1/19 #BNBChain Landscape
Recent concerns of the market surrounded by stablecoins, L2 wars and Terra.
However, BNB silently developed and achieved impressive statistics.
Quicktake:
• BNB Chain roadmaps 2022.
• Binance approached regulation approvals.
• Ecosystem deep dive
2/19
Let’s dive into some highlight statistics
• TVL: Retake the 2nd rank TVL from Terra, now at $8.8B TVL
• 18.5M $BNB staked on the BNB Chain
• 3B transactions have been made on the BNB Chain, it is a remarkable point in the history of the BNB Chain as they keep #BUIDL
3/19
Compare transactions on BNB Chain vs Ethereum
From May 2022 till now, BNB Chain has created a huge gap in transactions when Ethereum just recorded 1M transactions while that of BNB Chain is 4.2M
4/19
BNB Chain unique addresses skyrocketed
Recorded by @bscscan, unique addresses of BNB Chain now at 165M addresses, with an increased momentum ranging from 100k - 300k of newly created addresses daily.
• Dec 2020: 475M addresses
• June 2022: 165M addresses
Growth: 347x
5/19
About the Binance CEX
• The 1st rank CEX with more than 28.6M users in 2021.
• Total annual exchange volume is $7.7T in 2021.
Binance is a great background to create opportunities for BNB Chain D-apps to approach their huge CeFi user base.
6/19
BUSD and USDT comparison
$BUSD:
• Established from Paxos & Binance.
• 100% backed by cash.
• Updated statistics to NYDFS
• Paying taxes to the US government => Protection.
USDT:
• Not actively publishing reports.
• Not fully backed by cash
• Poor user protection
7/19
The stability of $BUSD
When collecting ATH, ATL of those popular stablecoins on the market, it is obvious to tell that BUSD is sharing top 2 of the “most stable” stablecoins with DAI, when it depegged downwards to just $0.9 and bounced back.
8/19 @BinanceLabs formed a $500m fund with support from leading global institutional investors.
This fund focused on projects related to expanding cryptocurrency use cases and increasing adoption of Web 3.
Let’s have a look at Binance Labs recent investments.
9/19
The 5th season of #MVB is live.
This seasonal program has positively influenced the change of BNB Chain from just 200 - 1,370 projects today, within more than a year => Fastest growing ecosystem.
The 5th season started => repeat the positive loop.
@ape_swap has formed partnerships with Torus Wallet.
Users can simply use ApeSwap services using social media accounts like Facebook, Google, Reddit, …etc. => Give users the convenience to access ApeSwap.
14/19
BNB Chain offers Terra developers to join BNB Chain.
The benefits for Terra devs:
• Finance-The $1B BNB Chain Fund shares a part for Terra devs.
• Support from 1,370 projects on BNB Chain ecosystems.
• Partnership w top tier projects like Coinmarketcap, Trust Wallet.
15/19
Ce-DeFi: @VenusProtocol Mini Program will be integrated into Binance mobile app.
Venus is currently the biggest lending on BNB Chain, with $800M TVL.
Venus was given a chance to provide its best services to newly CeFi users while also drawing attention of Binance users
16/19
Binance Labs invested $6 million into Zecrey.
Zecrey provide a simple and private way to use efficient cross-chain protocols based on Zk Roll-Ups technology => managing & aggregating assets easily multi-chain. binance.com/en/blog/ecosys…
- CORE, Bouncebit, and Merlin closed Q2 with highest number of unique addresses
- BSquared, CORE, and BOB outperformed others in average daily transactions
- CORE, Merlin, and BEVM saw approximately 6x increases in TVL
(1/22)
Outline:
I. Addresses
II. Transactions
III. Money Flow
IV. TVL by Category
V. NFTs Overview
(2/22)
I. Addresses
1. Total Unique Addresses by Chain
Closing Q2 2024, CORE led by the highest number of unique addresses (19.2M)
Followed by BounceBit (2.4M), Merlin (2M), BSquared (1.8M) and BEVM (737K)
- 1,275 projects raised almost $10.56B in total
- Seed and Strategic rounds lead in total raised
- DWF Labs leads with the highest investments
- Majority of projects (870 projects - 68.2%) fall within $1M to under $20M range
(1/10)
This thread will cover:
- 2023 Fundraising Raised Overview
- Crypto Fundraising Trend in 2023
- Fundraising by Round Type
- Fundraising by Category
- Fundraising by Investor
- Fundraising by Raised Amount
- Top 15 projects with the highest funds raised
(2/10)
In 2023,
- Total Raised: $10.56B
- Fundraising Rounds: 1,275
- #Arbitrum had a surge, reaching over 5M daily transactions on Dec 16th
- #zkSync and Arbitrum hit ATH in daily TPS
- #Optimism added 5.7M addresses in a week
- #Linea leads with almost 1.3M new NFTs
(1/22)
Outline:
I. Addresses
II. Transactions
III. Daily TPS
IV. Money Flow
V. TVL by Category
VI. NFTs
VII. Fundraising
(2/22)
I. Addresses
1. Total Addresses by Chain
#Optimism continues to lead with the highest number of total addresses among #Layer2 platforms
- Optimism surpassed #Base, leading in layer 2 platforms with the highest unique addresses
- #opBNB experienced a notable surge in daily txns, hitting over 5.4M on Nov 27th
- #Optimism is ahead with 2.4M+ new #NFTs in November
(1/19)
Outline:
I. Addresses
II. Transactions
III. Daily TPS
IV. Money Flow
V. TVL by Category
VI. NFTs
(2/19)
I. Addresses
1. Total Addresses by Chain
In November, #Optimism officially surpassed #Base and took the lead among popular #layer2 solutions with the highest total number of unique addresses
- #Optimism leads with the fastest address growth, outpacing other Layer 2 solutions. Is #Base keeping up?
- Arbitrum hits over 2.4M daily transactions on Nov 25th
- Daily TPS leaders: #Arbitrum, #zkSync, #Starknet
(1/22)
Outline:
I. Addresses
II. Transactions
III. Daily TPS
IV. Money Flow
V. TVL by Category
VI. NFTs
VII. Fundraising
(2/22)
I. Addresses
1. Total Addresses by Chain
#Optimism leads the pack with the fastest growth in total addresses among #Layer2 solutions! Is #Base keeping up?
- #Optimism surpassed #Base and took the lead with the highest total addresses
- #Arbitrum has emerged as the leader in the highest daily transactions and reached over $2B total TVL
- #Base leads in daily new NFTs
(1/21)
Outline:
I. Addresses
II. Transactions
III. Daily TPS
IV. Money Flow
V. TVL by Category
VI. NFTs
(2/21)
I. Addresses
1. Total Addresses by Chain
This week, #Optimism surpassed #Base and took the lead with the highest total addresses in Layer 2 platforms