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$BNB

5 pieces · Mar 2024 to Jun 2026 · 1 flagship

Sectors

Market structure3 Hyperliquid2 DeFi2 L1/L21

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Coverage per year

22024

22025

12026

Price and coverage

BNB $BNB

Calls: None yet
Since first piece: +31%
vs BTC: +7.8%
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

Thesis23 Jul 2025The speculation-only era in crypto is ending: value accrual and revenue winArgues the revenue meta signals maturation: long-term winners will be tokens with real value accrual to revenue-generating businesses, plus execution-layer tokens with organic demand. Corporates and ETFs buy majors, retail buys old alts and memes, and VC-captured 9-10 figure launches won't last.Data24 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.Data25 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.

Timeline · every piece, newest first

2026 1

25 Jun 2026HYPE at $60 vs BNB at $10: the Binance trajectory argumentArgues that fading HYPE at $60 is the same mistake as fading BNB at $10, framing Hyperliquid as being on the Binance trajectory and pointing to the Multicoin valuation report.ThesisHyperliquidMarket structure

2025 2

23 Jul 2025The speculation-only era in crypto is ending: value accrual and revenue winArgues the revenue meta signals maturation: long-term winners will be tokens with real value accrual to revenue-generating businesses, plus execution-layer tokens with organic demand. Corporates and ETFs buy majors, retail buys old alts and memes, and VC-captured 9-10 figure launches won't last.ThesisMarket structureDeFi

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 2

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

25 Mar 2024pStake and Persistence: the case for stkBNB as BNB's leading LSTArgues pStake could lead BNB liquid staking thanks to Binance Labs backing, being the only LST in Binance's institutional custody, the lowest fees and DeFi integrations, with Persistence restaking as upside.ThesisDeFi

Often covered with

Hyperliquid113 Binance9 BNB Chain7 Aptos39 Sui24 Solana60 Sei34 Polygon29

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