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Next Altcoin Season: Which tokens have the potential for 3–5x growth in the next cycle?
The 2026 crypto market is no longer a playground for pure hype narratives. Instead, it has become a competition among platforms with real revenue, solid user bases, and proven scalability. The latest data from on-chain indicators and social mindshare shows a clear shift: Capital is flowing into protocols with genuine utility, rather than tokens driven purely by speculation.
Market Context 2025–2026: From Hype to Utility
The year 2025 marked a turning point in crypto investor behavior. According to analysis from Wintermute, altcoin rallies now last an average of 19 days, compared to 60 days in previous cycles, highlighting increased investor caution and selectivity.
Notably, the Altcoin Season Index currently stands at 41, suggesting that 2026 could see a strong rotation of capital into altcoins but this time it is likely to be qualitatively different from previous altcoin seasons.
Reference Opportunities for 3–5x Growth Potential
1. Real World Assets (RWA): Ondo Finance Leading with $2.4B in TVL
Ondo Finance (ONDO) is currently the second-highest RWA project by market mindshare, trailing only Libra. With TVL reaching $2.4B and steadily rising net deposits, ONDO is demonstrating real, sustained demand for tokenized traditional assets.
When compared to Stellar (XLM), which has a market capitalization of $5.75B, a similar valuation for Ondo appears entirely achievable, especially given Ondo’s impressive TVL growth rate and the accelerating tokenization trend being actively promoted by major institutions such as BlackRock.
🔸Current market cap: $1.35B
🔸Target: 3–5x upside in the next cycle
2. DePIN & AI: Bittensor (TAO) with $100M+ in Daily Trading Volume
Bittensor (TAO) leads the DePIN segment, with an average daily trading volume of $100–200M, reflecting exceptionally high liquidity and strong interest from institutional traders.
With the token supply nearly fully circulated (99.97% unlocked) and consistently high trading volume, TAO is well positioned for long-term growth. Compared to other AI-related tokens with relatively modest fundamentals, TAO has demonstrated a clear and validated product–market fit.
🔸Current market cap: $1.84B
🔸Target: 3–5x upside in the next cycle
3. High-Performance Layer 1: SEI Network with a $570M Market Cap
SEI Network represents the performance-focused Layer 1 segment, with a relatively modest $570M market capitalization compared to competitors such as Avalanche ($4.3B) and Polygon ($1.1B).
This presents a realistic upside opportunity, especially in the context of a potential “L1 season” in 2026, where blockchains with proven utility and strong on-chain activity are likely to be repriced by the market.
🔸Current market cap: $570M
🔸Target: 3–5x upside in the next cycle
4. IOTA in the DePIN Segment
OTA (market cap $310M) ranks in the top 5 DePIN projects by mindshare, highlighting its strong positioning within the infrastructure segment.
📉 Institutionalization Is the Key
Data from 2025–2026 points to a clear trend: the crypto market is maturing, with a shift from speculation-driven behavior toward utility-based investing. Protocols with real revenue, consistently growing TVL, and broad user adoption are likely to be the primary beneficiaries in the next altcoin season.
The RWA, DePIN/AI, and high-performance Layer 1 segments represent the most logically grounded 3–5x growth opportunities, supported by tangible on-chain metrics rather than pure hype narratives. The ongoing institutionalization of the crypto market is creating an environment where protocol quality and real utility are the decisive factors for long-term value creation.
THIS IS NOT INVESTMENT ADVICE. PLEASE CONDUCT YOUR OWN RESEARCH AND ASSESS YOUR PERSONAL RISK TOLERANCE BEFORE MAKING ANY INVESTMENT DECISIONS.
#HotTrends #Binance #trading
Market Context 2025–2026: From Hype to Utility
The year 2025 marked a turning point in crypto investor behavior. According to analysis from Wintermute, altcoin rallies now last an average of 19 days, compared to 60 days in previous cycles, highlighting increased investor caution and selectivity.
Notably, the Altcoin Season Index currently stands at 41, suggesting that 2026 could see a strong rotation of capital into altcoins but this time it is likely to be qualitatively different from previous altcoin seasons.
Reference Opportunities for 3–5x Growth Potential
1. Real World Assets (RWA): Ondo Finance Leading with $2.4B in TVL
Ondo Finance (ONDO) is currently the second-highest RWA project by market mindshare, trailing only Libra. With TVL reaching $2.4B and steadily rising net deposits, ONDO is demonstrating real, sustained demand for tokenized traditional assets.
When compared to Stellar (XLM), which has a market capitalization of $5.75B, a similar valuation for Ondo appears entirely achievable, especially given Ondo’s impressive TVL growth rate and the accelerating tokenization trend being actively promoted by major institutions such as BlackRock.
🔸Current market cap: $1.35B
🔸Target: 3–5x upside in the next cycle
2. DePIN & AI: Bittensor (TAO) with $100M+ in Daily Trading Volume
Bittensor (TAO) leads the DePIN segment, with an average daily trading volume of $100–200M, reflecting exceptionally high liquidity and strong interest from institutional traders.
With the token supply nearly fully circulated (99.97% unlocked) and consistently high trading volume, TAO is well positioned for long-term growth. Compared to other AI-related tokens with relatively modest fundamentals, TAO has demonstrated a clear and validated product–market fit.
🔸Current market cap: $1.84B
🔸Target: 3–5x upside in the next cycle
3. High-Performance Layer 1: SEI Network with a $570M Market Cap
SEI Network represents the performance-focused Layer 1 segment, with a relatively modest $570M market capitalization compared to competitors such as Avalanche ($4.3B) and Polygon ($1.1B).
This presents a realistic upside opportunity, especially in the context of a potential “L1 season” in 2026, where blockchains with proven utility and strong on-chain activity are likely to be repriced by the market.
🔸Current market cap: $570M
🔸Target: 3–5x upside in the next cycle
4. IOTA in the DePIN Segment
OTA (market cap $310M) ranks in the top 5 DePIN projects by mindshare, highlighting its strong positioning within the infrastructure segment.
📉 Institutionalization Is the Key
Data from 2025–2026 points to a clear trend: the crypto market is maturing, with a shift from speculation-driven behavior toward utility-based investing. Protocols with real revenue, consistently growing TVL, and broad user adoption are likely to be the primary beneficiaries in the next altcoin season.
The RWA, DePIN/AI, and high-performance Layer 1 segments represent the most logically grounded 3–5x growth opportunities, supported by tangible on-chain metrics rather than pure hype narratives. The ongoing institutionalization of the crypto market is creating an environment where protocol quality and real utility are the decisive factors for long-term value creation.
THIS IS NOT INVESTMENT ADVICE. PLEASE CONDUCT YOUR OWN RESEARCH AND ASSESS YOUR PERSONAL RISK TOLERANCE BEFORE MAKING ANY INVESTMENT DECISIONS.
#HotTrends #Binance #trading
PINNED
Binance Square
Những Dạng Nội Dung Nên Chia Sẻ Nếu Muốn Tận Dụng Để Biến Ý Tưởng Crypto Thành Thu Nhập Thực Tế
Các nội dung được quan tâm thường gắn trực tiếp với tính năng của Square và nhu cầu thực tế của người dùng Crypro như: Livestream, tip, quà tặng và chia sẻ giao dịch. Dưới đây là trải nghiệm của mình về hiệu quả của từng tính năng.
Livestream là một trong những hình thức đáng chú ý. Ở những nơi khác, người xem chủ yếu tìm kiếm sự giải trí. Nhưng khi Livestream trên Binance thì tâm thế người xem hoàn toàn khác: Họ đang tìm kiếm cơ hội vào lệnh, tham gia để kiếm phần thưởng hay thậm chí là để tiếp nhận nội dung mới. Việc tương tác trực tiếp giúp nội dung có chiều sâu hơn so với bài viết một chiều.
Một tính năng khác mà mình thường sử dụng là “Tip” đó chính là phần thưởng ảo nhưng có giá trị thực. Trong các bài đăng hoặc livestream, người xem có thể gửi quà tặng dưới dạng token được liên kết với Binance cho các nhà sáng tạo đã đủ điều kiện mở tính năng "Tip" trên Square (Với 1000 Followers đầu tiên bạn sẽ đủ điều kiện mở tính năng này).
Chia sẻ giao dịch là tính năng mình đánh giá cao nhất, vì nó cho phép minh bạch hành trình đầu tư cá nhân. Trên Binance Square, mình có thể đăng tải lịch sử giao dịch của mình như mua bán altcoin dựa trên phân tích kỹ thuật, điều đó làm cho người xem có thể cảm thấy an tâm hơn khi vào lệnh, đặc biệt là làm bản thân có uy tín hơn và chính điều đó có thể giúp mình kiếm được hoa hồng từ bài đăng trên Square.
Từ trải nghiệm, khi chia sẻ một lệnh thành công với lợi nhuận 20% từ một token, bài đăng đã nhận được sự chú ý lớn, dẫn đến tip và quà tặng từ những người theo dõi muốn học hỏi. Điều này tạo ra vòng lặp: Chia sẻ càng chi tiết, tương tác càng cao, và thu nhập từ phần thưởng càng tăng. Mình đã thấy khoản thu nhập từ tính năng này vượt qua mức cơ bản với những Creator có tiếng nói có thể đạt vài trăm đô la mỗi tháng chỉ từ thói quen duy trì việc này ở bài đăng.
Nhìn chung, nội dung hiệu quả trên Binance Square thường không đến từ việc viết nhiều, mà từ việc chia sẻ đúng thứ người dùng đang cần, dưới góc nhìn đã trải nghiệm. Khi nội dung gắn chặt với tính năng và mong muốn của người đọc thì khả năng tạo ra giá trị, kể cả thu nhập sẽ trở nên rõ ràng hơn.
#BinanceSquareWithYou #BinanceSquare #Binance @Binance_Vietnam
Các nội dung được quan tâm thường gắn trực tiếp với tính năng của Square và nhu cầu thực tế của người dùng Crypro như: Livestream, tip, quà tặng và chia sẻ giao dịch. Dưới đây là trải nghiệm của mình về hiệu quả của từng tính năng.
Livestream là một trong những hình thức đáng chú ý. Ở những nơi khác, người xem chủ yếu tìm kiếm sự giải trí. Nhưng khi Livestream trên Binance thì tâm thế người xem hoàn toàn khác: Họ đang tìm kiếm cơ hội vào lệnh, tham gia để kiếm phần thưởng hay thậm chí là để tiếp nhận nội dung mới. Việc tương tác trực tiếp giúp nội dung có chiều sâu hơn so với bài viết một chiều.
Một tính năng khác mà mình thường sử dụng là “Tip” đó chính là phần thưởng ảo nhưng có giá trị thực. Trong các bài đăng hoặc livestream, người xem có thể gửi quà tặng dưới dạng token được liên kết với Binance cho các nhà sáng tạo đã đủ điều kiện mở tính năng "Tip" trên Square (Với 1000 Followers đầu tiên bạn sẽ đủ điều kiện mở tính năng này).
Chia sẻ giao dịch là tính năng mình đánh giá cao nhất, vì nó cho phép minh bạch hành trình đầu tư cá nhân. Trên Binance Square, mình có thể đăng tải lịch sử giao dịch của mình như mua bán altcoin dựa trên phân tích kỹ thuật, điều đó làm cho người xem có thể cảm thấy an tâm hơn khi vào lệnh, đặc biệt là làm bản thân có uy tín hơn và chính điều đó có thể giúp mình kiếm được hoa hồng từ bài đăng trên Square.
Từ trải nghiệm, khi chia sẻ một lệnh thành công với lợi nhuận 20% từ một token, bài đăng đã nhận được sự chú ý lớn, dẫn đến tip và quà tặng từ những người theo dõi muốn học hỏi. Điều này tạo ra vòng lặp: Chia sẻ càng chi tiết, tương tác càng cao, và thu nhập từ phần thưởng càng tăng. Mình đã thấy khoản thu nhập từ tính năng này vượt qua mức cơ bản với những Creator có tiếng nói có thể đạt vài trăm đô la mỗi tháng chỉ từ thói quen duy trì việc này ở bài đăng.
Nhìn chung, nội dung hiệu quả trên Binance Square thường không đến từ việc viết nhiều, mà từ việc chia sẻ đúng thứ người dùng đang cần, dưới góc nhìn đã trải nghiệm. Khi nội dung gắn chặt với tính năng và mong muốn của người đọc thì khả năng tạo ra giá trị, kể cả thu nhập sẽ trở nên rõ ràng hơn.
#BinanceSquareWithYou #BinanceSquare #Binance @Binance_Vietnam
$WLFI
Entry: $0.1310
Stop-loss: $0.1290
Direction: Long
Note: Oversold bounce Lower BB
RSI_1d: 34.8
Calculation method:
🔸Entry: (Current Price + 1D Lower Bollinger Band) / 2 → safer entry near support
🔸Stop-loss: Entry × 0.985 → 1.5% risk per trade
🔸Criteria: All coins with RSI < 35 → prioritize long bounce trades from oversold levels
Recommended leverage: 5–10x (depending on risk appetite)
Risk per trade: 1–2% of account
Take-profit: Take 50% at the 1D EMA20, keep the remaining 50% for a resistance retest
Entry: $0.1310
Stop-loss: $0.1290
Direction: Long
Note: Oversold bounce Lower BB
RSI_1d: 34.8
Calculation method:
🔸Entry: (Current Price + 1D Lower Bollinger Band) / 2 → safer entry near support
🔸Stop-loss: Entry × 0.985 → 1.5% risk per trade
🔸Criteria: All coins with RSI < 35 → prioritize long bounce trades from oversold levels
Recommended leverage: 5–10x (depending on risk appetite)
Risk per trade: 1–2% of account
Take-profit: Take 50% at the 1D EMA20, keep the remaining 50% for a resistance retest
🔶 Top 10 Coin Trends
General assessment: 9 out of 10 coins are deeply oversold on the D1 timeframe (RSI 27–35), with prices testing the lower Bollinger Band and trading well below the EMA20. The MACD histogram is beginning to converge on the 1H/4H timeframes, suggesting bearish momentum is weakening and a technical rebound may be forming. Strategy: prioritize long positions on support bounces.
🔶 5 Trending Altcoins
🔸WLFI (World Liberty Financial): +4.86% (24h), Volume $134.6M – Top gainer within the top 50
🔸TON (Toncoin): +2.60%, Volume $122.3M – Telegram-native blockchain platform
🔸BNB (Binance Coin): Leading CEX trading volume – Core asset of the Binance ecosystem
🔸SOL (Solana): −5.57% but $1.48B in volume – Popular L1 for meme coins and DeFi
🔸UNI (Uniswap): +0.78%, Volume $284.7M – Leading DEX with active governance
🔶 5 Trending Meme Coins
🔸DOGE (Dogecoin): −1.02%, Volume $783.5M – Largest meme coin by market cap
🔸TRUMP (Official Trump): #1 in meme mindshare – Official token linked to Donald Trump
🔸PEPE: Volume $1.75B – Strong Ethereum meme community
🔸PENGU (Pudgy Penguins): −1.58% – NFT brand expanding into tokens
🔸SPX (SPX6900): +18.94% – Fast-rising multi-chain meme coin
$BNB
General assessment: 9 out of 10 coins are deeply oversold on the D1 timeframe (RSI 27–35), with prices testing the lower Bollinger Band and trading well below the EMA20. The MACD histogram is beginning to converge on the 1H/4H timeframes, suggesting bearish momentum is weakening and a technical rebound may be forming. Strategy: prioritize long positions on support bounces.
🔶 5 Trending Altcoins
🔸WLFI (World Liberty Financial): +4.86% (24h), Volume $134.6M – Top gainer within the top 50
🔸TON (Toncoin): +2.60%, Volume $122.3M – Telegram-native blockchain platform
🔸BNB (Binance Coin): Leading CEX trading volume – Core asset of the Binance ecosystem
🔸SOL (Solana): −5.57% but $1.48B in volume – Popular L1 for meme coins and DeFi
🔸UNI (Uniswap): +0.78%, Volume $284.7M – Leading DEX with active governance
🔶 5 Trending Meme Coins
🔸DOGE (Dogecoin): −1.02%, Volume $783.5M – Largest meme coin by market cap
🔸TRUMP (Official Trump): #1 in meme mindshare – Official token linked to Donald Trump
🔸PEPE: Volume $1.75B – Strong Ethereum meme community
🔸PENGU (Pudgy Penguins): −1.58% – NFT brand expanding into tokens
🔸SPX (SPX6900): +18.94% – Fast-rising multi-chain meme coin
$BNB
BNB
Innehav
Ackumulerat resultat
-0.33%
Market Overview & 24H Highlights (04/02/2026)
General outlook: The crypto market is seeing a broad pullback driven by strong U.S. macroeconomic data. However, on-chain fundamentals and technological innovation remain active.
1. Market Performance
Crypto: Most major coins declined. BTC, ETH, and SOL fell over 3.5% in the past 24 hours.
🔸BTC: −3.75%
🔸ETH: −4.52%
🔸SOL: −5.57%
Tokenized equities: Bucking the trend, some tokenized stocks posted strong gains, notably USAR (+15.24%) and TER (+13.33%).
2. Macro & Policy
🔶U.S. Government: The House passed a funding bill to avert a government shutdown; it awaits President Trump’s signature.
🔶Federal Reserve:
🔸Fed Governor Mester suggested rate cuts of about 100 bps this year.
🔸Economist Robin Brooks expects Kevin Warsh (Trump’s Fed Chair nominee) could cut up to 100 bps ahead of the midterm elections.
🔶U.S. Economy: Stronger-than-expected data (especially manufacturing PMI) pushed U.S. Treasury yields higher, pressuring risk assets.
3. Industry News
🔸Galaxy Digital: Reported a net loss of USD 482 million in Q4 2025, far above expectations, mainly due to falling digital asset prices.
🔸Ethereum (ETH): Despite price weakness, network metrics remain strong. TVL in ETH is near all-time highs, and staking queues have reached ~70 days, signaling sustained institutional demand.
🔸BNB Chain: Introduced BAP-578, defining “Non-Fungible Agents” (NFA)—on-chain AI agents capable of autonomous transactions across multiple dApps.
🔸Legal: A Nevada court issued a temporary ban on Polymarket, ruling its event markets constitute unlicensed gambling.
🔸Grayscale: The Grayscale CoinDesk Crypto 5 ETF announced the addition of BNB to its portfolio.
4. Project Updates
🔸Axie Infinity: To launch bAXS (Bonded AXS) as a reserve currency for its new ecosystem, with two bAXS airdrops for AXS stakers. Axie Homeland will be phased out and replaced by Terrariums.
🔸Ondo Finance: Filed with the SEC to offer real-time on-chain trading of U.S. equities post-IPO, aiming for securities-grade transparency.
🔸Ethena: Launched the “Exchange Points” program to reward real trading activity on Ethereal and HyENA.
🔸Chiliz: Plans to launch Fan Tokens in the U.S. and commit 10% of revenue to CHZ buybacks and burns.
🔸Avalanche: Formed a Policy Advisory Committee to promote global crypto regulatory coordination.
5. Additional Legal & Regulatory
🔸UK vs xAI: The UK data regulator is investigating Elon Musk’s xAI over Grok generating sensitive deepfake images.
🔸Coinbase vs Australian Banks: Coinbase appealed to Australia’s Parliament, alleging four major banks are imposing unlawful “de facto bans” by denying services to legitimate crypto firms.
6. Expert View
🔸Wintermute: Views the market as being in a bear phase driven by the macro cycle rather than structural failures (e.g., FTX or Luna). As a result, the downturn may end sooner, with a potential recovery in the second half of the year.
#NEW #Fed $BTC $BNB $SOL
1. Market Performance
Crypto: Most major coins declined. BTC, ETH, and SOL fell over 3.5% in the past 24 hours.
🔸BTC: −3.75%
🔸ETH: −4.52%
🔸SOL: −5.57%
Tokenized equities: Bucking the trend, some tokenized stocks posted strong gains, notably USAR (+15.24%) and TER (+13.33%).
2. Macro & Policy
🔶U.S. Government: The House passed a funding bill to avert a government shutdown; it awaits President Trump’s signature.
🔶Federal Reserve:
🔸Fed Governor Mester suggested rate cuts of about 100 bps this year.
🔸Economist Robin Brooks expects Kevin Warsh (Trump’s Fed Chair nominee) could cut up to 100 bps ahead of the midterm elections.
🔶U.S. Economy: Stronger-than-expected data (especially manufacturing PMI) pushed U.S. Treasury yields higher, pressuring risk assets.
3. Industry News
🔸Galaxy Digital: Reported a net loss of USD 482 million in Q4 2025, far above expectations, mainly due to falling digital asset prices.
🔸Ethereum (ETH): Despite price weakness, network metrics remain strong. TVL in ETH is near all-time highs, and staking queues have reached ~70 days, signaling sustained institutional demand.
🔸BNB Chain: Introduced BAP-578, defining “Non-Fungible Agents” (NFA)—on-chain AI agents capable of autonomous transactions across multiple dApps.
🔸Legal: A Nevada court issued a temporary ban on Polymarket, ruling its event markets constitute unlicensed gambling.
🔸Grayscale: The Grayscale CoinDesk Crypto 5 ETF announced the addition of BNB to its portfolio.
4. Project Updates
🔸Axie Infinity: To launch bAXS (Bonded AXS) as a reserve currency for its new ecosystem, with two bAXS airdrops for AXS stakers. Axie Homeland will be phased out and replaced by Terrariums.
🔸Ondo Finance: Filed with the SEC to offer real-time on-chain trading of U.S. equities post-IPO, aiming for securities-grade transparency.
🔸Ethena: Launched the “Exchange Points” program to reward real trading activity on Ethereal and HyENA.
🔸Chiliz: Plans to launch Fan Tokens in the U.S. and commit 10% of revenue to CHZ buybacks and burns.
🔸Avalanche: Formed a Policy Advisory Committee to promote global crypto regulatory coordination.
5. Additional Legal & Regulatory
🔸UK vs xAI: The UK data regulator is investigating Elon Musk’s xAI over Grok generating sensitive deepfake images.
🔸Coinbase vs Australian Banks: Coinbase appealed to Australia’s Parliament, alleging four major banks are imposing unlawful “de facto bans” by denying services to legitimate crypto firms.
6. Expert View
🔸Wintermute: Views the market as being in a bear phase driven by the macro cycle rather than structural failures (e.g., FTX or Luna). As a result, the downturn may end sooner, with a potential recovery in the second half of the year.
#NEW #Fed $BTC $BNB $SOL
Next Altcoin Season: Which tokens have the potential for 3–5x growth in the next cycle?👇
Next Altcoin Season: Which tokens have the potential for 3–5x growth in the next cycle?
The 2026 crypto market is no longer a playground for pure hype narratives. Instead, it has become a competition among platforms with real revenue, solid user bases, and proven scalability. The latest data from on-chain indicators and social mindshare shows a clear shift: Capital is flowing into protocols with genuine utility, rather than tokens driven purely by speculation.
Market Context 2025–2026: From Hype to Utility
The year 2025 marked a turning point in crypto investor behavior. According to analysis from Wintermute, altcoin rallies now last an average of 19 days, compared to 60 days in previous cycles, highlighting increased investor caution and selectivity.
Notably, the Altcoin Season Index currently stands at 41, suggesting that 2026 could see a strong rotation of capital into altcoins but this time it is likely to be qualitatively different from previous altcoin seasons.
Reference Opportunities for 3–5x Growth Potential
1. Real World Assets (RWA): Ondo Finance Leading with $2.4B in TVL
Ondo Finance (ONDO) is currently the second-highest RWA project by market mindshare, trailing only Libra. With TVL reaching $2.4B and steadily rising net deposits, ONDO is demonstrating real, sustained demand for tokenized traditional assets.
When compared to Stellar (XLM), which has a market capitalization of $5.75B, a similar valuation for Ondo appears entirely achievable, especially given Ondo’s impressive TVL growth rate and the accelerating tokenization trend being actively promoted by major institutions such as BlackRock.
🔸Current market cap: $1.35B
🔸Target: 3–5x upside in the next cycle
2. DePIN & AI: Bittensor (TAO) with $100M+ in Daily Trading Volume
Bittensor (TAO) leads the DePIN segment, with an average daily trading volume of $100–200M, reflecting exceptionally high liquidity and strong interest from institutional traders.
With the token supply nearly fully circulated (99.97% unlocked) and consistently high trading volume, TAO is well positioned for long-term growth. Compared to other AI-related tokens with relatively modest fundamentals, TAO has demonstrated a clear and validated product–market fit.
🔸Current market cap: $1.84B
🔸Target: 3–5x upside in the next cycle
3. High-Performance Layer 1: SEI Network with a $570M Market Cap
SEI Network represents the performance-focused Layer 1 segment, with a relatively modest $570M market capitalization compared to competitors such as Avalanche ($4.3B) and Polygon ($1.1B).
This presents a realistic upside opportunity, especially in the context of a potential “L1 season” in 2026, where blockchains with proven utility and strong on-chain activity are likely to be repriced by the market.
🔸Current market cap: $570M
🔸Target: 3–5x upside in the next cycle
4. IOTA in the DePIN Segment
OTA (market cap $310M) ranks in the top 5 DePIN projects by mindshare, highlighting its strong positioning within the infrastructure segment.
📉 Institutionalization Is the Key
Data from 2025–2026 points to a clear trend: the crypto market is maturing, with a shift from speculation-driven behavior toward utility-based investing. Protocols with real revenue, consistently growing TVL, and broad user adoption are likely to be the primary beneficiaries in the next altcoin season.
The RWA, DePIN/AI, and high-performance Layer 1 segments represent the most logically grounded 3–5x growth opportunities, supported by tangible on-chain metrics rather than pure hype narratives. The ongoing institutionalization of the crypto market is creating an environment where protocol quality and real utility are the decisive factors for long-term value creation.
THIS IS NOT INVESTMENT ADVICE. PLEASE CONDUCT YOUR OWN RESEARCH AND ASSESS YOUR PERSONAL RISK TOLERANCE BEFORE MAKING ANY INVESTMENT DECISIONS.
#HotTrends #Binance #trading
Market Context 2025–2026: From Hype to Utility
The year 2025 marked a turning point in crypto investor behavior. According to analysis from Wintermute, altcoin rallies now last an average of 19 days, compared to 60 days in previous cycles, highlighting increased investor caution and selectivity.
Notably, the Altcoin Season Index currently stands at 41, suggesting that 2026 could see a strong rotation of capital into altcoins but this time it is likely to be qualitatively different from previous altcoin seasons.
Reference Opportunities for 3–5x Growth Potential
1. Real World Assets (RWA): Ondo Finance Leading with $2.4B in TVL
Ondo Finance (ONDO) is currently the second-highest RWA project by market mindshare, trailing only Libra. With TVL reaching $2.4B and steadily rising net deposits, ONDO is demonstrating real, sustained demand for tokenized traditional assets.
When compared to Stellar (XLM), which has a market capitalization of $5.75B, a similar valuation for Ondo appears entirely achievable, especially given Ondo’s impressive TVL growth rate and the accelerating tokenization trend being actively promoted by major institutions such as BlackRock.
🔸Current market cap: $1.35B
🔸Target: 3–5x upside in the next cycle
2. DePIN & AI: Bittensor (TAO) with $100M+ in Daily Trading Volume
Bittensor (TAO) leads the DePIN segment, with an average daily trading volume of $100–200M, reflecting exceptionally high liquidity and strong interest from institutional traders.
With the token supply nearly fully circulated (99.97% unlocked) and consistently high trading volume, TAO is well positioned for long-term growth. Compared to other AI-related tokens with relatively modest fundamentals, TAO has demonstrated a clear and validated product–market fit.
🔸Current market cap: $1.84B
🔸Target: 3–5x upside in the next cycle
3. High-Performance Layer 1: SEI Network with a $570M Market Cap
SEI Network represents the performance-focused Layer 1 segment, with a relatively modest $570M market capitalization compared to competitors such as Avalanche ($4.3B) and Polygon ($1.1B).
This presents a realistic upside opportunity, especially in the context of a potential “L1 season” in 2026, where blockchains with proven utility and strong on-chain activity are likely to be repriced by the market.
🔸Current market cap: $570M
🔸Target: 3–5x upside in the next cycle
4. IOTA in the DePIN Segment
OTA (market cap $310M) ranks in the top 5 DePIN projects by mindshare, highlighting its strong positioning within the infrastructure segment.
📉 Institutionalization Is the Key
Data from 2025–2026 points to a clear trend: the crypto market is maturing, with a shift from speculation-driven behavior toward utility-based investing. Protocols with real revenue, consistently growing TVL, and broad user adoption are likely to be the primary beneficiaries in the next altcoin season.
The RWA, DePIN/AI, and high-performance Layer 1 segments represent the most logically grounded 3–5x growth opportunities, supported by tangible on-chain metrics rather than pure hype narratives. The ongoing institutionalization of the crypto market is creating an environment where protocol quality and real utility are the decisive factors for long-term value creation.
THIS IS NOT INVESTMENT ADVICE. PLEASE CONDUCT YOUR OWN RESEARCH AND ASSESS YOUR PERSONAL RISK TOLERANCE BEFORE MAKING ANY INVESTMENT DECISIONS.
#HotTrends #Binance #trading
$ADA ( Cardano )
Current price : $0.286 (2026-02-02)
Trend : Sharp decline from $0.363 (January 29)
Resistance : $0.297 (short-term), $0.325 (EMA 20)
Support levels : $0.283 (current low), $0.265 (key support)
Trading signals :
Placed a SHORT order : $0.292 - $0.295
Stop-loss: $0.310 (+6.2%)
Take-profit: $0.265 (-9.7%)
Risk/Reward: 1:1.56
Current price : $0.286 (2026-02-02)
Trend : Sharp decline from $0.363 (January 29)
Resistance : $0.297 (short-term), $0.325 (EMA 20)
Support levels : $0.283 (current low), $0.265 (key support)
Trading signals :
Placed a SHORT order : $0.292 - $0.295
Stop-loss: $0.310 (+6.2%)
Take-profit: $0.265 (-9.7%)
Risk/Reward: 1:1.56
📉 Important Notes for Traders
Current Market Conditions:
🔸Extreme Fear: An index reading of 13/100 signals extremely negative market sentiment
🔸High volume: Heavy selling pressure across the entire market
🔸High correlation: Altcoins are moving largely in tandem with BTC
Risk Management:
🔸Position sizing: Risk no more than 2% of total account equity per trade
🔸Prudent leverage: Limit leverage to 3–5x under highly volatile market conditions
🔸News monitoring: A resolution to the government shutdown could trigger a market reversal
🔸BTC dominance: If BTC remains resilient, altcoins may continue to underperform
Potential Catalysts:
🔸Resolution of the government shutdown (expected before Feb 6)
🔸Capital rotation from gold back into risk assets
🔸Liquidity injections from new Fed policy measures
$BTC
$ETH $BNB
Current Market Conditions:
🔸Extreme Fear: An index reading of 13/100 signals extremely negative market sentiment
🔸High volume: Heavy selling pressure across the entire market
🔸High correlation: Altcoins are moving largely in tandem with BTC
Risk Management:
🔸Position sizing: Risk no more than 2% of total account equity per trade
🔸Prudent leverage: Limit leverage to 3–5x under highly volatile market conditions
🔸News monitoring: A resolution to the government shutdown could trigger a market reversal
🔸BTC dominance: If BTC remains resilient, altcoins may continue to underperform
Potential Catalysts:
🔸Resolution of the government shutdown (expected before Feb 6)
🔸Capital rotation from gold back into risk assets
🔸Liquidity injections from new Fed policy measures
$BTC
$ETH $BNB
The crypto market is currently in a state of “Extreme Fear,” with the Fear & Greed Index at 13/100, the lowest level seen in the past 30 days. Bitcoin is trading at $77,709, down 11.8% from its peak of $95,398 on January 14.
Main drivers behind the decline:
🔸Global liquidity pressure stemming from a partial U.S. government shutdown
🔸Capital rotating into gold rather than risk assets such as crypto
🔸Broad-based market sell-off sentiment, particularly across altcoins
🔸Regulatory pressure from the OECD regarding crypto taxation across 12 EU countries
Key market developments:
🔸Total market capitalization: $2.637T (–3.1% over the past 24 hours)
🔸BTC dominance: Maintains the #1 position in market mindshare (49.2%)
🔸Altcoins underperforming: Many tokens have declined 15–30% over the past week
$BTC
$ETH
$BNB
Main drivers behind the decline:
🔸Global liquidity pressure stemming from a partial U.S. government shutdown
🔸Capital rotating into gold rather than risk assets such as crypto
🔸Broad-based market sell-off sentiment, particularly across altcoins
🔸Regulatory pressure from the OECD regarding crypto taxation across 12 EU countries
Key market developments:
🔸Total market capitalization: $2.637T (–3.1% over the past 24 hours)
🔸BTC dominance: Maintains the #1 position in market mindshare (49.2%)
🔸Altcoins underperforming: Many tokens have declined 15–30% over the past week
$BTC
$ETH
$BNB
Binance Square Official
·
--
Congratulations, @AriaMMT @Vừa múa kiếm vừa Trading @Ds ZEN @ErnestAcademy @Alidou Aboubacar you've won the 1BNB surprise drop from Binance Square on Jan 31 for your content. Keep it up and continue to share good quality insights with unique value.
Hãy tận dụng ý tưởng của bạn trên BINANCE SQUARE để kiếm tiền 🔥
Đọc bài viết bên dưới để giúp bạn hiểu rõ hơn.
$BNB
$BTC
$SOL
👇
Đọc bài viết bên dưới để giúp bạn hiểu rõ hơn.
$BNB
$BTC
$SOL
👇
Binance Square
Những Dạng Nội Dung Nên Chia Sẻ Nếu Muốn Tận Dụng Để Biến Ý Tưởng Crypto Thành Thu Nhập Thực Tế
Các nội dung được quan tâm thường gắn trực tiếp với tính năng của Square và nhu cầu thực tế của người dùng Crypro như: Livestream, tip, quà tặng và chia sẻ giao dịch. Dưới đây là trải nghiệm của mình về hiệu quả của từng tính năng.
Livestream là một trong những hình thức đáng chú ý. Ở những nơi khác, người xem chủ yếu tìm kiếm sự giải trí. Nhưng khi Livestream trên Binance thì tâm thế người xem hoàn toàn khác: Họ đang tìm kiếm cơ hội vào lệnh, tham gia để kiếm phần thưởng hay thậm chí là để tiếp nhận nội dung mới. Việc tương tác trực tiếp giúp nội dung có chiều sâu hơn so với bài viết một chiều.
Một tính năng khác mà mình thường sử dụng là “Tip” đó chính là phần thưởng ảo nhưng có giá trị thực. Trong các bài đăng hoặc livestream, người xem có thể gửi quà tặng dưới dạng token được liên kết với Binance cho các nhà sáng tạo đã đủ điều kiện mở tính năng "Tip" trên Square (Với 1000 Followers đầu tiên bạn sẽ đủ điều kiện mở tính năng này).
Chia sẻ giao dịch là tính năng mình đánh giá cao nhất, vì nó cho phép minh bạch hành trình đầu tư cá nhân. Trên Binance Square, mình có thể đăng tải lịch sử giao dịch của mình như mua bán altcoin dựa trên phân tích kỹ thuật, điều đó làm cho người xem có thể cảm thấy an tâm hơn khi vào lệnh, đặc biệt là làm bản thân có uy tín hơn và chính điều đó có thể giúp mình kiếm được hoa hồng từ bài đăng trên Square.
Từ trải nghiệm, khi chia sẻ một lệnh thành công với lợi nhuận 20% từ một token, bài đăng đã nhận được sự chú ý lớn, dẫn đến tip và quà tặng từ những người theo dõi muốn học hỏi. Điều này tạo ra vòng lặp: Chia sẻ càng chi tiết, tương tác càng cao, và thu nhập từ phần thưởng càng tăng. Mình đã thấy khoản thu nhập từ tính năng này vượt qua mức cơ bản với những Creator có tiếng nói có thể đạt vài trăm đô la mỗi tháng chỉ từ thói quen duy trì việc này ở bài đăng.
Nhìn chung, nội dung hiệu quả trên Binance Square thường không đến từ việc viết nhiều, mà từ việc chia sẻ đúng thứ người dùng đang cần, dưới góc nhìn đã trải nghiệm. Khi nội dung gắn chặt với tính năng và mong muốn của người đọc thì khả năng tạo ra giá trị, kể cả thu nhập sẽ trở nên rõ ràng hơn.
#BinanceSquareWithYou #BinanceSquare #Binance @Binance_Vietnam
Các nội dung được quan tâm thường gắn trực tiếp với tính năng của Square và nhu cầu thực tế của người dùng Crypro như: Livestream, tip, quà tặng và chia sẻ giao dịch. Dưới đây là trải nghiệm của mình về hiệu quả của từng tính năng.
Livestream là một trong những hình thức đáng chú ý. Ở những nơi khác, người xem chủ yếu tìm kiếm sự giải trí. Nhưng khi Livestream trên Binance thì tâm thế người xem hoàn toàn khác: Họ đang tìm kiếm cơ hội vào lệnh, tham gia để kiếm phần thưởng hay thậm chí là để tiếp nhận nội dung mới. Việc tương tác trực tiếp giúp nội dung có chiều sâu hơn so với bài viết một chiều.
Một tính năng khác mà mình thường sử dụng là “Tip” đó chính là phần thưởng ảo nhưng có giá trị thực. Trong các bài đăng hoặc livestream, người xem có thể gửi quà tặng dưới dạng token được liên kết với Binance cho các nhà sáng tạo đã đủ điều kiện mở tính năng "Tip" trên Square (Với 1000 Followers đầu tiên bạn sẽ đủ điều kiện mở tính năng này).
Chia sẻ giao dịch là tính năng mình đánh giá cao nhất, vì nó cho phép minh bạch hành trình đầu tư cá nhân. Trên Binance Square, mình có thể đăng tải lịch sử giao dịch của mình như mua bán altcoin dựa trên phân tích kỹ thuật, điều đó làm cho người xem có thể cảm thấy an tâm hơn khi vào lệnh, đặc biệt là làm bản thân có uy tín hơn và chính điều đó có thể giúp mình kiếm được hoa hồng từ bài đăng trên Square.
Từ trải nghiệm, khi chia sẻ một lệnh thành công với lợi nhuận 20% từ một token, bài đăng đã nhận được sự chú ý lớn, dẫn đến tip và quà tặng từ những người theo dõi muốn học hỏi. Điều này tạo ra vòng lặp: Chia sẻ càng chi tiết, tương tác càng cao, và thu nhập từ phần thưởng càng tăng. Mình đã thấy khoản thu nhập từ tính năng này vượt qua mức cơ bản với những Creator có tiếng nói có thể đạt vài trăm đô la mỗi tháng chỉ từ thói quen duy trì việc này ở bài đăng.
Nhìn chung, nội dung hiệu quả trên Binance Square thường không đến từ việc viết nhiều, mà từ việc chia sẻ đúng thứ người dùng đang cần, dưới góc nhìn đã trải nghiệm. Khi nội dung gắn chặt với tính năng và mong muốn của người đọc thì khả năng tạo ra giá trị, kể cả thu nhập sẽ trở nên rõ ràng hơn.
#BinanceSquareWithYou #BinanceSquare #Binance @Binance_Vietnam
BNB vẫn là một cơ hội
$BNB
$BNB
🔶 BNB still a viable investment opportunity?
BNB is currently trading in an attractive valuation zone, with a potential ROI of 60–75% from the current price of $851 (as of 31/01/2026), after declining 37.7% from its ATH of $1,370. Key catalysts include potential spot ETF candidacies from Grayscale and VanEck, along with its position as the #4 ecosystem in the market. However, short-term technical signals remain bearish, with a negative MACD and liquidations dominated by long positions. Recommendation: gradually accumulate in the $850–$860 support zone for a 12–18 month long-term scenario.
🔶Market conditions & valuation
BNB is currently trading at $851.53, down 37.74% from its October 2025 all-time high of $1,369.99, and ranks #4 in the overall market with a market capitalization of $116 billion.
🔶Detailed quantitative analysis:
🔶Comparing top industries
BNB is currently trading at 0.35x Ethereum in terms of market capitalization, indicating significant growth potential if it closes the gap with leading ecosystems.
🔶Technical Analysis & Derivatives
Technical signals (January 31, 2026)
The 4H and 1D timeframes show short-term downward pressure:
🔶Derivatives Market
🔸Open Interest: $2.63B (stable after the leverage flush)
🔸Funding Rate: -0.0439% (neutral, no significant leveraged selling pressure)
🔸24h Liquidations: $1.04M (69% long, 31% short — longs are under more pressure)
Overall, derivatives data indicates that the market has gone through a notable liquidation event and is now stabilizing, reducing the risk of further forced sell-offs.
🔶Fundamentals & Key News
Major catalyst: ETF candidacy
Grayscale filed an application with the SEC for the GBNB ETF on January 23, 2026, following VanEck (which filed back in May 2025). This is an extremely positive signal:
“Grayscale's filing highlights the broader strategy to expand its lineup of crypto investment products following the approval of spot Bitcoin and Ethereum ETFs.”
Historically, ETFs have acted as strong catalysts for institutional capital inflows, although the market’s reaction remains cautious given the broader macro conditions.
🔸BSC ecosystem activity
🔸BSC TVL: ~$7B (down 2.9% over 24h)
🔸DEX volume: $1.68B / 24h (accounting for 17% of total DEX market share)
🔸BNB Chain Rewards: $650K in ongoing incentive programs
🔶Investment Scenarios
Bullish scenario (30% probability)
🔸ETF approval within the next 6–12 months
🔸Crypto market recovery, with the Fear & Greed Index returning to the Greed zone
🔸BNB narrows the gap with ETH, reaching 50% of Ethereum’s market cap (~$162B)
🔸Price target: $1,500+ (ROI +75.85%)
Base / neutral scenario (50% probability)
🔸ETF approval delayed but not rejected
🔸BNB maintains a top-5 market position, moving in line with the broader market
🔸Price target: $1,100–1,300 (ROI +30–50%)
Bearish scenario (20% probability)
🔸ETF rejected, with increasing regulatory pressure
🔸Breakdown below $800 support, retesting the $600–700 zone
🔸Downside risk: -20% to -30% from current price
🔶Conclusion
BNB currently presents an attractive risk–reward opportunity at these price levels. With a nearly 40% discount from its peak and a developing ETF catalyst, BNB has the potential to deliver a 60–75% ROI in a bullish scenario.
That said, investors should remain patient with a long-term time horizon, while carefully managing risk in light of short-term bearish technical signals.
🔸Ideal accumulation zone: $800–860
🔸Key resistance: $950–1,000
🔸Short-term stop-loss: Below $800 (if support is broken)
@CZ @Richard Teng @Binance Vietnam
#Binance #BinanceSquare
This is not investment advice. Please conduct your own research and assess your personal risk profile before making any decisions.
🔶Market conditions & valuation
BNB is currently trading at $851.53, down 37.74% from its October 2025 all-time high of $1,369.99, and ranks #4 in the overall market with a market capitalization of $116 billion.
🔶Detailed quantitative analysis:
🔶Comparing top industries
BNB is currently trading at 0.35x Ethereum in terms of market capitalization, indicating significant growth potential if it closes the gap with leading ecosystems.
🔶Technical Analysis & Derivatives
Technical signals (January 31, 2026)
The 4H and 1D timeframes show short-term downward pressure:
🔶Derivatives Market
🔸Open Interest: $2.63B (stable after the leverage flush)
🔸Funding Rate: -0.0439% (neutral, no significant leveraged selling pressure)
🔸24h Liquidations: $1.04M (69% long, 31% short — longs are under more pressure)
Overall, derivatives data indicates that the market has gone through a notable liquidation event and is now stabilizing, reducing the risk of further forced sell-offs.
🔶Fundamentals & Key News
Major catalyst: ETF candidacy
Grayscale filed an application with the SEC for the GBNB ETF on January 23, 2026, following VanEck (which filed back in May 2025). This is an extremely positive signal:
“Grayscale's filing highlights the broader strategy to expand its lineup of crypto investment products following the approval of spot Bitcoin and Ethereum ETFs.”
Historically, ETFs have acted as strong catalysts for institutional capital inflows, although the market’s reaction remains cautious given the broader macro conditions.
🔸BSC ecosystem activity
🔸BSC TVL: ~$7B (down 2.9% over 24h)
🔸DEX volume: $1.68B / 24h (accounting for 17% of total DEX market share)
🔸BNB Chain Rewards: $650K in ongoing incentive programs
🔶Investment Scenarios
Bullish scenario (30% probability)
🔸ETF approval within the next 6–12 months
🔸Crypto market recovery, with the Fear & Greed Index returning to the Greed zone
🔸BNB narrows the gap with ETH, reaching 50% of Ethereum’s market cap (~$162B)
🔸Price target: $1,500+ (ROI +75.85%)
Base / neutral scenario (50% probability)
🔸ETF approval delayed but not rejected
🔸BNB maintains a top-5 market position, moving in line with the broader market
🔸Price target: $1,100–1,300 (ROI +30–50%)
Bearish scenario (20% probability)
🔸ETF rejected, with increasing regulatory pressure
🔸Breakdown below $800 support, retesting the $600–700 zone
🔸Downside risk: -20% to -30% from current price
🔶Conclusion
BNB currently presents an attractive risk–reward opportunity at these price levels. With a nearly 40% discount from its peak and a developing ETF catalyst, BNB has the potential to deliver a 60–75% ROI in a bullish scenario.
That said, investors should remain patient with a long-term time horizon, while carefully managing risk in light of short-term bearish technical signals.
🔸Ideal accumulation zone: $800–860
🔸Key resistance: $950–1,000
🔸Short-term stop-loss: Below $800 (if support is broken)
@CZ @Richard Teng @Binance Vietnam
#Binance #BinanceSquare
This is not investment advice. Please conduct your own research and assess your personal risk profile before making any decisions.
Binance Trong Thời Đại Quy Định: Làm Thế Nào Sàn Giao Dịch Này Thay Đổi Thị Trường Crypto Toàn Cầu?
Dưới góc nhìn cá nhân, năm 2026 đánh dấu một bước ngoặt rất rõ của crypto: thế giới không còn “hướng dẫn” nữa mà bước sang giai đoạn thực thi luật chơi. GENIUS Act ở Mỹ siết stablecoin, MiCA ở châu Âu buộc các sàn phải có giấy phép, CARF của OECD khiến câu chuyện thuế không còn vùng xám. Crypto chính thức bước vào sân chơi thể chế.
Trong bối cảnh đó, Binance là ví dụ điển hình cho một kẻ sống sót bằng cách thay đổi triệt để. Sau cú sốc năm 2023 – phạt 4,3 tỷ USD, rút khỏi Mỹ vì vi phạm AML – Binance hiểu rằng tăng trưởng bằng “tốc độ và vùng xám” không còn cửa. Đến 2026, khi CZ không còn trực tiếp điều hành, sàn chuyển sang tư duy tuân thủ chiến lược: đẩy mạnh KYC/AML, giám sát giao dịch, làm việc trực tiếp với cơ quan quản lý.
Những bước đi cụ thể cho thấy Binance không làm cho có. Xin giấy phép MiCA tại Hy Lạp để giữ EU, tái cấu trúc sở hữu nhằm mở đường quay lại Mỹ, ưu tiên stablecoin đã được quy định, đồng thời nâng chuẩn an ninh với 2FA và lưu trữ lạnh phần lớn tài sản. Rõ ràng, Binance đang đánh đổi một phần “tự do” để lấy tính hợp pháp và tuổi thọ dài hạn.
Điều này kéo theo thay đổi lớn của thị trường. Crypto dần rời khỏi sân chơi đầu cơ nhỏ lẻ để đón dòng tiền tổ chức. Stablecoin tăng trưởng mạnh, trở thành hạ tầng thanh toán thay vì công cụ lướt sóng. DeFi cũng buộc phải trưởng thành hơn, gắn với tài sản thực và dòng tiền thật, thay vì chỉ farm và narrative.
Dĩ nhiên, quy định không phải lúc nào cũng êm ái. Những cú sốc như delisting BUSD trước đây cho thấy luật có thể gây biến động ngắn hạn và tái cấu trúc thị trường. Nhưng về dài hạn, nó giảm tội phạm crypto, tăng niềm tin và mở cửa cho vốn lớn.
Tóm lại, Binance không chỉ đang “né luật” để tồn tại, mà đang chủ động định hình thời đại crypto có quy định. Nếu xu hướng này tiếp diễn, đến 2030, crypto sẽ ít hoang dã hơn, nhưng đổi lại là bền vững hơn – và Binance đang đặt mình vào trung tâm của sự chuyển dịch đó.
#Binance #HotTrends #CZ
@Richard Teng @CZ @Binance_Labs
Trong bối cảnh đó, Binance là ví dụ điển hình cho một kẻ sống sót bằng cách thay đổi triệt để. Sau cú sốc năm 2023 – phạt 4,3 tỷ USD, rút khỏi Mỹ vì vi phạm AML – Binance hiểu rằng tăng trưởng bằng “tốc độ và vùng xám” không còn cửa. Đến 2026, khi CZ không còn trực tiếp điều hành, sàn chuyển sang tư duy tuân thủ chiến lược: đẩy mạnh KYC/AML, giám sát giao dịch, làm việc trực tiếp với cơ quan quản lý.
Những bước đi cụ thể cho thấy Binance không làm cho có. Xin giấy phép MiCA tại Hy Lạp để giữ EU, tái cấu trúc sở hữu nhằm mở đường quay lại Mỹ, ưu tiên stablecoin đã được quy định, đồng thời nâng chuẩn an ninh với 2FA và lưu trữ lạnh phần lớn tài sản. Rõ ràng, Binance đang đánh đổi một phần “tự do” để lấy tính hợp pháp và tuổi thọ dài hạn.
Điều này kéo theo thay đổi lớn của thị trường. Crypto dần rời khỏi sân chơi đầu cơ nhỏ lẻ để đón dòng tiền tổ chức. Stablecoin tăng trưởng mạnh, trở thành hạ tầng thanh toán thay vì công cụ lướt sóng. DeFi cũng buộc phải trưởng thành hơn, gắn với tài sản thực và dòng tiền thật, thay vì chỉ farm và narrative.
Dĩ nhiên, quy định không phải lúc nào cũng êm ái. Những cú sốc như delisting BUSD trước đây cho thấy luật có thể gây biến động ngắn hạn và tái cấu trúc thị trường. Nhưng về dài hạn, nó giảm tội phạm crypto, tăng niềm tin và mở cửa cho vốn lớn.
Tóm lại, Binance không chỉ đang “né luật” để tồn tại, mà đang chủ động định hình thời đại crypto có quy định. Nếu xu hướng này tiếp diễn, đến 2030, crypto sẽ ít hoang dã hơn, nhưng đổi lại là bền vững hơn – và Binance đang đặt mình vào trung tâm của sự chuyển dịch đó.
#Binance #HotTrends #CZ
@Richard Teng @CZ @Binance_Labs
🔶 BNB still a viable investment opportunity?
BNB is currently trading in an attractive valuation zone, with a potential ROI of 60–75% from the current price of $851 (as of 31/01/2026), after declining 37.7% from its ATH of $1,370. Key catalysts include potential spot ETF candidacies from Grayscale and VanEck, along with its position as the #4 ecosystem in the market. However, short-term technical signals remain bearish, with a negative MACD and liquidations dominated by long positions. Recommendation: gradually accumulate in the $850–$860 support zone for a 12–18 month long-term scenario.
🔶Market conditions & valuation
BNB is currently trading at $851.53, down 37.74% from its October 2025 all-time high of $1,369.99, and ranks #4 in the overall market with a market capitalization of $116 billion.
🔶Detailed quantitative analysis:
🔶Comparing top industries
BNB is currently trading at 0.35x Ethereum in terms of market capitalization, indicating significant growth potential if it closes the gap with leading ecosystems.
🔶Technical Analysis & Derivatives
Technical signals (January 31, 2026)
The 4H and 1D timeframes show short-term downward pressure:
🔶Derivatives Market
🔸Open Interest: $2.63B (stable after the leverage flush)
🔸Funding Rate: -0.0439% (neutral, no significant leveraged selling pressure)
🔸24h Liquidations: $1.04M (69% long, 31% short — longs are under more pressure)
Overall, derivatives data indicates that the market has gone through a notable liquidation event and is now stabilizing, reducing the risk of further forced sell-offs.
🔶Fundamentals & Key News
Major catalyst: ETF candidacy
Grayscale filed an application with the SEC for the GBNB ETF on January 23, 2026, following VanEck (which filed back in May 2025). This is an extremely positive signal:
“Grayscale's filing highlights the broader strategy to expand its lineup of crypto investment products following the approval of spot Bitcoin and Ethereum ETFs.”
Historically, ETFs have acted as strong catalysts for institutional capital inflows, although the market’s reaction remains cautious given the broader macro conditions.
🔸BSC ecosystem activity
🔸BSC TVL: ~$7B (down 2.9% over 24h)
🔸DEX volume: $1.68B / 24h (accounting for 17% of total DEX market share)
🔸BNB Chain Rewards: $650K in ongoing incentive programs
🔶Investment Scenarios
Bullish scenario (30% probability)
🔸ETF approval within the next 6–12 months
🔸Crypto market recovery, with the Fear & Greed Index returning to the Greed zone
🔸BNB narrows the gap with ETH, reaching 50% of Ethereum’s market cap (~$162B)
🔸Price target: $1,500+ (ROI +75.85%)
Base / neutral scenario (50% probability)
🔸ETF approval delayed but not rejected
🔸BNB maintains a top-5 market position, moving in line with the broader market
🔸Price target: $1,100–1,300 (ROI +30–50%)
Bearish scenario (20% probability)
🔸ETF rejected, with increasing regulatory pressure
🔸Breakdown below $800 support, retesting the $600–700 zone
🔸Downside risk: -20% to -30% from current price
🔶Conclusion
BNB currently presents an attractive risk–reward opportunity at these price levels. With a nearly 40% discount from its peak and a developing ETF catalyst, BNB has the potential to deliver a 60–75% ROI in a bullish scenario.
That said, investors should remain patient with a long-term time horizon, while carefully managing risk in light of short-term bearish technical signals.
🔸Ideal accumulation zone: $800–860
🔸Key resistance: $950–1,000
🔸Short-term stop-loss: Below $800 (if support is broken)
@CZ @Richard Teng @Binance Vietnam
#Binance #BinanceSquare
This is not investment advice. Please conduct your own research and assess your personal risk profile before making any decisions.
🔶Market conditions & valuation
BNB is currently trading at $851.53, down 37.74% from its October 2025 all-time high of $1,369.99, and ranks #4 in the overall market with a market capitalization of $116 billion.
🔶Detailed quantitative analysis:
🔶Comparing top industries
BNB is currently trading at 0.35x Ethereum in terms of market capitalization, indicating significant growth potential if it closes the gap with leading ecosystems.
🔶Technical Analysis & Derivatives
Technical signals (January 31, 2026)
The 4H and 1D timeframes show short-term downward pressure:
🔶Derivatives Market
🔸Open Interest: $2.63B (stable after the leverage flush)
🔸Funding Rate: -0.0439% (neutral, no significant leveraged selling pressure)
🔸24h Liquidations: $1.04M (69% long, 31% short — longs are under more pressure)
Overall, derivatives data indicates that the market has gone through a notable liquidation event and is now stabilizing, reducing the risk of further forced sell-offs.
🔶Fundamentals & Key News
Major catalyst: ETF candidacy
Grayscale filed an application with the SEC for the GBNB ETF on January 23, 2026, following VanEck (which filed back in May 2025). This is an extremely positive signal:
“Grayscale's filing highlights the broader strategy to expand its lineup of crypto investment products following the approval of spot Bitcoin and Ethereum ETFs.”
Historically, ETFs have acted as strong catalysts for institutional capital inflows, although the market’s reaction remains cautious given the broader macro conditions.
🔸BSC ecosystem activity
🔸BSC TVL: ~$7B (down 2.9% over 24h)
🔸DEX volume: $1.68B / 24h (accounting for 17% of total DEX market share)
🔸BNB Chain Rewards: $650K in ongoing incentive programs
🔶Investment Scenarios
Bullish scenario (30% probability)
🔸ETF approval within the next 6–12 months
🔸Crypto market recovery, with the Fear & Greed Index returning to the Greed zone
🔸BNB narrows the gap with ETH, reaching 50% of Ethereum’s market cap (~$162B)
🔸Price target: $1,500+ (ROI +75.85%)
Base / neutral scenario (50% probability)
🔸ETF approval delayed but not rejected
🔸BNB maintains a top-5 market position, moving in line with the broader market
🔸Price target: $1,100–1,300 (ROI +30–50%)
Bearish scenario (20% probability)
🔸ETF rejected, with increasing regulatory pressure
🔸Breakdown below $800 support, retesting the $600–700 zone
🔸Downside risk: -20% to -30% from current price
🔶Conclusion
BNB currently presents an attractive risk–reward opportunity at these price levels. With a nearly 40% discount from its peak and a developing ETF catalyst, BNB has the potential to deliver a 60–75% ROI in a bullish scenario.
That said, investors should remain patient with a long-term time horizon, while carefully managing risk in light of short-term bearish technical signals.
🔸Ideal accumulation zone: $800–860
🔸Key resistance: $950–1,000
🔸Short-term stop-loss: Below $800 (if support is broken)
@CZ @Richard Teng @Binance Vietnam
#Binance #BinanceSquare
This is not investment advice. Please conduct your own research and assess your personal risk profile before making any decisions.
$WIF (dogwifat) - Current price: $0.287
Technical analysis : RSI 1h = 30.06 (Near oversold), price is far from SMA20 at $0.2948
Recommendation : LONG (recovery to average)
Entry: $0.288 - $0.290
Stop-loss: $0.280 (-3.1%)
Take-profit 1: $0.300 (+4.2%)
Take-profit 2: $0.315 (+9.8%)
Technical analysis : RSI 1h = 30.06 (Near oversold), price is far from SMA20 at $0.2948
Recommendation : LONG (recovery to average)
Entry: $0.288 - $0.290
Stop-loss: $0.280 (-3.1%)
Take-profit 1: $0.300 (+4.2%)
Take-profit 2: $0.315 (+9.8%)
BITCOIN CAN REPLACE GOLD — IT’S ONLY A A MATTER OF TIME
For thousands of years, gold has been regarded as a symbol of stability and a safe store of value during periods of inflation and economic crisis. However, as the world becomes increasingly digital, Bitcoin—often referred to as “digital gold”—is emerging not just as a competitor, but as a natural successor to gold in its role as a store of value.
Scarcity and Store of Value: Bitcoin Holds the Edge
Both gold and Bitcoin derive much of their value from scarcity. Gold is finite, but its supply can still expand over time as mining technology improves and higher prices incentivize further extraction. Bitcoin, by contrast, has an absolute and fixed supply of 21 million coins, enforced by code and reinforced through periodic halving events. Following the 2024 halving, Bitcoin’s stock-to-flow ratio surpassed that of gold, strengthening its position as the scarcer asset in the digital age.
While gold’s total market value remains significantly larger today, the trend is shifting. Bitcoin is steadily capturing market share as a digital store of value, particularly among Millennials and Gen Z—generations that are deeply familiar with technology and increasingly inclined to favor digital assets over traditional physical ones.
Superior Portability, Divisibility, and Efficiency
One of gold’s fundamental weaknesses is its lack of portability. Storing gold at scale typically requires trusted third parties, introducing additional costs and risks. Moving gold across borders is slow, expensive, and heavily regulated. Bitcoin eliminates these frictions entirely, allowing billions of dollars in value to be stored digitally and transferred globally, instantly, without intermediaries, 24/7.
Bitcoin also excels in divisibility and verification. While gold requires costly physical inspection to verify authenticity, Bitcoin can be verified instantly and transparently on the blockchain. In an increasingly digital world, these advantages position Bitcoin as an upgraded version of gold—much like email replaced physical mail or streaming replaced CDs.
Performance and Market Trends
In terms of performance, Bitcoin has demonstrated significantly stronger growth than gold over the past several years. Although Bitcoin remains more volatile, this volatility reflects the early stage of a rapidly maturing asset. As adoption expands and infrastructure such as the Lightning Network continues to improve, Bitcoin is expected to become more stable over time.
Major financial institutions are increasingly aligning with this view, forecasting that cryptocurrency-related ETFs could surpass precious metals ETFs in the near future. Even capturing a fraction of gold’s store-of-value market would imply substantial upside for Bitcoin’s long-term valuation.
Challenges and the Road Ahead
Bitcoin is not without challenges. Regulatory uncertainty, price volatility, and technological risks remain key concerns. However, these obstacles closely resemble the challenges gold itself faced throughout history. More importantly, the digitalization of assets is an irreversible trend—even gold is being tokenized, underscoring the broader shift toward digital value systems.
Bitcoin does not erase gold’s history; it replaces gold’s mechanical limitations with technological solutions.
Conclusion
Bitcoin is not merely a speculative trend—it represents the natural evolution of store-of-value assets in the digital era. With absolute scarcity, unparalleled portability, and growing adoption among both individuals and institutions, Bitcoin replacing gold is no longer a question of if, but when.
Viewed through this lens, Bitcoin should not be seen solely as a high-risk asset, but as a long-term bet on how value will be stored and transferred in the decades to come.
@Binance Vietnam @Richard Teng
#Binance #BinanceSquare
Scarcity and Store of Value: Bitcoin Holds the Edge
Both gold and Bitcoin derive much of their value from scarcity. Gold is finite, but its supply can still expand over time as mining technology improves and higher prices incentivize further extraction. Bitcoin, by contrast, has an absolute and fixed supply of 21 million coins, enforced by code and reinforced through periodic halving events. Following the 2024 halving, Bitcoin’s stock-to-flow ratio surpassed that of gold, strengthening its position as the scarcer asset in the digital age.
While gold’s total market value remains significantly larger today, the trend is shifting. Bitcoin is steadily capturing market share as a digital store of value, particularly among Millennials and Gen Z—generations that are deeply familiar with technology and increasingly inclined to favor digital assets over traditional physical ones.
Superior Portability, Divisibility, and Efficiency
One of gold’s fundamental weaknesses is its lack of portability. Storing gold at scale typically requires trusted third parties, introducing additional costs and risks. Moving gold across borders is slow, expensive, and heavily regulated. Bitcoin eliminates these frictions entirely, allowing billions of dollars in value to be stored digitally and transferred globally, instantly, without intermediaries, 24/7.
Bitcoin also excels in divisibility and verification. While gold requires costly physical inspection to verify authenticity, Bitcoin can be verified instantly and transparently on the blockchain. In an increasingly digital world, these advantages position Bitcoin as an upgraded version of gold—much like email replaced physical mail or streaming replaced CDs.
Performance and Market Trends
In terms of performance, Bitcoin has demonstrated significantly stronger growth than gold over the past several years. Although Bitcoin remains more volatile, this volatility reflects the early stage of a rapidly maturing asset. As adoption expands and infrastructure such as the Lightning Network continues to improve, Bitcoin is expected to become more stable over time.
Major financial institutions are increasingly aligning with this view, forecasting that cryptocurrency-related ETFs could surpass precious metals ETFs in the near future. Even capturing a fraction of gold’s store-of-value market would imply substantial upside for Bitcoin’s long-term valuation.
Challenges and the Road Ahead
Bitcoin is not without challenges. Regulatory uncertainty, price volatility, and technological risks remain key concerns. However, these obstacles closely resemble the challenges gold itself faced throughout history. More importantly, the digitalization of assets is an irreversible trend—even gold is being tokenized, underscoring the broader shift toward digital value systems.
Bitcoin does not erase gold’s history; it replaces gold’s mechanical limitations with technological solutions.
Conclusion
Bitcoin is not merely a speculative trend—it represents the natural evolution of store-of-value assets in the digital era. With absolute scarcity, unparalleled portability, and growing adoption among both individuals and institutions, Bitcoin replacing gold is no longer a question of if, but when.
Viewed through this lens, Bitcoin should not be seen solely as a high-risk asset, but as a long-term bet on how value will be stored and transferred in the decades to come.
@Binance Vietnam @Richard Teng
#Binance #BinanceSquare
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