"BSC series" leads the rise, will CZ's energy drive the BNBChain ecosystem to soar?

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 continuously promoting the BNB Chain on Twitter, highlighting the technical advantages and ecological potential of BNB Chain with the launch of meme coins on Binance's BSC, sketching out a development blueprint for 2025, which has attracted widespread attention from the market. Under CZ's promotion, BNB Chain's ecological tokens 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 a shift in attitude towards meme coins, CZ's return has undoubtedly injected a strong dose of confidence into BNB Chain. But 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 Heat Returns

To trace the source of this round of BNB Chain's excitement, 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 surged. When CZ issued a statement on social media clarifying that TST was not an officially supported project by Binance, it was supposed to cool things down, but unexpectedly became a catalyst for TST's resurgence, further elevating its reputation in the community. On February 6, its market cap was only $500,000, but CZ's response to the TST token pushed its market cap to over $50 million at one point. Shortly after, on February 9, Binance announced the listing of TST, and its market cap skyrocketed to over $500 million, with an increase of more than 100 times 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, sparking strong market expectations for ecological upgrades. On the 11th, BNB broke through $640, with a 24-hour increase of 5.75%, and today reached a high of $725, significantly boosting market enthusiasm.

After TST was listed on Binance, BNB Chain's ecological tokens 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 a widely used DEX in the entire DeFi industry. CAKE is the native token of the PancakeSwap platform. PancakeSwap features low trading fees (0.2% trading fee) and a rich set 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 maximum of $7 billion, and as of writing, it has increased by 38% in 24 hours.

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 maximum of $232.48 million within 2 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 return. 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 saw a rapid increase on the evening of the 12th, with its market cap reaching a maximum 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 exceeding $700 million at one point.

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

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" instead of 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 first. 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. Should I respect its privacy or make this dog public for the sake of business? It might even interact with several memes on BNB Chain."

To uncover the dog's true information, netizens launched a "carpet search." Some found three dogs and a cat that Binance's official team had posted in 2020, which were pets of Binance members, and speculated that one of them might be CZ's. 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 really wants to launch a meme coin named after his pet dog, it could replicate the explosive rise of $TRUMP, further attracting capital into BNB Chain. The sensational "fake dog" incident reflects the core driving force behind meme coins: celebrity effect + community consensus. Even without official endorsement, users can still drive token prices up through speculation on "authenticity narratives."

Overview of Potential Projects on BNB Chain

Four.Meme

With CZ and BNB Chain's official gradual embrace of memes and mentioning them in the 2025 plan, Four.Meme is targeting Pump.fun on Solana, and a large number of memes will be launched on it in the future. Therefore, keeping an eye on the hot new trends on Four.Meme will be a good investment direction. Currently, Four.Meme launches 1k-2k memes daily, with a launch 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 targets.

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 target.

Emerging Memes and Community Coins

BOB: BNB Mascot-Themed Meme Coin

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 BNB Chain's official Twitter, and is suspected to have been promoted by the official account. BOB's current market cap is approximately $8.5 million, relatively small in scale, 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 activity of its community. Additionally, as the "Build" concept is widely speculated, BOB may see growth.

Cheems: Binance-Related Meme Coin

Cheems is a community-driven meme coin on BSC, popular for its cute image and widespread 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 strong marketing strategies and community promotion activities. The investment value of Cheems lies in its robust 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 cultural memes, to attract a growing user base. Koma currently has a market cap of about $40 million and is a well-known and widely recognized meme on BSC, with the potential for further listing on Binance.

The Base chain, backed by Coinbase and benefiting from low fees, has quickly become a star project in Ethereum Layer 2. However, BNB Chain has recently matched Base in trading volume and user activity, particularly shining in the explosion of meme coins and DeFi projects. Meme coins on BNB Chain (such as FOUR, BinanceDog) have attracted a large amount of retail capital, 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 most outstanding public chains in 2024 due to its high throughput and low fees, but its ecosystem is overly reliant on meme coins, and network stability issues frequently arise. If BNB Chain can achieve sub-second block times in 2025 and attract users and capital with a richer ecosystem (such as DeFi, GameFi, 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 of 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.