BNB's latest surge has propelled the token to new heights, sparking strong reactions from market leaders and investors. With growing adoption in DeFi, gaming, and on-chain trading, analysts see this rise as more than just a price movement—it signals a profound strengthening of the network and its credibility.
In brief
- BNB surpasses $1,300, marking a 128% annual gain and outperforming 97% of major cryptocurrencies.
- Analysts say BNB's rise reflects deep ecosystem maturity, strong fundamentals and network utility.
- The BNB Smart Chain now holds $8.66 billion in TVL, with over 20 million daily transactions and 2.5 million active users.
- Institutional interest is growing as PayPay and CEA Industries strengthen corporate and regional adoption.
BNB’s surge marks a new era of maturity and credibility for the Binance ecosystem
BNB hit a new all-time high above $1,300, attracting renewed attention from investors and industry players. David Namdar, CEO of Nasdaq-listed CEA Industries, described BNB as “the most underrated blue chip” in the market, noting that this rally reflects years of little-known fundamentals finally being revealed.
In a recent interview, Namdar said that BNB's surge is not a fleeting spike but rather proof of the network's growing credibility and maturity. He highlighted that the market is beginning to recognize the credibility, scale and utility of the BNB ecosystem.
Namdar also highlighted the network's growing transactional capacity, expanding user base, and steady growth in the DeFi and gaming sectors.
A price rally supported by strong on-chain metrics and record DeFi usage
At the time of writing, BNB is trading at $1,308 after a 16% rise in the last 24 hours.
On-chain data also highlights the following points:
- Bullish Market Sentiment: The investor outlook on BNB remains positive, supported by sustained price momentum.
- Strong annual growth: BNB grew 128% over the past year.
- Best performer: The token outperformed 97% of the top 100 cryptocurrencies over the same period.
- Technical Strength: BNB continues to trade above its 200-day simple moving average, signaling long-term bullish support.
- Steady Movement: The asset has recorded 20 green days over the last 30 days, maintaining a 67% positive streak.
Data from DeFiLlama shows that BNB Smart Chain (BSC) is the third largest blockchain by total value locked (TVL), commanding $9.69 billion in assets. In the last 24 hours alone, the network recorded 2.52 million active users and processed over 20.7 million transactions.
Namdar said these numbers validate what he calls the “scale-plus-utility” thesis, adding that usage and transaction fees continue to grow alongside launch of new products and extension of the ecosystem.
BNB Chain activity and fees have been trending up, with Messari and BNB Chain's own updates showing heavy usage across BSC and opBNB alongside consistent product innovation and ecosystem delivery.
David Namdar
While general market trends and renewed liquidity have supported digital assets this year, BNB's recent surge appears primarily driven by the strength of its own ecosystem.
Market data indicates sustained growth in PancakeSwap volumes and increased daily activity on opBNB. Additionally, the growing diversity of decentralized applications strengthens the network's underlying momentum beyond broader market factors.
PayPay Takes 40% Stake in Binance Japan, Strengthening Global Reach
The token also benefited from Binance's global expansion. BNB now operates across multiple layers of the crypto economy, spanning infrastructure, wallets, payments and Web3 applications. Its pursuit of new regulatory licenses and local partnerships in Europe, the Middle East and Asia has boosted investor confidence.
In a recent example, PayPay, the SoftBank-backed Japanese app, acquired a 40% stake in Binance's local subsidiary. Since September 2025, Binance Japan has become an equity-accounted subsidiary of PayPay, illustrating the growing institutional and regional interest in Binance's activities.
Separately, Changpeng Zhao's venture capital firm YZi Labs unveiled a billion-dollar fund to accelerate development and innovation in the BNB ecosystem.
Corporate adoption and retail frenzy fuel BNB’s on-chain explosion
Nasdaq-listed CEA Industries also announced that it now manages the world's largest corporate BNB treasury. According to its latest disclosures, the company holds 480,000 BNB tokens, with crypto assets and cash totaling $663 million.
BNB's momentum is also reflected in a new wave of on-chain activity dubbed “BNB Meme Season.” » The network's DeFi lead, Marwan Kawadri, noted that BNB is quickly establishing itself as a central hub for on-chain trading, supported by record activity levels and surging volumes on decentralized exchanges.
Bubblemaps data shows that more than 100,000 traders have joined the recent memecoin trend, with around 70% reporting profits. Some market participants made millions, including one portfolio that saw gains in excess of $10 million.
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