Recently, the BNB Chain has become the new hotspot in the market. The test Token TST surged 50 times within 24 hours, with a peak market capitalization of over $500 million. An IDO project MyShell was oversubscribed by over 11400% on the Binance Wallet and PancakeSwap. Shortly after, CZ posted a photo of his dog and captioned it "Let's make community Tokens win", and the market was flooded with thousands of Broccoli-related Memecoin, with the contract address 0x6d5ad1592ed9d6d1df9b93c793ab759573ed6714 reaching a peak market capitalization of over $300 million.
Meanwhile, on February 14th, the BNB Chain official also launched a $4.4M liquidity incentive, and for the Memecoin projects launched on the BSC platforms like @four_meme_ and @myshell_ai, the official will provide liquidity incentives based on factors such as price increase, market capitalization, and trading volume. This activity has also been retweeted and commented on by CZ.
CZ has ignited the on-chain gold rush on the BNB Chain, and the BNB Chain official is also supporting the on-chain liquidity. According to defillama data, the 24-hour trading volume of the BNB Chain was $5.5b, ranking second among public chains, only behind Solana's $6b. The total on-chain transaction volume of the BNB Chain has grown by 15.3% in the past week. The BNB Chain has the trend to surpass Solana and become the value hotspot on-chain. The BNB Chain on-chain bull market has begun, so what are the projects worth our attention? In the following, we will focus on Memecoin, AI, and DeFi.
I. Memecoin
1. $Broccoli
On February 14th, CZ announced on the X platform that he would soon release a photo of his dog. Due to the previous impact of the test Token $TST's listing and surge, the community believed that this was a good opportunity to invest in Memecoin. As a result, CZ's dog photo became a hot topic on the network. After CZ released the announcement of his dog, thousands of CAs emerged instantly. The Token named after the dog Broccoli has become the main liquidity in the market.
Currently, the Token with the largest capital and traffic is $Broccoli created by community members on four.meme, with the contract address (0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714), becoming the first project with a market capitalization of over $100 million. The $Broccoli project team bought over 90% of the Tokens at the opening, and after the market value increased, they gradually sold out about $15 million. The current $Broccoli market value has fallen back to $180 million, but referring to the development trajectory of the Token $TST, community members believe that $Broccoli has already obtained the support of the official and has the expectation of being listed on Binance.
It should be noted that until now, there are still many Tokens named $Broccoli being issued, such as those issued by @BenTodar, but there are also some fraudulent projects among them, and investors need to be aware of the risks.
2. $TST
$TST is also the fuse of the current on-chain gold rush on the BNB Chain. $TST is a test Token issued by the BNB Chain team on Four.Meme, and the popularity of $TST is also mainly due to the influence of CZ. After the Token $TST was released, CZ mentioned $TST multiple times in X articles and even rarely published related content in Chinese.
Although CZ denied holding $TST, due to the strong Meme propagation power, coupled with the similarity between the $TST Token logo and Binance, $TST triggered the community's frenzy, directly driving the price increase of the $TST Token. The daily increase reached 50 times. Currently, the $TST Token has been listed on the Binance spot market, and the market value has fallen to $100 million.
3. $Cheems
Compared to the previous two Memecoin, $Cheems has a longer development time and has certain accumulation in community culture. $Cheems is a Memecoin based on the $DOGE culture, and it has attracted a large amount of attention through social media in the past. In fact, there are Tokens named $Cheems on both the ETH chain and the BSC chain, and the $Cheems on the ETH chain has even received support from Vitalik.
The listing of $Cheems on Binance's BNB Chain shows Binance's support for the on-chain ecosystem. $Cheems and $TST Tokens were listed on Binance's spot market at the same time. Due to its strong community culture, $Cheems is very in line with the development attributes of Memecoin, so $Cheems is called the next $SHIB by the community. After being listed on Binance, its market value reached a peak of about $300 million, and the current market value is $180 million.
4. $FOUR
There are currently two main narratives about the $FOUR Token, one is about CZ's hand gesture, and the other is about the Four.Meme platform.
The first narrative:
$FOUR is derived from CZ's 4 hand gesture, and it is a positive energy Token that represents the rejection of FUD. Contract address (0x21fd16cd0ef24a49d28429921e335bb0c1bfadb3)
The second narrative
The narrative of the platform Token of Four.Meme. Four.Meme is a platform on the BNB Chain specifically designed for MEME Tokens, similar to the pumpdotfun model. The recently popular Tokens $TST and $Broccoli were both issued on Four.Meme. Four.Meme has also become one of the platforms supported by the BNB Chain recently. Recently, the BNB Chain has exploded, and Four.Meme has also become a gathering place for traffic. Four.Meme official has also released a tutorial on issuing Tokens on the platform, so Four.Meme has become one of the focuses of the market.
The platform Token of Four.Meme has not been officially announced, so $FOUR, like the early $TST, has appeared in various addresses. Currently, the $FOUR with the contract address (0xce30b968d5e76a67f3946e0598f95d551ce03ac3) is the Token with relatively more support.
Note: The narrative of Four.Meme is a narrative with a lot of traffic, but the official has not officially issued Tokens yet, so attention should be paid to the risks!
5. $KOMA
$KOMA is also one of the Memecoin with the largest liquidity on the BNB Chain. Its main narrative is the dog theme, and the unique point of $KOMA is that it has a strong community foundation and is generally considered the son of $SHIB. $KOMA is also the guardian of BNB, established around the decentralized and charitable community-driven, and its arrival is to make BNB great again.
Due to its gathering of the main liquidity of Memecoin on the BNB Chain, $KOMA has also become one of the projects that investors are concerned about in this hot spot narrative.
II. DeFi
1. $CAKE
$CAKE is a basic infrastructure project on the BNB Chain and plays a key role in the DeFi field of the BNB Chain. $CAKE is the native Token of PancakeSwap, and its current positioning is not only a DEX but also a major member of the BNB Chain ecosystem. PancakeSwap's functions are similar to Uniswap, focusing on trading and liquidity provision. But with the rapid development of the platform, it has gradually evolved into a full-featured DEX on the BSC, providing more diversified products and services.
Recently, with the explosion of the BNB Chain, the Token $CAKE has also surged, with a daily increase of up to 60%. Currently, the market value of $CAKE is $750 million.
2. $THE
Thena is a decentralized exchange (DEX) that adopts an automated market maker (AMM) model, allowing users to directly swap Tokens through liquidity pools. Unlike traditional DEXs, Thena's unique feature is that liquidity providers do not directly receive rewards from trading fees, but are compensated through the issuance of Tokens, providing users with greater flexibility and efficiency.
Thena's native Token is $THE, and $THE is also one of the beneficiaries of the recent explosion on the BNB Chain. Previously, Thena also received likes and support from CZ, and Thena's 24-hour trading volume ranks sixth on the BNB Chain. Currently, the market value of $THE has fallen back to $63.52 million.
III. AI
1. $COOKIE
$COOKIE is a project that provides an intelligence infrastructure for Agents, mainly targeting cryptocurrency market and social media data analysis. $COOKIE mainly provides functions related to AI agents, such as real-time market data, covering the ranking of key indicators such as the market capitalization, price fluctuations, and trading volume of various AI agents.
Cookie DAO has a wide range of applications in the field of AI Agents, having collected 1454 projects, and the data it provides has become an important reference indicator for analyzing the progress of AI Agents projects. Currently, the market value of $COOKIE is $70.26 million.
2.$AICell
$AICell is a multi-chain proxy framework on the BNB Chain, and $AICell is also one of the projects named by Four.Meme. In terms of narrative, $AICell combines the previous narrative of AI Agent as a framework, and combines the current explosive cycle of the BNB Chain; in terms of community, $AICell has already accumulated a certain foundation; in terms of products, $AICell recently proposed the DARWIN 0.1.0 version of the framework.
The main difference between $AICell and previous framework projects is DARWIN 0.1.0, which is a framework platform that can support up to 1 million Ai Agents running simultaneously. Overall, $AICell is worth watching. Currently, the market capitalization of the $AICell token is $110 million.
3.$SIREN
$SIREN is a chain-based AI analysis agent on the BNB Chain, similar to the internet celebrity analysis agent aixbt on the Bse chain. $SIREN has received attention and support from the official Four.Meme, and its market capitalization ranking on the Four.Meme platform has been stable in the top three, second only to $TST and $Broccoli.
26% of the contract address (0x997a58129890bbda032231a52ed1ddc845fc18e1) of the $SIREN token has been burned. Compared to the AI projects on Solana, the BNB Chain projects are considered to have more potential by the community, and the BNB Chain official is also increasing its efforts to support its ecosystem. As a top three project in terms of market capitalization, $SIREN is worth watching. Currently, the market capitalization of the $SIREN token is $49.75 million.
One of the main competitors of SIREN in the BSC ecosystem is AI16z, but compared to the latter, SIREN has made important innovations in functionality. Its biggest highlight is the self-selection function, which is divided into conservative mode and aggressive mode, allowing investors with different risk preferences to find suitable strategies. This flexibility not only fills a market gap, but also further enhances SIREN's competitiveness in the BSC AI track.
Project Comparison AI16zSIRENBasic FunctionsAI Investment StrategyAI Investment StrategyToken Selection FunctionNo self-selection (conservative & aggressive mode)Market PositioningAI Meme Coin Advanced Version AI Meme CoinPotential Growth SpaceInitially developed, great growth potentialEarly stage, great growth potential
From the market data, SIREN's recent price trend has experienced a round of nearly 50% retracement from the high point, and then rebounded and doubled, indicating that the market's confidence in it has warmed up. In summary, as a new AI meme coin in the BSC ecosystem, SIREN has a relatively high investment value due to its self-selection function and low market capitalization with high growth potential.
