Original Title: "Beyond Binance Alpha: The Wealth Code of BNB Chain You Need to Know"

Original Author: Viee, Biteye Core Contributor

The recent May data of BNB Chain has shown strong growth momentum in its ecosystem. Its DEX trading volume remains at the top of the global public chains, and on-chain successful transaction count has increased by 122% month-over-month. Additionally, the active users of stablecoins have surpassed 15.3 million, achieving nearly a 40% monthly growth. At the same time, within the BSC ecosystem, meme coins have sparked a surge, with popular tokens like Ghibli and BOB seeing doubling or even higher price increases within a day, becoming the focus of the market. Behind these impressive numbers lies the clear manifestation of a new wave of wealth effect within the BNB Chain ecosystem. Which popular projects within the BNB Chain ecosystem are attracting significant inflows of funds? How can retail investors leverage the liquidity advantage created by USD1 and Binance Alpha to capture market opportunities? This article will delve into the wealth code of the BNB Chain, helping you discover the next wave of potential investment opportunities.

1. Decoding the BNB Chain Hotspots: Data Trends and the Deep-seated "Wealth Code"

The recent ecosystem explosion of the BNB Chain necessitates grasping the logic behind the data, understanding the core driving force behind the projects' popularity, and seizing the "Alpha".

1.1 BNB Chain Hot Projects Overview

The table below showcases the popular projects within different categories of the BNB Chain ecosystem, along with their key features:

Firstly, among the projects with recent active trading volume, several mainstream narratives can be observed. In the Meme track, $B and $KOGE lead in trading volume, indicating that Meme is still a significant source of traffic and capital inflow in the current market stage. In the AI track, $SKYAI, $PORT3, and the AI game $ELDE reflect the potential of AI x Crypto being actively priced by the market. Additionally, ZK technology represented by $SOPH and real-world assets on-chain represented by $RWA also have their place, showcasing the diversity and forward-looking nature of the BNB Chain ecosystem narrative.

Secondly, the list of projects supported by the BNB Chain $100M Fund (sorted by trading volume) reveals the foundation's preferences. Among these top five high-volume projects, three ($AIOT, $SIREN, $CGPT) clearly belong to the AI field, covering various popular directions such as AI combined with IoT/DePIN/gaming, AI Agent, and AI infrastructure. Many of the active trading volume projects mentioned earlier have also received support from the BNB Foundation, clearly signaling that the BNB Chain's official stance strongly supports AI and similar fields that possess long-term growth potential and technological innovation, expecting them to contribute significantly to on-chain activity.

Lastly, DeFi, as a strong suit of the BNB Chain, remains robust. In the DEX space, PancakeSwap demonstrated its unshakeable leading position in May with a monthly trading volume of up to 716 billion. In the perpetual contract race, the rise of platforms such as MYX Finance, Aster, and KiloEx showcases BNB Chain's competitiveness in the derivatives field, with their trading volumes also being quite significant.

In conclusion, the above-mentioned popular projects have presented a panoramic view of the BNB Chain ecosystem, led by a mainstream narrative, the eruption of emerging tracks, and the cornerstone of DeFi, which are hot directions selected by the market with real money and silver. For users, how can they find opportunities in these popular projects?

1.2 Decrypting the "Wealth Code" Behind Popular Projects

Strategy One: The Dual Pillars of "Narrative + Liquidity". Consider looking for projects that can both leverage the current strongest market narrative (such as Meme, AI) and access powerful liquidity solutions. These projects often have the potential for a "Davis Double Click." For example, focus on projects closely associated with core liquidity events such as the USD1 trading contest, Binance Alpha, etc.

Strategy Two: Value Analysis of AI Projects. The AI project category on the BNB Chain is rich, and conducting layered research can assess their position in the value chain. In addition, attention should be paid to their technological barriers, team background, partners, and actual implementation progress. Let's use a few popular projects as examples:

· Infrastructure Layer: Projects like $SKYAI (data bridging) and $REX (modular AI Infra) provide underlying support for AI applications and are expected to benefit first when AI applications take off. Therefore, you can focus on these projects, as there may be an opportunity for value reassessment as the technology is gradually validated and the ecosystem expands.

· Application Layer: Projects like $ELDE (AI games) and $CA (AI life engine) directly target users, and the focus is mainly on whether the project can create killer applications and sustainable business models.

· Data Layer: Projects like $PORT3 and $AGT are dedicated to building decentralized AI data networks. Data is AI's fuel, and the value is self-evident. It is necessary to pay attention to their data acquisition, governance, and commercialization capabilities, as well as whether they can establish a strong data network effect.

Strategy Three: The Alpha Signal of the "Official List." The $100M Fund on the BNB Chain supporting the list can be seen as a curated watchlist selected by the official team. While not all projects receiving funding can skyrocket, it at least indicates the official recognition of these projects' narratives, technology, team, or market prospects. Analyze the reasons why these projects received support, what problems they solve, and assess whether they have long-term growth potential.

In conclusion, it is crucial to formulate a reasonable strategy, not to be obsessed with the myth of meteoric rises, and not to miss out on long-term growth. For short-term hype-driven hotspots, participate with a small position, take quick profits, and exit when the situation is favorable; for promising mid-term opportunities, you can gradually enter the market, track them for the long term, and adjust your positions based on fundamental changes. It is advisable to diversify investments when entering hot sectors, rather than concentrating on a single project, to mitigate potential risks.

II. BNB Chain Ecosystem Fundamentals and Activity Overview

After understanding the wealth narrative and Alpha opportunities emerging on the BNB Chain, next, we will focus on the core data of the BNB Chain ecosystem to reveal the underlying strength behind its popularity. The table below summarizes the key comparative indicators between the BNB Chain and other public chains.

As shown in the figure, according to data as of May 31st, the DEX trading volume across all chains in May reached $474.135 billion, with BNB Chain DEX achieving a monthly trading volume of $178.228 billion under the stimulus of Alpha airdrops and trading competitions, ranking first and setting a historic high. The largest DEX on the BNB Chain reached a trading volume of $165.35 billion in the same month, also reaching an all-time high. This "disruptive" leadership proves that the BNB Chain has become one of the preferred platforms for on-chain user transactions. The substantial trading volume not only represents a high depth of liquidity but also signifies more effective price discovery and richer trading opportunities, attracting continuous inflows of traders and liquidity providers.

Trading volume depends on the user base, and the "7-day active address growth rate" is a key metric for measuring user growth. BNB Chain significantly outperforms Ethereum (4.86%), Solana (3.02%), and Tron (3.01%) with a growth rate of 7.25% on this metric, demonstrating a strong ecosystem appeal.

Another major factor driving ecosystem activity is the competitive advantage in transaction costs. Many mainstream DEX protocols on the BNB Chain provide transaction fees as low as 0.01% for numerous trading pairs, meaning that for an ordinary transaction, users' transaction costs on the BNB Chain are only a fraction of those on Ethereum. This is especially advantageous in the high-frequency trading scenario of Meme coins.

In addition to the outstanding performance of on-chain data, BNB Chain has further strengthened its ecosystem foundation through various developer incentive measures. Recently, BNB Chain has continued to advance its MVB (Most Valuable Builder) program, providing funding support, technical guidance, and ecosystem resources integration for new projects and development teams.

Based on the above comprehensive considerations, BNB Chain has significantly outperformed most mainstream public chains and has strong momentum for continuous development, becoming one of the most active and promising public chains at present.

Three, Dual-Engine Drive: USD1 and Binance Alpha Jointly Build BNB Chain's Growth Momentum

The strong market attractiveness demonstrated by BNB Chain recently is backed by a solid foundation. The deep liquidity brought by the USD1 stablecoin and the efficient user acquisition channels built by Binance Alpha act as two core engines, jointly driving the current value narrative of BNB Chain.

3.1 USD1: Building the Liquidity Cornerstone of BNB Chain

The rise of USD1 is far more than a regular dollar-pegged coin for BNB Chain. First and foremost, over 99% of USD1 is deployed on BNB Chain. The stablecoin is issued by World Liberty Financial (WLFI) with custody provided by BitGo. Previously, the Abu Dhabi investment firm MGX recently completed a $2 billion investment in Binance through USD1, further highlighting its potential.

Behind this high concentration, the "Zero Gas Fee" incentive mechanism tailored by BNB Chain for USD1 has played a key role, significantly reducing users' transaction costs. This has rapidly made USD1 one of the preferred stablecoins for on-chain users, especially high-frequency traders and meme players, paving the way for its large-scale application.

The influence of USD1 is not limited to the meme track; it is expanding comprehensively. In mainstream DeFi protocols such as PancakeSwap and Venus, the trading volume of USD1/USDT, USD1/BNB, and other trading pairs continues to rise. In addition, USD1 has landed on Ethereum (ETH) and plans to integrate with TRON. This cross-chain and cross-platform layout, through liquidity transmission, further contributes to the ecosystem value of BNB Chain.

3.2 Binance Alpha: A Traffic Amplifier Empowered by CEX

As a project discovery platform launched by Binance, Binance Alpha has become a "wealth amplifier" driving traffic to the BNB Chain. Platform data shows that over 70% of the projects launched on the Alpha Zone are tokens based on the BNB Chain. Binance has even introduced specific incentives such as the "BNB Chain Project Trading Double Points" to encourage exchange users to trade assets on the BNB Chain. This is a perfect demonstration of the Binance ecosystem's synergy—successfully combining the traffic of a CEX with its brand advantage with the on-chain ecosystem advantage of the BNB Chain, forming a powerful growth flywheel.

In summary, the USD1 stablecoin, with its robust capital background, has built a liquidity foundation and institutional narrative for the BNB Chain; meanwhile, the Binance Alpha platform has provided a continuous stream of user traffic and market enthusiasm to the BNB Chain. One solidifies the on-chain value anchor, while the other brings users and liquidity off-chain, both collaboratively driving the wealth narrative of the BNB Chain.

Four, Retail Participation in BNB Chain's Key Pathways

· "Point Farming" and Early Interaction: The Binance Alpha platform guides users to early interact with new projects on the BNB Chain through tasks and incentives. Actively participating in these activities provides the opportunity to receive early airdrop benefits.

· Alpha Earn Hub Liquidity Mining: Recently, the opening of the Binance Alpha Earn Hub has provided users with a direct value-added pathway. By providing liquidity on PancakeSwap V3 for selected Binance Alpha tokens, users have the opportunity to earn up to a 1000% Annual Percentage Rate (APR), making it an excellent window to capture early high-yield opportunities (note the impermanent loss and token price risk when participating).

· Active Participation in "IDO": Retail participants can join the Binance Wallet TGE, as well as engagements like PancakeSwap IFO (Initial Farm Offering), Four.meme, which are also important "IDO" channels on the BNB Chain.

· Meme Coin Trend Tracking: Utilize tools such as Four.meme, DexScreener, DEXTools, etc., to real-time track popular Meme trading pairs on the BNB Chain. Focus on Memes with unique culture, strong community, or those riding hot narratives. However, note that Meme coins are highly volatile with extreme risks. If you participate, make sure to use only a small amount of funds, maintain a "break-even" mindset, practice quick entry and exit, and implement strict profit-taking and stop-loss strategies.

· Dive Into DeFi Protocols: Provide liquidity, participate in lending, or stake BNB in DeFi protocols such as PancakeSwap, Venus, Lista DAO, etc., to earn relatively stable returns.

5. Prominent BNB Chain Information Channels

Official Core Channels:

· Twitter: @BNBCHAIN (Preferred for official announcements, ecosystem updates, and event information), @BNBCHAINZH, @four_meme_ (BNB Chain token issuance platform), @BNBChainDevs (Technical and developer updates)

· BNB Chain Blog: Official blog featuring in-depth articles, technical insights, and roadmap updates.

· DappBay: Official DApp browser for the BNB Chain to discover and assess on-chain applications.

Research Institutions: @MessariCrypto, @Delphi_Digital, @Btieyecn, etc.

Data Analysis and Tool Platforms: BscScan, DefiLlama, DexScreener, Dune Analytics, TokenTerminal, etc., for on-chain data analysis tools.

6. Future Outlook: The Next Wave of BNB Chain Hype

The BNB Chain is driven by a combination of "technology + narrative," continuously building its ecosystem competitiveness. On the technology front, its 2025 roadmap clearly outlines the goal of "sub-second latency + Gasless experience," which has already achieved the early-year plan of reducing block speed to 0.75s, coupled with high TPS, providing DApps and users with a smoother on-chain interaction experience. On the ecosystem level, the entry of institutional funds behind the USD1 stablecoin and alignment with global payment scenarios are accelerating BNB Chain's integration into mainstream finance. Additionally, the "AI-First" strategy embeds AI technology into the underlying logic of the public chain, unleashing the potential of AI applications through supporting infrastructure such as opBNB, Greenfield, etc. All these signals indicate that BNB Chain has already laid the groundwork for the next wave of public chain breakout.

The so-called 'Wealth Password' is not a one-time answer, but more like a probabilistic opportunity window in a specific market cycle and a specific ecological stage. The current craze of the BNB Chain has undoubtedly created many such windows. Where will the tide flow? The answer to this question may be hidden in the next technological breakthrough of the BNB Chain, in the next explosive application.

This article is contributed and does not represent the views of BlockBeats.

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