BNB is showing relative strength against ETH, with the BNB/ETH pair rising about 7% in early Q1. For beginners, this ratio shows which asset is performing better. Right now, BNB is losing less value than $ETH often an early sign that capital is shifting toward BNB.
Strength Despite a Weak Altcoin Market
The broader altcoin market is struggling, and many large tokens aren’t keeping up with Bitcoin. BNB itself is down this year too. But what matters is relative performance. Compared to Ethereum, BNB is holding up better, similar to what happened in late 2025.
What Happened in Q4 2025?
During the previous market drop, Ethereum fell much harder than $BNB pushing the BNB/ETH ratio higher. At the same time, activity on the Binance Smart Chain increased. Transactions, active users, and stablecoin liquidity all grew, signs of real usage, not just hype.
On-Chain Growth Is Returning
A similar pattern may be forming now. Stablecoin supply on BNB is rising, and real-world asset (RWA) value on the network keeps growing. This suggests capital is still flowing into the ecosystem despite market fear.
What This Means for Investors
BNB’s strength may be driven by fundamentals like liquidity and network activity. If this trend continues, Binance Coin could outperform other major Layer-1 tokens, potentially repeating its Q4 2025 outperformance.
Key insight
BNB is showing resilience while others weaken, and that’s often where market leadership begins.
