Binance released its annual letter titled "From Frontier to Everyone: A Letter to the 300 Million Walking With Us," published on December 31, outlining its forecast for 2026. Co-CEOs Richard Teng and Yi He highlighted several factors they believe will accelerate digital asset development and transform financial infrastructure.
Binance's 2026 Forecast: Key Growth Drivers
In the letter, Binance described a combination of macroeconomic and industry trends that it sees moving in the same direction. The co-CEOs emphasize that this blend of forces makes the next growth phase more predictable and fundamental rather than cyclical.
- Global economic expansion;
- Easing of monetary policy;
- Increased fiscal support;
- Clear regulatory frameworks;
- Growth in institutional and sovereign participation.
Binance characterizes this shift as moving "from uncertain expansion to confident expansion," noting that this means more liquidity and greater real-world usage. The company believes that the combination of macro factors and regulatory clarity makes the long-term trajectory of on-chain assets more predictable.
Binance as an Infrastructure Player
In the letter, Binance positions itself as a "road builder" for further scaling of the on-chain economy and states a priority on long-term infrastructure over short-term market cycles. In this role, the company plans to expand operational safeguards and ecosystem support.
Priorities include increasing investments in security and compliance, implementing AI solutions for protection, and educational programs through Binance Junior. Additionally, the company highlights the social aspect of its work: Binance 2025 also reflects the scale of operations and user support initiatives.
Binance Charity is cited as an example of global inclusion: the foundation reported over $43 million in aid reaching 4 million people, including more than 270,000 in 2025. These initiatives are linked to the need for a reliable platform as on-chain service usage grows.
Impact on the Global Financial System
The letter notes that as governments begin discussing Bitcoin as a strategic reserve and blockchain assets grow from billions to trillions, this is no longer just a "bull market." The company sees this as a structural change in financial infrastructure, not merely a cyclical surge in interest.
According to leadership, the combination of macro conditions and regulatory clarity makes on-chain assets and applications part of a more predictable financial landscape, influencing institutional adoption and liquidity scale.
Why This Matters
For miners in Russia owning from one to a thousand devices, Binance's announcements provide a clear picture of market direction: the company expects more liquidity and real usage of on-chain services, which changes the demand structure and services around crypto infrastructure. The emphasis on security and compliance means major platforms will strengthen protection measures and operational transparency.
Regulatory clarity and increased institutional participation typically affect tool accessibility, withdrawal conditions, and verification requirements at exchanges and service providers. These changes do not remove miners' basic responsibilities but make attention to counterparty reliability and equipment security crucial.
What to Do?
Below are practical steps for miners with small or medium farms to prepare for possible market condition changes and increased service requirements.
- Check equipment security: update ASIC/farm firmware, set strong passwords, and segment networks for device management.
- Organize backups and secure key storage: use hardware and offline solutions for wallets and reserves.
- Verify platform and pool compliance: prefer services with clear compliance policies and transparent withdrawal procedures.
- Monitor costs and liquidity: compare fees and access conditions for payment gateways and exchanges to minimize operational risks.
- Keep records and prepare documents: save statements and contracts to respond quickly to service or regulator requests.
FAQ
Why is Binance optimistic about 2026? In the annual letter, co-CEOs cited a combination of macroeconomic factors, regulatory clarity, and growing institutional participation as driving forces shaping a more predictable growth phase.
What does the shift from "uncertain" to "confident expansion" mean? According to leadership, it means that the combination of five forces now points in one direction — more liquidity and greater real usage of on-chain services.
What will Binance invest more in? The company plans to increase investments in security, compliance, and education, including AI initiatives and Binance Junior programs, as well as continue charitable work through Binance Charity.