Foreign media reports that Binance Research believes that stablecoin settlement and tokenized stocks are lowering the barriers to cross-border investment, and crypto exchanges may therefore become a new gateway to the global stock market, especially in emerging markets where traditional brokerages have insufficient coverage.
The 2031 target is $2 trillion.
Binance Research projects that by 2031, cryptocurrency exchanges could bring nearly 300 million new investors to the global stock market, injecting approximately $2 trillion in new capital. In a more optimistic scenario, the annual inflow of new stock market funds could reach $5 trillion over the next five years.
The article states that this assessment is based on the global scale of crypto users, exchange coverage, user access criteria, adoption rate, and average holding levels. Its core judgment is that users with existing digital asset accounts may directly access stocks and ETFs on the same platform in the future.
Emerging market users account for 93%
Binance Research indicates that the next wave of large-scale equity investors is likely to come primarily from emerging markets. The firm states that approximately 93% of Binance's equity trading users are from these regions, demonstrating a significant demand for low-barrier, cross-border investment channels.
The report also states that stablecoin settlements are expected to reduce the costs of cross-border transfers and deposits/withdrawals. According to its estimates, stablecoins could reduce the average cost of cross-border fund transfers by approximately 3.6%, saving about $40 per transaction, while also supporting longer periods of market access.
- It is estimated that nearly 300 million new investors will be added.
- It is estimated that approximately $2 trillion will be newly added to the stock market.
- Cross-border transaction costs may be reduced by approximately $40.
Competition for tokenized stocks continues to expand
The article mentions that perpetual contracts related to traditional finance currently account for approximately 10% of stablecoin trading volume. Binance Research believes that if direct stock trading and tokenized stocks continue to expand, the demand for users to allocate crypto assets and stocks through the same account may further increase.
Previous reports indicated that Binance plans to open trading in over 7,000 US stocks and ETFs to users outside the US, supporting zero commissions and fractional share purchases starting at a minimum of $5. It also plans to launch bStocks, a product based on the BNB Chain, allowing eligible users to convert a portion of their shares into on-chain assets for use in lending and liquidity markets.
The article also mentions that institutions such as BlackRock, Franklin Templeton, Ondo Finance, DTCC, and Euroclear are all expanding their tokenization efforts. By March 2026, the value of tokenized equities had exceeded $960 million, with tokenized US Treasuries remaining the largest RWA category.
Additional information:This content is based on Binance Research's calculations and assessments. The size predictions listed in the article still depend on user access, regulatory requirements, custody arrangements, market depth, and the scope of exchange support.
