Virtually forgotten as "last cycle's chain," $BNB is oddly positioned for growth.
Today's analysis comes with an extra heavy dose of "do your own research" (DYOR) and a reminder that this is not financial advice (NFA).
The macroeconomic backdrop for all things investing related is strong, but that could change quickly with Trump's announcements around tariffs scheduled for TODAY.
But assuming that our broader macroeconomy and liquidity conditions hold ...
1 AI Agents on $BNB
I noted this a few days ago, but look at the top 5 coins on cookie.fun. This site uses AI to assess the relative "mind share" about various projects on Twitter.
Two AI agents have entered the top 5 of mind share. Notably, just one AI Agent project in the top 5 is on $SOL. The other 2 are on Base.
This suggests that $BNB is poised for a return *if* the AI Agent narrative resumes.
2 $BNB's Performance
Just in the past two days, $BNB has flipped $SOL, in part given the strength of the former's AI projects.
If $BNB were to rise sufficiently to flip $XRP, that would imply ~40% gain from current levels.
It would require roughly the same gain to flip Tether and claim the #3 spot by market cap.
3 Pancake Swap ($cake)
If you think that $BNB is too large for your risk appetite, then you could look at $cake, the top decentralized exchange on $BNB. It's surged 109% over the last week.
Unlike Aerodome ($AERO) on Base, $cake's circulating supply is basically equal to its FDV (total supply). This means you won't face coin dilution pressure.
4 What's The Deal With $ANDY?
The $ANDY coin in BSC isn't the original coin. But the team is working with another firm to "AI power" their $ANDY project.
I'm not sure what that's going to look like, honestly. Is it just a meme coin with a Twitter bot?
The real question is: how will the coin be related to the AI agent? Unless there is some tie by way of tokenomics, it's just a publicity stunt.
5 Concluding Thoughts
$BNB was last cycle's "casino." It's not really surprising to see it move back into that space. The blockchain has planned upgrades to become more like $SOL-- faster, cheaper, etc.
And the AI agents on the chain currently are commanding "mind share."
The best "infrastructure" plays are likely $BNB and $cake, if this trend continues. $virtual is not moving onto $BNB anytime soon ... though $Cookie is on the chain.
In any case, this might be a shift in narrative and it's worth watching.
Happy Trading!!
-Sebastian Purcell, PhD
👉Join our Trading Community’s newsletter!👈
Finally, if you learned something, give us a THUMBS UP 👍
Disclaimers and Disclosures
This post is provided for educational and entertainment purposes only and should not be relied upon for business, investment, taxation, or legal advice. You should consult your own advisors for those matters. References to any securities or digital assets are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by 1.2 Capital Management. (An offering to invest in a 1.2 Capital Management fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation--all of which should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by 1.2 Capital Management, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results.
The views expressed here are those of the individual author and are not the views of 1.2 Capital Management, 1.2 Labs, or their affiliates. Certain information contained herein has been obtained from third-party sources. While taken from sources believed to be reliable, 1.2 Labs and affiliates have not independently verified such information and make no representations about the enduring accuracy of the information or its appropriateness for a given situation.
Finally, as the author of this report, you should recognize that I do actively invest. Many of my trades are quick and I do write about many investment items, whether stocks, digital assets, collectibles, and the like which I do not own. For the purposes of disclosing any conflicts of interest, assume that if it is covered, I own the investment item. Or if my coverage is negative that I am short the investment item.
