X @CZ 🔶 BNB

Core Thesis - BNB is considered the most undervalued cash flow asset in the cryptocurrency space [1] - BNB is not based on speculation but on real user demand and cost [2] - BNB captures value from the application layer, distributing profits rather than just telling a story [3] Tokenomics & Supply - BNB features a true deflationary mechanism with a supply reduction written into the code [4] - Over 31% of the total BNB supply has already been burned through quarterly on-chain burns [4] - The higher the price, the more BNB is burned, leading to a decreasing supply, creating an irreversible flywheel effect [5] Competitive Positioning - BNB's primary competitors are Bitcoin (BTC) and Ethereum (ETH), not other altcoins [7] - BNB has consistently outperformed BTC and ETH over the past five years [7] - BNB is presented as a core asset that can withstand market cycles, unlike altcoins that may offer quick gains but lack long-term stability [8] Investment Perspective - BNB is not a get-rich-quick scheme but a stable asset suitable for portfolio allocation [8] - BNB is likened to a "cash cow" due to its stability and consistent performance [13] - The current period is seen as an early stage, suggesting that it may become difficult to invest in BNB later [14]