The bull that was once predicted seems to have come true (BNB surpasses a $100 billion market cap)
Yesterday, BNB first broke above $800, and BNB's total market capitalization surpassed $110 billion. The bull market predicted five years ago seems to have materialized today. On July 25, 2020, I first wrote about my long-term judgment on BNB in a public account, titled 'Long-term Judgment on BNB'; at that time, BNB's price was $18, with a total market capitalization of $2.7 billion. Subsequently, I wrote several articles supplementing the logic of a long-term view of a $100 billion market cap. In the 2021 bull market, BNB's total market capitalization exceeded $90 billion but did not reach $100 billion. This year, it has officially broken through. Looking back now, some of the logic has been validated, while some have been falsified, but overall, it can be considered a successful prediction. This article serves as a conclusion to the prediction made five years ago!
Someone asked me what I think about HYPE? Let’s compare it to BNB and share my views.
I got a message on the public account asking: What’s the take on HYPE? The underlying question here is: Can HYPE become the next BNB? I thought about it seriously and here’s my take. Let's cut to the chase: HYPE is solid, but it’s not the same beast as BNB. The narratives are different. HYPE is a good play in the crypto game, while BNB serves as the backbone of the crypto finance world. A good play is worth buying, but infrastructure is what you want to stack for the long haul. What’s so great about HYPE? The Hyperliquid product is genuinely out there, not just propped up by stories and community shills. The on-chain contract experience is rock solid—fast speed, strong liquidity, real users, plus it generates revenue, has fees, and buybacks. In a way, HYPE is starting to look less like a typical altcoin and more like a 'certificate of rights for an on-chain exchange.'
BNB is clearly stronger than BTC. BNB once broke through $620, with a 24-hour gain of about 3%; BTC, meanwhile, is one of the few among major coins showing weakness on both the daily and weekly charts. Key catalysts include Binance continuing to expand its on-chain stocks business—today it added GameStop bStock (GMEB/USDT), running on BNB Chain.
Binance was inspired by USDT; Tether made the US dollar stablecoin USDT the number one globally. Similarly, Binance aims to make the world’s non-stablecoin assets number one globally—stocks, bonds, derivatives, REITs, and more. Positive news #bnb
Binance will distribute dividends of Apple (AAPL) and IBM (IBM) via bStocks
This is a general announcement. The products and services mentioned herein may not be available in your jurisdiction. Tokenized securities are issued by BTECH Holdings Limited, an entity affiliated with the Binance Group. bStocks tokenized securities are classified as certificates representing specific financial instruments (see Paragraph 92 of Schedule 1 to the Financial Services and Markets Regulation (FSMR)). bStocks represent the holder’s rights to the issuer’s ownership interests in the relevant securities and do not constitute direct ownership of the underlying shares. Holding bStocks does not grant the holder any right to directly hold the relevant publicly listed company shares or stocks. Dear user:
All of Wall Street is waiting for today’s #google earnings report. This won’t just affect Google itself; more importantly, it will impact the entire AI hardware narrative—will they continue making big, large-scale investments?
Gao Shanwen died young at a great age of 55. Gao Shanwen was an outspoken economist. In a 2018 speech, he said: “At my age, it doesn’t matter anymore. I can just wait and see. Young people under 30 are the most pitiful. If (the country) didn’t get this right this time, then this life is basically over.” Gao Shanwen’s final speech: “Economic data is generally very reliable, but we also know that among economic data, some is more reliable than others.”
It's a great time to stack up on #googl stocks. Long-term, AI is bound to take a spot like Google, from chips to big models. But the ultimate investment for humanity should be $SPCX space; the stars and the ocean are humanity's final narrative. If internet narratives are 1D, then crypto is 2D, AI is 3D, and space resource exploration is 4D or even N-dimensional, with zero competition.
If you think the national economy is struggling: just grab the CSI 300.\nIf you think your personal finances are tight: just pick up the S&P 500.\n\nIf you think local tech is having a rough time: just buy the ChiNext index.\nIf you think human tech is facing challenges: just go for the Nasdaq 100.\n\nIf you think you're having a tough time, just stack some BTC and BNB.