BITMART研究：BNB连锁店的战略计划和对模因部门的影响不断增长

Bitmart Exchange的研究部门Bitmart Research已发布了有关BNB Chain战略计划的详细报告

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.

在整体市场缓慢的背景下，CZ成功地将新的流量和市场讨论带入了BNB链。 BNB连锁店最近流行的激增很大程度上归因于CZ通过高频Twitter互动和有争议的令牌上市决策（例如TST和Broccoli事件）的连续主题创建，这些决定引起了FOMO的情感，并吸引了投资者的注意力，从而引起了BNB的注意链。

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.

同时，BNB Chain宣布了其2025年的开发计划，进一步创造了一个用户来交易模因令牌的环境。值得注意的是，BNB连锁店已对汽油费进行了大量升级，包括减少汽油费，支持多个代币支付汽油付款，并引入一项功能，该功能允许项目团队赞助用户的汽油费。这些措施旨在降低用户进入Web3生态系统并增强用户体验的障碍。

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宣布是时候让BNB连锁店摆脱困境了。随后，2月12日，BNB Chain宣布其2025年的生态系统建设目标，揭示了多次网络升级。在此公告之后，BNB闯入640，达到725峰，大大提高了市场热情。

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价格上涨之后，CZ的行动成为了Meme Players的焦点。 2月13日，CZ在推特上发布了有关模因令牌的操作机制，询问创建令牌是否只需要共享宠物的姓名和照片。在理解机制后，CZ对其工作方式表示了兴趣。 2月14日，CZ宣布了一只名为Broccoli的宠物狗，没有提供正式的合同地址，导致成千上万的令牌在BSC链上出现在一夜之间。无数球员急于在BNB链上进行交易，导致交通拥堵和网站在Four.meme上崩溃。 CZ后来表示，这种“压力测试”暴露了在BSC链上仍需要优化的技术问题。尽管CZ反复强调他没有发布任何令牌，但Binance Alpha于2月19日列出了三个与西兰花相关的项目，间接表明他默认批准了模因驱动的交通股利。

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连锁店与Binance Wallet和Pancakeswap合作，为Myshell代币壳展开设了公开发行活动。在Binance Labs的投资背景下的支持下，该活动超额订阅了105次，吸引了130,000 BNB进行订阅。该活动不仅提高了BNB连锁店的受欢迎程度，而且还耗尽了Binance钱包。

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.

根据Dune的数据，Pump.Fun平台由于其首次推广优势，在2月之前，每天有超过100,000个新帐户保持垄断地位。但是，有四个。最终利用了BNB链生态系统的交通股息，该行业的格局经过了重大的改组。到2月17日，Pump.Fun的新帐户数量已减少到每天50,000，而4。Meme的数量从不到500到20,000以上/天飙升。尽管Four.meme的当前量表仅占泵的40％，但其每周增长​​率为325％，使其成为重要的模因发射平台之一。

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，当CZ披露了宠物狗“西兰花”，引起了模仿令牌的疯狂，BNB链的网络费用在一瞬间飙升至0.43美元，自2022年1月以来设定了新的高位。这一数据证实了数据的成功。 CZ的交通转移策略，将新的活跃用户带入了以前缓慢的BNB连锁店。结合了CZ最近的行动和BNB的创新计划，可以推断Meme将是2023年BNB连锁店的主要开发目标之一。目前，在Binance的交通的影响下，BNB Chain启动了Meme Fever的第一阶段。在当前缺乏新叙事驱动力的市场中，BNB连锁店可能会继续依靠模因象征性的受欢迎程度来维持市场的关注，而在短期内，BNB链生态系统可能仍会出现高回报的模因项目。

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连锁店在复制Solana的模因发烧方面面临多个挑战。主要挑战是最近在模因曲目中的信任危机。由于特朗普和阿根廷总统夫妇发起的模因令牌造成了重大损失，因此总统和名人经常发射的代币从加密货币市场收获了大量流动性，并严重损害了市场信心。将来可能很难恢复投资者的信任。此外，当前的加密市场受到特朗普的交易冷却，宏观经济状况和政策的影响，显示出连续波动和下降的总体趋势。调整BTC后，AltCoins的出现大幅下降。以前流行的AI时代代币也显着下降。

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

BNB链通过战略升级和模因热潮恢复了市场的关注，Solana先前主导了模因部门