冷静冷静再冷静|Sep 08, 2026 23:20
Bought back some of the positions I sold yesterday after Four's tweet about the build. Here are a few reasons why:
1. Last night, Four launched the BNC meme buyback campaign, which ranked #1 in daily trading volume. This almost guarantees that 4Stock will be bought back daily. Meanwhile, the build's trading volume is super low, so this feels like indirect compensation and support.
2. After a night of consolidation, 4Stock's price is still holding strong and has widened the gap with build. There's no longer a risk of PvP.
3. This is probably the first time in years that BSC has seen a meme with such high trading volume. The narrative is sexy enough, and theoretically, it shouldn't peak on the first day after taking off.
4. CZ retweeted BNC's post last night, showing Binance's support for this campaign. With 4Stock being the leader of this narrative, $40M doesn't seem too expensive.
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