🚀 Week in BNB Chain: BNB Chain's $44B Drop & AI Innovation
Sector sheds $44B! BNB dips to $735! Grayscale adds BNB to ETF! New AI Agent standard launches!
Let's analyze the mix of market pain and technical progress. 🧵
1/7 https://t.co/pJNdjj80Ca
🚀 Week in BNB Chain: BNB Chain's $44B Drop & AI Innovation
Sector sheds $44B! BNB dips to $735! Grayscale adds BNB to ETF! New AI Agent standard launches!
Let's analyze the mix of market pain and technical progress. 🧵
1/7 https://t.co/pJNdjj80Ca
📈Market Overview:
Sector plummets 18.8% WoW, erasing $44B in value. BNB drops 18.3% to ~$735, touching August 2025 lows. Fear & Greed Index hits 14, signaling extreme capitulation across the board.
2/7 https://t.co/z774GjSqbA
🤖 AI Agent Economy:
BNB Chain unveils BAP-578 standard for "Non-Fungible Agents" (NFAs), allowing AI to own wallets and transact autonomously. ERC-8004 infrastructure deployed to deepen AI-DeFi integration.
3/7
🏦 Institutional & Network Growth:
Grayscale adds BNB to Crypto 5 ETF, cementing institutional status alongside BTC and ETH. Surprisingly, daily active users (DAUs) jump 22% to 3.3M despite the price slump.
4/7
🚀 Defying the Downturn:
While major tokens bled, select projects surged:
🔹 TRIA (+33.6%): Launched on exchanges
🔹 WMTX (+24.4%): Riding DePIN interest
🔹 EDU (+22.8%): Partnered with Indian govt
5/7
📉 DeFi & Ecosystem Impact:
TVL slides 12.2% as asset values contract. Major losers include RIVER (-69%) and meme coins like CHEEMS (-35%). Top 20 BEP-20 tokens break key support levels in the washout.
6/7
💡 Key Takeaways:
🔹 Monitor BAP-578 adoption for AI agent activity
🔹 Watch for support consolidation around $735 for BNB
🔹 Track TRIA and EDU ecosystem developments
🔹 Evaluate "Neobank" and infra projects showing relative strength
7/7
Thanks to @pearbinance for the invitation, beautiful lady; see you in Hong Kong, don't miss it!
#bnb https://t.co/3xWk3NXWBo https://t.co/7o4PY2VONx
See you in Hong Kong on the 10th 🇭🇰 See you #BNB builders!
Friends who want to attend the event can DM me 🙋
A little hint: there will be surprise guests at the venue! I'm sure this event will give you a lot of takeaways ; ) https://t.co/VCqPRVzRyC
This is the second time I’ve seen this.
So it’s either for clicks and copy paste.
Or there seems like there must be some sort of truth to this.
Maybe people are closing Binance accounts and they’re rushing to stop the bleeding?
@Cobb_XRPL speculated that they could’ve gone broke then be shorting with customer funds - a wild call but makes some sense ngl.
They haven’t really ever made a statement about 10/10 even though they at the very minimum had pricing errors / api glitches.
And since then, we’ve seen their exchange leading the selling pretty much everyday.
CZ Binance really just unblocked me to DM that he’s sending me a cease and desist order because I made a post saying I think Binance is secretly insolvent.
This is definitely something a totally soluble, safe, and secure exchange would do. Not suspicious at all! https://t.co/XP8ubxKkmp