#MSCI未来或纳入数字资产财库企业 Why do I still believe in the opportunity of BNB in this cycle?

To be honest, BNB is a bit special — it went from less than $1 to four digits. It has experienced both bull and bear markets over the years, but its position has never wavered. This is not luck.

Just look at a few sets of data. BNB Chain processes nearly 20 million transactions daily, with active users in the millions, which means there are real people using it in the ecosystem, not just air. Even more impressive is the token burn — over 65 million tokens have been burned, accounting for 30% of the total supply, and burning continues every quarter. The supply is shrinking, which provides strong support.

On the ecosystem level? In hot sectors like DeFi, Meme, NFT, RWA, the BNB ecosystem has a presence. Backed by the liquidity and user base of the world's largest exchange, it has natural distribution advantages that other projects simply don't have.

Why do I favor it? Not expecting a short-term surge, but because this asset is really hard to collapse. It has cash flow, actual users, and continuous iteration capabilities. In a bull market, assets like this are often the first to attract institutional and large investor attention. Although its market cap isn't small, precisely because of that, its safety margin is higher. If I had to choose a long-term holding outside of BTC, an ecosystem asset like BNB that continuously innovates and self-optimizes should be the safest choice.