BNB's consistent token burns reduce its circulating supply, a feature of its tokenomics that has supported holding it for years. BNB Chain's 37th quarterly burn removed 1.64 million BNB, worth about $1.19 billion. x.com 

Burning BNB supply adds value to the token. BNB Chain reported its 37th quarterly burn removed about 1.64 million BNB, worth roughly $1.197 billion. x.com 

Binance's backing should take BNB further and higher. x.com 

BNB Chain's next leg could come from real-world assets, now $5.03B and above its $4.94B DeFi TVL after growing 2.8x in under eight months. $13.38B of stablecoins sit onchain ready to trade, and tokenized stocks could trade 24/7, serve as collateral and be borrowed against. Binance's blurring of exchange and onchain gives BNB strong retail distribution, and AI agents could become a new customer class. Memecoins alone won't beat Solana; tokenized-stock collateral needs tight caps and slow rollout. … Show more

BNB is an under-the-radar large cap now that tokens are finally valued on economic traction, durability and growth. It leads the centralized exchange category with durable market share and secular tailwinds, its L1 is one of the most widely used, and the token has clear, strong value accrual. The chart looks good too. x.com 

BNB remains one of the most certain crypto assets after bitcoin because Binance's lead in people, money and resources cannot be shaken soon. In bear markets BNB tends to range within its monthly channel, and last cycle monthly corrections held the uptrend line, which should continue barring a systemic Binance problem. A move into $497-552, between trendline and channel floor, would be worth considering; otherwise bitcoin comes first. Rising BTC exchange activity and launchpools would help. x.com 

BNB could fly if BNB Chain upgrades to support privacy, because unlike many chains it actually has users; half of TON's users are on BNB as well, as the meme season showed. A privacy upgrade could make the case for its future, and CZ is a smart man who still runs things at Binance. x.com 

BNB is a better bet than individual tickers on BNB Chain's fresh trading narrative, where tokenized stocks, public-market money and meme traders now meet. Four.meme's 4Stock mints tokens such as BNC4, backed 1:1 by shares of Nasdaq-listed BNC, which holds 515,000-plus BNB, and lets creators launch memes against them; 4STOCK hit nearly $50 million within hours. If stock memes keep producing runners, more creators, traders and liquidity should move to BNB Chain. x.com 

PUMP is set to fall further despite Pump.fun's burn of about $370 million of bought-back tokens, roughly 36% of circulating supply. The team sold about $500 million worth onto holders and gave nothing to the community that built the platform. The token already fell despite about $1 million a day of buybacks for a year, making this the most bearish buyback and burn ever. x.com  x.com  x.com 

CZ is cooking something 'diabolical' for 2027. BNB looks free here. x.com