The bull that was once predicted seems to have come true (BNB surpasses a $100 billion market cap)
Yesterday, BNB first broke above $800, and BNB's total market capitalization surpassed $110 billion. The bull market predicted five years ago seems to have materialized today. On July 25, 2020, I first wrote about my long-term judgment on BNB in a public account, titled 'Long-term Judgment on BNB'; at that time, BNB's price was $18, with a total market capitalization of $2.7 billion. Subsequently, I wrote several articles supplementing the logic of a long-term view of a $100 billion market cap. In the 2021 bull market, BNB's total market capitalization exceeded $90 billion but did not reach $100 billion. This year, it has officially broken through. Looking back now, some of the logic has been validated, while some have been falsified, but overall, it can be considered a successful prediction. This article serves as a conclusion to the prediction made five years ago!
Statistics were performed on the top 100 cryptocurrencies by market capitalization on CoinMarketCap, including the creation year of each project and the 'coin age' (as of 2025). The results are quite interesting, as the vast majority have been around for more than 4 years in one cycle, which seems to suggest that older coins are still favored.
Statistics of the top 100 tokens by market capitalization on CMC, most of which are old coins that have gone through at least one bull and bear cycle. There is only one new coin, Sui, that is less than a year old.
Mining Old Coins: Examining the Time Dividend of Crypto Assets through the Lindy Effect
In yesterday's article, a fan commented asking if there are any varieties worth buying looking forward from now. I thought about it and won’t recommend specific coins but will share a thought: mining old coins! In this rapidly evolving cryptocurrency world filled with new concepts and narratives, 'old' seems somewhat out of place. However, an increasing amount of data shows that those 'old coins' that have crossed cycles and survived tenaciously are the true accumulators of value. Through a highly enlightening theory—the Lindy Effect—we may be able to re-examine the unique position of 'old coins' in cryptocurrency investment.
Recently, something stimulated me again, making me feel like I was back five years ago. It made me once again understand what it means to be 'under the shade of a big tree' and that choices are greater than efforts. What happened? Does everyone remember the wave of inscriptions on BTC at the end of 2023? The boom in inscriptions led to a number of new projects. After careful selection, I focused on an inscription project based on Bitcoin's Nostr technology and the Lightning Network, LNFI.NETWORK. My thought at the time was that BTC is currently the network with the highest PoW computing power, the most decentralized, and also the safest network. The first-generation inscription technology directly increased the network's burden, which is not the future direction of development. In comparison, using the Lightning Network and Nostr sacrifices some centralization, but it doesn’t take up much of the mainnet's resources and is fast. This project has potential for TGE in the future, and I thought that as an early user, I might be able to get some airdrops.
The big one is coming. The Layer 2 network project Linear, led by the Ethereum Foundation, is finally about to have its TGE. The total supply is 72 billion, with 10% allocated for airdrops to early users and community supporters. It is estimated that there will be another wave of people getting rich and exiting. I wonder if it will bring a wave of L2 market trends, like ARB, OP, ZK, etc.
It turns out that Binance was like a retailer of tokens, and now it resembles a wholesaler of tokens. The intermediary chain that users go through to obtain tokens has become shorter.
On July 18, it was said that the upward channel for BNB was opened, but many people did not believe it. In fact, whether it's a cryptocurrency or a stock, they all have their own personalities, just like people. The more you interact with them, the better you will understand their temperament and character. #BNB创新高
#btc哈希值新高 ₿ REAKING: Bitcoin hash rate hits a new high of 921,000,000,000,000,000,000,000 hashes per second This is the real fundamental of Bitcoin; it briefly dropped during the Israel-Iran war, but has now recovered and reached a new high.
In this bull market, traditional finance or the entertainment industry coming in to issue tokens and do projects, as well as the empty ones helping them stand on stage, can be directly blacklisted, which can save a lot of money and effort.
BNB is about to rise above 800 dollars again, reminiscent of the previous bull market when BNB's price approached 700 dollars. At that time, the BSC ecosystem fully exploded, and the lending project XVS reached a maximum price of 147 dollars; the DEX project CAKE reached a maximum of 44 dollars. It's worth noting that XVS had risen from 2 dollars at that time. Now it feels somewhat bittersweet.
虾币币的比特世界
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The bull that was once predicted seems to have come true (BNB surpasses a $100 billion market cap)
Yesterday, BNB first broke above $800, and BNB's total market capitalization surpassed $110 billion. The bull market predicted five years ago seems to have materialized today. On July 25, 2020, I first wrote about my long-term judgment on BNB in a public account, titled 'Long-term Judgment on BNB'; at that time, BNB's price was $18, with a total market capitalization of $2.7 billion. Subsequently, I wrote several articles supplementing the logic of a long-term view of a $100 billion market cap. In the 2021 bull market, BNB's total market capitalization exceeded $90 billion but did not reach $100 billion. This year, it has officially broken through. Looking back now, some of the logic has been validated, while some have been falsified, but overall, it can be considered a successful prediction. This article serves as a conclusion to the prediction made five years ago!
The 80,000 BTC from ancient times have finally been sold, and the market has only corrected by less than 5%, its digestion capacity is too strong. It is important to note that 80,000 is roughly equivalent to 5% of the total circulating chips.
Making money from short-term trading is very difficult, while it is relatively easier in the medium to long term. You can predict the tides, as they are regular, but you cannot predict the waves of the next second, the next minute, or the next hour.
The US-listed company Wint announced yesterday that it raised $700 million to purchase BNB and hold it as a long-term strategic asset.
I can't help but marvel, the crypto world is a small pond, while the US stock market is the ocean; it's easy to raise 700 million, and it's in dollars.
Do you think this is good news for BNB? Or bad news for BNB?