1/ Binance is reshaping the largest infrastructure in the crypto industry
Not just exchanges, but through diversified issuance models such as spot, contracts, Alpha, Launchpool, Wallet IDO,
Liquidity is 'layered priced' across different dimensions; if other exchanges cannot provide a higher cost-performance ratio for launches and trading depth than Binance's various launch modes—other platforms will essentially be 'rolled over'.
The liquidity and pricing power of crypto will increasingly converge in Binance's hands.
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2/ Reverse reconstruction: The counterattack path of public chains + wallets
Through Alpha, Binance is 'doing crypto infrastructure backwards':
* Airdrop brushing is just a facade; behind it is the daily usage habits cultivated by Wallet + Alpha + Cex;
* Ground promotion teams, airdrop teams, and various incremental groups are rushing in;
* All listing projects must map to BNB Chain;
* Gas fees cut to 1/10 of the original, making transactions cheaper, assets better, and users more concentrated.
This makes BNB Chain a true Tier 1 public chain of 'premium assets + low-cost trading', boasting a massive user base, forcing project parties to deeply participate in BSC construction and provide benefits to Binance users.
Suddenly realized, Web3 PDD is not someone else, but Binance; Binance has done crypto backwards again.
Homage here: (Huang Zheng | Turning Capitalism Upside Down)
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3/ The charm of savage growth
After CZ's return, Binance shows the 'wildness of a startup' again:
> What is the core of the chain?
> Liquidity = Users = Trading Volume
Returning to first principles, public chains + wallets first solve liquidity and users, and then gradually enlarge the ecology:
The first step is taken, achieving twice the result with half the effort.
Focus, leverage, this is the winning path for innovative companies and phenomenal products.
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4/ The dilemma of balancing vested interests
The hardest thing for large companies is to seek change within existing interest groups:
* In the past, BNB holders laid flat and did not build, or MEV bots ran rampant, resulting in a rigid incentive mechanism;
* Alpha + Wallet IDO bypasses existing players, attracting fresh blood with minimal resistance, reshaping ecological incentives;
* This is not only product innovation but also governance and incentive reconstruction (which is even harder).
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5/ What would happen if Binance implemented YAP in the square?
Imagine this:
* CT has started publishing high-quality content in Binance Square,
* Users are starting to interact with content in Binance Square,
* Projects give Binance Square more airdrops for YAP;
The loyalty system hasn't been added yet,
Maybe this is the NASDAQ ✖️ TikTok for young people.
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6/ When Web2 and Crypto are highly integrated
In the era of Trump's presidency, where pragmatism and crypto friendliness coexist:
* Exchanges, public chains, and infrastructure platforms are all seizing territory;
* Binance has integrated native liquidity + pricing power, and actively embraces Web2 capital and politics;
There is not much choice or time left for other projects.
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7/ New meaning of compliance, votes hold power over the lords
In the new generation, having more users = more young votes = more capital friends,
'Compliance' is no longer an external label but an intrinsic driving force that holds power over the lords.
Binance is rebuilding a new generation of 'crypto capitalism' with CEX, Alpha, Wallet, BSC, and IDO.
Dear project parties, investors, and practitioners, are you ready to keep up with this wild growth curve?
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🔥 Welcome to share and comment, @CZ @Yi He @Binance Labs :
Let's witness the reconstruction of the largest infrastructure in the crypto industry!
