Why did the price of BNB go up?
BNB increased by 0.6% in the last 24 hours, continuing its strong upward trend with an 8.35% gain over the past week and 10.92% over the past month. Here are the main reasons behind this growth:
- Institutional BNB Holdings – Companies listed on Nasdaq, like BNC and Windtree Therapeutics, have increased their BNB holdings, showing strong confidence in the coin.
- Technical Momentum – BNB’s price remains above important support levels, with positive signals from technical indicators.
- Ecosystem Growth – The BNB Chain is expanding, especially with AI integration and a growing user base of 47 million active users each month, which boosts its usefulness.
Deep Dive
1. Institutional Accumulation (Positive Sign)
Overview:
Nasdaq-listed company BNC has increased its BNB holdings to 325,000 tokens, worth about $302 million. Windtree Therapeutics has also invested $700 million in BNB. This is similar to how MicroStrategy invested in Bitcoin, treating BNB as a valuable reserve asset.
What this means:
When big companies buy and hold BNB, it reduces the number of coins available on the market and shows that institutions trust BNB. This trend is similar to what happened with Bitcoin between 2021 and 2024, where limited supply helped push prices higher over several years.
What to watch:
Look for BNC’s and other companies’ earnings reports in the third quarter of 2025. If they continue to increase their BNB holdings, it will support a positive outlook for BNB’s supply and price.
2. Technical Breakout (Mixed Signals)
Overview:
BNB’s price is staying above its 30-day Exponential Moving Average (EMA) at $857 and the 38.2% Fibonacci retracement level at $884. The MACD indicator shows bullish momentum, but the Relative Strength Index (RSI) is close to 69, which is near the overbought zone.
What this means:
Traders see $901 (the 23.6% Fibonacci level) as the next resistance point. However, because the RSI is near overbought levels, some investors might take profits soon. In fact, 45% of BNB’s gains in July were lost during similar conditions.
Key level:
If BNB’s price falls below $884.78, it could test the 50-day Simple Moving Average (SMA) at $862, which would be a weaker technical position.
3. BNB Chain Adoption (Positive Sign)
Overview:
The BNB Chain saw 47 million active addresses in the third quarter of 2025, a 26% increase from the previous quarter. This growth is driven by the integration of AI tools and faster transaction speeds thanks to the Maxwell upgrade in June.
What this means:
The more people use the BNB Chain, the more valuable BNB becomes. This is because users pay gas fees, stake tokens, and use decentralized apps (DApps), all of which create natural demand for BNB. AI-related projects now make up 19% of the chain’s $57 billion quarterly transaction volume.
Conclusion
BNB’s recent gains come from strong institutional buying and positive technical signals, supported by the growing use of the BNB Chain, especially in AI applications. While some technical indicators suggest a possible short-term pullback, the steady accumulation by institutions offers solid support. Key point to watch: Can BNB maintain support at $884 to push toward its 2025 high of $931? Keep an eye on BNC’s upcoming SEC filings for updates on their BNB holdings.
What could affect the price of BNB?
BNB shows strong growth potential but faces some regulatory uncertainties.
- Ecosystem Upgrades – Technical improvements make the network faster and cheaper to use (Positive)
- Institutional Buying – Big companies listed on Nasdaq are buying large amounts of BNB (Positive)
- Regulatory ETF Possibility – VanEck’s application for a BNB ETF could open doors for investors but comes with risks (Mixed)
In-Depth Look
1. Ecosystem Upgrades (Positive Impact)
What’s Happening:
BNB Chain plans major upgrades in 2025-2026, including the Maxwell upgrade, which will speed up transaction finality to 0.75 seconds and lower fees to just one cent. They also aim to handle 20,000 transactions per second by 2026. These changes are designed to make BNB Chain as fast as centralized exchanges while keeping it decentralized. Currently, over 5,600 decentralized apps (DApps) run on BNB Chain, with $9.3 billion traded daily.
Why It Matters:
Faster and cheaper transactions can attract more users and projects, increasing demand for BNB since it’s used to pay transaction fees and for staking. For example, when the Maxwell upgrade happened in July 2025, BNB’s price jumped 19%.
2. Institutional Buying (Positive Impact)
What’s Happening:
Companies like BNC and Nano Labs, both listed on Nasdaq, have bought over $160 million worth of BNB since mid-2025, aiming to hold $1 billion in reserves. Another company, YZi Labs, is proposing a BNB Treasury Company to create a regulated way for U.S. investors to get involved.
Why It Matters:
When big companies buy and hold BNB, it reduces the number of coins available on the market (currently 139 million BNB circulating). This shows confidence from large investors and could push prices higher, similar to trends seen with Bitcoin.
3. Regulatory ETF Possibility (Mixed Impact)
What’s Happening:
VanEck filed for a BNB exchange-traded fund (ETF) in May 2025, which is under review by the U.S. Securities and Exchange Commission (SEC). If approved, it could bring a lot of new institutional money into BNB. However, BNB’s legal status as a security is still unclear, which adds risk.
Why It Matters:
Approval could mean billions of dollars flowing into BNB, but delays or rejection might cause price swings. After the filing, BNB’s price rose 2.5%, but it’s still 14% below its 2025 peak of $864 (CoinDesk).
Conclusion
BNB’s future price depends on how well it balances network growth with regulatory challenges. The ongoing coin burns (about 1.59 million BNB removed quarterly), growing corporate interest, and faster network upgrades create a positive outlook. Keep an eye on the SEC’s decision about the ETF and BNB Chain’s plans to increase transaction capacity in Q4—these factors will show if institutional demand can overcome regulatory hurdles.
What are people saying about BNB?
BNB is showing a mix of positive momentum and some caution. Here’s the latest:
- Big institutions are buying BNB, leading to over $1 billion worth of coins being permanently removed from circulation and sparking talks about ETFs.
- The Maxwell upgrade has made transactions faster, encouraging more use in decentralized finance (DeFi).
- BNB is testing a key price level around $840 after breaking through resistance it hadn’t surpassed in years.
In-Depth Look
1. @BNBCHAIN: Maxwell Upgrade Now Live 🔥
"Block time reduced to 0.75 seconds – BNB Chain is now twice as fast, opening doors for AI and DeFi applications."
– @BNBCHAIN (8.9M followers · 12.3M impressions · 2025-06-30 09:00 UTC)
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What this means: This upgrade is a big positive for BNB. Faster transaction speeds attract developers and users, with daily active addresses increasing by 37% after the update.
2. @WindtreeCap: $520 Million Institutional Purchase 🏦
"Adding BNB to corporate treasuries helps protect against traditional currency risks."
– @WindtreeCap (126K followers · 2.1M impressions · 2025-07-28 14:05 UTC)
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What this means: Large companies like Windtree and Nano Labs are buying BNB to hold long-term. This reduces the number of coins available for trading, which can push prices higher.
3. @johnmorganFL: Price Target of $1,200 📈
"BNB broke a 4-year downward trend – technical indicators suggest a 30% price increase if $840 support holds."
– @johnmorganFL (312K followers · 4.8M impressions · 2025-07-23 12:14 UTC)
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What this means: The price pattern looks promising, but the Relative Strength Index (RSI) is at 72, which means BNB might be overbought and due for a pullback.
4. @cryptonewsland: Network Activity Declines 🚨
"Daily transactions dropped 12% to 12.7 million – the lowest since May 2025."
– @cryptonewsland (890K followers · 3.4M impressions · 2025-06-29 09:35 UTC)
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What this means: Fewer transactions suggest less user interest, which is a bearish sign. Additionally, trading activity in derivatives fell sharply by 71% in July.
Conclusion
The outlook for BNB is mixed. On one hand, technical improvements and strong institutional buying support a positive view. On the other hand, declining user activity and lower trading volumes suggest caution. The key price level to watch is $840—if BNB stays above this, it could confirm a strong upward trend. If it falls below, some investors might take profits. Also, keep an eye on how BNB’s 44% gain this year compares to Bitcoin’s market dominance at 56.8%.
What is the latest news about BNB?
BNB is growing through ecosystem improvements and global expansion, but concerns about centralization remain. Here are the latest updates:
- Mexico Fintech Launch (September 3, 2025) – Binance invests $53 million to promote crypto use in Latin America.
- User Growth (September 11, 2025) – BNB Chain ranks third among the fastest-growing blockchains with 47 million monthly users.
- Ecosystem Expansion (September 2, 2025) – HashGlobal and YZi Labs launch a $100 million fund to support BNB Chain projects.
Deep Dive
1. Mexico Fintech Launch (September 3, 2025)
Overview:
Binance introduced Medá, a regulated payments platform in Mexico, backed by a $53 million investment over four years. Medá operates independently under Mexican regulations and aims to improve financial access for over 125 million people, expanding Binance’s presence in Latin America.
What this means:
This is positive for BNB because it strengthens Binance’s compliance reputation (now approved in 23 countries) and could increase BNB’s use in cross-border payments. However, regulatory challenges in Latin America still pose risks. (Weex)
2. User Growth (September 11, 2025)
Overview:
BNB Chain reported 47 million monthly active addresses in the third quarter of 2025, ranking behind Solana (58 million) and Near (52 million). This growth is driven by faster transaction speeds (0.75 seconds per block) and AI features, though concerns about centralization continue.
What this means:
This is neutral for BNB. While more users show growing adoption, competition from Solana and Ethereum Layer 2 solutions (like Base) puts pressure on BNB’s market share. Key metrics to watch include decentralized exchange (DEX) trading volumes (currently $57 billion per month) and developer activity. (Weex)
3. Ecosystem Expansion (September 2, 2025)
Overview:
HashGlobal teamed up with YZi Labs to launch a $100 million yield fund focused on BNB Chain projects in decentralized finance (DeFi), artificial intelligence (AI), and real-world assets (RWAs). The goal is to attract developers and improve liquidity stability.
What this means:
This is positive for BNB as it encourages innovation and could increase total value locked (TVL), which currently stands at $10 billion. However, similar funds, like the $100 million Liquidity Incentive Program, have had mixed results in the past. (X post)
Conclusion
BNB’s growth balances aggressive expansion efforts (like the Mexico fintech launch and yield funds) with technical upgrades and user growth. The key question is whether BNB Chain’s speed and institutional partnerships can overcome concerns about centralization as the altcoin market heats up. Keep an eye on upcoming Q4 protocol upgrades aiming for 20,000 transactions per second (TPS).
What is expected in the development of BNB?
BNB’s roadmap is focused on improving speed, reducing supply, and building next-generation technology.
- Venus BNB Burns (Q3 2025) – Every quarter, 25% of the protocol’s revenue will be used to burn (destroy) BNB tokens.
- Maxwell Upgrade (Second half of 2025) – A 10x increase in capacity for decentralized exchange (DEX) swaps.
- Next-Gen BNB Chain (2026) – A major upgrade targeting 20,000 transactions per second (TPS) and transaction finality in under 150 milliseconds.
Deep Dive
1. Venus BNB Burns (Q3 2025)
Overview: The Venus Protocol has proposed a plan called the BNB Afterburn proposal to burn 25% of the BNB Chain’s revenue every quarter. This means some BNB tokens will be permanently removed from circulation, but the funds for this come from the protocol’s earnings, not from creating new tokens. If approved, this will start in the third quarter of 2025.
What this means: This is generally positive for BNB because burning tokens reduces the total supply, which can increase the value of remaining tokens. It also aligns the interests of Venus and BNB Chain. However, this depends on the protocol continuing to generate steady revenue.
2. Maxwell Upgrade (Second half of 2025)
Overview: The Maxwell upgrade, detailed in the BNB Chain Blog, will increase the block gas limit by 10 times, allowing up to 5,000 DEX swaps per second. It also introduces a new Rust-based client and “Super Instructions” to make smart contract execution more efficient.
What this means: This upgrade aims to solve current speed and capacity issues, making the network more attractive for decentralized finance (DeFi) projects. However, there are risks related to technical challenges, such as maintaining network stability during high traffic.
3. Next-Gen BNB Chain (2026)
Overview: In 2026, BNB Chain plans a complete rebuild to reach 20,000 transactions per second and finalize transactions in less than 150 milliseconds. It will also add privacy features at the protocol level, as reported by CoinDesk.
What this means: This long-term upgrade could make BNB Chain competitive with traditional financial systems by offering faster and more private transactions. However, because it’s a complex project with a multi-year timeline, there is a risk of delays or technical difficulties.
Conclusion
BNB’s roadmap balances near-term improvements in speed (Maxwell) with long-term infrastructure upgrades and deflationary tokenomics through token burns. The main risks involve potential delays and whether developers will adopt these changes. If successful, the combination of faster transactions, reduced supply, and growing institutional interest could strengthen BNB’s position as a leading Layer 1 blockchain.
What updates are there in the BNB code base?
BNB Chain has recently made important upgrades to improve speed and security, while also offering more incentives for developers.
- Maxwell Hardfork (June 30, 2025) – Cut block time in half to 0.75 seconds, making transactions faster.
- Anti-MEV Measures (July 2025) – Reduced harmful “sandwich” trading attacks by 95% through better validator coordination.
- 0-Fee Stablecoin Transfers (Extended through August 31, 2025) – Enabled over $9 billion in gas-free transfers of USD1 and USDT stablecoins.
Deep Dive
1. Maxwell Hardfork (June 30, 2025)
What happened: BNB Smart Chain upgraded its core system to reduce the time it takes to confirm a block from 1.5 seconds to just 0.75 seconds. This means transactions are confirmed almost instantly.
Key technical updates:
- BEP-524: Allowed blocks to be processed in less than a second.
- BEP-563/BEP-564: Improved communication between validators to keep the network running smoothly.
- The maximum amount of data per block was cut in half (from 70 million to 35 million) to avoid network slowdowns.
Why it matters: Faster blocks mean better experiences for users, especially in decentralized finance (DeFi) and gaming, while keeping transaction fees very low (around $0.01). Validators now need 60% less powerful hardware, which could lead to more people running nodes and a more decentralized network. (Source)
2. Goodwill Alliance Anti-MEV Measures (July 2025)
What happened: A group of validators introduced new rules to stop unfair trading tactics known as “sandwich attacks,” where traders manipulate transaction order for profit.
Key results:
- Daily sandwich attacks dropped dramatically from 140,000 to just 1,000.
- These protections are now built into popular wallets like Trust Wallet and Binance Web3 Wallet.
Why it matters: This improves safety for traders but doesn’t directly change the value of BNB tokens. However, reducing these attacks could attract more ethical investors and users to the BNB ecosystem. (Source)
3. 0-Fee Stablecoin Carnival (Extended through August 31, 2025)
What happened: BNB Chain is covering the transaction fees (gas fees) for transfers of USD1 and USDT stablecoins to encourage more people to use stablecoins on the network.
Key results:
- Over $9 billion in gas-free stablecoin transfers since May 2025.
- Supported by major wallets like SafePal and Trust Wallet.
Why it matters: More stablecoin activity increases the usefulness of the BNB network and could lead to higher demand for BNB tokens, especially as collateral in various applications. (Source)
Conclusion
BNB Chain’s recent upgrades focus on making the network faster, safer, and more attractive to developers. With a 95% drop in harmful trading attacks and transaction confirmation times under one second, BNB Chain is positioning itself as a strong alternative to platforms like Solana for applications that need quick, frequent transactions. The big question now is how these improvements will influence developers as Ethereum’s ecosystem continues to grow.