BNB’s latest surge to a brand new all-time excessive above $1,300 is just not an “sudden upshot or uncommon peak,” slightly it exhibits the community’s credibility, in accordance with David Namdar, CEO of Nasdaq-listed CEA Industries, which has additionally develop into the world’s largest BNB Treasury.
In a latest interview with Cointelegraph, Namdar referred to as BNB (BNB) “probably the most neglected blue-chip out there,” arguing that the rally displays years of underappreciated fundamentals lastly breaking by way of.
“The market is waking as much as the credibility, scale, and utility of the BNB ecosystem,” he stated, mentioning the chain’s rising throughput, energetic customers and regular DeFi and gaming traction.
Based on information from DefiLlama, BNB Good Chain (BSC)’s complete worth locked (TVL) at present stands at $8.66 billion, making it the third-largest blockchain. Over the previous day, the community had 2.52 million energetic customers, with over 20.7 million transactions.
BSC’s TVL hits $8.6 billion. Supply: DefiLlama
Namdar stated this can be 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 inner power stays the principle driver
Namdar famous that macro tailwinds like renewed liquidity and ETF inflows positively impacted BNB’s latest journey, however insisted the token’s inner power stays the actual driver. “I’d attribute a fabric portion to macro flows,” he stated, “however an outsized portion to ecosystem power distinctive to BNB (PancakeSwap volumes, opBNB DAUs, broader app combine).”
BNB can be benefiting from Binance’s rising footprint. The change’s international community now spans infrastructure, wallets, funds and Web3 purposes. Its enlargement by way 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.”
BNB meme sason. Supply: Changpeng Zhao
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 energetic customers and decentralized change volumes.
Based on Bubblemaps, over 100,000 onchain merchants just lately joined the BNB memecoin wave, with about 70% in revenue. Some made important good points, with one dealer incomes over $10 million, whereas a whole lot cleared six-figure earnings.
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