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Recently, BNB Chain has emerged as the new market hotspot. The test token TST skyrocketed 50x in just 24 hours, reaching a market cap peak of over $500 million. The IDO project MyShell on Binance Wallet and Pancakeswap achieved an oversubscription of over 11,400%. Soon after, following CZ’s post featuring a dog photo with the caption “Let Community Tokens Win,” thousands of Broccoli-themed memecoins flooded the market; one such token (contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714) reached a market cap peak of over $300 million.
Meanwhile, on February 14, the BNB Chain official launched a $4.4M liquidity reward program for memecoins issued on designated BSC platforms such as @four_meme_ and @myshell_ai. Rewards are distributed based on price gains, market cap, and trading volume—and the initiative has received CZ’s endorsements and comments.
CZ has sparked a gold rush on BNB Chain, while the official team is actively supporting on-chain liquidity. According to defillama data, BNB Chain’s daily transaction volume in the past 24 hours reached $5.5B, ranking second among public chains after Solana’s $6B; over the past week, total on-chain transaction volume increased by 15.3%. BNB Chain is trending toward surpassing Solana as a value sink on-chain, and the bull market has already begun. Which projects should we pay attention to? Below, we focus on three areas: Memecoins, AI, and DeFi.
I. Memecoins
$Broccoli
On February 14, CZ announced on X (formerly Twitter) that he would soon release a dog photo. Following the explosive surge of the test token $TST, the community viewed this as an ideal time to invest in memecoins. As a result, CZ’s dog photo became an internet sensation.
Shortly afterward, thousands of tokens themed around Broccoli emerged. The token named $Broccoli, created by community members on Four.Meme (contract address: 0x6d5AD1592ed9D6D1dF9b93c793AB759573Ed6714), became the first project to reach a market cap in excess of $100 million. At launch, the project team acquired over 90% of the tokens and, as the market cap increased, began selling approximately $15M worth.
Although $Broccoli’s current market cap has retreated to $180M, community members believe, based on $TST’s development trajectory, that $Broccoli has gained official backing and is expected to be listed on Binance.
It should be noted that many tokens named $Broccoli continue to be issued (e.g., by @BenTodar), and some of these may be scams, so investors should exercise caution.
$TST
$TST is also the spark behind the on-chain gold rush on BNB Chain. Issued by the BNB Chain team on Four.Meme, $TST became popular largely due to CZ’s influence; after its launch, CZ mentioned $TST several times on X, even posting related content in Chinese.
Although CZ denies holding $TST, its strong memetic appeal and the similarity of its logo to Binance’s branding directly propelled its price to surge 50x in a single day. $TST has since been listed on Binance’s spot market, though its market cap has fallen to $100M.
$Cheems
Compared to the previous two memecoins, $Cheems has a longer track record and a more established cultural presence. Based on $DOGE culture, $Cheems has attracted considerable attention through social media. Tokens named $Cheems exist on both Ethereum and BSC chains; notably, the $Cheems on Ethereum even received support from Vitalik. Binance’s decision to list $Cheems on BNB Chain reflects its commitment to supporting on-chain ecosystems. $Cheems was listed on Binance’s spot market at the same time as $TST. Owing to its strong community culture, $Cheems is considered by the community as the next $SHIB; its market cap peaked at around $300M and is currently $180M.
$FOUR
There are two main narratives surrounding the $FOUR token:
The first narrative derives from CZ’s “four-finger” gesture, symbolizing a positive token representing resistance against FUD. (Contract address: 0x21fd16cd0ef24a49d28429921e335bb0c1bfadb3)
The second narrative concerns the platform Four.Meme’s token. Four.Meme is a platform on BNB Chain designed specifically for memecoins, similar to the pumpdotfun model. Recently, popular tokens like $TST and $Broccoli were issued on Four.Meme. Four.Meme is also one of the platforms currently supported by BNB Chain. The official team has released tutorials on token issuance on this platform, making it a focal point for market attention.
Note that the token for Four.Meme has not yet been officially launched, and $FOUR, similar to early $TST, appears under various addresses. Currently, the $FOUR token at contract address (0xce30b968d5e76a67f3946e0598f95d551ce03ac3) enjoys relatively strong community support.
$KOMA
$KOMA is one of the most liquid memecoins on BNB Chain, with its narrative primarily centered on a dog theme. $KOMA has a strong community foundation and is widely regarded as the “son of $SHIB.” Additionally, $KOMA is seen as a guardian of BNB, built around a decentralized, community-driven approach and charitable initiatives, with the aim of making BNB great again.
Due to its aggregation of the major liquidity of BNB Chain memecoins, $KOMA has also become one of the projects attracting significant investor attention in this trending narrative.
II. DeFi
$CAKE
$CAKE is a foundational infrastructure project on BNB Chain, playing a crucial role in the DeFi space within the BNB Chain ecosystem. As the native token of PancakeSwap, $CAKE’s positioning has evolved from a simple DEX token to a key member of the BNB Chain ecosystem. PancakeSwap operates similarly to Uniswap, focusing on trading and liquidity provision; however, as the platform rapidly expanded, it evolved into a full-featured DEX on BSC, offering a more diverse array of products and services.
Recently, amid the BNB Chain boom, the $CAKE token surged with a daily increase of up to 60%, and its current market cap is approximately $750M.
$THE
Thena is a decentralized exchange (DEX) that employs an automated market maker (AMM) model, allowing users to swap tokens directly via liquidity pools. Unlike traditional DEXs, Thena’s uniqueness lies in the fact that liquidity providers are not directly rewarded from trading fees; instead, they receive newly minted tokens to compensate for liquidity mining yields, offering users greater flexibility and efficiency.
Thena’s native token is $THE, which has been one of the beneficiaries of the recent surge on BNB Chain. Previously, Thena received support and endorsements from CZ, and its 24-hour trading volume ranks sixth on BNB Chain. Currently, $THE’s market cap has fallen to approximately $63.52M.
III. AI
$COOKIE
$COOKIE is a project that provides intelligence infrastructure for agents, primarily aimed at analyzing market and social media data in the cryptocurrency space.
$COOKIE offers real-time market data related to AI agents, including rankings by market cap, price fluctuations, and trading volume for various AI agents.
Cookie DAO is widely applied in the AI Agents domain, having catalogued 1,454 projects; the data provided is an important reference for assessing progress in AI Agents projects. Currently, $COOKIE’s market cap is approximately $70.26M.
$AICell
$AICell is a multi-chain agent framework on BNB Chain and is one of the projects highlighted by Four.Meme. Narratively, $AICell combines previous ideas of AI Agent frameworks with the current boom on BNB Chain.
In terms of community, $AICell has already built a certain foundation; product-wise, it recently introduced the DARWIN 0.1.0 framework.
The key differentiator of $AICell compared to other frameworks is DARWIN 0.1.0, a platform that can support up to one million AI Agents running simultaneously. Overall, $AICell is a project worth monitoring. Its current market cap is approximately $110M.
$SIREN
$SIREN is an on-chain AI analytics agent built on BNB Chain, similar to the influencer analytics agent aixbt on Bse Chain.
$SIREN has garnered attention and support from the official Four.Meme team and consistently ranks in the top three by market cap on the Four.Meme platform, trailing only behind $TST and $Broccoli.
Currently, 26% of the $SIREN token supply (contract address: 0x997a58129890bbda032231a52ed1ddc845fc18e1) has been burned, and its market cap stands at approximately $49.75M.
Among its competitors in the BSC ecosystem is AI16z, but SIREN has made important functional innovations compared to it. Its most notable feature is the self-selection mechanism, which is divided into conservative and aggressive modes, allowing investors with varying risk appetites to choose strategies that suit them. This flexibility not only fills a market gap but also further enhances SIREN’s competitiveness in the BSC AI space.
Project Comparison: AI16z vs. SIREN
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Basic Functionality: AI investment strategy
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Investment Strategy – Token Selection Function: Lacks independent token selection (both conservative & aggressive modes)
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Market Positioning: Advanced AI meme coin
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Potential Growth: In early development with significant growth potential
According to market data, SIREN’s recent price experienced a nearly 50% pullback from its peak before rebounding to double, indicating renewed market confidence. Overall, as an emerging AI meme coin in the BSC ecosystem, SIREN offers considerable investment value due to its independent token selection functionality and its low market capitalization paired with high growth potential.
Neason Oliver
