BITMART研究：BNB連鎖店的戰略計劃和對模因部門的影響不斷增長

Bitmart Exchange的研究部門Bitmart Research已發布了有關BNB Chain戰略計劃的詳細報告

In the context of a sluggish overall market, CZ successfully brought a new wave of traffic and market discussion to BNB Chain. The recent surge in popularity of BNB Chain is largely attributed to CZ's continuous topic creation through high-frequency Twitter interactions and controversial token listing decisions, such as TST and Broccoli events, which generated FOMO emotions and attracted investors' attention, thereby driving traffic to BNB Chain.

在整體市場緩慢的背景下，CZ成功地將新的流量和市場討論帶入了BNB鏈。 BNB連鎖店最近流行的激增很大程度上歸因於CZ通過高頻Twitter互動和有爭議的令牌上市決策（例如TST和Broccoli事件）的連續主題創建，這些決定引起了FOMO的情感，並吸引了投資者的注意力，從而引起了BNB的注意鏈。

Simultaneously, BNB Chain announced its development plans for 2025, further creating an environment for users to trade MEME tokens. Notably, BNB Chain has made significant upgrades in Gas fees, including reducing Gas fees, supporting multiple tokens for Gas payments, and introducing a feature that allows project teams to sponsor users' Gas fees. These measures aim to lower the barriers for users to enter the Web3 ecosystem and enhance user experience.

同時，BNB Chain宣布了其2025年的開發計劃，進一步創造了一個用戶來交易模因令牌的環境。值得注意的是，BNB連鎖店已對汽油費進行了大量升級，包括減少汽油費，支持多個代幣支付汽油付款，並引入一項功能，該功能允許項目團隊贊助用戶的汽油費。這些措施旨在降低用戶進入Web3生態系統並增強用戶體驗的障礙。

Recently, CZ announced that it was time for the BNB Chain to break free from constraints. Subsequently, on February 12, BNB Chain announced its 2025 ecosystem construction goals, revealing several network upgrades. Following this announcement, BNB broke through 640, reaching peak 725, significantly increasing market enthusiasm.

最近，CZ宣布是時候讓BNB連鎖店擺脫困境了。隨後，2月12日，BNB Chain宣布其2025年的生態系統建設目標，揭示了多次網絡升級。在此公告之後，BNB闖入640，達到725峰，大大提高了市場熱情。

After the TST price surge following CZ's mention, CZ's actions became the focus of MEME players. On February 13, CZ tweeted about the operation mechanism of MEME tokens, asking if creating a token only required sharing a pet's name and photo. After understanding the mechanism, CZ expressed interest in how it worked. On February 14, CZ announced a pet dog named Broccoli without providing an official contract address, leading to thousands of tokens with the same name appearing on the BSC chain overnight. Countless players rushed to trade on BNB Chain, causing congestion and website crashes on Four.meme. CZ later stated that this "pressure test" exposed technical issues that still needed optimization on the BSC chain. Although CZ repeatedly emphasized that he did not issue any tokens, Binance Alpha listed three Broccoli-related projects on February 19, indirectly indicating his tacit approval of the MEME fever-driven traffic dividend.

在CZ提到的TST價格上漲之後，CZ的行動成為了Meme Players的焦點。 2月13日，CZ在推特上發布了有關模因令牌的操作機制，詢問創建令牌是否只需要共享寵物的姓名和照片。在理解機制後，CZ對其工作方式表示了興趣。 2月14日，CZ宣布了一隻名為Broccoli的寵物狗，沒有提供正式的合同地址，導致成千上萬的令牌在BSC鏈上出現在一夜之間。無數球員急於在BNB鏈上進行交易，導致交通擁堵和網站在Four.meme上崩潰。 CZ後來表示，這種“壓力測試”暴露了在BSC鏈上仍需要優化的技術問題。儘管CZ反復強調他沒有發布任何令牌，但Binance Alpha於2月19日列出了三個與西蘭花相關的項目，間接表明他默認批准了模因驅動的交通股利。

On February 13, BNB Chain, in collaboration with Binance Wallet and PancakeSwap, launched a public offering event for MyShell token SHELL. Backed by Binance Labs' investment background, the event oversubscribed by 105 times, attracting over 130,000 BNB for subscription. This event not only boosted BNB Chain's popularity but also drained Binance Wallet.

2月13日，BNB連鎖店與Binance Wallet和Pancakeswap合作，為Myshell代幣殼展開設了公開發行活動。在Binance Labs的投資背景下的支持下，該活動超額訂閱了105次，吸引了130,000 BNB進行訂閱。該活動不僅提高了BNB連鎖店的受歡迎程度，而且還耗盡了Binance錢包。

According to Dune's data, Pump.fun platform maintained a monopoly position with over 100,000 new accounts per day before February due to its first-mover advantage. However, with Four.meme leveraging the traffic dividend from the BNB Chain ecosystem, the industry landscape has undergone a significant reshuffle. By February 17, Pump.fun's new account count had halved to 50,000/day, while Four.meme's count soared from less than 500 to over 20,000/day. Although Four.meme's current scale is only 40% of Pump.fun's, its weekly growth rate of 325% has made it one of the important MEME launch platforms.

根據Dune的數據，Pump.Fun平台由於其首次推廣優勢，在2月之前，每天有超過100,000個新帳戶保持壟斷地位。但是，有四個。最終利用了BNB鏈生態系統的交通股息，該行業的格局經過了重大的改組。到2月17日，Pump.Fun的新帳戶數量已減少到每天50,000，而4。Meme的數量從不到500到20,000以上/天飆升。儘管Four.meme的當前量表僅佔泵的40％，但其每週增長​​率為325％，使其成為重要的模因發射平台之一。

More significantly, on February 14, when CZ disclosed the pet dog "Broccoli," causing a frenzy of imitation tokens, BNB Chain's network Gas fees surged to $0.43 in an instant, setting a new high since January 2022. This data confirms the success of CZ's traffic diversion strategy, bringing new active users to the previously sluggish BNB Chain. Combining CZ's recent actions and BNB's innovative plans, it can be inferred that MEME will be one of the main development goals for BNB Chain in 2023. Currently, under the influence of Binance's traffic, BNB Chain has initiated the first phase of MEME fever. In the current market lacking new narrative drivers, BNB Chain may continue to rely on MEME token popularity to maintain market attention, and high-return MEME projects may still emerge in the BNB Chain ecosystem in the short term.

更重要的是，2月14日，當CZ披露了寵物狗“西蘭花”，引起了模仿令牌的瘋狂，BNB鏈的網絡費用在一瞬間飆升至0.43美元，自2022年1月以來設定了新的高位。這一數據證實了數據的成功。 CZ的交通轉移策略，將新的活躍用戶帶入了以前緩慢的BNB連鎖店。結合了CZ最近的行動和BNB的創新計劃，可以推斷Meme將是2023年BNB連鎖店的主要開發目標之一。目前，在Binance的交通的影響下，BNB Chain啟動了Meme Fever的第一階段。在當前缺乏新敘事驅動力的市場中，BNB連鎖店可能會繼續依靠模因象徵性的受歡迎程度來維持市場的關注，而在短期內，BNB鏈生態系統可能仍會出現高回報的模因項目。

However, BNB Chain faces multiple challenges in replicating Solana's MEME fever. The main challenge is the recent trust crisis in the MEME track. Due to MEME tokens launched by Trump and Argentine President couples causing significant user losses, frequent token launches by presidents and celebrities have harvested a large amount of liquidity from the crypto market and severely damaged market confidence. It may be difficult to restore investor trust in the future. Additionally, the current crypto market is affected by Trump's transaction cooling down, macroeconomic conditions, and policies, showing a general trend of continuous volatility and downward movement. Following the Adjustment of BTC, altcoins have experienced significant declines. Previously popular Ai Age tokens have also seen significant price drops.

但是，BNB連鎖店在復制Solana的模因發燒方面面臨多個挑戰。主要挑戰是最近在模因曲目中的信任危機。由於特朗普和阿根廷總統夫婦發起的模因令牌造成了重大損失，因此總統和名人經常發射的代幣從加密貨幣市場收穫了大量流動性，並嚴重損害了市場信心。將來可能很難恢復投資者的信任。此外，當前的加密市場受到特朗普的交易冷卻，宏觀經濟狀況和政策的影響，顯示出連續波動和下降的總體趨勢。調整BTC後，AltCoins的出現大幅下降。以前流行的AI時代代幣也顯著下降。

With BNB Chain regaining market attention through strategic upgrades and the MEME craze, Solana, which previously dominated the MEME sector

BNB鏈通過戰略升級和模因熱潮恢復了市場的關注，Solana先前主導了模因部門