MEJ毛毛姐 | BGVIP体验官|12月 18, 2025 13:12
Just heard from Big Cousin, there are a few crucial signals in this 2025 EOY AMA that many people have overlooked. Here are some:
His most important role now is not technology, but alignment
CZ repeatedly emphasized that he no longer writes code, but spends time discussing values, mission, and long-term driving forces with builders, governments, and teams.
This means that the BNB ecosystem has entered a long-term structural period, rather than a short-term technological dividend period.
The core advantage of BNB Chain is no longer narrative, but "real scale"
Daily active addresses approaching 2 million
The trading volume is among the top in the entire industry
Stablecoins, predictive markets, and DeFi are advancing simultaneously
This is a public chain that has already run out of the 'real user curve'.
The attitude towards predicting the market and stablecoins is very clear: do not bet on a single winner
CZ explicitly states:
@Yzilabs does not make exclusive bets
Early market requires' multi-path exploration '
Competition will not shrink the market, it will only make the cake bigger
This is a very typical infrastructure mindset, not a gambling project mindset.
Regulation is the line he invests the most time in, but is most underestimated
Deeply communicating regulatory frameworks with governments of over a dozen countries is more important in itself than 'how many projects to launch'.
This determines that BNB Chain is more like preparing for the next decade, rather than the next bull market.
To summarize:
Big cousin is pushing the BNB ecosystem from a "running project" to a "long-term encrypted infrastructure layer that can support the real world and regulation". Let's look forward to the BNB Chain in 2026!
@BNBCHAIN @nina_rong
@cz_binance @heyibinance BNB BNB
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