BNB’s latest surge to a brand new all-time excessive above $1,300 isn’t an “surprising upshot or uncommon peak,” slightly it exhibits the community’s credibility, in line with David Namdar, CEO of Nasdaq-listed CEA Industries, which has additionally change into the world’s largest BNB Treasury.
In a latest interview with Cointelegraph, Namdar referred to as BNB (BNB) “probably the most ignored blue-chip out there,” arguing that the rally displays years of underappreciated fundamentals lastly breaking by means of.
“The market is waking as much as the credibility, scale, and utility of the BNB ecosystem,” he stated, stating the chain’s rising throughput, lively customers and regular DeFi and gaming traction.
In response to information from DefiLlama, BNB Good Chain (BSC)’s complete worth locked (TVL) at the moment stands at $8.66 billion, making it the third-largest blockchain. Over the previous day, the community had 2.52 million lively customers, with over 20.7 million transactions.
Namdar stated it is a signal that the “scale + utility” thesis is working. “BNB Chain exercise and charges have been trending up, with Messari and BNB Chain’s personal updates exhibiting heavy utilization throughout BSC and opBNB alongside constant product innovation and ecosystem supply,” he added.
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BNB’s inside energy stays the principle driver
Namdar famous that macro tailwinds like renewed liquidity and ETF inflows positively impacted BNB’s latest experience, however insisted the token’s inside energy stays the true driver. “I’d attribute a fabric portion to macro flows,” he stated, “however an outsized portion to ecosystem energy distinctive to BNB (PancakeSwap volumes, opBNB DAUs, broader app combine).”
BNB can also be benefiting from Binance’s rising footprint. The trade’s world community now spans infrastructure, wallets, funds and Web3 purposes. Its enlargement by means of new regulatory licenses and native partnerships throughout Europe, the Center East, and Asia has additionally bolstered investor confidence.
Final week, Japan’s PayPay, backed by SoftBank, acquired a 40% stake within the Japanese subsidiary of Binance, with Binance Japan turning into an equity-method affiliate of PayPay as of September 2025.
CEA Industries, listed on Nasdaq as BNC, operates what it calls the world’s largest company BNB treasury. Final week, the corporate introduced holdings of 480,000 BNB tokens, with complete crypto and money holdings reaching $663 million.
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“BNB meme season” attracts merchants
Final week, the BNB Chain additionally noticed a surge in memecoin buying and selling exercise, with Binance founder Changpeng Zhao referring to the development as “BNB meme szn.”
Marwan Kawadri, BNB Chain’s DeFi lead, stated the community is evolving into “the heartbeat of onchain buying and selling,” because it information new highs in lively customers and decentralized trade volumes.
In response to Bubblemaps, over 100,000 onchain merchants just lately joined the BNB memecoin wave, with about 70% in revenue. Some made vital features, with one dealer incomes over $10 million, whereas lots of cleared six-figure earnings.
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