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BNB Chain

7 pieces · Apr 2023 to Jul 2025 · 1 flagship

Sectors

L1/L24 AI1 Other1 Hyperliquid1 Market structure1 DeFi1

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Coverage per year

22023

32024

22025

Price and coverage

BNB $BNB

Calls: None yet
Since listing: +154%
vs BTC: +25%
Now: $744.23

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on BNB Chain

Article22 Jul 2025Mira Protocol: an investor's perspective on the verification layer for AIInvestment thesis on Mira's decentralized verification layer: market failure from hallucinations and bias, ecosystem-first go-to-market via SDK, atomic claim binarization, hybrid PoW/PoS consensus and inferred token utility ahead of TGE. Flags technical and competitive risks.Breakdown27 Jun 2023Manta Network news guide: zkSBTs, partnerships and grants, May-June 2023Catch-up guide on two months of Manta news: the Privatize to Maximize incentive campaign, zkSBTs on Arbitrum, CyberConnect zkProfile, Linea and BNB Chain zkBAB adoption, the grants program and partnerships.Data19 May 2024Axelar on-chain data: 64 chains, GMP dominance and cross-chain volumeData thread on Axelar, an interoperability L1 with a 75+ validator set using threshold signatures. General message passing dominates activity, with BNB and Sei leading by dollar value on fewer transactions, which suggests whale activity.

Timeline · every piece, newest first

2025 2

22 Jul 2025Mira Protocol: an investor's perspective on the verification layer for AIInvestment thesis on Mira's decentralized verification layer: market failure from hallucinations and bias, ecosystem-first go-to-market via SDK, atomic claim binarization, hybrid PoW/PoS consensus and inferred token utility ahead of TGE. Flags technical and competitive risks.ArticleAIOther

24 May 2025HYPE vs BNB: 8.85x away from flipping on circulating market capCompares BNB ($97.4B) with HYPE ($11B, FDV $33B), finding an 8.85x gap on circulating cap. HYPE has 2.5% of Binance spot volume and 12.2% of perp volume, and $1.27B in HyperEVM and HyperCore TVL vs BSC.DataHyperliquidMarket structure

2024 3

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2

04 Jul 2024Particle Network's Chain Abstraction Coalition and why modular needs itCovers Particle's alliance of 50 L1 and L2 ecosystems aimed at unifying users and liquidity. Argues the modular multichain future fragments liquidity and UX, so app adoption needs chain abstraction: one account, one balance, any chain.ExplainerL1/L2

19 May 2024Axelar on-chain data: 64 chains, GMP dominance and cross-chain volumeData thread on Axelar, an interoperability L1 with a 75+ validator set using threshold signatures. General message passing dominates activity, with BNB and Sei leading by dollar value on fewer transactions, which suggests whale activity.DataL1/L2DeFi

2023 2

27 Jun 2023Manta Network news guide: zkSBTs, partnerships and grants, May-June 2023Catch-up guide on two months of Manta news: the Privatize to Maximize incentive campaign, zkSBTs on Arbitrum, CyberConnect zkProfile, Linea and BNB Chain zkBAB adoption, the grants program and partnerships.BreakdownPrivacyZK

08 Apr 2023Developer activity by ecosystem: contract deployments and commitsUses Artemis data on contracts deployed, unique deployers, commits and active devs. BNB Chain, Polygon and Ethereum lead EVM deployments, Base's testnet tops L2 activity, and Ethereum has the largest dev community.DataL1/L2EthereumTooling

Often covered with

Arbitrum65 Polygon29 Sei34 Linea12 Mira Network21 io.net71 Aethir26 Hyperbolic5

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