same speed. That’s basically TradFi collateral logic moving into crypto rails.
Does this push institutions to treat stablecoins less as “collateral” and more as “settlement”?
Hey VIPs! Check out the first Binance OTC & Execution Services monthly digest, here are February key insights:
↗️ Market Movers January saw sharp risk-on/off shifts driven by macro and geopolitical factors, with technical levels shaping near-term trends.
🔼Stablecoin Dominance USDT and USDC lead as the main liquidity and conversion channels, alongside growing activity in new stablecoins.
⚡️ Why Trade with Binance OTC? For large or time-sensitive trades, get expert execution, deep liquidity, tight spreads, and flexible settlements. Stay informed, and leverage Binance OTC & Execution Services for seamless trades!
Hey VIPs! Stay ahead with this week’s Market Commentary from Binance Research ⬇️
1️⃣ Market Trigger Last week’s liquidity-driven selloff was sparked by Fed Chair nominee Kevin Warsh’s stance on aggressive balance-sheet reduction, leading to crypto assets being sold first to meet margin calls across traditional portfolios.
2️⃣ $BTC & Leverage Bitcoin broke key support near $73K, and elevated leverage metrics indicate that deleveraging is underway but not yet complete.
3️⃣ QT Risks & Financial System Markets may be overpricing quantitative tightening (QT) risks, as plumbing constraints like depleted reverse repos and large Treasury funding needs limit aggressive balance-sheet shrinkage. The end of the US government shutdown also removes near-term policy uncertainty.
GM Binancians here’s your daily market update for Feb 5, 2026 📊🔥
MARKET OVERVIEW
Technology and semiconductors are driving volatility while macro headlines add fuel to the fire. AI spending remains the dominant theme, but earnings reactions show how selective this market has become.
STOCK NEWS
• Arm reported record revenue, yet the stock slipped as licensing sales missed expectations
• Alphabet delivered massive cloud growth and significantly increased AI spending
• Qualcomm faced outlook pressure due to memory weakness
• Nvidia was pulled lower in a broader software selloff
• AMD extended its post earnings drop to one of its worst days in years
• Eli Lilly beat estimates strongly as Zepbound and Mounjaro sales surged
ECONOMY
• The White House is pushing for a critical minerals trade zone to counter China
• Trump and Xi discussed trade and Ukraine ahead of a US state visit to Beijing
• Fed Governor Lisa Cook warned that inflation progress has stalled
• Oil turned volatile as potential US Iran talks revived de escalation hopes
• USDJPY climbed above 156 amid yen weakness and fiscal concerns in Japan
• Major banks raised yuan forecasts
KEY TICKERS
• GOOG slight pullback after strong AI driven momentum
• ARM steady despite sector pressure
• AVGO cooling off after strong upside
• QCOM showing relative resilience
WHAT TO WATCH
• Thursday Weekly Jobless Claims
• Friday US Jobs Report which could move equities bonds dollar and crypto
Big picture
AI remains the structural growth story but macro data this week could reset expectations across all markets. Volatility is opportunity if risk is managed properly.
Stay sharp stay disciplined and trade the narrative not the emotion 🚀
Hey VIPs! Kick off your week with Binance Bytes a quick update on key market moves.
🔸 Binance $BTC Buyback Plan Binance will deploy US$1B from its Secure Asset Fund for Users (SAFU) to purchase BTC within 30 days. Additional BTC buys will occur if the fund’s value drops below US$800M.
💸 Bitcoin Hashrate Decline A severe US winter storm caused a 12% drop in Bitcoin’s hashrate, now around 850 EH/s—the lowest since Q4 2025. Mining revenue fell to US$34M daily, reflecting tighter miner margins amid the price decline.
🪙 Tether Launches USAT Stablecoin Tether introduced USAT, a federally regulated, dollar-backed stablecoin compliant with the U.S. GENIUS Act. Issued by Anchorage Digital and managed by Cantor Fitzgerald under CEO Bo Hines, USAT aims to compete with Circle’s USDC.
Hey VIPs! Stay ahead with this week’s Market Commentary from Binance Research ⬇️
💵 Dollar Decline and Conflicting Signals The dollar continued its year-long decline, ending the week down 2.2%. Mixed messages from the Trump administration—Trump’s positive spin on dollar weakness for exporters versus Treasury Secretary Scott Bessent’s commitment to a strong dollar policy—triggered market volatility and bearish sentiment.
📊 Bitcoin’s Drop vs. Gold’s Surge as a Hedge Despite a weaker dollar, Bitcoin fell 5.8% last week while gold jumped 9.3%, reinforcing its role as a hedge against fiat weakening. JPMorgan strategists see dollar weakness as short-term sentiment-driven, with stabilization expected as the U.S. economy strengthens. Bitcoin is acting like a liquidity-sensitive risk asset, positioning gold as the preferred dollar diversification asset.
💸 Bitcoin Mining Rally Fueled by Winter Storm and AI Diversification Bitcoin mining stocks rallied midweek after a severe US winter storm disrupted mining, lowering global hashrate and boosting profits for well-prepared miners. Some increased margins by selling excess power to stressed grids. Additionally, miners are diversifying into AI and high-performance computing, securing major tech contracts and projecting AI revenue to surpass mining income by late 2026, fueling ongoing investor optimism.
Crypto market is currently very volatile and risky, especially with high leverage and unpredictable short-term drops. For long- term investors or anyone looking to preserve capital, it makes sense to diversify and move part of your liquidity into more stable assets.
One option is gold or tokenized gold like $PAXG , which tracks the price of physical gold. This can reduce the risk of sudden crashes and provide a calmer path for long-term growth. Protecting capital and lowering exposure to extreme crypto volatility is a prudent strategy right now!
RoYoK
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Бичи
⚡️$PAXG Gold Hits Record High: What It Means for Crypto
Just in: Gold has soared to a new all-time high, reaching $5,300 per ounce and pushing its total market value past $35 trillion.
🤯 This isn’t just another price jump, it’s a major signal to the global market. With rising inflation concerns, weaker currencies, and growing uncertainty, investors are turning back to tangible, safe haven assets like gold.
🤑 Smart money is moving into safety ahead of potential economic shifts. And historically, when gold makes a significant run, crypto markets have often followed with momentum of their own.
Are we seeing the early signs of a major capital shift from traditional safe assets into digital ones? Stay tuned for more insights.
🔥 OpenLedger Finally Unlocks a New Era With $OPEN Mainnet 👇
After years of building, OpenLedger has switched on the chain that’s set to redefine how AI, data, and on-chain intelligence work together.
This isn’t just another launch. It’s the beginning of a new era where AI becomes fair, transparent, and owned by the people who actually power it.
For the first time, builders get a blockchain designed from the ground up for next-generation intelligence.
The entire stack is open for teams ready to launch, scale, and build real on-chain systems from core infrastructure to whole new digital economies. If you’ve been waiting for a chain that treats AI as a first-class citizen, this is the moment.
RoYoK
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Бичи
BREAKING! 🔥 @OpenLedger Mainnet is NOW LIVE.
📆 Today is a historic day for Web3 builders. OpenLedger is now the go-to network for building the future: from core infrastructure to digital economies powered by verifiable AI. We're talking DeFi, RWA, DePIN, DEX, DAO, DeSci... it's all here.
{future}(OPENUSDT) The entire tech stack is open and ready for teams to launch, scale, and redefine how blockchain ensures fairness in AI.
This is where the future of decentralized intelligence begins. This is where the next era of open innovation starts.
Now we can Build datanets, intelligence and value that pays you back.
📊 Market is already reacting:
$OPEN price is already moving with the news. It pumped from $0.23 to $0.247, and now everyone's looking toward next resistance at $0.43. 🚀
🥶 Winter is Coming, Dont Miss Read Amazing Insight made by #royok 👇👇
RoYoK
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Бичи
$PENGU Isn't Just a Meme‼ It's a Cultural Juggernaut Taking Over! 🐧✨ {spot}(PENGUUSDT) Let's talk about @Pudgy Penguins because what they're building is genuinely impressive. This project has evolved far beyond just NFTs. It's become a full-blown ecosystem that's successfully connecting the digital and physical worlds.
👉So, what makes this project stand out?
While a lot of projects make big promises, Pudgy Penguins is actually delivering real-world results:
🔹Physical toys are available in major retailers like Walmart and Target across more than 20 countries. 🔹Mobile game, Pudgy Party, has already passed 1 million downloads. 🔹They've secured a high-profile partnership with Formula 1. 🔹NFT collection continues to hold a solid floor price of 6.13 ETH.
Now, here's where things get really interesting.
📌 Mark your calendar for October 12th. That's when we'll find out if a PENGU ETF gets approved. If it does, this would be a landmark moment the first time a community-driven IP token enters the world of traditional finance. Big institutions are starting to take notice, and that's a major signal.
👀📊 Looking at the charts, the setup looks promising:
Good entry zone appears to be between $0.0159 and $0.0161. A sensible stop loss would be around $0.0148. ✅ Next targets to watch are $0.0166, $0.0178, and $0.0182.
The price has been forming higher lows, which is a positive sign, especially with decent volume supporting the moves.
Pudgy Penguins has built something tangible real products, a real user base, and real partnerships. Now, with traditional finance potentially entering the picture, the stage is set for an exciting new chapter.
This isn't just about whether PENGU will grow; it's about how significant that growth could be. All the key ingredients are in place.
Are you going to watch from the sidelines, or be part of the story?
One 9GAG post: 10M+ potential viewers, All organic. That's a moat you can't replicate with money.
Still sitting at $92M market cap somehow.
#Memeland
RoYoK
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Бичи
🔥 $MEME IS WAKING UP: The Community That Turned Memes Into a Web3 EMPIRE 🚀
Hey crypto fam!👋
If you haven't got your eyes on MEME yet, it's time to wake up. This isn't just another token it's the living evolution of memes into a real economy. And those who were paying attention from the start... are already smiling.
{spot}(MEMEUSDT)
😏 THE STORY NOBODY TOLD YOU
👀 Picture this: 9GAG's CEO, Ray, back in 2022, invested 3,000 ETH (yes, you read that right) just to UNDERSTAND NFTs. He went crazy buying everything from BAYC to Pudgy Penguins. The result? Memeland was born with one clear mission: turn internet culture into real blockchain value.
🎁 WHY #MemeLand IS DIFFERENT
🔹Backed by 9GAG's massive reach: 200M+ users, 55M on Instagram 🔹772,000 real holders since launch 🔹 Stakeland is generating actual rewards 🔹 Every dip gets bought FAST - this community doesn't sleep
🤑📊 For those who know how to read the signals:
🚀 Entry zone: $0.001288 - $0.001319
🎯 Targets: $0.001422 → $0.001593 → $0.001706
🛡️ Stop: $0.001245 (protect those gains)
💡 SECRET BEHIND THE SUCCESS
☝ Memeland isn't a traditional company it's a "community company." Every product, every move is designed to return value to those who believe in the project. $MEME is the vehicle that makes this magic possible
While others keep speculating, Memeland keeps building. Stakeland, Moonit... every new feature adds to the ecosystem. The community is more alive than ever, and the charts are starting to reflect what early birds already knew: this is bigger than it looks.
Are you going to watch from the sidelines, or are you going to be part of the meme revolution? Those who understood the power of internet culture... are already positioning themselves. 🚀
$DOOD is just getting started, 169k wallets and a cap of only ~ 60M
That gap is where the asymmetric upside lives. IP tokens don't explode overnight, they compound as brand adoption scales
RoYoK
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Doodles: From NFT Collection to Cultural Giant in Web3
Four years ago, no one could have imagined that those colorful characters would evolve into a global cultural phenomenon. But today, Doodles has completely transcended the NFT world to become something much greater: a cultural protocol that's redefining what it means to own and participate in a brand in the digital age.
Not Just a Token, But a Living Ecosystem While many projects promise utility, Doodles is delivering it at massive scale. The partnerships with McDonald's, Adidas, Crocs, and now Froot Loops aren't just marketing collaborations - they represent the realization of a visionary liquid IP strategy.
Every Doodles character is becoming a digital asset that can flow between physical and digital worlds, creating value in both. Impressive Numbers - 7.2 billion views on GIPHY - 1.4 billion music streams - 100 million physical products distributed - Presence across ETH, Base, and TON Blockchains
These aren't Web3 metrics - these are numbers that rival established entertainment franchises. The key insight is that Doodles built this cultural infrastructure before launching their DOOD token. The Token as an Access Key $DOOD isn't just the fuel for the Doodles economy - it's the passport to participate in its growth.
Unlike purely speculative tokens, DOOD is backed by: - Real revenue streams from licensing and royalties - Governance rights over the future of the IP - Access to exclusive experiences and content Long-Term Vision What makes Doodles unique is their understanding that while technical infrastructure (blockchains, marketplaces) matters, it's intellectual property that truly drives mass adoption. While others focus on technology, Doodles is building characters and stories that people want in their daily lives - from their breakfast cereal to their sneakers. {future}(DOODUSDT) Future is Already Here With listings on Binance US, Upbit, and OKX, and a $704 million valuation backed by corporate giants, Doodles has proven their model works. They're not competing with other NFT projects - they're competing with Pixar, Hello Kitty, and Disney at their own game.
The Doodles revolution shows us that the future of brands isn't in television commercials, but in participatory communities where fans are also owners. And for those who got in early, $DOOD represents a unique opportunity to be part of this transformation from the very beginning. #DOOD #Doodles DYOR 💡
Camp Network is a Layer-1 blockchain built to modernize IP infrastructure and power the next generation of #Al Agents operating on verifiable IP.
If you believe in the long-term adoption of crypto, then you believe in Camp.
RoYoK
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🔥 $CAMP token is sitting at a key technical level, trading near its crucial support at $0.01279 with strong potential to reach $0.01611 according to MACD and RSI indicators. This anticipated move aligns perfectly with the project's solid fundamentals.
✅@Camp Network is Reinventing Intellectual Property for the Digital Age
This specialized blockchain turns any creation like music, photos, videos into registered digital assets that generate passive income for creators. Unlike traditional platforms, Camp ensures artists maintain full control over their work while receiving transparent compensation for every use.
💡The Ecosystem Benefits All Participants
- Creators, transform their work into continuous revenue streams
- Businesses access legal content for training AI models
- Developers build applications with automatically protected rights
💰 $CAMP as Economic Engine
The token powers the entire ecosystem by enabling:
- Frictionless transactions - Automated licensing and remixing - Instant royalty distribution - Incentives across the value chain
Just like Avalanche revolutionized gaming and Chainlink transformed finance, Camp Network is positioned to lead the IP tokenization revolution. With artists like Deadmau5 already using the platform, it's clear that the future of creativity is on chain where every idea can be verified, tokenized, and monetized fairly and transparently.
Camp Network is currently trading at a discount of over 90% to its main competitor, Story, despite having equally strong technical and adoption fundamentals. This disparity in valuation represents one of the most glaring opportunities in the current Web3 ecosystem, where two projects compete in the same tokenized intellectual property sector but with radically different valuations.
Happy Monday, VIPs! Start your week with Binance Bytes, your quick update on key market developments. 📊
1️⃣ JPMorgan Expands Crypto Collateral Acceptance JPMorgan will allow institutional clients to pledge Bitcoin and Ethereum as collateral, potentially unlocking US$20B in liquidity. This marks a shift from June’s limited acceptance of crypto ETFs (only for BlackRock clients) to full acceptance of underlying cryptocurrencies, reflecting growing integration of digital assets in traditional finance amid favorable regulations.
2️⃣ Bealls Enables Crypto Payments Nationwide Bealls has partnered with Flexa to accept Bitcoin, Ether, and other cryptocurrencies at 660 retail locations across the U.S. This is the first national retailer to support digital currencies across a dozen blockchains, highlighting increasing consumer demand for innovative payment solutions and the expanding real-world use of digital currencies.
3️⃣ U.S. and China Reach Trade Framework Ahead of Summit Ahead of the Trump-Xi meeting in South Korea, the U.S. and China agreed on a basic framework for a trade deal, signaling a potential easing of tensions between the two largest economies. Both sides agreed to finalize specific details, which could boost market stability and investor confidence.
Which of these developments do you think will have the biggest impact on the crypto market this week? Let us know below!⬇️