1. Event Overview: He Yi's Post Creates a Stir
● Core content of the post: On October 13, 2025, Binance co-founder He Yi responded to @0xTykoo on the X platform regarding discussions on the localization of prediction markets, stating: “Welcome professionals to create one on the BNB chain, @yzilabs investment.” This brief reply quickly garnered thousands of retweets, igniting interest in the BNB Chain prediction market sector.
● Immediate market reaction: Within 24 hours of the post, the DeFi TVL on BNB Chain rose by 5%, and the price of BNB rebounded from $1150 to $1300, with the market sentiment index rising to 46 points; the number of applications for the MVB accelerator project surged by 20%.
● Background significance: Prediction markets are a blockchain "wisdom aggregator," where users bet on real-world events (such as elections, sports) to generate collective expectation signals; the global leader Polymarket has a trading volume exceeding hundreds of billions of dollars, but the BNB Chain's deposit experience is poor (often with a 1-hour delay). He Yi's post directly addresses this pain point, calling for localization to fill the gap.
● Ecological impact: Marks the transformation of BNB Chain from a "trading chain" to a "content + social chain," bridging Asian users (such as Spring Festival travel predictions, KOL NFT voting), with an expected addition of over 5 million users in Q4.
2. Polymarket Global Demonstration: Advantages and BNB Pain Points Comparison
○ Polymarket History and Mechanism:
Established in 2020, on the main chain Polygon, using USDC to bet on "yes/no" shares, trading through a CLOB order book; result settlement relies on UMA oracles + Chainlink, ensuring transparency and preventing manipulation.
In 2025, trading volume exceeded hundreds of billions of dollars, with over 60 active markets covering events from Titan submersible incidents to predictions on Russian nuclear weapons; received a $2 billion investment from ICE, with a valuation of $9 billion.
○ Help to the Crypto Market:
Technological innovation: Integrated cross-chain bridges, supporting Ethereum/Base/Arbitrum/Solana; weekly trading volume in sports markets exceeds $900,000, expanding entertainment boundaries.
Community education: Lowers barriers, cultivating risk awareness among new participants; Asian users bridge culture through local events.
Market discovery: 2024 election odds are more accurate than polls by a week, driving billions of dollars in liquidity into DeFi, stimulating USDC usage.
○ BNB Chain Local Pain Points:
Polymarket supports BNB deposits, but high bridging delays cause a 30% user loss to Polygon/Solana; lack of Asian content (such as the $72.8 billion esports market, K-pop award predictions). Negative impacts: regulatory risks (CFTC fined $1.4 million in 2022, multiple U.S. states banned sports predictions in 2025); manipulation risks (whale fluctuations in odds), exacerbating multi-chain fragmentation.
Strategic leverage of He Yi's post: Calls for BNB local projects to position themselves; after the post, Polymarket BNB query volume dropped by 15%, while native BNB discussions rose by 40%; indicating a shift from "import" to "customization."
3. Prediction Markets Reshaping the BNB Ecosystem: Multi-Dimensional Vitality Injection
○ Liquidity and TVL Enhancement:
BNB Chain Maxwell upgrade (0.75 seconds block time, low gas fees) matches real-time betting; Four Meme's $45 million airdrop covers 160,000 users, with some shifting to @oraclebnbio sports platform, achieving a weekly trading volume of $5 million.
LP mechanism: Injecting funds to earn a 1% share, pushing TVL from $32 billion to $36.8 billion (+15%); locking BNB as gas/collateral.
○ User Growth and Localization:
Filling the gap of meme coin dependency: @opinionlabsxyz opinion market trades subjective views (such as pricing of new Xiaomi cars), combined with esports/hot searches, increasing activity by 25%.
Viral spread in the Chinese community: Sharing achievements on X creates FOMO, increasing participating users by 20-30%; an expected addition of 5 million in Q4, bridging mainstream Web3.
○ Innovation and Cross-Chain Integration:
AI + oracle integration: @SCbets integrates Pyth, supporting leveraged/unlicensed markets; merges with PancakeSwap, automatically farming interest after predictions.
Community resilience: @oraclebnbio reborn from a rug pull, attracting developers to hackathons; the BNB team invites over 10 DApps to launch, expanding DeFi/AI/RWA boundaries.
Price and valuation pull: After the post, BNB rebounded 16% to $1340, with institutions predicting a year-end price of $1275-$2000; YZi Labs' $1 billion fund leans towards the sector, attracting institutional funds.
○ Quantitative Contribution Table:
Dimension
Specific Contribution
Example Projects
Quantitative Impact
Liquidity
Injecting betting funds, locking BNB
@oraclebnbio
TVL +15%
User Growth
Local entertainment, social spread
@opinionlabsxyz
Active users +20-30%
Innovation
AI + DeFi integration
@SCbets
Developers + hackathon acceleration
Price
Sector hot spot rebound
He Yi's post & airdrop
BNB target $1275-$2000
4. Emergence of Local Projects: Investment Opportunities and Layout Guide
○ Project Ecosystem Explosion:
MVB incubated Aster/Four Meme/ListDAO early on, but later entrants benefit: @BNBets_xyz, a non-Binance veteran, stands out through incubation, with the first version recently launched, supporting esports/entertainment + Binance wallet integration.
Token issuance route confirmed: 70% of projects include TGE clauses, early investors receive airdrop/LP rewards; @oraclebnbio attracts 45 million airdrop users.
○ Investment Logic Highlights:
MVB + YZi Labs endorsement: Dual support of traffic + funds, with average token growth of 30% after the post, and $200 million injected into TVL.
○ Opportunity-Risk Balance:
Dark horse potential: Q4 trading volume target of $1 billion, with users exceeding 100 million; Binance wallet's built-in features become a killer app.
Caution points: Manipulation/education gaps, early layout of MVB projects is recommended.
5. Challenges and Outlook: Sustainable Growth Under Regulatory Balance
● Major challenges: Regulatory minefields: CFTC model spills over to Asia, sports predictions viewed as gambling; KYC + integrity committees needed, learning from Polymarket.
○ User pain points: Newcomers overlook risks, competition from Solana; fragmentation requires educational tutorials + airdrops.
○ Ecological hazards: Manipulation amplifies volatility, community governance alleviates but needs strengthening.
● Future vision: Assist BNB in achieving "practical Web3": from meme to AI predictions, from trading to social; He Yi's post marks a turning point, doubling ecological valuation.
○ Strategic recommendations: Developers fork + local content, investors focus on MVB; over 10 projects expected to emerge in Q4, driving mainstream adoption.
Overall Conclusion: Prediction markets are not only a growth engine but also the "cultural key" to BNB Chain; seizing He Yi's call, localization is destined for greatness.
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