I. Core of the Plan and List of First Batch of Supported Coins
Binance has launched the 'Small Coin Liquidity Enhancement Plan,' attracting professional market makers' participation through a negative fee incentive mechanism (rebate of -0.01%, reducing market makers' trading costs with negative fee rates), aiming to enhance the liquidity depth and trading activity of small coin trading pairs on the platform. The first batch of key supported /USDT trading pairs includes:
INIT, EOS, HYPER, PARTI, ICP, KERNEL, CFX, W, KMNO, IOTX, ONDO, TON, FIL, WCT, BABY, SXT, SYRUP, STO.
II. Key Focus Coins Analysis (sorted by track and potential)
1. IOTX (IoTeX)
Track: DePIN (Decentralized Physical Infrastructure Network) + AI
Advantages:
• Deeply engaged in the DePIN field, has realized scenarios such as IoT device access and data rights confirmation, with a clear path for AI collaboration (device data can support on-chain model training).
• Binance liquidity program directly strengthens the depth of the IOTX/USDT trading pair. Historically, Binance's ecosystem support for IOTX (such as network upgrades) has triggered price fluctuations, and this time may replicate similar logic.
• The ecosystem resonates strongly with AI and DePIN tracks, benefiting in the long term from the industry narrative of 'physical world on-chain.'
2. TON (Telegram Open Network)
Track: Social + Web3 (Telegram Ecosystem)
Advantages:
• Relying on Telegram's user base of over 700 million, it naturally possesses traffic entry attributes (such as the deep integration of TON Wallet with Telegram), with strong extensibility for social tokens and DeFi application scenarios.
• Binance liquidity injection will lower trading thresholds, attracting users outside the Telegram ecosystem to participate, with short-term trading activity likely to experience explosive growth.
• Optimizes blockchain performance at the technical level (sharding mechanism + high TPS), adapting to the high-frequency interaction needs of social scenarios.
3. FIL (Filecoin)
Track: Decentralized Storage (Web3 Infrastructure)
Advantages:
• Leading in the storage track, globally mature in the layout of computing power nodes, deeply bound to scenarios like NFTs and the metaverse (supporting on-chain storage of digital assets).
• Binance liquidity program alleviates FIL's long-term liquidity constraints (pledging mechanism causes limited circulation), significantly improving market pricing efficiency.
• From an industry perspective, the explosion of Web3 applications drives the growth of storage demand, with FIL directly benefiting from the narrative of 'data storage equals value.'
4. ICP (Internet Computer)
Track: Decentralized Cloud Computing (Web3 Operating System)
Advantages:
• Technical disruption is prominent (supports direct on-chain operation of web pages/apps without traditional servers), and the developer ecosystem continues to grow (Dfinity Foundation provides strong support).
• Binance liquidity support reduces trading friction, accelerates the attraction of developers and institutions, and promotes the implementation of ecological scenarios such as DeFi and DAO.
• Long-term positioning as the core infrastructure of Web3 'decentralized internet,' with strong synergy with AI and metaverse scenarios (such as on-chain AI model training).
5. CFX (Conflux)
Track: Public Chain (Exploring Compliance in China)
Advantages:
• Adopts Tree-Graph consensus to achieve over 3000 TPS high throughput, supports smart contracts, and has already implemented use cases in compliant blockchain scenarios such as government affairs and supply chains.
• Binance liquidity program enhances its international exposure, resonates with China's Web3 ecosystem (such as Hong Kong's compliance framework), and attracts cross-border capital attention.
• Technically compatible with EVM, facilitating the migration of Ethereum developers, with ample potential for ecosystem expansion.
6. ONDO (Ondo Finance)
Track: Real-World Assets (RWA, Tokenization of Real Assets)
Advantages:
• Focuses on the RWA field (bond and fund tokenization), with prominent compliance attributes (deep cooperation with traditional financial institutions), aligning with the core narrative of 'on-chain asset securitization.'
• Binance liquidity support enhances market liquidity, matching institutional investors' trading habits for RWA products (high liquidity assurance is needed).
• Industry trends are clear: RWA is the next growth pole for DeFi, and ONDO, as an early player, is expected to benefit from the track explosion.
7. SYRUP (Maple Finance)
Track: Institutional DeFi Lending (Governance Tokens)
Advantages:
• Associated with Maple Finance's institutional-level DeFi lending platform, SYRUP assumes governance and staking functions, anchored to real-world credit assets (such as corporate loans).
• The Binance liquidity program enhances trading efficiency, attracts DeFi institutions to participate, and strengthens the market influence of the Maple ecosystem.
• Cooperation with traditional financial institutions (such as Wall Street investment banks) provides fundamental support, with long-term value growing in tandem with RWA scale expansion.
8. EOS (EOS.IO)
Track: Public Chain (High-Performance Smart Contract Platform)
Advantages:
• Established public chain, with matured ecosystems in DeFi, NFT, etc., TPS reaching over 3000 after technical optimization, supporting enterprise-level DApp deployment.
• Binance liquidity support activates the existing ecosystem, and EOS EVM compatibility with Ethereum toolchain is beneficial for attracting new developers, making short-term trading activity promising.
• The community foundation is deep, and Binance's traffic introduction may trigger 'retro narrative' speculation (similar to the revival of old coins like LTC and DOGE in 2024).
III. Risk Warning
1. Mechanism implementation risk: The plan relies on the participation of market makers, and if the negative fee incentive does not meet expectations, the liquidity and price of the coin may quickly decline.
2. Systematic market risk: Overall volatility in the crypto market (such as BTC and ETH declines) may drag down the performance of smaller coins, requiring close tracking of market trends.
3. Project qualification risk: Some coins (such as HYPER, KMNO, etc.) have limited project information disclosure, and caution is needed for 'airdrop coin' traps (suggest prioritizing targets with clear ecosystems and technological implementation, such as IOTX, TON, FIL).
IV. Conclusion
Binance's small coin liquidity program creates short-term liquidity dividends and long-term ecological exposure windows for coins such as IOTX (DePIN + AI), TON (social Web3), FIL (storage infrastructure), ICP (decentralized cloud computing), CFX (compliance public chain), ONDO (RWA), SYRUP (institutional DeFi). Investors need to filter targets based on project fundamentals (technology, ecosystem, compliance) and market sentiment, while being wary of high volatility risks in smaller coins. It is recommended to prioritize coins deeply bound to the core Web3 tracks (DePIN, AI, RWA, social) — under the support of Binance traffic, such targets are more likely to develop sustained market narratives and release long-term value.
