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Yuyue· 2025-07-17 13:57
Investment Strategy - The market may not be fully pricing in the BNB micro strategy, as there are no Binance stocks available in the US stock market [1] - A successful BNB micro strategy could create the only proxy asset in the US stock market for the largest cryptocurrency exchange, potentially maintaining a larger premium than MSTR due to its smaller market capitalization [1] - The key is to identify and invest in the specific "714" BNB micro strategy among Nasdaq's 714, F3B, and F2B offerings [1] Risk Assessment - There is uncertainty in selecting the right BNB micro strategy stock (e g, 714) [1] - The "More BNB micro strategies" approach suggests a competitive environment ("九子夺嫡"), with new strategies potentially emerging frequently [1]