Binance Research said crypto exchanges may become a major gateway into global stock markets, as stablecoins and tokenized equities reduce old barriers around cost, access, settlement, and brokerage reach in underbanked regions worldwide.
Summary
- Binance sees crypto exchanges routing 300 million new investors into global equities by 2031 worldwide.
- Emerging markets drive demand, with 93% of Binance stock trading users coming from those regions.
- Stablecoin stock trading could cut transfer costs while supporting 24/7 access to global equity markets.
Binance Research sees a $2T equity route
Binance Research said crypto exchanges could collectively channel $2 trillion in new capital and nearly 300 million new investors into global equity markets by 2031. The report frames crypto exchanges as a distribution layer for users who already hold digital assets but lack easy access to major stock markets.
The research also presented a bull case where crypto users could bring $5 trillion in annual incremental equity capital over the next five years. Binance Research said the estimate uses the global crypto user base, exchange coverage, eligibility, adoption rates, and average position sizes.
Emerging markets drive the demand
The report said close to 93% of Binance stock trading users come from emerging markets. Binance Research linked that share to long-running barriers such as high brokerage costs, limited foreign market access, and banking friction.
“The next 300 million equity investors are coming from emerging markets,” Binance Research said on X. The post added that users may be onboarded through crypto exchanges, settle in stablecoins, and trade around the clock.
Meanwhile, Binance Research said stablecoin-settled stock trading could cut cross-border costs. The report estimated that stablecoins can remove an average 3.6% and about $40 per transaction in off-ramp costs for users moving money across borders.
The firm added that TradFi-linked perpetuals already account for about 10% of stablecoin trading volume. It said direct stock trading and tokenized equities could deepen that use case as investors seek 24/7 exposure through the same accounts they use for crypto.
Tokenized equities race expands
The report follows Binance’s broader push into traditional market access. As previously reported by crypto.news, Binance plans to let non-U.S. users trade more than 7,000 U.S. stocks and ETFs with zero commissions and fractional purchases starting at $5.
That report also said Binance plans bStocks, a tokenized equity product for eligible users on BNB Chain. The planned product would allow users to convert supported equities into on-chain assets, with possible use in lending and liquidity markets.
As previously reported, the tokenization race has widened, with BlackRock, Franklin Templeton, Ondo Finance, DTCC, Euroclear, and other major market firms expanding their roles. Tokenized equities crossed $960 million by March 2026, while tokenized treasuries remained the largest real-world asset category.
Binance Research said its figures are not investment advice or guaranteed forecasts. The report said tokenized stock adoption will still depend on user eligibility, regulation, custody, market depth, and exchange support.
