Author: Penny, BlockBeats

As the founder and largest shareholder of Binance, CZ's every word and action can influence market sentiment and trends. Recently, CZ has been actively promoting the BNB Chain on Twitter, launching meme coins on Binance's BSC, emphasizing the technical advantages and ecological potential of the BNB Chain, and outlining a development blueprint for 2025, which has attracted widespread attention from the market. Under CZ's promotion, the ecosystem tokens of BNB Chain have experienced a general rise, reaching new highs for the year.

Every statement from CZ is like a "deep-water bomb," stirring up waves in the crypto market. From the bold claim that "BNB Chain has been shackled for too long, it's time to break free," to his changing attitude towards meme coins, CZ's return has undoubtedly injected a strong dose of confidence into the BNB Chain. However, is this ecological boom triggered by the "CZ effect" just a flash in the pan, or is it the starting point for BNB Chain's return to its peak?

CZ's Return, BNB Chain's Popularity Returns

To trace the source of this wave of BNB Chain enthusiasm, one must mention TST. TST, or Test Token, was initially just a token used in a video demonstrating how to issue memes on the Four platform, but the video inadvertently revealed TST's contract address, allowing everyone to keenly capture a hint of opportunity. Soon, TST transformed from an overlooked test coin into the focus of speculation, and its market attention rapidly climbed. When CZ released a statement on social media clarifying that TST was not an officially supported project by Binance, it was expected to cool down, but instead, it became a catalyst for TST's resurgence, further elevating its reputation within the community. On February 6, its market cap was only $500,000, but CZ's response to the TST token caused its market cap to briefly exceed $50 million. Shortly after, on February 9, Binance announced the listing of TST, and its market cap skyrocketed to over $500 million, with a more than 100-fold increase in just three days.

With TST driving the activity of BNB Chain as a backdrop, on February 11, CZ announced on Twitter that "BNB Chain has been shackled for too long, it's time to break free," and on the 12th, he released the target areas for BNB Chain's build in 2025, triggering strong market expectations for ecological upgrades. On the 11th, BNB broke through $640, with a 24-hour increase of 5.75%, and today it reached a high of $725, significantly boosting market enthusiasm.

After TST was listed on Binance, the ecosystem tokens of BNB Chain began to rise across the board, dominating the top of the gainers' list on major exchanges. Below are some noteworthy popular projects selected by the author.

cake

PancakeSwap is one of the most popular AMM protocols on BNB Chain and is widely used in the entire DeFi industry as a DEX. CAKE is the native token of the PancakeSwap platform. PancakeSwap features low trading fees (0.2% trading fee) and a rich array of functionalities (such as farming, lotteries, NFT markets, etc.), consistently leading in trading volume and user activity. On the afternoon of the 13th, Cake's market cap reached a peak of $7 billion, and as of the time of writing, it has a 24-hour increase of 38%.

Bake

BakerySwap is an automated market maker on the Binance Smart Chain with liquidity mining, and BAKE is the platform's native BEP-20 governance token. BakerySwap is an iteration of Uniswap, similar to Uniswap but faster and cheaper. Additionally, BakerySwap boasts a powerful NFT superstore, including digital art NFTs, gamified NFTs, and the latest featured artist series. The Bake token suddenly surged on the evening of the 12th, with its market cap rising from around $110 million to a peak of $232.48 million within two hours, an increase of over 100%.

THE

Thena is a decentralized trading and liquidity protocol on BNB Chain and is the first project launched on Binance after CZ's release. Thanks to the technical support of BNB Chain, Thena benefits from low fees and high performance, supporting liquidity pools for various token pairs and attracting users with dynamically adjusted yield strategies. The THE token also surged rapidly on the evening of the 12th, with its market cap reaching a peak of $256.67 million and a 24-hour increase of up to 115%.

BNX

BNX is the token of BinaryX, a Web3 gaming platform that combines decentralized finance (DeFi) with gaming, allowing players to earn cryptocurrency through a play-to-earn mechanism. Its potential stems from the growing popularity of NFT games, coupled with a strong community and innovative gameplay that enables users to generate real-world income while enjoying an immersive gaming experience. BNX has shown a strong upward trend since the evening of the 8th, achieving approximately a fourfold increase in four days, with its market cap briefly exceeding $700 million.

The CZ Effect Continues to Drive, "Fake Dog" Meme Craze Erupts

In the early hours of February 13, Twitter user @theveeman asked CZ in the comments if he had a pet dog, to which CZ replied that he owns a "Belgian Malinois" rather than a Shiba Inu.

This reply quickly sparked wild speculation in the community, with many users asking for the dog's name and photos, eager to create related meme coins. After multiple interactions in the comments, CZ posted, "I now know the answer. The way things work is very interesting; I will consider it for about a day, just like I usually do for major decisions. Is it respecting its privacy, or is it for business to reveal this dog? It might even interact with several memes on the BNB Chain."

To uncover the dog's true information, netizens launched a "carpet search." Some found three dogs and a cat that had been posted by Binance officials in 2020, which were pets of Binance members, and speculated that one of them might belong to CZ. Others created an image of a dog named Perry wearing Binance clothing, suggesting a close relationship with Binance, making it very likely to be CZ's dog… Even now, there are continuously emerging meme coins claiming to be "CZ's dog," with some meme coins briefly surpassing a market cap of one million dollars.

If CZ were to launch a meme coin named after his pet dog, it could replicate the explosive rise of $TRUMP, further attracting capital into the BNB Chain. The sensational "fake dog" incident reflects the core driving force of meme coins: celebrity effect + community consensus. Even without official endorsement, users can still drive token prices up through the hype of "authenticity narratives."

Potential Projects on BNB Chain

Four.Meme

With CZ and BNBChain's gradual embrace of memes and their mention in the 2025 plan, Four.Meme is positioned to rival Pump.fun on Solana, and a large number of memes will be launched on it in the future. Therefore, keeping an eye on the latest trends on Four.Meme will be a good investment direction. Currently, Four.Meme launches 1,000-2,000 memes daily, with a launch success rate of about 5%, meaning 50-100 successfully reach external markets.

It is worth mentioning that the Four.Meme official also provides exposure and liquidity support for some outstanding projects, so paying attention to the Alpha Boost on the official website is also a way to filter quality meme candidates.

AICell

AICell is the first AI Agent token and AI Meme on BSC, having rebounded nearly 10 times from its low. Its current market cap is $20 million, and it may be worth waiting for the right opportunity to enter. As BNB Chain positions AI and memes as future directions, AICell will be a noteworthy candidate.

Emerging Memes and Community Coins

BOB: A Meme Coin Themed Around the BNB Mascot

BOB (Build on BNB) is a meme coin themed around the "BNB mascot," with its design closely tied to the BNB brand, giving it strong recognition. BOB has a highly active community, frequently retweeting articles from CZ and the official BNB Chain Twitter, and it is suspected to have been promoted by the official account. BOB currently has a market cap of approximately $8.5 million, which is relatively small, but the community's activity provides a solid liquidity foundation. The investment value of BOB mainly lies in its close connection to the BNB brand and the vibrancy of its community. Additionally, as the "Build" concept gains widespread hype, BOB may experience growth.

Cheems: Binance-Related Meme Coin

Cheems is a powerful meme coin on BSC, popular for its cute image and extensive community dissemination. Cheems has strong community support and has been listed on Binance, further enhancing its liquidity and market attention. Its success is partly attributed to robust marketing strategies and community promotion activities. The investment value of Cheems lies in its strong community foundation and support from Binance, making it more suitable for secondary trading players on CEX as an investment choice.

Koma: Emerging Meme Coin on BSC

Koma combines current popular meme culture and technological trends, such as AI or community culture memes, to attract a growing user base. Koma currently has a market cap of approximately $40 million and is a well-known meme with high consensus on BSC, with the potential for further listing on Binance in the future.

Base Chain, backed by Coinbase and benefiting from low fees, has quickly become a star project in the Ethereum Layer 2 space. However, BNB Chain has recently matched Base Chain in trading volume and user activity, particularly excelling in the explosion of meme coins and DeFi projects. Meme coins on BNB Chain (such as FOUR and BinanceDog) have attracted significant retail investment, driving a surge in on-chain gas fees and trading volume; projects like PancakeSwap and Thena have further solidified BNB Chain's position in the DeFi space by introducing mechanisms such as MEV protection and liquidity incentives.

Solana has become one of the standout public chains of 2024 due to its high throughput and low fees, but its ecosystem is overly reliant on meme coins, and it frequently faces network stability issues. If BNB Chain can achieve sub-second block times in 2025 and attract users and capital with a richer ecosystem of applications (such as DeFi, GameFi, and AI), it may surpass Solana in throughput and fees, rising to become a more top-tier public chain.

With CZ's return, BNB Chain has regained market attention through technological upgrades, ecological openness, and the meme craze. In the short term, the speculative frenzy around meme coins may bring volatility, but in the long term, BNB Chain, with its combination of "high throughput, low fees, and compliance," is expected to stand out in multi-chain competition and become a core force in the next-generation public chain ecosystem.

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