# 1. The Three Major Strategies of BNB Chain: CZ's Traffic Generation, Infrastructure Optimization, and Wealth Effect Creation

Against the backdrop of a sluggish overall market, CZ successfully brought a wave of new traffic and market discussion to BNB Chain. The recent surge of BNB Chain can be attributed to CZ's high-frequency Twitter interactions and controversial listing decisions, which continuously generated topics around events like TST and Broccoli, creating FOMO sentiment to attract investors' attention and thus bringing traffic to BNB Chain.

At the same time, BNB Chain announced its development plan for 2025, further creating an environment for users to trade MEME. Notably, BNB Chain has made significant upgrades to Gas fees, including reducing Gas fees, supporting multiple tokens for Gas payments, and enabling features that allow project parties to sponsor users' Gas fees. These measures aim to lower the entry barrier for users into the Web3 ecosystem and enhance user experience.

# 2. Recent Major Events of BNB Chain: A Dual Explosion of Event-Driven and Strategic Upgrades

1. TST: From Teaching Token to Market Frenzy of FOMO Waves
On February 6, the BNB Chain team accidentally exposed the contract address of the example token TST in a teaching video released on the Four.meme platform, leading to rapid speculation by KOLs in the Chinese community, causing its market value to soar from less than $500,000 to $52 million. Despite CZ clarifying multiple times that TST is not an official token and the team holds no shares, market enthusiasm continued to rise. On February 9, Binance announced the launch of TST spot and contract trading, with its market value skyrocketing 100 times in just three days, surpassing $500 million, becoming the "star asset" of the BNB Chain ecosystem. After the event, the popularity of BNB Chain temporarily exceeded that of Solana, and Four.meme's traffic surged, becoming one of the core platforms for Meme coin issuance.

2. BNB Chain Releases 2025 Strategic Roadmap: Technological Innovation and Ecological Expansion
On February 11, CZ stated that it was time for BNB Chain to break free from constraints. Subsequently, on February 12, BNB Chain announced its ecological construction goals for 2025, revealing that BNB Chain would undergo multiple network upgrades. Following this, BNB broke through $640, peaking at $725, significantly boosting market enthusiasm.

• Low Latency and High Throughput: Plans to shorten block generation time from 3 seconds to less than 1 second while maintaining the capacity to process 100 million transactions daily, enhancing the speed, smoothness, and scalability of Web3.
• No Gas Fee Trading Mechanism: Introducing BNB Chain Paymaster, allowing users to pay Gas fees using any BEP-20 token (not BNB or stablecoins), and introducing a corporate sponsorship Gas model, similar to SUI and Aptos.
• Anti-MEV Protection Mechanism: In response to over $1.3 billion in MEV losses in 2024, BNB Chain will hide transaction details until block confirmation to combat sandwich attacks and front-running bots. Establishing a private trading pool relay system to penalize and blacklist violators, expelling MEV abusers through community governance.
• Smart Wallet Upgrade: Compatible with EIP-7702 standards, supporting batch transactions and one-click operations (such as cross-chain exchanges). Future integration of AI assistants to provide portfolio management, MEV risk warnings, and trading strategy optimization.
• AI-Priority Infrastructure: Using code assistants (Code Copilot) to audit smart contract vulnerabilities, lowering development barriers; Data DAOs supporting users in monetizing private data; Trusted Execution Environments (TEEs) providing secure sandboxes for AI agents in DeFi.
• Meme Coin Ecosystem Support: Launching no-code token issuance tools and liquidity solutions, replicating the Meme craze of Solana while reducing fraud risks through review mechanisms.

3. Broccoli: CZ Pushes BNB Chain's Popularity to New Heights
After TST's surge mentioned by CZ, his movements became the focus of MEME players. On the morning of February 13, CZ tweeted expressing curiosity about the operational mechanism of MEME coins, asking if simply sharing pet names and photos would lead to the creation of related tokens, and questioning how to distinguish official versions. After understanding the relevant mechanisms, CZ stated, "The way things work is interesting." On February 14, CZ announced that his pet dog's name was Broccoli but did not provide an official contract address, leading to an instant surge of thousands of tokens with the same name on the BSC chain, with countless players rushing to trade on BNB Chain. This caused congestion on BNB Chain, Fourmeme's official website lagged, and transactions were hindered. CZ later stated that this "stress test" revealed that the BSC chain still needed technical optimization. Despite CZ emphasizing multiple times that he did not issue any tokens, on February 19, Binance Alpha launched three projects related to Broccoli, indirectly indicating his tacit approval of the traffic benefits brought by this MEME craze.

4. SHELL: On-Chain Staking Activity Triggers Capital Drain
On February 13, BNB Chain, in collaboration with Binance Wallet and PancakeSwap, launched the public offering of the MyShell token SHELL. Backed by Binance Labs' investment background, the event was oversubscribed by 105 times, attracting over 130,000 BNB for subscription. The popularity of BNB Chain and the traffic from PancakeSwap jointly directed traffic to Binance Wallet.

# 3. Analysis of the Current Situation and Future Challenges of BNB Chain

1. Competitive Analysis

Comparison of BNB Chain and Solana

According to on-chain data from Nansen, since early February when CZ began directing traffic to BNB Chain through high-frequency tweets, the number of active addresses on the chain has seen explosive growth. On February 18, the number of active addresses in a single day exceeded 2.8 million, reaching a historical peak in nearly 12 months, in stark contrast to the 36% decline in the number of active addresses on Solana during the same period, although Solana's daily active addresses still remained above 4 million.

Data Source: Nansen

Fourmeme vs. Pumpfun

According to Dune data, the Pump.fun platform maintained a monopoly with an average of over 100,000 new accounts daily due to its first-mover advantage before February. However, as Four.meme rose with the traffic benefits of the BNB Chain ecosystem, the industry landscape underwent a dramatic reshuffle. As of February 17, the number of new accounts on Pump.fun had halved to 50,000 per day, while Four.meme's data surged from less than 500 to over 20,000 per day. Although Four.meme's current scale is only 40% of Pump.fun's, its staggering 325% week-on-week growth rate has made its rapid rise one of the important platforms for MEME launches.

Data Source: Dune

Data Source: Dune

2. BNB Chain Has Recently Driven a New Wave of MEME Craze

More notably, on February 14, the day CZ revealed his pet dog "Broccoli," triggering a frenzy of imitation tokens, the Gas fees on the BNB Chain network instantly soared to $0.43, reaching a new high since January 2022. This data confirms the success of CZ's traffic generation strategy, bringing new active users to the previously sluggish BNB Chain. Combining CZ's recent actions with BNB's innovative plans, it can be inferred that MEME will be one of the main development targets for BNB Chain in 2025. Currently, under the traffic influence of Binance, BNB Chain has already entered the first phase of the MEME craze cycle. In the context of the current market lacking new narrative drivers, BNB Chain may continue to rely on the popularity of Meme coins to maintain market attention, and there may still be high-return MEMEs emerging in the BNB Chain ecosystem in the short term.

Data Source: BNB Chain

3. Future Challenges

However, BNB Chain faces multiple challenges in replicating Solana's Meme craze. This is mainly due to a significant trust crisis that has recently emerged in the MEME sector. Due to previous MEMEs launched by the Trump couple and the Argentine president leading to substantial user losses, the frequent issuance of tokens by presidents and celebrities has drained a large amount of liquidity from the crypto market and severely undermined market confidence. In the future, there may not be large-scale buyers for MEMEs, making it challenging to restore investor trust. Additionally, the current cryptocurrency market is influenced by the cooling of Trump trades, macroeconomic factors, and policies, generally continuing to fluctuate and show a downward trend. Along with BTC's pullback, altcoins have experienced significant declines, and the previous Ai Agent craze has gradually faded. In this sluggish market, BNB Chain may face the dilemma of "growing traffic but insufficient capital inflow."

4. Potential Impact

After BNB Chain regained market attention through strategic upgrades and the MEME craze, Solana, which previously dominated the MEME sector, will face new competitors. Under the strong rise of the BNB Chain ecosystem, Solana, which has long dominated the MEME sector, is facing unprecedented competitive pressure. This shift in competitive dynamics may accelerate Solana's technological upgrades and ecological reforms. Furthermore, BNB Chain's phased victory has opened opportunities for other public chain ecosystems, and more ecosystems may adopt BNB Chain's triple strategy of "event marketing + technological upgrades + wealth effect" for promotion, leading to a new wave of enthusiasm.

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