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1/ Binance announced today that it will contribute the total team allocation of 80 million BNB (~$2.5 billion) to the BNB burn. BNB rallied by 10% since the then. But this doesn't change anything about the supply schedule since the final supply will remain unaffected at 100M BNB
2/ Binance burns 20% of profits every quarter until 100 million BNB is burned. So far, in the last two year, Binance burned 12.5 million BNB, which means it still has to burn 87.5 million. 
3/ Based on today’s burn, Binance generated $119.2 million in profit in Q2 2019; 53% increase from Q1 2019. In its 2 years of existence, Binance has generated more than $850 million of profit.
4/ The most common misconception is that Binance acquires BNB it burns by making open-market purchases. It doesn’t. Binance burns BNB it collects from trading fees that are largely paid in BNB (because there is a trading fee discount).
5/ So instead of burning BNB from its trading fee revenues, it will now start burning BNB from its team reserves. Now considering that the team never sold any BNB it got from the vesting schedule, nothing realistically changes.
6/ Binance will instead retain its BNB collected from trading fees. But it will still burn exactly the same amount without making open-market purchases. The market dynamics are the same as before.
7/ I am convinced that this change was made for regulatory compliance reasons. Binance removed any mentions of burning 20% of profit from its whitepaper and from its website. In yesterdays announcement, it said "we’ll still burn BNB based on trading volume" - not based on profit.
8/ In yesterday’s stream, CZ repeated multiple times that BNB is no longer a premine coin. I think that the new structure is trying to make it seem like BNB is a utility/ecosystem token as opposed to a security.
9/ Because of regulatory pressure, Binance announced it will ban all U.S. customers a couple of weeks ago. Instead, it will launch a separate U.S. exchange Binance US. I am nearly sure Binance is fighting to get BNB listed and this is one of the changes that could help
10/ As always, look deeper than just into announcements and hype. Nearly no one understands BNB dynamics well enough. And there is a lot of plain wrong info. Even Multicoin’s BNB thesis that was applauded by many had multiple flawed/wrong assumptions. Do your own research.
