Market Overview
Bitcoin (BTC) recently retested the ~$100K mark, its first dip below this level since June 2025, finding support at its 50-week moving average (MA). The CMC Crypto Fear and Greed Index fell to approximately 20, indicating a market sentiment bordering on Extreme Fear.
Concurrently, the macroeconomic environment shows signs of easing, with potential resolutions for the U.S. government shutdown and quantitative tightening (QT), while stock markets experienced a notable pullback.
This context sets the stage for the performance of the BNB Chain sector, which has seen significant shifts since the previous update.
BNB Chain Sector Performance
The BNB Chain sector experienced a substantial downturn this week, mirroring broader market trends. It registered one of its largest seven-day declines of the year, with its market capitalization falling by 14.2%, equivalent to approximately $38.4 billion.
Despite this retracement, which has erased nearly three months of growth, the sector remains up by 66.9% over the past year. The majority of BEP-20 assets have seen considerable declines, with many now testing their 50-week MAs.
This week, Humanity Protocol (H) and MemeCore (M) were the only top 10 BEP-20 tokens to remain in positive territory, with gains of 11.8% and 8.6%, respectively. In contrast, World Liberty Financial (WLFI) recorded the most significant loss, dropping 21.6% during the same period.
The BNB (BNB) token also failed to maintain the $1,000 price level, experiencing a 13.6% decrease, marking one of its most severe weekly declines on record.
Amidst the broader market correction, a select group of smaller BNB Chain ecosystem assets demonstrated resilience, particularly those aligned with the Artificial Intelligence (AI) narrative.
The most resilient projects this week, along with their catalysts, included:
- •DeAgentAI (AIA): +86.5% (driven by the "AIFI" narrative momentum and hype surrounding its Q4 roadmap)
- •CARV (CARV): +22.3% (speculation related to the S3 airdrop deadline)
- •Giggle Fund (GIGGLE): +18.5% (influenced by a Binance fee-donation plan)
Trending projects this week showed mixed performance on average but generally outperformed the broader sector.
On-chain metrics revealed a notable increase in Decentralized Exchange (DEX) trading volume on BNB Chain. Volume surged from $3.1 billion to $4.6 billion, reflecting both traders exiting positions and others capitalizing on discounted token prices.
BNB Chain is now closely competing with Ethereum and Solana in terms of on-chain traders, with PancakeSwap and Aster being the primary drivers of its trading volume.
BNB Chain News Highlights
Despite the prevailing bearish market sentiment, development activity within the BNB Chain ecosystem continued this week. The following are some of the week's most significant news items:
Myriad Prediction Markets Launch on BNB Chain
Myriad has launched on BNB Chain, introducing fast-settling "Automated Markets" and localized rollouts, including in Mandarin. This initiative aims to capture Asia's retail base and leverage media-driven prediction flows.
Binance HODLer Airdrop Includes Momentum (MMT)
Binance has added Momentum, a DeFi hub based on Sui, to its HODLer Airdrops program. Eligible BNB Simple Earn users will receive MMT allocations, with subsequent listings across various Binance products.
Creditcoin Enables Native CTC on BNB Chain via Wormhole NTT
Creditcoin, a platform for on-chain credit history and Real-World Asset (RWA) settlement, has facilitated native (non-wrapped) CTC transfers to BNB Chain and Ethereum using Wormhole NTT. This integration aims to unify liquidity and simplify the user experience.
CZ Discloses Personal ASTER Purchase; Aster Rallies
Changpeng "CZ" Zhao revealed his personal acquisition of approximately 2 million ASTER tokens, which led to a rapid increase in price and volume for the BNB Chain perpetual DEX. Reports emphasized that this was a personal, buy-and-hold action rather than a trading strategy.