English
99205
In the crypto asset market, BNB’s long-term rise is not driven by a single factor, but a resonant cycle formed by the continued inflow of funds, the expansion of user scale, and the continuous strengthening of the narrative plays a core role. This self-reinforcing ecological closed loop not only relies on the industry status of the Binance platform, but also transcends a single transaction scenario, forming its unique value support logic.  The positive circulation on the capital side is the cornerstone of BNB’s long-term growth. Recent data shows that BNB’s trading volume has increased by 29.79% compared with the previous trough. Especially after the amnesty order was issued in October, its long and short trading volume exceeded 4.5 billion US dollars in a single day, setting a new stage high. This return of funds is not accidental, but is deeply tied to Binance's profit destruction mechanism - although the white paper deleted the statement "20% profit destruction every quarter", the destruction of BNB worth US$165 million was still completed in early 2025, and the profit in the fourth quarter of last year exceeded US$800 million. This ability to cash out profits has become the core anchor of financial trust. More importantly, the growth in market value caused by the inflow of funds also provides ammunition for Binance's strategic expansion. The previous acquisition of CMC with BNB settlement has proven that the increase in token value and the expansion of the platform ecosystem form a positive feedback.  The continued expansion of user scale provides underlying support for capital circulation. Binance has set a record of adding an average of 300,000 new users every day. This data far exceeds the average daily average of less than a hundred users for medium-sized exchanges. The huge user base directly translates into scenario demand for BNB - from transaction fee discounts to Launchpad subscriptions, users' rigid demand for BNB increases with the expansion of scale. Even after experiencing a loss of 15% of market share in the past year, Binance is still rebuilding user trust through compliance layout. It has now started preparations for the restart of its US branch and plans to launch compliance services for US users within six months. This cross-market expansion is expected to further open up space for user growth and provide continued impetus for capital inflows. The mutual promotion of users and funds keeps the circulation demand of BNB always strong.  The iterative upgrade of the narrative system injects long-term vitality into the resonance cycle. The narrative of BNB has evolved from an early "trading platform token" to an "ecological value carrier": on the one hand, Binance deeply binds BNB to its own development. The large number of BNB shares held by the team makes its market value growth highly consistent with the interests of the platform, motivating the platform to continue to expand application scenarios. ； On the other hand, compliance progress continues to refresh market expectations. The preparations for the US branch and cooperation negotiations with local financial institutions are dispelling previous regulatory uncertainties, allowing BNB to transform from a "high-risk speculation target" to a "compliant ecological token". This narrative upgrade not only attracts funds with lower risk appetite to enter the market, but also gives users stable expectations for the long-term value of BNB, which in turn promotes the dual growth of user scale and capital inflows.  The resonance cycle formed by the three is clearly visible: the compliance narrative attracts users and funds to enter the market, user growth generates demand for BNB scenarios, capital inflows push up the value of tokens, and higher market value and a more complete ecosystem strengthen the credibility of the compliance narrative. After Bitcoin returns to the $90,000 mark in 2025, the simultaneous increase in BNB trading volume is a direct reflection of this cyclical effect. Unlike crypto-assets that rely on a single factor, BNB’s long-term bull logic is based on a self-reinforcing ecological closed loop. This resonance cycle may continue to define its long-term value trajectory. |
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