Original | Odaily Planet Daily (@OdailyChina)
CZ Speaks Frequently, BNB Chain's Wave Rises Again
To trace the recent wave of BNB Chain, TST (Test Token) is undoubtedly key. Initially, TST was just a test coin for demonstrating memes on the Four platform, but CZ mentioned TST token-related content multiple times on the X platform, sparking market interest and driving explosive growth for TST. After being listed on Binance, TST increased over 100 times within 3 days, with a market cap reaching a peak of 500 million dollars.
With CZ announcing that "BNB Chain has been shackled for too long, it's time to break free," and adjusting his attitude towards meme coins, BNB Chain has indeed been injected with a strong dose of confidence. According to DefiLama data, in the second week of February, BNB Chain's trading volume surged nearly 50%, reaching nearly 29.5 billion dollars, surpassing Solana (26.3 billion dollars), Ethereum (14.5 billion dollars), and Base (6.8 billion dollars), ranking first.
Weekly Trading Volume Data of Various Public Chains
Among them, the most eye-catching is undoubtedly PancakeSwap. According to data from February 13, PancakeSwap was the DEX with the highest trading volume in the past 24 hours and the past 7 days, with a trading volume of 20 billion dollars in the past 7 days and 3 billion dollars in the past 24 hours. All data indicates that users are gradually shifting their focus from ecosystems like Solana, Ethereum, and Base to BNB Chain, which is becoming the new focal point.
BNB Chain Moves Steadily Forward, Promoting Its Own Development
Focusing solely on memes is clearly insufficient for a long-term, cross-cycle underlying public chain.
From a comprehensive data perspective, BNB Chain has never stopped its development and has always been moving steadily forward.
According to Messari's Q4 2024 BNB Chain report, the total value locked (TVL) in the BNB Chain ecosystem increased from 4.85 billion dollars in Q3 to 5.35 billion dollars, a quarter-on-quarter growth of over 10%.
Messari Q4 2024 BNB Chain Report Data
In addition, the market cap of stablecoins in the BNB Chain ecosystem grew by 50% year-on-year, from 4.55 billion dollars to 6.84 billion dollars. According to DefiLama data, the current market cap of stablecoins is nearly 7 billion dollars, ranking fourth, only behind Ethereum (121.12 billion dollars), Tron (63.14 billion dollars), and Solana (11.59 billion dollars).
On-chain Stablecoin Data
These DeFi-related metrics showcase the immense potential and broad growth space of BNB Chain. We are more concerned about the future growth points and competitive advantages of L1—will BNB Chain attract more developers and users as "on-chain trading" gradually becomes the core trend of this bull market, thereby enhancing the platform's competitiveness and activity?
On February 11, BNB Chain released its 2025 Technical Roadmap. Below, Odaily Planet Daily will delve into BNB Chain's development roadmap for 2025, specifically how it plans to comprehensively upgrade its infrastructure and application ecosystem.
BNB Chain's Competitive Advantages and Ecological Growth Drivers
BNB Chain's goal for technological upgrades is to establish a more efficient, secure, and user-friendly development and user ecosystem, promoting a virtuous cycle of competitive advantages and ecological growth. The following specific directions are all aimed at achieving this ultimate goal:
By introducing sub-second transaction speeds, BNB Chain has reduced block generation time from 3 seconds to less than 1 second while maintaining a processing capacity of 100 million transactions per day. This technological advancement not only allows developers to accelerate the development of decentralized applications on a more stable and efficient network but also greatly enhances user experience. Transactions in DeFi and AI applications will be smoother, with latency issues nearly eliminated, especially in high-frequency trading scenarios like memes, where operations become more instantaneous and responsive.
For developers, BNB Chain provides a "blockchain development toolbox" that includes not only easy-to-use programming toolkits (SDKs) and interfaces (APIs) but also categorizes the resources needed for development. Both newcomers and veterans can quickly find what they need. Additionally, BNB Chain will introduce AI-driven development tools—BNB Chain AI Code Copilot, which acts like a capable assistant for developers, automatically identifying code issues and providing solutions, allowing developers to easily tackle complex blockchain projects.
In terms of user experience, the introduction of a no gas fee transaction mechanism lowers the participation threshold for users. Users can pay gas fees with any BEP-20 token (not just BNB or stablecoins) and can even achieve a "no gas" mode through organized sponsorship (similar to SUI and Aptos). This innovation makes decentralized applications more user-friendly and may also promote the development of Web3 subscription services, attracting more users to the ecosystem.
In terms of security, BNB Chain has implemented an MEV protection mechanism. In collaboration with mainstream wallets, users can choose automated or manual MEV protection and customize protection plans according to their needs, providing a safer environment for DeFi transactions. Additionally, BNB Chain has built a private transaction pool (Private Mempool) system to hide transaction information, prevent MEV abuse, and ensure the security of decentralized trading.
The upgrade of smart wallets is also a major highlight. The new smart wallet supports the EIP-7702 standard, enabling batch transactions and multi-step operations (such as one-click decentralized trading). In the future, an AI assistant will be added to help manage portfolios, assist in trading, and detect MEV. These upgrades will significantly enhance the cryptocurrency experience for users, making it closer to traditional payment applications while increasing user retention.
It is easy to imagine that these innovations combined will create a safe, simple, and efficient environment for developers and users. With stronger system scalability, both developers and users can continue to grow, forming a positive cycle.
Beyond technological innovation, we also take a look at the two hottest and most explicit sectors—Meme and AI—to glimpse BNB Chain's growth strategy.
Meme Coin Ecosystem Support Fuels BNB Chain's Development
4.4 Million Dollar Meme Coin Liquidity Support Plan
Although the sustainability of memes is somewhat controversial in the market, their role in driving user growth cannot be underestimated. For example, in the Solana ecosystem, TRUMP and MELANIA have successfully proven that meme coins can attract a large number of new users: 46.5% of holders come from newly created holding addresses.
Pie Chart of TRUMP/MELANIA Holding Address Creation Duration
Based on the market trend of "embracing new traffic," BNB Chain has launched a meme coin liquidity support plan, with the first round of support funds reaching 4.4 million dollars. The awarded projects in chronological order are: BROCCOLI (F3b), BROCCOLI (714), SIREN, BANANA, TST, KOMA, and BabyNerio. After reviewing all data and verifying the winners' benchmarks, the first 200,000 dollars of liquidity funds will support the above-awarded meme projects, and this portion of funds will be permanently retained in the liquidity pool and will not be withdrawn. Additionally, the results of the weekly competition that the community is looking forward to will also be announced later today.
This event is the first round of the BNB Chain meme coin incentive program, and more incentive plans will be launched based on community feedback. Binance founder CZ stated on the X platform that if the first round performs well, the team may even extend the activity duration to further promote the development of the meme coin ecosystem.
Priority Processing of Meme Coin Transactions
In addition, quickly summarizing experiences from the impromptu stress test of the "BROCCOLI Universe," the BNB Chain team is taking a series of technical optimization measures to better support meme coin transactions, especially during peak traffic periods. Since meme coin transactions are extremely sensitive to price fluctuations, timely inclusion of transactions into blocks is crucial. To address this challenge, the BNB Chain team is prioritizing transactions that interact with time-sensitive contracts (such as meme coin transactions) to ensure they receive higher priority during high traffic periods.
Specifically, BNB Chain will introduce a brief waiting period before block sealing, allowing validators to collect more bids within the 3-second block window. This adjustment not only helps increase the chances of including the best bids but also enhances the overall block construction performance of the network during peak times. Through this initiative, BNB Chain aims to improve the processing efficiency of meme coin transactions, ensuring users have a better trading experience even during high traffic periods.
Users interested in the "BROCCOLI" projects have also quickly learned that many major third-party meme tools, such as GMGN and chain.fm, have already supported BNB Chain.
AI First Outline
Driving AI Innovation through Multi-Chain Infrastructure
AI First is the theme of BNB Chain's ecological development in 2025. By prioritizing AI integration, BNB Chain enables developers, startups, and enterprises to innovate and scale seamlessly within the Web3 space. The multi-chain strategy of BNB Chain is at the core of its ecosystem, including the foundational BNB Smart Chain (BSC) for AI development, the scalable layer opBNB for AI computing, and BNB Greenfield, which empowers data ownership and tokenization.
The AI ecosystem on BNB Chain is becoming increasingly robust, with multiple practical applications already in place and closely collaborating to form a comprehensive product matrix. On the foundational level, Web3 projects like DIN and Alaya AI provide vast amounts of data to assist in training AI models; on the middle layer, ChainGPT seamlessly connects blockchain with AI, promoting deep integration of both. In application development, MyShell integrates hundreds of AI interfaces, supporting development across various fields and depths. Additionally, in the consumer application domain, BNB Chain has also made significant breakthroughs: NFP utilizes AI to generate user-generated content (UGC), Xterio's Palio AI adds emotions to NPCs in games, changing the gaming interaction experience; MEET48 has pioneered a new field of idol entertainment through Web3 technology, driving the development of the entire industry.
BNB Chain AI Ecosystem
BNB AI Hackathon
On February 12, BNB Chain announced the BNB AI Hackathon, focusing on AI, with no deadline or fixed tracks. Outstanding projects can win a cash prize of $10,000 and $50,000 in Kickstart funding, and have the opportunity to join the BNB Incubation Alliance (BIA) and the MVB Accelerator Program. This event provides a platform for AI innovation projects to showcase their work, demonstrating BNB Chain's strategic layout in the AI field.
In an interview with Odaily Planet Daily, Sarah, the head of BNB Chain BD, explained that top capital such as YZi Labs (formerly Binance Labs), Dragonfly, and Pentara in the BIA will provide full-process support to quality projects in need of resources. Currently, some interesting projects have emerged in directions like AI+DeFi, AI+Gaming, and AI+Data. Additionally, the BNB Incubation Alliance recently sponsored the EthDenver event.
New Opportunities Under the Trend of On-Chain Trading
Currently, according to Nansen data, the number of monthly active addresses on BNB Chain has exceeded 19 million, surpassing Base and ranking second. On one hand, the meme wave previously generated by BNB Chain attracted a large amount of retail funds and community discussions to its ecosystem, increasing the number of active addresses while also driving a surge in on-chain gas fees and trading volume; on the other hand, projects like PancakeSwap and Thena have made users "prefer and find it easier" to interact within the BNB Chain ecosystem by introducing innovative mechanisms such as MEV protection and liquidity incentives, increasing ecological stickiness.
Monthly Active Address Rankings of Various Public Chains
For on-chain users, the wealth effect is a key indicator, and the TST wave has already set a good precedent for the BNB Chain ecosystem. As this wave progresses, BNB Chain has quickly become the focus of community discussions, attracting more users and developers to participate.
At the same time, BNB Chain has undergone large-scale technical upgrades, lowering the barriers for developers while significantly enhancing user experience. These improvements have made it easier for more people to enter this ecosystem, driving rapid growth in user numbers and developer activity.
In terms of ecology, BNB Chain is laying the foundation for the next billion users in the Web3 ecosystem by promoting AI strategies and meme support plans. These initiatives have allowed BNB Chain to stand out in multi-chain competition, becoming an important force for innovation in the industry.
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