BNB Is the ‘Most Missed Blue-Chip,’ Says CEA CEO

BNB’s latest surge to a brand new all-time excessive above $1,300 is just not an “surprising upshot or uncommon peak,” somewhat it reveals the community’s credibility, in accordance with David Namdar, CEO of Nasdaq-listed CEA Industries, which has additionally turn out to be the world’s largest BNB Treasury.

In a latest interview with Cointelegraph, Namdar known as BNB (BNB) “essentially the most neglected blue-chip out there,” arguing that the rally displays years of underappreciated fundamentals lastly breaking by way of.

“The market is waking as much as the credibility, scale, and utility of the BNB ecosystem,” he stated, mentioning the chain’s rising throughput, energetic customers and regular DeFi and gaming traction.

In accordance with information from DefiLlama, BNB Sensible Chain (BSC)’s whole worth locked (TVL) presently stands at $8.66 billion, making it the third-largest blockchain. Over the previous day, the community had 2.52 million energetic customers, with over 20.7 million transactions.

Namdar stated it is a signal that the “scale + utility” thesis is working. “BNB Chain exercise and charges have been trending up, with Messari and BNB Chain’s personal updates exhibiting heavy utilization throughout BSC and opBNB alongside constant product innovation and ecosystem supply,” he added.

Associated: BNB Chain memecoins mint new millionaires in wild buying and selling week

BNB’s inner energy stays the primary driver

Namdar famous that macro tailwinds like renewed liquidity and ETF inflows positively impacted BNB’s latest trip, however insisted the token’s inner energy stays the actual driver. “I’d attribute a cloth portion to macro flows,” he stated, “however an outsized portion to ecosystem energy distinctive to BNB (PancakeSwap volumes, opBNB DAUs, broader app combine).”

BNB can also be benefiting from Binance’s rising footprint. The alternate’s international community now spans infrastructure, wallets, funds and Web3 purposes. Its enlargement by way of new regulatory licenses and native partnerships throughout Europe, the Center East, and Asia has additionally bolstered investor confidence.

Final week, Japan’s PayPay, backed by SoftBank, acquired a 40% stake in the Japanese subsidiary of Binance, with Binance Japan turning into an equity-method affiliate of PayPay as of September 2025.

CEA Industries, listed on Nasdaq as BNC, operates what it calls the world’s largest company BNB treasury. Final week, the corporate introduced holdings of 480,000 BNB tokens, with whole crypto and money holdings reaching $663 million.

Associated: BNB flips XRP because the third-largest crypto asset by market cap

“BNB meme season” attracts merchants

Final week, the BNB Chain additionally noticed a surge in memecoin buying and selling exercise, with Binance founder Changpeng Zhao referring to the pattern as “BNB meme szn.”

Marwan Kawadri, BNB Chain’s DeFi lead, stated the community is evolving into “the heartbeat of onchain buying and selling,” because it data new highs in energetic customers and decentralized alternate volumes.