Trump is issuing coins again!
Yes, he is issuing coins again, and the community is discussing the sudden rise of BNB.
The core driving factor is likely related to Trump's announcement of issuing $Truth. This will be the second presidential-related crypto project after $Trump, and the market expects it may become another phenomenal asset.
Currently, speculation about the launch chain of $Truth mainly focuses on four directions:
1. Solana (political alignment)
2. ETH mainnet (liquidity advantage)
3. BNB Chain (key variable)
4. Tron (historical cooperation basis)
The competitive advantage of BNB Chain lies in: the issuance data of Trump's stablecoin $USD1 shows that 99.3% of the total amount of 2.13B was completed through BNB Chain. If $Truth forms an ecological linkage with $USD1 (for example, in payment and settlement scenarios), it will create a triple narrative of "presidential concept + stablecoin + public chain."
Signs have already appeared in the market:
- Sudden premium in the $USD1/USDT trading pair
- On-chain whale addresses accumulating positions in bulk
- BNB breaking through long-term consolidation range
Deeper strategic logic:
1. Binance indeed needs a high-quality stablecoin to replace $FDUSD
2. $USD1 has the advantage of political endorsement
3. Cooperation may improve relations with U.S. regulators
Key observation indicators:
✓ Whether Binance Pool will launch $USD1
✓ CZ's personal account dynamics
✓ Disclosure of $Truth white paper chain selection
Market consensus: The rise of BNB reflects the expected trading of the "Trump concept spillover effect." Although whether this can ultimately materialize remains to be verified (clear signals should emerge within 72 hours), from a valuation perspective, BTC has reached new highs while BNB is still in a valuation trough, and the technical indicators also show a breakout trend.
(Supplementary data perspective)
- The BNB/BTC exchange rate is at a three-year low
- New on-chain addresses have been growing for two consecutive weeks
- Futures funding rates remain neutral
Risk warning: If $Truth ultimately does not choose BNB Chain, there may be a pullback due to unmet expectations. However, in the long run, the fundamental recovery logic of the Binance ecosystem still holds.