Why are we optimistic about #Strategy加仓BTC 's next cycle?

The interesting thing about this asset is that from 2017 to now, it has gone through several bull and bear markets and has continued to grow. It has risen from less than $1 to four digits, which is quite rare in the entire crypto ecosystem. Its position remains stable.

On-chain data shows that BNB Chain handles nearly 20 million transactions daily, with active users in the millions. These are not虚假的数字—real usage, real cash flow, and long-term activity are all there.

There is also a story on the supply side. Cumulative burns have exceeded 65 million BNB, accounting for about 30% of the total supply. Quarterly burns have been ongoing, indicating that supply is continuously shrinking. The economic model is well-designed and logical.

The ecosystem coverage is broad—DeFi, Meme, NFT, RWA, and various narratives are all supported. As the core asset of major exchanges, backed by liquidity, user base, and infrastructure, it naturally has distribution advantages. These factors tend to make it a priority choice for funds during bull markets.

While its market cap is not small, in a bull market, ecosystems with cash flow, genuine users, and continuous iteration are often the first to attract attention and be selected.

Our confidence in it is not about betting on short-term surges. The key is sustainability and safety margins—if you are choosing a long-term holding after Bitcoin, such ecosystem assets remain one of the most stable options.