Криптоаналитики обосновывают рост BNB структурными изменениями и растущей интеграцией с традиционными финансами Translation: Crypto analysts justify the rise of BNB with structural changes and increasing integration with traditional finance.

The recent BNB rally above $1300 is perceived not as a short-term speculation but rather as a reflection of Binance’s structural recovery and its deeper integration with traditional finance (TradFi), according to analysts from XWIN Research Japan.

They highlighted on-chain data indicating a strong buying momentum. Since the end of September, both spot and futures indicators, such as the cumulative volume delta (CVD), show an upward trend.

Meanwhile, Binance’s share of ERC-20 stablecoin reserves has reached 70%, signaling a concentration of liquidity on the exchange.

«This solid foundation supports BNB’s strength, driving real demand in trading, staking, and participation in launches,» emphasized the experts.

They noted that market sentiment has significantly improved following Changpeng Zhao (CZ) reintroducing the mention of his platform in X’s description.

«The quarterly burn by Binance—approximately 2 million BNB (around $1 billion)—continues to reduce supply, directly linking token scarcity to the platform’s growth and increasing volumes,» they added.

Analysts believe that the exchange’s partnerships with global financial institutions have also bolstered investor confidence. Recently, Binance announced collaboration with Franklin Templeton to develop solutions in the realm of real-world assets (RWA).

At the beginning of October, the BNB Chain merged with Chainlink to provide official statistics from the U.S. Department of Commerce on the blockchain.

As of the time of writing, the cryptocurrency associated with Binance is trading around $1300.

In the past week, its price surged nearly 28%, and gained 49% over the month.

The rise in BNB is accompanied by a spike in on-chain activity. Over the last day, the number of unique addresses surpassed 2.5 million—the highest among Layer 1 blockchains.

The project also achieved record profits from transaction fees, earning $7.8 million. By contrast, Ethereum and Solana generated $777,626 and $758,169 respectively.

Daily trading volume on decentralized exchanges within the BNB Chain exceeded $6 billion—marking the second-largest figure this year. A significant portion of this came from PancakeSwap, accounting for $4.29 billion.

Over the past week, the total value locked (TVL) in the network increased by 14% to $9.1 billion.

This trend is largely driven by excitement surrounding meme coins based on the BNB Chain. Previously, CZ announced the official kickoff of a «meme coin» season within the ecosystem.

Another contributing factor is the popularity of perpetual contract trading. Following the launch of the ASTER token, the namesake decentralized exchange (DEX), backed by Binance, emerged as a leader in this segment.

At the time of writing, the total value locked in the protocol exceeds $2.4 billion. Data on futures trading volumes is not available.

It is worth noting that DeFi Llama recently removed Aster from its platform due to manipulation suspicions. Analysts were unable to verify the authenticity of the platform’s metrics.