#密码资产动态追踪 The recent industry buzz continues to heat up, and there's a very interesting phenomenon worth noting: major institutions are gradually building positions, policy and environmental signals are turning positive, and Wall Street funds are continuously flowing into this ecosystem.

My top pick remains the blockchain ecosystem tokens. Specifically, let's talk about BNB — evolving from an exchange token to an ecosystem hub asset, this transformation is already quite evident.

The underlying logic is quite solid: According to BNB Chain's official 2026 technical plan, the goal is to reach 20,000 TPS and sub-second confirmation times, which means there is still significant room for improvement in underlying performance. Currently, the RWA (Real World Asset) on-chain scale has surpassed $1.8 billion, and applications within the ecosystem are accelerating their deployment.

From the supply side, it's also quite interesting — the continuous token burn mechanism is increasingly enhancing scarcity, and the market structure is becoming more concentrated, with institutional holdings steadily rising. If the BNB ETF expectations truly materialize, it would serve as a new driving force.

In comparison, BNB's current valuation logic is approaching that of leading tech companies — evolving from an exchange token to a core asset supporting ecosystems worth billions, fundamentally changing its value basis. During bull markets, leading ecosystem tokens often outperform overall expectations. Holding the core tokens of the blockchain ecosystem essentially means holding the growth key to this cycle.

Rather than obsessing over short-term fluctuations or other assets, it's better to follow the broader trend of ecosystem development. From a fundamental perspective, the current price still has considerable room for growth relative to long-term potential. $BNB