Trading is moving from the old system to a new one, and TechFlowPost argues there is little chance of that process reversing.
In a feature focused on U.S. stock trading through crypto platforms, TechFlowPost says the past two weeks have marked one of the busiest windows of the year for equities, with earnings from Apple, Microsoft, Meta and Amazon arriving in rapid succession. For global traders, that creates one of the densest opportunity sets on the calendar. For those frustrated by getting the direction right but failing to capture the move, the article says crypto-based access to U.S. stocks is becoming a stronger option than traditional brokerages because it offers freer trading hours, faster execution and lower setup friction.
Against that backdrop, and with major crypto platforms racing to roll out stock trading products, TechFlowPost centers its report on a single question: if everyone is launching a similar service, what actually wins user choice?
To answer it, the publication spoke with three veteran trading KOLs: Rocky (@Rocky_Bitcoin), Bean Ge (@BroBean88) and Xiadie Haida (@xiadadhaida).
From trial use to routine activity on CEX platforms
The three interviewees come from different corners of the market.
Rocky is described as a crypto native active since 2017, focused on long-term positioning and multi-asset allocation, with an eye on on-chain asset structures, composability and global portfolio construction. Bean Ge follows AI closely and approaches markets with a quantitative mindset, often starting from earnings breakdowns and data screens. Xiadie Haida brings 20 years of traditional finance experience and is also described as one of crypto’s earliest market makers, with a cross-market perspective shaped by macro variables and event-driven sentiment.
Even with those different backgrounds, all three point to the same broad shift. First, U.S. stocks are taking on a larger practical role in allocation. Rocky says he uses a “4321” structure: 40% stocks, 30% crypto assets, 20% fixed income and 10% cash. The stock share itself has stayed near 40% compared with a year ago, but as his total capital base has grown, the absolute amount committed to equities has continued to rise, and U.S. stocks now dominate that sleeve.
Second, trading U.S. stocks on centralized exchanges is no longer just an experiment. Xiadie Haida says that before May 2026, he handled most of his U.S. stock trades through traditional platforms, but has now fully shifted to crypto venues, especially Binance, Bitget and Hyperliquid.
As more stock flow migrates into crypto, the report says the key issue becomes which platform understands traders best. The three traders arrive there from different angles, but several choices and evaluation standards overlap.
Bean Ge’s checklist: speed, liquidity and real cost
Bean Ge extends his data-first framework to platform selection. In his view, any serious venue for U.S. stock trading has to clear three tests:
- Execution speed, because a faster fill during a sharp move directly affects the price received.
- Liquidity, since order-book depth determines how much the execution price gets eaten away.
- Total trading cost, combining visible commissions with hidden FX spread costs rather than looking at either in isolation.
Using that framework, he says leading venues including Binance, OKX, Bitget, Bybit and Kraken all run matching engines designed for high-concurrency trading, with core matching latency measured in the teens of milliseconds, single-digit milliseconds or lower.
On liquidity, the report cites a recent DeFiLlama study that compared Binance, Bitget, Kraken, Bybit, Gate, Hyperliquid and Ondo Finance. In benchmark tests for five spot stock markets — MSTR, SPY, QQQ, CRCL and NVDA — Bitget posted the tightest spreads on rNVDA, rSPY and rMSTR, while also showing the deepest order-book liquidity across all sampled markets. Among the two remaining symbols, Gate’s xStock recorded the narrowest spread on QQQ and Binance’s bStock did so in the CRCL market.
Bean Ge also pays close attention to information tools. He says many AI-related trades are driven by specific news catalysts. In the example cited by the report, a major Gemini model launch could trigger an unexpected near-term move in Google’s stock, and information like that matters a great deal for positioning.
That is why, in his view, product design choices that reduce information barriers stand out in crypto stock trading services. TechFlowPost cites Bitget’s millisecond-level real-time quotes and large news flow as one example. Bean Ge says that beyond the tools he has built for information capture and analysis, he often uses Bitget as a supplementary layer for information aggregation and strategy work.
Xiadie Haida’s shift: the value of reacting before the next bell
For Xiadie Haida, the decisive issue is not a single feature but whether a platform lets him act the moment a signal appears.
TechFlowPost points to Tesla’s earnings release on July 22, 2026, after the market close. The company’s second-quarter operating profit came in below market expectations, and Tesla shares dropped by nearly 30% over the following two days. Xiadie Haida says that as soon as the report landed — early morning Beijing time on July 23 — he opened a short on Bitget and avoided the loss. During the last two weeks of earnings season, he says cases like that were showing up in his account almost daily.
He argues that U.S. equities are easier to trade than A-shares because the market reacts more sharply to news. The real edge lies in how quickly a trader can respond when market data sends a signal.
He says convenience first drew him to crypto platforms. USDT can be used directly, removing the friction of registration, fiat conversion and other steps common in traditional finance. What pushed him into a full migration, though, was time flexibility. Escalation in the Middle East, an earnings release or a late-night post from Donald Trump can all hit outside standard market hours, and in his words, not one extra second should be wasted.
The report says most tokenized stock products on platforms including Binance, Bybit and Bitget support 7x24 trading. Real stock products, meanwhile, cover regular hours as well as pre-market, after-hours and overnight sessions, helping users react to surprise signals without waiting for the next opening bell.
Platform data cited in the article points in the same direction. According to Binance official data, more than 62% of July trading volume in Binance bStocks took place outside traditional market hours. Bitget’s rToken activity showed a similar pattern, with more than one-third of trades happening while the U.S. stock market was closed, a sign of substantial demand beyond the regular session.
Xiadie Haida also puts weight on breadth of coverage. Popular names attract attention, but he says opportunities do not always show up in the same small set of symbols.
Here the report compares Binance and Bitget directly. Binance supports 7,000+ U.S. stocks and ETFs in real-stock form, while its tokenized bStocks lineup covers only a little over 100 names. Bitget, by comparison, supports 10,000+ U.S. stocks and ETFs in real-stock trading and offers 600+ mainstream U.S. stocks and ETFs through rToken. For traders with broader needs, TechFlowPost says that leaves Bitget with a richer menu.
Beyond product functions, Xiadie Haida says part of what keeps him on a platform is emotional trust. Crypto-based stock trading is still in an early phase in both scale and product structure, so operational issues are inevitable. In that setting, rapid support matters. He specifically mentions Bitget Greater China head Xie Jiayin, saying he has stayed active in the community for years, listening to traders and pushing product iteration. That, Xiadie Haida says, makes the idea of a “warm” trading platform feel more than cosmetic branding.
Rocky’s lens: not whether a stock can trade, but how many times capital can work
Rocky looks past the baseline question of whether crypto platforms allow people to buy and sell stocks. His focus is capital efficiency.
In traditional finance, most stocks simply sit in an account. If tokenized U.S. stocks move fully on-chain, he says, they can behave more like DeFi building blocks: generating yield through staking-like structures while also serving as collateral for borrowing. Once composability is unlocked, one asset can deliver several layers of utility. That is one of the most compelling narratives around tokenized equities in his view.
Because of that, he keeps a close watch on tokenized stock structures in addition to real-stock trading. Among current mainstream models, he says Binance’s bStocks were among the earliest to draw attention. Their BEP-20 structure makes it possible to plug them into the BNB Chain DeFi ecosystem, at least in theory, creating room for composability. But how far that can go still depends on more DeFi protocols and traders building practical use cases, and the current lineup of 50+ symbols remains thin for many users.
Bitget’s rToken, which recently drew attention on social media around efficiency, represents a different approach in Rocky’s reading. According to the official description cited in the report, rToken covers 600+ mainstream U.S. stocks and ETFs. Unlike bStocks, whose support in margin and lending scenarios is more limited, rToken can accrue yield while also serving as margin and collateral for borrowing, which means one asset can be used with three layers of efficiency.
That “one pool of money, multiple jobs” dynamic is what pulled Rocky in as one of the early users. He says he quickly integrated the product into a more mature strategy built around his own trading habits.
Relative to derivatives, he says he is more comfortable in lending markets. He cites an rToken borrowing rate of about 2.2%, with roughly 78 U available to borrow against 100 U of collateral, and says both figures are attractive. If a lower-volatility asset such as the S&P 500 is used as the base collateral, he notes that the index has averaged roughly 11% annualized over the past 15 years, enough to cover a 2.2% borrowing cost. If the borrowed funds are then used even for simple spot positioning around event-driven setups, the return profile can still look favorable.
From that experience, Rocky offers a direct verdict: among all CEX stock trading services he has used so far, Binance stands out for integration with the BNB Chain ecosystem, while Bitget performs best on capital efficiency within the exchange environment itself.
From $2.5 billion to $12.5 trillion: the three-year outlook in the report
Toward the end of the discussion, the article widens from individual products to the industry outlook.
TechFlowPost says the current total size of tokenized U.S. stocks is about $2.5 billion. All three traders treat that as a starting point rather than an endpoint.
Rocky lays out a larger estimate. Global equity market capitalization is about $125 trillion, and he believes tokenized stocks can reach at least a 10% penetration rate over the next three years. That would imply a market of about $12.5 trillion. On the user side, he says on-chain addresses holding tokenized U.S. stocks currently number around 710,000, while the growth of CEX stock products could lift that figure to 50 million users within three years.
Moving from $2.5 billion to $12.5 trillion would be a major expansion. Asked what could push tokenized equities from a niche channel into a mainstream option, Rocky and Bean Ge both identify compliance as the primary driver.
Bean Ge says compliance solves the most basic trust problem. Only after products gain credible regulatory recognition will larger pools of capital be willing to enter, allowing the time, cost and efficiency advantages of on-chain equities to scale. Rocky adds another layer: beyond compliance, an explosion of DeFi composability and new forms of passive income could bring in many more participants.
What traders still want: broader coverage, transparency and more on-chain strategies
Each of the three interviewees lays out specific expectations for product evolution.
Xiadie Haida wants broader symbol coverage and says he would like to see platforms explore more IPO Prime-style subscription features.
Bean Ge focuses on transparency. The clearer the asset backing, the more confident traders become, he says, and he wants a more explicit view into the real shares supporting each token. In his assessment, many projects still rely on self-reported reserve disclosures with limited outside oversight. TechFlowPost notes that Bitget rToken has improved transparency by working with a U.S. audit firm and publishing daily third-party audit reports, but Bean Ge says there is still room to go further. His example is a dedicated transparency page for each rToken, showing underlying custodied assets, token issuance, the latest audit date and dividend arrangements.
Rocky’s expectations break into two parts. First, he says traditional U.S. stock markets already support many hedging structures and tested strategies, while on-chain markets still offer too few of them. In that context, he says he was pleasantly surprised by Bitget’s recent launch of U.S. stock options, which he sees as a notable feature and potentially a larger trend.
Second, he is highly interested in the combination of tokenized U.S. equities with AI agent-based trading. He says the AGI era will arrive within five years, and when that happens, people will no longer manage stock accounts manually; AI will handle allocation in a unified way. In his view, the platforms that connect these capabilities first and deliver strong strategies to users will be better placed to win adoption.
Platform roadmaps are already moving in that direction
TechFlowPost argues that many of those expectations are already visible in public roadmaps from major crypto firms.
Under its “super financial app” strategy, Binance is focused on expanding stock coverage, deepening bStocks integration with its ecosystem and improving issuance and custody structures through frameworks including ADGM, with the aim of strengthening collateral transparency and institutional usability.
OKX is putting more weight on the compliance path. The company previously announced a joint venture with Intercontinental Exchange, the parent of the New York Stock Exchange, with each side holding a 50% stake. The plan is to launch tokenized NYSE stocks and ICE futures products in the second half of 2026, allowing OKX users to trade regulated tokenized U.S. equities directly.
Bitget, according to the report, is not only adding more stock listings but also building a fuller trading stack. That includes opening API access for U.S. stock spot products to serve professional traders and quant teams, and supporting direct on-chain trading of stock tokens through Web3 wallets such as Bitget Wallet.
AI is also a priority at Bitget. Around products including GetAgent, GetAgent Playbook and Agent Hub, the company plans to keep building out an AI trading ecosystem that moves users from “watch charts and place orders manually” toward “AI screening, strategy deployment and automated execution.”
TechFlowPost’s broader conclusion: U.S. stocks are only the spearhead
The article closes by returning to Rocky’s three-year projection. If tokenized stocks do reach 10% penetration, the leap from about $2.5 billion to $12.5 trillion would also mean the competitive map is still early and far from settled. Different platforms have established initial strengths in different dimensions, but none appears to have built an unshakable moat.
In that setting, differences that look small today — one extra millisecond in execution, one more tradeable symbol, a smoother one-stop experience, or an earlier move inside a compliant structure — could be magnified repeatedly over the next three years and become decisive in the allocation of market share.
The report says the opportunity is equally clear. While traditional finance still runs on fixed trading hours, separated account systems and slower capital movement, crypto platforms are redefining the way U.S. stocks trade through unified accounts, 7x24 access and multi-use assets. TechFlowPost cites two figures to support that claim: active market value in tokenized stocks has risen by more than 140% since the start of the year, and Bitget says more than 52% of its 120 million users now hold both crypto assets and U.S. stocks.
Those numbers point in the same direction. Trading is shifting from the old system to the new one, and the article argues there is little sign of a return.
It adds that from Binance’s “super financial app” to Coinbase’s “Everything Exchange” and Bitget’s “UEX panoramic exchange,” crypto platforms across the sector are blurring the boundary between digital assets and traditional finance. Seen from that angle, U.S. stocks look less like a single product category and more like the vanguard of a broader financial migration.
The reason, in TechFlowPost’s framing, is that U.S. equities are among the most mature and most complex assets in traditional finance. Once a stock can be represented in crypto with real share ownership, on-chain circulation, unified margin treatment and round-the-clock trading, what is being tested is not just whether “stocks” work in crypto. It is whether the system can eventually open the door to many other asset classes as well.
Through that lens, the financial architecture taking shape behind the door is becoming harder to ignore.