BNB Chain midfield battle: CZ, meme, AI, an almost obvious battle for ecological niche?

In March 2025, when the تشفير market fell into a narrative vacuum, CZ launched a battle for the BNB Chain niche by integrating Binance resources.

In fact, looking back from the on-chain data dimension, the real reversal of the situation took only about a week: On March 17, BNB Chains 24-hour DEX transaction volume began to surpass Solana, and then until the publication of this article, it has firmly dominated the list of the entire network.

The drama of this rapid counterattack lies in the fact that it is almost an open game: Since becoming active in the public eye again at the end of last year, CZ has been constantly testing the waters, and finally chose to use meme as an entry point to complete the cold start of traffic, and finally launched a textbook-level combination of punches in the battle for the top ecological niche in the crypto world.

In CZs attention economics experiment, meme played an excellent trigger role with its high traffic, but it is destined not to be the final choice in this niche battle. If we dig deeper into the clues in CZs words and deeds in recent months, we will find that BNB Chains breakthrough path is already clear – it must not only become a traffic terminal for Meme, but also a value anchor for AI Agent.

It remains to be seen whos rise will become the most tense footnote in this grand narrative.

BNB Chain Explosion: Multiple Resonances of Liquidity, Trading Volume, and User Growth

It can be said that this is the first time in the eight years since Binance was founded that CZ has been active in the spotlight of the crypto world with an unprecedented high intensity.

According to Groks access to Twitter data, March 2024 became one of the months with the highest density of CZs personal social media voice: an average of about 2-5 original tweets were published every day, and the number of interactive replies per day was between 3-10. His every word and action directly touched the nerves of users, becoming an important indicator of market sentiment.

It is worth noting that the content of CZs tweets has shifted significantly from personal expression to systematic market guidance. Especially through high-frequency community interactions, he has become a super spokesperson for the BNB Chain ecosystem, so much so that What did CZ tweet today? has become a wealth code sweeping the entire on-chain PvP.

It can be said that CZ and He Yi, relying on their own traffic and influence on public opinion, led a very exciting expectation management experiment – by playing the role of traffic pushers on the BNB Chain, they successfully continued the liquidity and market attention after the Solana wave and siphoned them onto the BNB Chain.

It is also under the strong drive of CZ and Binance resources that BNB Chains on-chain data has ushered in a historic breakthrough. According to DefiLlama statistics, BNB Chains total transaction volume exceeded US$15 billion in the past week, almost equivalent to the sum of Ethereum and Solana.

Whether in terms of users or developers, BNB Chain has clearly ushered in a significant increase in activity: the number of daily active addresses of BNB Chain has stabilized at around 1 million, and a large number of users have flocked to BNB Chain to participate in interactions. At the same time, the number of daily deployments of on-chain contracts has also reached 250,000, a six-month high.

In terms of incremental observation, Google Trends also shows that the monthly search volume for BSC has increased by more than 50%, and has continued to surpass Solana since the beginning of the month and has been in a steady upward trend.

Objectively speaking, in addition to the glamorous data, BNB Chains ambition is far more than creating a short-term wealth effect, but is exploring an industrialized flow-operated BNB Chain hot-selling path. Careful users may find that Binance has recently perfected a set of precisely designed resource combinations through the design of rules such as the liquidity incentive plan to build a closed-loop engine of exposure-funding-trading:

With the voices of CZ and He Yi acting as the baton for public opinion and traffic, Binance Alpha has become the core position for the cold start of the project. Liquidity plans and strategic investments work together to provide financial leverage, and finally Binance goes online to realize a closed-loop transaction, thus opening up the full life cycle channel of incubation-launch-liquidity support.

This also reflects its deeper ecological logic. The explosion of BNB Chain is the resonance product of Binance’s resource allocation and the urgent need for new outlets for market liquidity. It can be said that BNB Chain has indeed ushered in its best moment.

However, if you want to have a continuous get-rich-quick effect to attract users, you cannot just rely on the concept meme. After all, if you cannot truly settle down users, developers, and capital liquidity, the traffic effect is bound to lose its appeal to users, and over time, network activity will inevitably decline. This is also a lesson for Solanas subsequent lack of successors.

Therefore, whoever can settle the on-chain liquidity and bring incremental benefits to users will be able to sit on the throne of the BNB Chain ecosystem.

From meme to AI, BNB Chain’s hidden “niche” strategy

If we say that CZ and He Yi are currently active on Twitter almost 24 hours a day just to create a meme wave on BNB Chain, then we are underestimating the underlying logic of this battle for ecological niches.

BNB Chain’s strategic positioning of Meme has always been very clear – it is not the end, but an early traffic engine used to complete the cold start of the ecosystem.

This can be seen from the coverage of the first two liquidity incentive plans. For example, the first round of $4.4 million liquidity incentive plan was specifically for meme tokens, which successfully boosted the daily transaction volume of meme projects, making this stage of traffic carnival push BNB Chains daily active addresses to the million level.

The new round of $4.4 million permanent liquidity support plan on March 13 was a glimpse into the future, marking a further upgrade of the BNB Chain ecological strategy – the coverage is no longer limited to meme coins, and assets in all fields can participate without category restrictions.

This almost points out the core logic of BNB Chain, which is traffic is a means, rigid demand is the end point. In essence, it is to exchange liquidity for time, seize the users mind through the spread efficiency of Meme, and strive for development windows for rigid demand tracks such as AI, and finally transform short-term popularity into an ecological barrier for long-term user retention.

In fact, the transition from Meme to AI is by no means accidental, but a precise positioning based on the BNB Chain technology cycle and user needs. CZ has also revealed this strategic intention in a series of tweets. This consistent layout idea is very clear with the support of CZ and Binance resources:

• In November 2024, CZ publicly called for the construction of a decentralized AI data annotation network, proposed using the BNB Greenfield storage chain to reduce data costs, and paid global annotation labor through cryptocurrency;

• In January 2025, Binance Labs changed its name to YZiLabs, and its strategic focus shifted to Web3, artificial intelligence, and biotechnology. As of the time of writing, the publicly disclosed investments are almost all Crypto AI related: Crypto AI project Vana, decentralized AI laboratory Tensorplex Labs;

• In March 2025, CZ said that it doesn’t matter whether the new AI project is L1 or L2. For projects focusing on AI economic models, the architecture selection should focus on practicality. He also said, “BNB ChAIn, I have been waiting for the AI fever to cool down a little before moving forward. Real builders will persist after the fever has subsided.”

He also reiterated at Space last month: AI is a basic technology, and its connection with encryption is that AI uses cryptocurrency as its native token.

Memes can attract users, but it is difficult for them to become a liquidity pool for depositing funds. Therefore, when the meme craze subsides, some of the attention of funds will تحديnitely return to some value coins.

The users originally attracted began to demand usefulness, and Binance also needed to ensure that users were protected from malicious harvesting. This was a signal that AI was taking over, and it was also a precise conspiracy between Binances resources and the BNB Chain ecological strategy – after all, AI Agents require high-frequency, low-cost on-chain interactions, which is also the natural scenario for meme training.

From this perspective, through liquidity incentive plans and preemptive layout in the field of AI, Binance and BNB Chain are building a complete ecosystem from traffic acquisition to value realization and liquidity transactions.

Who will be the seed password for meme AI?

When the meme craze on BNB Chain completes the cold start mission of the liquidity flywheel, the final strategic move to build a complete closed loop from project incubation, exchange listing to liquidity support is undoubtedly to screen AI projects with technological scalability to land on the Binance main site and complete the ultimate leap in value capture.

This is also the inevitable choice to finally realize the full life cycle process of incubation-listing-liquidity support from BNB Chain to Binance. From this perspective, Binances first voting project is very representative and is a good observation window:

Among the 9 projects, 7 are of meme type, and BID and SIREN are the only two AI tag projects . Among them, SIREN is strictly a dual narrative of meme AI Agent, and is essentially an on-chain AI tool product with both meme and practical attributes.

Judging from the current vote situation, BANANAS 31, SIREN, and Broccoli are currently ranked in the top three. First of all, all three have meme attributes, but as a product of the attention economy, the ultimate form of meme actually requires the chemical fusion of communication power × productivity.

In this context, SIREN, which has the composite form of spreadability + practicality, perfectly resonates with the strategic demands of BNB Chains ecological upgrade . As the first AI Agent token on BNB Chain, the core of SIREN is the SirenAI investment analysis agent that provides market insights and signal sharing, and is an AI entity with a dual personality:

The golden personality corresponds to conservative decision-making, and the scarlet personality corresponds to radical decision-making. Both of these currency selection modes can independently choose investment currencies, which is highly consistent with the factor of technical differentiation.

If we look at SirenCoin’s growth trajectory, we will find that it is highly consistent with the strategic layout of the Binance ecosystem, and almost every step is at a critical point:

• Directly launched on Binance Alpha on February 19;

• On February 21, BNB Chain announced SIREN as the winning project of Meme Liquidity Program Day 3;

• February 28: As the protagonist of a technical misjudgment incident, it counterattacked the weekly Tier 2 and locked in $400,000 in liquidity support

• On March 20, Binance Futures was launched and became one of the first projects to be voted for on Binance.

What is more noteworthy is the triple jump strategy of its exchange layout – as of the time of writing, SIREN has successively achieved the Grand Slam of mainstream exchanges, including full coverage of spot or contract trading pairs such as Bybit, KuCoin, and Gate.io.

In particular, the early positioning of the Binance reserve team such as Bitget, which has a strong weather vane effect, not only maintains the market heat gradient, but also accumulates momentum for the launch of Binances main site, almost targeting Binance.

At the turning point of the transition from attention economy to value economy, projects that can realize the closed loop of on-chain data-user value transformation will eventually become the rule makers that define the new ecological niche. With Binances long-term support, BNB Chains next AI ecological niche code, and full coverage of mainstream exchanges, Siren is expected to become the most noteworthy target in this final game.

To some extent, if SIREN, as one of the first AI-labeled BNB Chain ecosystem native projects, is successfully listed on Binance, it may trigger the AI Agent sector effect:

Developers will realize that CZs explicit and implicit hints all along point to a protocol that combines tradability (Meme gene) × interactivity (AI core). This is the optimal solution for capturing traffic and value in the Web3 era, thereby attracting more developers and funds to flow into BNB Chain.

خاتمة

The midfield battle of BNB Chain is essentially a balancing game between traffic entry and value sedimentation.

If you believe that CZ is planning a new ecological evolution equation for BNB Chain – using meme to complete the cold start mission, and then using AIs technical rigidity to take over as the new ecological engine, then this round of Binances voting to list coins is actually a handover ceremony from meme to AI, inheriting and precipitating traffic dividends from the old and new ecological order.

This is why a hybrid of meme skin + AI soul like SIREN will occupy a high position in the vote. The market is betting real money not on a specific project, but on the direction that BNB Chain has already planned:

Rebuild the application narrative in the post-meme era opened by Solana, use AI to take over the traffic and liquidity dividends, and ultimately realize CZs grand vision of Web3 intelligent service infrastructure.

This article is sourced from the internet: BNB Chain midfield battle: CZ, meme, AI, an almost obvious battle for ecological niche?

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