Recent data from May shows the strong growth momentum of the BNB Chain ecosystem, with its DEX trading volume consistently ranking first among global public chains. The number of successful on-chain transactions increased by 122% month-on-month, and the monthly active users of stablecoins exceeded 15.3 million, achieving nearly 40% monthly growth. Meanwhile, Meme coins within the BSC ecosystem have sparked a surge, with many popular tokens such as Ghibli and BOB doubling or even tripling in value within a single day, becoming the focus of the market. Behind this series of impressive data is a clear manifestation of a new round of wealth effect in the BNB Chain ecosystem.

In recent active projects with high trading volume, we can see several mainstream narratives. The Meme sector's $B and $KOGE occupy high trading volumes, indicating that Meme remains an important entry point for traffic and funds in the current market stage. The AI sector's $SKYAI, $PORT3, and AI game $ELDE reflect that the potential of AI x Crypto is being actively priced in by the market. Additionally, $SOPH represents ZK technology, and $RWA represents real-world assets on-chain, also holding a place among them, demonstrating the diversification and forward-thinking narrative of the BNB Chain ecosystem.

Secondly, the project list supported by the BNB Chain $100M fund (sorted by trading volume) reveals the foundation’s preferences. Among these five high trading volume projects, three ($AIOT, $SIREN, $CGPT) clearly belong to the AI field, covering multiple popular directions such as the combination of AI with IoT/DePIN/gaming, AI Agents, and AI infrastructure. This clearly sends a signal: the BNB Chain officials are strongly supporting sectors like AI that possess long-term growth potential and technological innovation, expecting them to contribute significant on-chain activity.

Finally, DeFi, as a traditional strength of BNB Chain, remains solid. In the DEX field, PancakeSwap demonstrated its unshakeable leading position with a staggering monthly trading volume of 71.6 billion in May. In the perpetual contract sector, the rise of platforms like MYX Finance, Aster, and KiloEx shows the competitiveness of BNB Chain in the derivatives field, with considerable trading volume as well.

In summary, the above popular projects showcase a panorama of the BNB Chain ecosystem led by mainstream narratives, emerging sector explosions, and the cornerstone of DeFi, representing the hot directions selected by the market with real capital. For us, how can we find opportunities among these popular projects?

Strategy One:

‘Narrative + Liquidity’ dual leaders. Consider looking for projects that can align with the strongest current market narratives (such as Meme and AI) while also integrating strong liquidity solutions; they often possess the potential for a ‘Davis Double’. For example, focus on projects closely tied to core liquidity like the USD1 trading competition and Binance Alpha.

Strategy Two:

Value analysis of AI projects. The AI project categories on BNB Chain are rich, and conducting layered research can determine their position in the value chain. Additionally, attention should be paid to their technological barriers, team backgrounds, partners, and actual implementation progress. Here are a few popular projects as examples:

· Infrastructure Layer: Projects like $SKYAI (data bridging) and $REX (modular AI Infra) provide underlying support for AI applications and are expected to benefit first when AI applications explode. Therefore, focus on such projects, as there may be opportunities for value reassessment when technology gradually gets validated and ecosystems gradually expand.

· Application Layer: Projects like $ELDE (AI game) and $CA (AI lifestyle engine) are directly aimed at users, with the main consideration being whether the projects can create killer applications and sustainable business models.

· Data Layer: Projects like $PORT3 and $AGT aim to build decentralized AI data networks, with data being the fuel for AI, its value is self-evident. Attention should be paid to their data acquisition, governance, and commercialization capabilities, as well as whether they can build a strong data network effect.

Strategy Three:

Alpha signals from the ‘Official List’. The $100M funding support list from BNB Chain can be seen as a filtered observation pool. Although not all funded projects will skyrocket, it at least indicates official recognition of these projects’ narratives, technologies, teams, or sector prospects. Analyzing the reasons for these projects receiving support, what problems they solve, and judging whether they have long-term growth potential.

Formulate strategies reasonably, avoiding the temptation of skyrocketing myths while not missing out on long-term growth.

For short-term hotspots with heavy speculation, participate with a small position for quick entry and exit, and take profits when possible.

For promising mid-term sectors, consider staggered investments and long-term tracking, adjusting positions according to fundamental changes.

It is recommended to diversify investments when laying out hotspots, rather than concentrating bets on a single project to reduce potential risks.