The world is bustling, all for profit; the world is bustling, all for profit to go! Hello everyone, I am your friend Lao Cui, focusing on digital currency market analysis, striving to convey the most valuable market information to the vast community of coin enthusiasts. I welcome everyone's attention and likes, and reject any market smoke screens!

Today, I will take you to explore business opportunities in the crypto world. With Musk's recent activity and the frequent statements from crypto leader CZ, followed closely by news from OKEx about building a planet, I wonder how everyone views the recent frequent appearances of these big shots in the crypto space. In my eyes, this may be a new war and a revolution for the crypto world. The collision of the entire chain, although it has not brought market fluctuations, the future I see is reminiscent of the late Eastern Han Dynasty, where the world was divided into three parts. Since Musk decided to leverage the vast user base of X to integrate financial attributes, the resulting transformation will have an infinitely magnified impact on the crypto world. Perhaps CZ also senses a crisis, as evidenced by his efforts to retain KOLs; anyone who achieves something will be rewarded with BNB, which is a tangible clash of funds. The final evolution may turn into a duel between BNB, OKB, and DOGE (perhaps after X launches financial trading, there will be a platform token for X, temporarily replaced by DOGE).

Many friends are not very interested in the statements of these big shots. A couple of days ago, I focused on CZ's live stream, including Musk's remarks. It is clear that there is a divergence between the two. Regarding the application layer, CZ seems to want to turn Binance into another delivery platform. His original words suggest that in the future, Binance may become a platform for ordering takeout, hailing taxis, and buying train tickets. Is this an attack on Meituan? Simply put, he wants to integrate the Binance platform into all aspects of life, which is about the future application scenarios of the crypto world, but it seems he has chosen the wrong opponent, as it cannot be legalized domestically. In contrast, Musk's vision seems to be more grandiose; he has always been a free-spirited character, allowing X to have financial attributes that can directly connect crypto trading with US stock trading. But this difficulty is no less than Binance challenging Meituan. At this stage, we cannot foresee the future of this confrontation; can a social media platform transform into a financial platform without SEC approval?

If you find it hard to understand this concept, you can think of it this way: Weibo launching Lao A is almost an impossible event in China. The key point is the US national policy; Trump's slogan has always been to promote channels for the crypto world, and X may be the best entry platform. Whether it can succeed is hard to assess. Currently, the foreseeable things are merely the trends of the crypto market and US stock market in February. If the US does not intervene, they may start applying for financial licenses. Trump naturally wants to promote it, but the only uncertainty lies in the SEC's attitude. Of course, everything is aimed at the best vision. In the clash of patterns between CZ and Musk, Musk will naturally have the upper hand, as the world's richest man has a broader perspective. If Musk succeeds, as he himself said, X will occupy at least half of the financial market, and I believe this too.

I believe that there are those who do not want to see this path succeed, as it would be a fatal blow to Coinbase, Binance, and even other trading platforms. If they do not realize this, OK will not follow suit. Especially since Musk is an extremely receptive person, increasing rewards for Chinese authors and expanding crypto rewards to the extreme. The current promotion of X has almost become the highest reward achievement for all publishing platforms. It has indeed attracted many KOLs, which is a tangible feeling. The focus remains on CZ's arrangements for BNB. He has a very straightforward statement: in the future, he wants BNB to break away from the token system and establish its own ecosystem. If my memory serves me right, the total issuance of BNB will be 200 million, and it will eventually stabilize at 120 million. Currently, there are 163,276,975 in circulation, which means nearly 43,276,975 will be burned. Based on the current price, there will be a surge at the time of burning, which is what I refer to as a business opportunity.

Of course, I am not blindly optimistic about BNB, especially since I currently do not hold any BNB positions. I only see a potential wave of growth, but the returns are not significant, and the entire Binance ecosystem, in my view, is forming a downward trend. Friends with connections abroad can feel that BNB's market share is gradually decreasing. Whether in Europe or Latin America, the number of countries using this platform is gradually declining. Especially in the US, the emergence of Coinbase has directly shattered BNB's market share, achieving new highs in 2025, almost entirely benefiting from Hong Kong's approval. It is evident that Hong Kong has not formally allowed BNB to enter, and various regions are supporting their own exchanges. I do not have a positive outlook on Binance's future, and with CZ wanting BNB to break away from the Binance platform ecosystem, it is almost predictable that the day BNB separates will be the day the price plummets.

You can see that the SOL system is gradually reducing Binance's influence, whether through cooperation with Coinbase or the integration of X platform's trend charts, including the issuance channels for stablecoin USDC. SOL is constantly trying new systems. The appeal of the BNB platform is gradually diminishing; previously, any small coin that could be listed on BNB would almost see exponential growth, but now it no longer has the previous glory, with most coins maintaining growth within 50% before starting to be harvested. With the reduction in market share and more small coins choosing the SOL chain, I hold a skeptical attitude towards BNB's future. Coupled with CZ's current decisions, if BNB chooses to go down the path of compatibility and integrate into the lives of ordinary people, it may not be so easy to return to financial attributes. Before the burning mechanism appears, BNB still has room for growth, but once the burning mechanism is implemented, I do not recommend holding on.

In summary, if you are still looking for multiple coins at this stage, you might want to pay a little attention to the path of X. The successful integration of X will likely lead to the issuance of a platform token similar to BNB, perhaps called X Coin. As long as a new platform is born, it may replicate BNB's growth path; if no platform token is issued, it would mean Musk will promote the DOGE ecosystem. Starting from the DOGE upgrade in 2025, he may already be laying out the back path for X. I must say that Musk's layout has a long-term vision. If he really completes this closed loop, it will not only be a platform token; perhaps the entire crypto world will be driven. At that time, the funds of the US stock market and the crypto world will completely overlap, which will have a greater impact domestically. Just imagine, a platform that frequently faces registration obstacles versus a platform that only requires XX software for direct trading, which would you choose? If given the opportunity to directly purchase all stocks under Musk, would you still choose other channels? This is also a huge benefit for Musk, and he will definitely do his utmost to clear this path. What we need to do is watch the results; when news leaks out, it will be your opportunity to act.

Original creation by WeChat public account: Lao Cui Talks About Coins. For assistance, please contact directly.

Lao Cui's message: Investing is like playing chess; a master can see five, seven, or even more than ten moves ahead, while a novice can only see two or three moves. The master considers the overall situation and the big trend, not focusing on one piece or one territory, aiming for the ultimate victory. The novice, on the other hand, fights for every inch, frequently switching between long and short positions, only competing for short-term gains, and often finds themselves trapped.

This material is for learning reference only and does not constitute trading advice. Trading based on this is at your own risk!

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