Written by: Mask Brother
Three Major Infrastructures Launched Simultaneously in 30 Days, Market Still Fixated on Spot Volume, Binance Grabs Visa's Spot...
Three major infrastructures launched simultaneously in 30 days, Binance's "Super Financial App" ambition laid out on the table—while the market is still focused on spot volume, it's grabbing the spots of Visa, Apple, and WeChat.
On April 29, Binance officially revealed its cards. The target market is laid out: financial services at $36 trillion, payments at $788 billion, social at $208 billion, while crypto exchanges today are only at $55 billion.
In 2025, global crypto users stand at 741 million, with a target of 2 billion by 2030, and 3 billion in the long term.
Three moves launched simultaneously in 30 days—On April 24, Agentic Wallet went live, AI Agent takes over wallets, compatible with Claude Code and Cursor, covering BNB Chain, Solana, Ethereum, and Base.
Binance Pay directly connects with VietQR and MoMo in Vietnam, covering 90% of local merchants, with zero-fee scanning, expanding to 10+ countries by Q3.
$280B
Binance Pay cumulative transfers 2021-2026
$25B+
On-chain RWA scale as of April 2026
USD1 wealth management launched simultaneously: hold to share 15 million WLFI, margin account 1.2x coefficient... No wonder the current stablecoin scale is growing at such an astonishing rate.
2025 Payment network transfer volume comparison · Unit: Trillion USD
Source: Coinbase 2025 Annual Report / Visa Q4 2025 / Mastercard Q4 2025
Stablecoin transfers in 2025 reached $33 trillion, already exceeding Visa and Mastercard's combined $25.5 trillion.
The real turning point is not in user numbers. Binance is no longer competing within the exchange space; it's moving to take Visa, Apple, and WeChat's spots. The BNB Chain simultaneously launched the ERC-8004 agent identity standard—the underlying infrastructure for AI payments is being welded... Still thinking this is just a trading app?....
