In January 2026, the Binance Research Center published one of the most important studies in the crypto world:
A 133-page report analyzing the entire year of 2025, not just to recount what happened...
But to explain why what is coming in 2026 might be completely different.
If you only read the headlines, you might think that 2025 was a weak year.
But if you delve into the numbers and analysis, you'll discover that what happened was a deep build-up, not just a price rise.
And here’s a summary of the study, in simple language and without complexity.
⸻
Firstly: 2025 was not a year of failure… it was a year of establishment
• The market capitalization of crypto exceeded 4 trillion dollars for the first time
• Bitcoin recorded a new all-time high near 126 thousand dollars
• At the same time, the market closed the year on a relative decline (~7.9%)
This contradiction is very important
Because it clarifies that the price was affected by the macro factors,
But:
• Legislations have advanced
• Institutions entered
• The infrastructure has matured
In more precise terms: the market has been cleaned and rebuilt from within
⸻
Secondly: Why is 2026 different according to Binance?
The report states that 2026 is coming with three factors that, historically, ignite the markets:
1️⃣ Real financial liquidity
• Cash support
• Tax reductions
• A larger budget deficit
• Real money in people's and institutions' hands
2️⃣ A calmer monetary policy
• Interest reductions
• Monetary expansion (light QE)
• Global liquidity is returning to move
3️⃣ Clearer legislations
• Clear regulations for stablecoins
• Defining who regulates what
• Reducing legal risks for investors and institutions
The report names this phase:
Risk Reboot
Rebooting risk appetite… but in an institutional way
⸻
Thirdly: Bitcoin has changed
The study clarifies a very pivotal point:
Bitcoin in 2025:
• Dominance near 60%
• Fund flows exceeded 21 billion dollars
• More than 1.1 million bitcoins in company balances
• Network security at its highest levels
But on the other hand:
• Network usage is lower
• Fewer transactions
• Lower fees
And this is not weakness… it’s transformation
Bitcoin has become a macro asset
Not a daily transaction network
According to the report's calculations:
• If the bitcoin share of global liquidity continues its growth
• A price of 160 thousand dollars is logically feasible in the medium term
⸻
Fourthly: Not all networks will win
The report was very clear:
• Activity alone is not enough
• The one who wins is the one who:
• It generates revenue
• It has real use
• It has institutions
That’s why:
• Chains like Solana and BNB Chain were among the best performers
• Because they focused on:
• Trading
• Payments
• Real assets (RWAs)
⸻
Fifthly: DeFi and Stablecoins are the big story
• DeFi has become a business, not an experiment
• RWAs counted DEXs for the first time
• Protocol income reached billions
• Stablecoins became:
• Global settlement layer
• Daily transaction volume greater than Visa
In simple terms:
Real money reached the blockchain
⸻
The summary
Binance's study states clearly:
2025 was a difficult year in terms of price
But it was necessary
And 2026 is coming with liquidity + legislation + institutions
This is the most dangerous mix in any financial cycle
#StrategyBTCPurchase #MarketRebound #بينانس #استثمار
