Author: Web3 Farmer Frank
In March 2025, when the crypto market fell into a narrative vacuum, CZ launched a battle for BNB Chain ecosystem positioning using comprehensive Binance system resources.
Looking back from on-chain data, the true turning point was just about a week long: On March 17th, BNB Chain's 24-hour DEX trading volume began to surpass Solana, and has since firmly remained at the top of the entire network.
The dramatic nature of this rapid counterattack lies in its near-open game: Since reappearing in the public eye at the end of last year, CZ has been constantly testing waters, ultimately choosing meme as an entry point to complete traffic cold start, ultimately delivering a textbook combination of punches in the crypto world's top-tier ecosystem positioning battle.
In CZ's attention economy experiment, meme played an excellent "prologue" role with high traffic, but was destined not to be the final choice in this "ecosystem positioning" battle. If one deeply explores the subtle clues in CZ's recent words and actions, it becomes clear that BNB Chain's breakthrough path is already evident - it not only wants to become a traffic port for Meme but also aims to transform into a value anchor for AI Agents.
We'll see whose rise becomes the most compelling footnote in this grand narrative.
[The rest of the translation follows the same approach, maintaining the specified translations for proper nouns and technical terms.]In March 2025, CZ stated that whether a new AI project is L1 or L2 is not important, and for projects focusing on AI economic models, architectural selection should emphasize practicality; he also mentioned, "BNB Chain, I have been waiting for the AI hype to cool down before advancing. True builders will persist even after the heat subsides."
Last month on Space, he also reiterated: "AI is a foundational technology, and its connection with crypto lies in AI adopting cryptocurrency as its native token".
While meme can attract users, it is difficult to become a liquidity pool for deposited funds. When the meme craze subsides, part of the funds will certainly return to some "value coins".
The originally attracted users are now demanding "usefulness", and Binance needs to ensure users are not "maliciously harvested". This is the signal for AI to take over, and a precise strategy of Binance's resources and BNB Chain's ecosystem - after all, AI Agents need high-frequency, low-cost on-chain interactions, which is precisely the natural scenario for meme training.
From this perspective, through liquidity incentive programs and proactive layout in the AI field, Binance and BNB Chain are building a complete ecosystem from traffic acquisition to value realization and liquid trading.
Who Will Be the Seed Password for Meme & AI?
When the meme wave on BNB Chain completes the cold start mission of the liquidity flywheel, constructing a complete closed loop from project incubation, exchange listing to liquidity support, the ultimate strategic move is undoubtedly to screen AI projects with technical extensibility to land on Binance's main station and complete the ultimate value capture.
This is also the inevitable choice to achieve the full lifecycle process of "incubation-listing-liquidity support" from BNB Chain to Binance. From this perspective, Binance's first voting listing project is highly representative and a good observation window:
Out of 9 projects, 7 are meme types, with BID and SIREN being the only two AI-labeled projects - among which SIREN is strictly a dual narrative of meme & AI Agent, essentially an on-chain AI tool product with both meme and utility attributes.
Currently, BANANAS31, SIREN, and Broccoli are leading in votes, all of which first have meme attributes. However, meme, as a product of attention economy, ultimately needs to achieve a chemical fusion of "propagation power × productivity".
In this context, SIREN, with its compound form of "propagability + utility", perfectly resonates with BNB Chain's ecosystem upgrade strategy - as the first AI Agent token on BNB Chain, its core is to provide market insights and signal sharing through the SirenAI investment analysis agent, and it is an AI entity with a dual personality:
The golden personality corresponds to conservative decision-making, while the scarlet personality corresponds to aggressive decision-making. Both selection modes can autonomously choose investment coins, which highly meets the "technical differentiation" factor.
If one counts the growth trajectory of SirenCoin, they would find its strategic alignment with the Binance ecosystem is almost perfect, with almost every step hitting key nodes:
Directly listed on Binance Alpha on February 19;
On February 21, BNB Chain announced SIREN as the Day 3 winning project of the Meme Liquidity Plan;
On February 28: Counterattacked the weekly Tier 2 ranking as the "protagonist of a technical misjudgment event", locking in $400,000 in liquidity support
On March 20, listed on Binance Futures and became one of the first projects in the Binance vote listing
More notably, its exchange layout "triple jump" strategy - by the time of writing, SIREN has successively achieved a grand slam of mainstream exchanges, including comprehensive coverage of spot or contract trading pairs on Bybit, KuCoin, Gate.io, etc.
Especially the early positioning on exchanges like Bitget, which have a strong wind vane effect, maintains the market heat gradient and builds momentum for Binance's main station listing, almost pointing directly at Binance.
At the turning point from attention economy to value economy, projects that can achieve the closed loop of "on-chain data - user value" conversion will ultimately become rule-makers defining the new ecological position. With Binance's long-term resource tilt support + BNB Chain's next AI ecological password + comprehensive mainstream exchange listings, Siren is expected to become the most noteworthy target in this ultimate game.
To some extent, if SIREN, as one of the first AI-labeled native projects of BNB Chain, successfully lists on Binance, it may trigger the "AI Agent sector effect":
Developers will realize that CZ's hints have always pointed to protocols with both "tradability (Meme gene) × interactivity (AI core)", which is the optimal solution for traffic and value capture in the Web3 era, thus attracting more developers and funds to BNB Chain.
Conclusion
The "midfield battle" of BNB Chain is essentially a balancing game of "traffic entry" and "value precipitation".
If you believe CZ is planning a new ecosystem evolution equation for BNB Chain - using meme to complete the cold start mission, and then using AI's technical rigid demand to take over as the new ecosystem engine, then this round of Binance's voting listing is actually a handover ceremony of old and new ecosystem orders from meme to AI, capturing and precipitating traffic dividends.
This is why hybrid projects like SIREN with a "meme shell + AI soul" occupy the top of the voting, and the market is betting not on a specific project, but on the direction BNB Chain has long planned:
Rebuilding application narrative in the "post-meme era" opened by Solana, using AI to inherit traffic and liquidity dividends, ultimately realizing CZ's grand vision of a "Web3 intelligent service infrastructure".
