CZ no longer tweets to help Meme, can BNB Chain still become the "next Solana"?

Author: Penny, BlockBeats

In the world of cryptocurrencies, hot events always cause waves like waves. On February 13 and 14, there was a PVP craze after Parlor on CZ’s pet dog. On the afternoon of the 14th, CZ suddenly deleted the tweet that mentioned Meme Coin BROCCOLI and posted a message saying, "You can't tweet anymore. People always over-interpret my tweets. Any random mention will be attached to several layers. Additional meaning. "The tokens that have risen on BNB Chain have also begun to fall sharply.

How exactly did CZ lead such a Meme craze on BNB Chain? In the fierce PVP, has BNB Chain withstood the test, and even after CZ deletes the tweets that help Meme, it has the potential to continue its glory?

Opportunities are also tests: MAL's name change will help CZ's pet dogs

become popular

At 0:12 on February 14, CZ's "real dog" Broccoli (broccoli) began to come out after much anticipation, and a PVP with BNB Chain as the main battlefield kicked off.

Since CZ did not announce the official token contract address, a large number of homogeneous tokens were issued at the same time on BNB Chain, and the new coin board was flooded with the same pictures and names, which was enough to show its popularity and the intense PVP.

In addition to a large number of anonymous Devs, the official participation of Bounce Brand continues to push the "bruclide" craze to a climax. On the evening of the 13th, Bounce Brand officially released a new token, which was originally named $MAL based on CZ's Belgian Malinois, but after CZ announced the real name of its dog, Bounce Brand Rename the already-launched $MAL token to $BROCCOLI and attach the contract address on BNB Chain.

Due to too many tokens in the market, it is difficult and not time to investigate the security of each token one by one, the tokens that suddenly appear with the official endorsement of Bounce Brand seems much more authoritative and credible. The well-known KOL "Calm Calm and Calm" posted a message saying that it bought 1% of the $BROCCOLI launched by Bounce Bit for the following reasons: 1. The Bounce Bit team deployed and launched fairly, unlike the other Devs with huge amounts. Rat deal; 2. The real OG contract is deployed before CZ is announced, and then the name is changed after CZ is announced; 3. Several coins from Bounce Bit team are all on Binance, giving some room for imagination.

Compared with other tokens, it is possible to stand out after undergoing the baptism of intense PVP and are paid attention to by more people. The tokens released by Bounce Brand are like a driftwood that is eye-catching in this Meme melee, and are quickly seen by a large number of investors. . After the announcement of the token name change information, its market value has risen all the way, reaching its peak in about 2 hours, and it once broke through 70M US dollars.

However, in the end, Bounce Brand's token did not become the "bruclide leader". The popular Binance Web3 wallet project (previously the "CZ's Dog" project, which has been deleted) shows that as of writing, the highest market value of Broccoli tokens is currently only US$300 million. Despite the high market participation, no leading projects with high consensus have yet to be formed.

Can the non-silky BNB Chain carry huge Memes?

When tens of thousands of Broccoli's Meme coins with the same name appeared on BNB Chain, BNB Chain did not provide users with silky services like Solana chains. Countless investors experienced the embarrassment of not being able to buy or sell last night, the network congestion, the page was stuck, the clip was clipped, and countless rugs... The pearls and jades with Solana chains are in front, investors We all complained that the user experience of BNB Chain was too poor.

In order to intuitively show the gap between the infrastructure dimensions of BNB Chain and Solana chains, the author selected TPS and transaction volume, daily active users, token creation data, and security and compliance to compare the two public chains.

1. TPS and transaction volume

Solana is favored for its high throughput and low latency. The transaction volume per second can reach thousands or even tens of thousands of transactions, greatly improving the processing power of the network. For a large number of Meme coins, Solana can handle a large number of transactions in a short period of time without bottlenecks. Although BSC is not as high as Solana in terms of performance, it still has a high transaction speed, and due to its simple structure, transaction processing is relatively stable. BSC improves its compatibility with the existing Ethereum ecosystem by using Ethereum-compatible smart contracts (EVMs), helping to attract more developers.

In terms of transaction speed, according to blockchain browser data, the real-time TPS data on Solana is 1,204, the real-time TPS data on BNB Chain is 96.3, the peak TPS of BSC is about 300-400, and the peak TPS of Solana is theoretically 65,500, but the daily TPS is It's basically more than 1,000. The data comparison is obvious, and the potential for the transaction speed of Solana chain is much higher than that of BNB Chain. In terms of trading volume, according to DefiLlama data, the Solana chain's 24-hour trading volume was US$3.772 billion, and the BNB Chain's 24-hour trading volume was US$3.292 billion, which are basically the same.

2. Daily active users

According to DefiLlama data, the number of active users of Solana chain in 24 hours is 4.67 million, the number of active users of BNB Chain in 24 hours is 1.73 million, and the number of active users of Solana chain is almost 3 times that of BNB Chain. Highly active users mean more transaction demand and on-chain liquidity, which is crucial for the rapid trading and dissemination of Meme coins. For a long time in the past, Solana Chain has been the home of Meme Coin PVP, thus accumulating a large number of active users. Due to users' use inertia, even if the popularity of BNB Chain is gradually increasing, users on the Solana chain will not quickly migrate to BNB Chain in a short period of time.

3. Token creation quantity and daily token creation quantity

KOL Defi_Mochi (@defi_mochi) disclosed a statistics from dune on Twitter, showing the token deployment of the four.meme platform and pump.fun platform. Data shows that a total of 31,162 tokens were created on the four.meme platform, with the number of tokens created daily being 3,947; a total of 7,605,186 tokens were created on the pump.fun platform, with the number of tokens created daily being 54,368.

The number of tokens created daily reflects the popularity and activity of the platform to a certain extent. More daily token creation means more developers or project parties are actively involved, hoping to attract users' attention and investment with the launch of new tokens, which will reflect the level of attention of the platform in the market. Higher. The birth of a large number of new tokens may also imply that the market has more confidence in the platform. Everyone believes that the release of new tokens here will have the opportunity to gain more profits and development space. It is not difficult to see from the huge difference in the number of tokens created on these two platforms every day that long-term accumulation and user inertia make the popularity and activity of the pump.fun platform far exceed that of the four.meme platform, but it also shows that the current four.meme platform There is huge room for growth, and builders can more boldly imagine its future prospects.

Source: dune; above: four.meme platform token creation data; below: pump.fun platform token creation data

4. Safety and compliance

Solana itself does not have a clear regulatory framework, and its decentralized and high-speed nature may cause regulators to doubt its compliance, especially in the face of projects related to financial markets. If the Meme coins on the Solana chain become a hot spot in the market, they may attract the attention of regulatory authorities, especially in preventing money laundering and capital flows. In particular, recently pump.fun has been repeatedly sued for issuing coins without review and faces many litigation and regulatory risks, which will also become an uncertain factor affecting the development of pump.fun in the future.

As a chain launched by Binance, BNB Chain's compliance issues may be affected by Binance's own regulatory pressure. As a world-renowned institution, Binance is facing great pressure in the regulatory environment in different countries and regions. Meme coin projects on BNB Chain, especially those without transparent background or compliance guarantees, may experience higher regulatory risks.

Judging from all the above data, BNB Chain has a certain gap with Solana chain in terms of infrastructure itself and user willingness to use it. This shows that if BNB Chain wants to be the next Solana chain and to withstand the huge network pressure comparable to $TRUMP release, there are still many details that need to be optimized and updated. BNB Chain recently released the 2025 annual strategic roadmap, which involves transaction speed, gas fee transaction mechanism, anti-MEV protection mechanism and smart wallet upgrades. It has been upgraded from infrastructure to application ecosystem, aiming to significantly enhance it. Competitive Internet Advantage. Even if this round of Meme heat is out, if BNB Chain can really upgrade as comprehensively as expected, investors may be able to expect that the BNB Chain chain will shine in 2025 and give the market more new surprises.