Binance Chain’s midfield battle: CZ, meme, AI, a nearly obvious "ecological niche" battle?

Author: Web3 Farmer Frank

In March 2025, when the crypto market fell into a narrative vacuum, CZ launched a battle for the BNB Chain niche that integrates Binance resources.

In fact, looking back from the on-chain data dimension, the real situation reversal was only about a week: On March 17, BNB Chain's 24-hour DEX trading volume began to surpass Solana, and then until the publication of this article, it firmly dominated the list of the entire network.

The drama of this rapid counterattack is that it is almost a game of bright cards: since he was once again active in the public eye at the end of last year, CZ has begun to constantly test the waters, and finally chose to use meme as the entry point to complete the traffic cold start. Finally, in the battle for the top ecological niche in the world, it launched a textbook-level combination punch.

In CZ's attention economics experiment, meme played an excellent "introductory" role with high traffic, but it is destined not to be the final choice of this "ecological niche" battle. If you dig deep into the clues in CZ 's words and deeds in recent months, you will actually find that BNB Chain's breakthrough path is already clear - it not only needs to become Meme's traffic terminal, but also needs to become the value anchorage of AI Agent.

It depends on who will rise next, which will become the most intense footnote in this grand narrative.

BNB Chain Big Breaking: "Multiple Resonance" of Liquidity, Trading Volume

and User Growth

It can be said that for the first time in the eight years since Binance was established, CZ has been active in the spotlight of the crypto world with an unprecedented high-intensity attitude.

According to data from Grok's Twitter visit, March 2024 became one of the months with the highest voice density of CZ's personal social media: about 2-5 original tweets were posted per day, and the number of interactive replies in a single day was between 3-10. Every word and action directly affected the user's nerves and became an important weather vane for market sentiment.

It is worth noting that CZ's tweets have shifted significantly from the original personalized expression to systematic market guidance, especially through high-frequency community interactions, and have become the super spokesperson of the BNB Chain ecosystem, so that " what did CZ send out today" has become a wealth code that swept the entire chain PvP.

It can be said that CZ and He Yi led a very exciting "expectation management experiment" with their own traffic and public opinion influence - by playing the role of "traffic promoter" on BNB Chain, they successfully continued the liquidity and market attention after Solana 's wave and siphoned onto the BNB Chain chain.

It is also driven by the strong driving of CZ and Binance resources that BNB Chain's on-chain data has ushered in a historic breakthrough. According to DefiLlama statistics, the total trading volume of BNB Chain in the past week exceeded US$15 billion, almost equivalent to the sum of Ethereum and Solana.

Among them, both in the user dimension and the developer dimension, BNB Chain has clearly ushered in a significant increase in activity: the number of daily active addresses of BNB Chain has stabilized at around 1 million, and a large number of users have flocked to BNB Chain to participate in the interaction. At the same time, the number of daily deployments of on-chain contracts once reached 250,000, a new high in half a year.

In the incremental observation dimension, Google Trends also showed that the monthly increase in "BSC" search volume by more than 50%, and has continued to surpass "Solana" since the beginning of the month.

Objectively speaking, in addition to the glamorous data, BNB Chain 's ambition is far more than creating short-term wealth effects, but rather exploring a path to implementing a popular BNB Chain product that operates industrial flows. Careful users may find that Binance has recently been designing rules such as liquidity incentive plans, which is obviously improving a set of precisely designed resource combination punches to build a closed-loop engine of "exposure-fund-transaction":

CZ and He Yi 's voices serve as the baton of public opinion and traffic. Binance Alpha has become the core position of cold start of the project. Liquidity planning and strategic investment work together to provide funding leverage, and finally Binance will go online to achieve a closed-loop transaction, thus opening up the full life cycle channel of "incubation-online-liquidity support".

This also reflects its deeper ecological logic. The explosion of BNB Chain is a resonant product of the Binance resource inclination and market liquidity urgently need new exports. It can be said that BNB Chain has indeed ushered in its best moment.

However, if you want to have a continuous effect of wealth to attract users, you cannot rely solely on concept meme. After all, users, developers and capital liquidity cannot be truly precipitated. The traffic effect will be destined to decline in user attractiveness, and over time, the network activity will inevitably decline. This is also the lesson of Solana's successor weakness.

So, next, whoever can accumulate on-chain liquidity and bring incremental benefits to users will be able to take the BNB Chain Ecological Throne.

From meme to AI, BNB Chain's hidden "niche" strategy

If CZ and He Yi are active on Twitter almost 24 hours a day, just to set off a wave of memes on BNB Chain, then it would be too underestimated by the deep logic of this niche battle.

BNB Chain's strategic positioning for Meme has always been very clear - it is not the end point, but an early "traffic engine" used to complete the ecological cold start.

This can be seen from the coverage of the previous two liquidity incentive plans. For example, the first round of the US$4.4 million liquidity incentive plan is specifically aimed at meme tokens, which successfully promoted the surge in the single-day trading volume of meme projects, causing the "traffic carnival" to push the BNB Chain daily active address to the million level.

On March 13, a new round of permanent liquidity support plan of US$4.4 million was considered a "final" project, marking a further upgrade of BNB Chain's ecological strategy - the coverage is no longer limited to meme coins, and assets in all fields can participate, without category restrictions.

This almost points out the core logic of BNB Chain, that is, "traffic is a means, and urgent needs are the end point." It essentially exchanges liquidity for time, seizes the minds of users through Meme 's communication efficiency, strives for development windows for AI and other urgent needs tracks, and ultimately transforms short-term popularity into ecological barriers for long-term users' retention.

In fact, the transition from Meme to AI is by no means accidental, but is based on the precise positioning of BNB Chain technology cycle and user needs. CZ also revealed this strategic intention in tweets. This consistent layout idea is very clear with the support of CZ and Binance resources:

• In November 2024, CZ publicly called for the construction of a decentralized AI data labeling network, proposed to use the BNB Greenfield storage chain to reduce data costs, and pay for the global labeling labor through cryptocurrency;

• In January 2025, Binance Labs changed its name to YZiLabs, and its strategic focus shifted to Web3, artificial intelligence and biotechnology. As of the time of publication, almost all the investments disclosed were Crypto & AI related: Crypto AI project Vana, decentralized AI lab Tensorplex Labs;

• In March 2025, CZ said that it doesn’t matter whether the new AI project is L1 or L2. For projects focusing on AI economic models, architecture selection should focus on practicality; it also said, “BNB ChAIn, I have been waiting for the popularity of artificial intelligence to cool down slightly before moving forward. The real builder will continue to persist after the popularity fades.”

Last month, he also reiterated at Space: "AI is the basic technology, and the point of integration with cryptocurrency is that AI adopts cryptocurrency as native tokens."

Meme can attract users, but it is difficult to become a liquidity pool for depositing funds. When the meme craze fades, part of the attention of funds will definitely return to some "value coins".

The users that were originally attracted began to demand "usefulness", and Binance also needed to ensure that users were protected from "malicious harvesting". This is a signal that AI took over, and it is also a precise conspiracy between Binance resources and BNB Chain's ecological strategy -after all, AI Agent requires high-frequency and low-cost on-chain interaction, which is also a natural scenario for meme training.

From this perspective, through liquidity incentive plans and the leading layout in the AI ​​field, Binance and BNB Chain are building a complete ecosystem from traffic acquisition to value realization and liquid transactions.

Who will be the seed password for meme & AI?

When the meme on BNB Chain completes the cold start mission of liquidity flywheel, the final strategic move is undoubtedly to screen AI projects with technological expansion and log in to Binance's main site and complete the ultimate leap in value capture.

This is also an inevitable choice to finally realize the entire life cycle process from BNB Chain to Binance. From this perspective, Binance's first voting listing project is of great representative significance and is a good observation window:

Among the 9 projects, 7 meme types, BID and SIREN are the only two AI tag projects - among which SIREN is strictly a dual narrative of meme & AI Agent, essentially a on-chain AI tool product with meme and practical attributes.

Judging from the current vote-gathering situation, BANANAS31, SIREN, and Broccoli are temporarily ranked in the top three. First of all, all have meme attributes, but meme, as a product of attention economy, actually needs to achieve the chemical fusion of "transmission power x productivity".

In this context, SIREN, which has a complex form of "communicability + practicality", resonates perfectly with the strategic demands of BNB Chain's ecological upgrade . As the first AI Agent token on BNB Chain, its core is the SirenAI investment analysis agent that provides market insights and signal sharing, and is an AI entity with dual personality:

Golden personality corresponds to conservative decisions, and scarlet personality corresponds to radical decisions. Both of these coin selection models can independently choose investment currencies, which is considered a factor that is highly consistent with "technical differentiation".

If you look at SirenCoin's growth trajectory, you will find that it is highly consistent with the strategic layout of Binance ecosystem, and almost every step is on a key node:

• Binance Alpha will be launched directly on February 19;

• On February 21, BNB Chain announced SIREN as the Day 3 win program for Meme liquidity program;

• February 28: Reverse the weekly list Tier 2 as the "technical misjudgment protagonist" and locks in liquidity support of $400,000

• On March 20, the Binance contract was launched and became the first Binance voting to list coins;

What is more worthy of attention is the "triple-level jump" strategy of its exchange layout - as of the time of publication, SIREN has successively achieved Grand Slams of mainstream exchanges, including completing full coverage of spot or contract trading pairs such as Bybit, KuCoin, and Gate.io.

Especially the early positioning of Binance Reserve, such as Bitget, which has a very vane effect, not only maintains the market popularity gradient, but also accumulates potential energy for Binance's main website to go online, almost pointing at Binance.

At the turning point of the transition from attention economy to value economy, projects that can achieve the closed loop of "on-chain data-user value" transformation will eventually become the rule makers that define the new ecological niche. Binance resources are long-term tilted support + BNB Chain's next AI niche password + mainstream exchange listings, Siren is expected to become the most worthy of attention in this final game.

To a certain extent, if SIREN is the first batch of BNB Chain ecological native projects with AI labels, it will really successfully launch Binance, which may trigger the "AI Agent sector effect":

Developers will realize that CZ's explicit and implicit all point to a protocol that combines "tradability (Meme gene) × interactivity (AI kernel)". This is the optimal solution for traffic and value capture in the Web3 era, thereby attracting more developers and funds to pour into BNB Chain.

Conclusion

BNB Chain's "midfield war" is essentially a balanced game between "traffic entrance" and "value precipitation".

If you believe that CZ is planning a new ecological evolution equation for BNB Chain - using meme to complete the cold start mission, and then taking over the technology of AI to become a new ecological engine, then this round of Binance 's voting listing is actually a new and old ecological order handover ceremony from meme to AI, taking over and precipitating traffic dividends.

This is why a mixture of "meme skin + AI soul" like SIREN will occupy a high voting position. The market is betting on real money and not a specific project, but BNB Chain has already planned the direction:

In the "post-meme era" opened by Solana, rebuild the application narrative, use AI to bear the dividends of traffic and liquidity, and ultimately realize the grand vision of "Web3 intelligent service infrastructure" mentioned by CZ.