Upon seeing this message, as a seasoned player in the circle for many years, my first feeling is that this story is too 'crypto'—typical and classic.
Many newcomers see these anecdotes of big shots as 'mythical' or as old stories not worth mentioning. But seasoned veterans see the underlying logic of decision-making and the inevitable trajectory of industry development.
My viewpoint and analysis can be summarized in three points:
Trust and vision are the core of early-stage dividends.
CZ, at the last moment before BNB went live, made an enticing offer to He Yi that seemed impossible after a tenfold increase. This may seem like a provocation, but essentially it reflects the founder's absolute confidence in the value of their own project and a precise prediction of the industry's inflection point. At that stage in the crypto world, it wasn’t about how perfect the technology was, but whether the founder could see a future that others could not and convince top talent to believe in that future. He Yi's addition was not just about having another advisor; it injected critical brand and operational DNA into Binance. This story validates an iron rule: on the eve of an industry explosion, those who dare to place heavy bets based on foresight can capture the greatest dividends.
The power of narrative is always greater than short-term prices.
The status of BNB no longer needs much explanation. Looking back, this story itself is part of the strongest narrative of BNB and the Binance ecosystem. It tells the story of identifying value, making bold decisions, and the early construction of a community of shared destiny. The value in the crypto circle largely relies on consensus and narrative. The continuous dissemination of such 'creation stories' solidifies the faith of the core community, which is an asset that no short-term marketing can replace. As investors, we should not only look at technical indicators but also understand 'why a project exists,' 'who is driving it,' and 'whether the story is still believed in.'
The rhyme of history and the revelations of the present.
Many people are asking if such opportunities still exist. My answer is: the era-specific, hundredfold, thousandfold windows are narrowing, but structural opportunities based on cognitive disparities continue to emerge. The background of BNB's story is the brutal growth of the trading platform track from zero to one. Today's new narratives like AI+ Crypto, Depin, and RWA are also at the 'eve of BNB's launch' in their respective fields. What you need to do is not to look for the next CZ or He Yi, but to find that founder with absolute confidence in the niche track you deeply understand, and that potential 'explosive critical point' that might 'give an offer only after a tenfold increase.'
Heartfelt words to fans, here’s what you can do next:
Study the narrative, but more importantly, study 'people.'
Take time to watch historical interviews of the project founders, their working style, and industry reputation. In a decentralized world, the vision and character of core builders remain the ballast for a project's long-term value. A team that can make the right decisions at critical moments and attract top talent has a success rate far higher than those who only know how to hype concepts.
Use 'position management' to match your level of understanding.
If your research on a track or project has reached the level of 'understanding its early narrative core,' then you can allocate a part of your 'belief position,' like He Yi accepting an invitation, to intervene and hold long-term on the eve of an explosion. If you have only heard of it, then please strictly control your position and only allocate accordingly. Never use money you cannot afford to lose to chase a story you do not understand.
Stay rational and be wary of story filters.
Old stories are meant to extract logic, not to be blindly worshiped. Each era has its unique background. The success of BNB cannot be simply replicated. When listening to any grand narrative, always ask yourself: What real needs does it solve? How does its economic model sustain itself? Where is the moat? Do not let passionate stories wash away the dam of your risk management.
The crypto circle never lacks miracles, but miracles only reward those who dare to act after deep thinking and can take full responsibility for their actions.
Let's support each other.
