BNB Is the “Most Overlooked Blue-Chip,” Says CEA Industries CEO as Token Hits New ATH

BNB has reached a new all-time high (ATH) above $1,300, with CEA Industries CEO David Namdar calling it the “most overlooked blue-chip” in crypto. He argues that the token’s rise reflects strong fundamentals, ecosystem growth, and investor recognition long overdue.

• BNB hit a record high above $1,300, signaling renewed investor confidence.
• CEA Industries CEO David Namdar said the rally proves BNB’s “credibility and scale.”
• BNB Chain now records 2.5 million daily active users and $8.6B TVL, per DefiLlama.
• Macro tailwinds like ETF inflows and liquidity growth support the rally.
• CEA Industries revealed a massive 480,000 BNB treasury, worth $663 million.
• “BNB meme season” attracts over 100,000 onchain traders, 70% in profit.

BNB’s climb past $1,300 has reignited discussions about its position in the broader crypto ecosystem. According to CEA Industries CEO David Namdar, the rally is not a fluke but rather the product of years of underappreciated network strength and consistent delivery.

In a recent interview with Cointelegraph, Namdar described BNB as “the most overlooked blue-chip in the market,” citing robust activity across DeFi, gaming, and payments as evidence of real utility. “The market is waking up to the credibility, scale, and utility of the BNB ecosystem,” he said.

Data from DefiLlama supports his claim: BNB Smart Chain’s (BSC) total value locked stands at $8.66 billion, making it the third-largest blockchain network by TVL. Over the past 24 hours, BSC recorded 2.52 million active users and 20.7 million transactions, underscoring its deep liquidity and retail traction.

Namdar emphasized that this performance validates the “scale + utility” thesis that BNB proponents have long promoted. He noted that core activity metrics, including PancakeSwap volumes, opBNB daily users, and DeFi integrations, show the chain’s resilience and steady growth even during market turbulence.

While macro trends like ETF inflows and rising liquidity helped lift prices, Namdar credits most of BNB’s recent strength to its ecosystem fundamentals. Binance’s global expansion — through new licenses, partnerships, and payment integrations — continues to bolster investor trust. Notably, Japan’s PayPay, backed by SoftBank, recently acquired a 40% stake in Binance Japan, making it an affiliate under Japanese law and signaling strong institutional alignment.

Namdar’s company, CEA Industries (Nasdaq: BNC), has also emerged as the world’s largest BNB treasury, holding 480,000 BNB. The firm’s total crypto and cash reserves now reach $663 million, reinforcing its bullish stance on the Binance ecosystem’s long-term viability.

Beyond institutional adoption, BNB Chain’s memecoin frenzy — dubbed “BNB meme szn” by Binance founder Changpeng Zhao — has added new fuel to the fire. Over 100,000 onchain traders have joined the trend, with roughly 70% in profit. According to Bubblemaps, dozens of traders have pocketed six- and seven-figure gains as speculation around BNB-native tokens continues.

Final Thought

BNB’s breakout to a new all-time high reflects more than just market momentum — it signals the maturity of the Binance ecosystem and the recognition of its network strength. As both institutional and retail players deepen participation, BNB may finally be stepping out from Bitcoin and Ethereum’s shadow to claim its position as the third pillar of crypto’s blue-chip class.