$BNB is currently moving very slowly, but it is highly likely to rally soon, and I am optimistic about it. The core logic of platform tokens is very simple; in this round of market, compliance, tokenization, and capital entry are the main themes. Only those cryptocurrencies or narratives that can be tied to these three points have a real chance to benefit from the significant market movements. Platform tokens are essentially a company; they have real operations behind them, business empowerment, and genuine application scenarios, making them much more certain than most altcoins. Holding them is like having the exchange help you make money.
High-quality platform tokens are the kings of the crypto world, while others are just narratives.
Are arb, atom, and op strong in their ecosystems? Yes, but how much cash flow can holders generate? How much empowerment do these tokens have?
These tokens will certainly rise in a bull market, but predicting how much is difficult.
Platform tokens have mechanisms such as platform empowerment, buybacks and burns, and new token issuance.
Therefore, you will find that high-quality platform tokens are even more resilient in bear markets than Bitcoin, and they also tend to rise the most in bull markets.
In traditional finance, brokerage stocks often lead the way in A-share bull markets; in the crypto world, the 'brokerage stocks' are platform tokens, and their explosion actually carries deeper significance. Now that the bull market has reached this stage, a rally in platform tokens likely indicates that we are about to welcome a major wave ahead.