Binance Research报告：上半年DeFi TVL下跌38%
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TRON DeFi Summer Drives Explosive Growth: USDD TVL on JustLend Has Exceeded $400 Million
PANews reported on July 7th that decentralized stablecoin USDD announced that within 48 hours of the launch of the TRON DeFi Summer event, it attracted over $100 million in net inflows, pushing USDD's TVL on JustLend past the $400 million mark, and its growth momentum continues to be strong. As previously reported, the TRON DeFi Summer officially launched on July 6th, with USDD, JustLend DAO, and Binance Wallet jointly launching a summer earning program. This event offers a total of $900,000 in rewards to participating users, running from now until August 5th at 07:59 (Singapore time). Users who purchase USDD through JustLend can enjoy the basic APY and participate in sharing a prize pool of 600,000 USDD.
Binance Research released a stablecoin industry report: platform stablecoin reserves reached $53 billion, with market share rising to 57%.
Odaily Odaily that Binance Research has released an industry report titled "Stablecoins: Reshaping the Financial Landscape." The report shows that as of now, Binance's stablecoin reserves have reached $53 billion, increasing its market share from 54% to 57%, approximately $42 billion higher than the second-largest exchange. Meanwhile, in the first five months of 2026, the cumulative trading volume of TradeFi-related perpetual contracts exceeded $1.1 trillion, with Binance accounting for over $500 billion, representing approximately 47% of the market share. Furthermore, since 2022, Binance Wealth Management has distributed $1.2 billion in yield to over 14 million stablecoin users; BNB Chain sees 10 million daily stablecoin transactions and 15 million monthly active addresses, representing a market share of approximately 24% by transaction volume. The report points out that stablecoins are evolving from crypto asset trading tools into a crucial global financial settlement infrastructure, and Binance has built a one-stop stablecoin financial ecosystem covering trading, payments, yields, investment, and on-chain ecosystem.
Binance Research: Over 700 Binance equity products have been traded, with 71% of holdings allocated to the technology sector.
According to ChainCatcher, Binance Research's monthly market insights show that over 700 of the approximately 7,000 stocks and ETFs tradable on Binance have already seen trading activity, indicating initial user participation in equity products. The report states that about 71% of Binance equity holdings are allocated to the technology sector, with approximately 48% of funds flowing into semiconductors, a category with trading volume about 23 times that of other categories. In terms of thematic fund flows, Binance equity holders' allocations are relatively diversified, with 25% flowing into AI infrastructure and computing power, 22% into quantum computing, and relatively higher allocations to cutting-edge themes such as space and satellites, robotics and humanoid robots. Meanwhile, broader ETF fund flows are primarily concentrated in semiconductors and AI storage. Furthermore, the report shows that at the portfolio level, 41% of Binance equity holders' holdings are allocated to crypto assets, 37% to stablecoins, and 22% to stocks.
Binance has added 10 new stocks and ETFs, including ADTI, ANTA, CBRS, and QNT.
According to a Binance announcement, starting at 21:30 on July 6th, Binance will add trading to the following assets: Adapti Inc (ADTI), Antalpha Platform Holding Co (ANTA), Astronics Corp Class B (ATROB), Cerebras Systems (CBRS), Tema Memory ETF (DISK), Tuttle Capital Pure Play Photonics ETF (FOTO), PLUS Korea Defense Industry Index ETF (KDEF), Kurv Memory Select ETF (KMEM), Quantinuum Inc (QNT), and Strategy Variable Rate Perpetual Stretch Prf Shs Series A (STRC). Full Fee-Based Securities Lending (FPSL) eligibility for the above stocks and ETFs will be available after trade settlement (T+1 trading day), and access to related trading will be restricted according to the compliance requirements of the user's country or region.
JustLend DAO and Binance Wallet officially launch TRON DeFi Summer S1
ChainCatcher reports that the TRON DeFi Summer S1 event, jointly launched by JustLend DAO and Binance Wallet, has officially started and will run until 7:59:59 AM Singapore time on August 5th. Users can participate in the JustLend DAO ecosystem pool through Binance Wallet's DeFi function, subscribing to assets such as TRX, USDD, JST, and SUN. During the event, participating users can receive Boost APR incentives and share a dedicated prize pool totaling $2.15 million.
DeFi researcher Ignas: He is bullish on ETH if the Ethereum Foundation delivers the "simplified roadmap" on time; however, delays coupled with a bear market could be bearish.
According to Foresight News , DeFi researcher Ignas commented on Vitalik Buterin's previously released "simplified Ethereum" roadmap, stating, "If the Ethereum Foundation can deliver on time, I'm bullish on ETH. The roadmap is very attractive because it addresses most of the key demands raised by the community, including L1 reclaiming execution control from L2, privacy protection, quantum resistance, and second-level finality, but the issue of tokenomics remains unaddressed." It also pointed out that the most anticipated part of the roadmap will be implemented after 2028, with the final goal set for 2029. If the Ethereum Foundation (EF) delivery schedule is delayed and the bear market continues, it may negatively impact the price of ETH, as competing projects such as Tempo and Canton are posing a challenge to Ethereum in the areas of real-world assets (RWA) and institutional adoption.