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Feb 18
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$604.80
$607.09
+0.4%
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LONG
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Ding X
Founder of Predict.fun / Co-Founder of PancakeSwap
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Ding X (founder of PancakeSwap, the largest DEX on BNB Chain) is now building "Predict.fun" on the BNB Chain. He explicitly states they are "combining DeFi with prediction markets" so that deposited funds earn yield via lending protocols, unlike competitors. The "Capital Efficiency" argument is strong. If a trader can bet on an election *and* earn native DeFi yield on the collateral simultaneously, liquidity will migrate from non-yielding platforms (like Polymarket) to yielding ones. This drives TVL (Total Value Locked) and transaction volume to the BNB Chain. Long BNB as the infrastructure layer and CAKE as the ecosystem proxy (given the founder's lineage), anticipating a sector rotation into yield-bearing prediction markets. Regulatory crackdowns on prediction markets; failure of the new platform to gain traction against incumbent Polymarket. |
CoinDesk
Charles Hoskinson and Ding X on Predict.Fun, ...
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Feb 12
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$614.29
$607.09
-1.2%
|
LONG
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Jennifer Ilq
President, ICE Futures US
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ICE is launching single-token futures contracts specifically for Bitcoin, Ether, Solana, BNB, and Ripple. Institutional capital (pensions, endowments) requires regulated infrastructure to enter an asset class. By listing these specific five assets on a regulated US exchange (ICE), they are effectively "whitelisted" for institutional portfolios. This creates a structural bid as these assets graduate from "speculative retail" to "institutional investable." LONG the underlying assets as liquidity deepens and spreads tighten due to institutional hedging capabilities. Regulatory reversal or lack of volume in the futures contracts leading to delisting. |
CoinDesk
ICE Goes Live With Futures Tied to CoinDesk I...
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Feb 11
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$608.11
$607.09
-0.2%
|
LONG
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David Eis
Representative, ICE / CoinDesk Indices
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ICE (parent of NYSE) is launching CoinDesk 5 and CoinDesk 20 futures, plus the first regulated BNB futures contract in the US. ICE provides the "adult in the room" infrastructure that allows massive institutional capital to hedge and trade crypto assets compliantly. Launching a BNB contract legitimizes BNB as an institutional asset class alongside BTC and ETH. LONG. ICE benefits from data/trading volume; BNB benefits from institutional legitimacy and implied regulatory safety. Regulatory crackdown on Binance affecting the underlying BNB asset. |
CoinDesk
Inside the Future of Digital Assets at Consen...
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Feb 10
|
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$619.85
$607.09
-2.1%
|
LONG
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Changpeng Zhao
Founder & Former CEO, Binance
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Despite the $4B fine and CZ's imprisonment, Binance remains the largest liquidity pool in the world. CZ mentions that his pardon might be a signal that allows Binance to "enter the US in a proper way." The market had priced in existential risk for Binance (collapse/shutdown). The survival of the platform, combined with the resolution of the DOJ case and a potential path to US compliance, removes the "death discount" from BNB. If Binance re-enters the US, volume and utility for BNB increase. LONG. The "survival event" has passed, and the asset is now a play on global liquidity dominance. Further regulatory actions from other jurisdictions; loss of market share to compliant competitors like Coinbase. |
All-In Podcast
Binance CEO: 4 Months in Prison, $4 Billion F...
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