
土澳大狮兄BroLeon 🐙|Jul 28, 2025 01:49
Based on last night's data, I just calculated how much capital is needed and how many BNBs need to be purchased if BNB rises to 1000.
Yesterday, about 300000 BNB rose by $49 (796 → 845).
The current price is about 844.14, and there is still a difference of 155.86 to 1000.
Using the same "quantity price elasticity" linear estimation:
If the impact unfolds linearly along the way, the average transaction price is about 844.14+0.5 * 155.86=922.07 US dollars,
The additional funds are approximately:
The conclusion is:
We still need to purchase approximately 954000 BNBs, with a net buying price of around $880 million.
Compared to ETH's micro strategy, SBET alone spent $1.3 billion (they just spent $296 million over the weekend), while BMNR held over $20 worth of ETH through stock swaps and market purchases.
In my opinion, using the same micro strategy model, BNB's micro strategy may have a better boost effect on the coin price than ETH's.
Why?
The concentration of BNB chips is significantly higher than ETH, and the historical selling pressure (fossil hands/diamond hands) is significantly lower than ETH.
ETH is inflationary, but BNB is actually deflationary.
The initial total issuance of BNB was 200 million pieces, and half of them have been released through repurchase and destruction (with a remaining limit of 100 million pieces).
Every quarter, Binance will use 20% of its current net profit to repurchase BNB and burn (destroy) it permanently until the remaining 100 million BNB are destroyed, without further issuance.
Binance's ability and efficiency to cause trouble are far higher than EF, which is undergoing high-level restructuring and attempting to break through fundamentals. Binance's profit increase is transmitted to the BNB coin price, and the coin price is transmitted to the micro strategy book profit, increasing the stock price and gaining stronger financing capabilities and more funding favor, causing a flywheel to fly
Currently, retail investors in the US market are not allowed to purchase and hold BNB. Even though there are BNB/USD pairs on Kraken, Americans cannot buy them. The BNB micro strategy can not only attract retail investors, but may even attract traditional funds that cannot directly hold cryptocurrencies to participate. This is a very direct increase in purchasing power.
So, hold onto BNB and wait for the wind to come!
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