achilleus_capital

By Achilleus_Capital

1. At a Glance

Current Price: ~$825

Market Cap: ~$121B

Circulating Supply: ~146M BNB

Key Catalysts: Record network activity, aggressive token burns, ecosystem growth via BNB Chain v2 upgrades.

Analyst Targets: Conservative: $1,050–$1,300 by end-2025; Stretch: $2,000–$2,400 in the next major crypto cycle.

2. On-Chain & Institutional Momentum

Rising Daily Usage
BNB Chain is now one of the busiest blockchains, averaging 1.8 million daily active wallets and holding $6.5B+ Total Value Locked (TVL) in DeFi protocols (Ainvest).

Corporate Accumulation
In Q2 2025, CryptoBridge Inc. added 150,000 BNB (~$123M) to its reserves—its largest BNB purchase ever. Other fintech firms are quietly building positions, citing token burns and BNB’s role in Binance’s ecosystem as long-term value drivers.

Token Burns Tightening Supply
The most recent quarterly burn removed 560,000 BNB from circulation (Messari), helping maintain a deflationary pressure that supports price appreciation.

3. Technical & Macro Outlook

Bullish Chart Signals
BNB recently broke above $800 resistance, forming a double-bottom reversal pattern. If volume sustains, short-term upside points to $950 and $1,100 before year-end.

Macro Tailwinds
If the Fed moves toward rate cuts and global equities remain strong, risk assets like BNB could benefit from renewed capital inflows—especially if crypto-specific regulations stay favorable.
4. Price Forecast Scenarios

TimeframeConservative TargetBullish TargetStretch Target

Q4 2025

$1,050    $1,300   $1,600

2026

$1,800 $2,200 $2,400

Reasoning:

$1,050–$1,300: Based on current burn rate, steady BNB Chain adoption, and continued exchange activity.

$1,600: Requires stronger macro tailwinds and surging DeFi usage.

$2,000–$2,400: Needs institutional buy-ins, potential ETF-like products for BNB, and an overall bullish crypto cycle.

5. Risk Factors to Watch

Regulatory Pressure: Any crackdown on Binance’s operations could hit sentiment and liquidity.

Market Corrections: Broader crypto pullbacks could stall momentum.

Burn Rate Changes: A slowdown in burns would reduce scarcity and weaken the deflationary narrative.

6. Expert Opinions

Cointelegraph: Sees potential for $2,000+ in a strong bull cycle.

BraveNewCoin: Targets $2,260 in a breakout scenario.

InvestingHaven: Predicts $581–$1,000 near term, $2,000 by 2030 under ideal conditions.

Cryptopolitan: Projects $1,368.22 by end-2025 and $5,929 by 2031.

Sources: Cointelegraph, BraveNewCoin, InvestingHaven, Cryptopolitan.

7. Bottom Line

BNB’s fundamentals remain robust—active users are climbing, DeFi adoption is expanding, and quarterly burns keep supply in check. While $1,000+ is highly probable in the near term, the coveted $2,000 milestone will depend on a perfect alignment of ecosystem growth, macro liquidity, and regulatory clarity. For now, BNB remains one of the most strategically positioned assets in the crypto market.
$BNB

FTX victims are about to get 119% of their money back.
Plus 9% annual interest on their claims.
For the first time in bankruptcy history, victims will receive more than 100% of their funds back courtesy of one man: John Ray.
But While investors suffered for 2 years, someone else got rich off their pain.
And it wasn't Sam Bankman-Fried...
This is the story of how one man cleaned up an $8 billion mess and how others quietly turned that recovery into their own jackpot.
Meet John Ray III The cleanup man for corporate disasters.
The same man who sorted out Enron’s $63 billion collapse.
When FTX collapsed in November 2022, it was chaos:
- $8 billion in customer funds missing
- Only $900 million in liquid assets against $9 billion owed
- The founder, Sam Bankman-Fried, was accused of one of the largest frauds in history
Most assumed the money was gone forever.
Not untill John Ray showed up
A Lawyer and corporate restructuring expert
The kind of man you call when everything is in ruins.
Ray inherited a wreckage.
FTX, once the 3rd largest crypto exchange with over a million users and celebrity
endorsements, had been poked from the inside.
Sam Bankman-Fried had funneled customer funds to his hedge fund, Alameda Research, using them for:
- Risky crypto trades
- Political donations
- Luxury Bahamas real estate
- Personal loans to executives
The company’s books were a made of 130+ shell companies, offshore accounts, and opaque crypto holdings.
Then he got exposed:
CoinDesk revealed Alameda's balance sheet was propped up by FTX's own token.
Rival exchange Binance announced they'd sell their FTX tokens.
Panic selling began immediately.
Customers rushed to withdraw their money.
Then it all came crashing down:
November 2022: FTX collapsed overnight.
FTX had only $900 million in liquid assets against $9 billion in liabilities.
The $8 billion customer funds were gone.
Sam Bankman-Fried resigned in disgrace.
Now there was a question:
How can all the lost money be recovered?
But Ray had done this before, and he knew
His first discovery was shocking: FTX had only 0.1% of customer Bitcoin and 1.2% of Ethereum.
But buried in the chaos, he found something extraordinary:
FTX wasn't just a crypto exchange.
It was a massive investment fund in disguise.
Bankman-Fried had secretly used customer money to buy stakes in:
- AI startup Anthropic
- 55.8 million Solana tokens
- Dozens of venture capital investments
How did they turn out?
In 2021, Bankman-Fried invested $500 million in the AI startup.
By 2024, that stake was worth $1.4 billion.
The bankruptcy team sold the stake for $884 million to Abu Dhabi's sovereign wealth fund.
One investment recovered nearly a billion dollars alone.
Secondly, FTX held 55.8 million SOL tokens.
And the Solana surge?
When the exchange collapsed, SOL was trading at $20.
By 2024, it hit $40 per token.
That single crypto holding added over $1 billion to the recovery fund.
The legal team became financial detectives.
They traced money through:
- 130+ shell companies
- Offshore accounts in the Bahamas
- Luxury real estate purchases
- Political donations
- Personal investments
Every dollar was hunted down and clawed back.
The math was stunning:
- FTX owed customers: $11.2B
- Total recovered: $16.5B
- Surplus: $5.3B
In October 2024, Judge John Dorsey approved the payout plan:
98% of customers with claims under $50k will get 119% back within 60 days
Plus interest on their claims
But here’s the twist:
While victims celebrated, hedge funds made even more.
During the collapse, distressed asset buyers scooped up claims from desperate victims for 10–20 cents on the dollar.
When Ray’s recovery hit, those claims skyrocketed in value.
Example:
- Buy a $100,000 claim for $20,000
- Payout is $119,000
- Profit: $99,000 a 495% return in under two years
Some of these funds never lost a dime in FTX they just bet on John Ray.
In the end, John Ray didn’t just recover FTX’s money.
He rewrote the playbook for complex bankruptcies, proving that even in the messiest corporate crimes, it’s possible to make victims whole.
But he also proved something else:
In finance, recovery is never just about justice.
It’s also about who’s smart, or ruthless enough to profit from the wreckage.
#FTX