BNB Chain's recent May data shows strong growth momentum in its ecosystem, with its DEX trading volume consistently ranking first among global public chains. The number of successful on-chain transactions increased by 122% month-on-month, while monthly active stablecoin users exceeded 15.3 million, achieving nearly 40% monthly growth. Meanwhile, meme coins in the BSC ecosystem triggered a surge, with popular tokens like Ghibli and BOB experiencing multiple-fold increases within a day, becoming the market's focus. Behind these impressive data points is a clear manifestation of a new wealth effect in the BNB Chain ecosystem.
VX: TZ7971
Which Popular Projects in the BNB Chain Ecosystem Are Attracting Capital Inflows?
Among recently active trading volume projects, several mainstream narratives can be observed. Meme track tokens $B and $KOGE occupy high trading volumes, indicating that meme coins remain an important traffic and capital entry point in the current market stage. AI track tokens $SKYAI, $PORT3, and AI game $ELDE reflect the market's positive pricing of AI x Crypto potential. Additionally, $SOPH representing ZK technology and $RWA representing real-world assets on-chain also have their place, demonstrating the diversity and forward-thinking nature of the BNB Chain ecosystem.
Secondly, the project list supported by the BNB Chain $100M fund (sorted by trading volume) reveals the foundation's preferences. Among the five high-trading-volume projects, three ($AIOT, $SIREN, $CGPT) clearly belong to the AI field, covering multiple hot directions such as AI combined with IoT/DePIN/games, AI Agents, and AI infrastructure. This clearly signals that BNB Chain is strongly supporting tracks with long-term growth potential and technological innovation, expecting them to contribute significant on-chain activity.
Lastly, DeFi, as BNB Chain's traditional strength, remains solid. In the DEX field, PancakeSwap demonstrated its unshakable leading position with a monthly trading volume of 71.6 billion in May. In the perpetual contracts track, the rise of platforms like MYX Finance, Aster, and KiloEx shows BNB Chain's competitiveness in derivatives, with equally impressive trading volumes.
In summary, these popular projects showcase a BNB Chain ecosystem landscape led by mainstream narratives, emerging track breakthroughs, and DeFi foundations - a hot direction selected by the market with real money. For us, how can we find opportunities among these popular projects?
Strategy One:
"Narrative + Liquidity" Dual Leaders. Consider finding projects that not only capture the current strongest market narratives (such as meme, AI) but also connect to powerful liquidity solutions. They often have "Davis double-click" potential. For example, pay attention to projects strongly associated with USD1 trading competitions, Binance Alpha, and other core liquidity generators.
Strategy Two:
AI Project Value Analysis. AI projects on BNB Chain are diverse, and layered research can determine their position in the value chain. Additionally, focus on their technical barriers, team background, partners, and actual implementation progress. Using several popular projects as examples:
· Infrastructure Layer: Projects like $SKYAI (data bridging) and $REX (modular AI infrastructure) provide underlying support for AI applications and are poised to benefit first when AI applications explode. Therefore, pay attention to such projects; when their technology is gradually verified and the ecosystem expands, there might be opportunities for value reassessment.
· Application Layer: Projects like $ELDE (AI game) and $CA (AI life engine) directly face users. The key consideration is whether the project can create killer applications and sustainable business models.
· Data Layer: Projects like $PORT3 and $AGT are committed to building decentralized AI data networks. Data is the fuel for AI, and its value is self-evident. Focus on their data acquisition, governance, and commercialization capabilities, and whether they can build strong data network effects.
Strategy Three:
Alpha Signals from the "Official List". The BNB Chain $100M fund support list can be viewed as an officially screened observation pool. While not all supported projects will soar, it at least indicates the official recognition of these projects' narratives, technologies, teams, or track prospects. Analyze the reasons these projects received support, what problems they solve, and judge their long-term growth potential.
Develop strategies reasonably, neither clinging to surge myths nor missing long-term growth opportunities.
For heavily hyped short-term hotspots, participate with small positions, quick entry and exit, and take profits when possible;
For promising mid-term tracks, consider staged layout and long-term tracking, adjusting positions based on fundamental changes.
When deploying hot tracks, it is recommended to diversify investments rather than concentrating on a single project to reduce potential risks.
