BNC has suddenly surged these days.
But for me, what’s truly worth paying attention to isn’t how much it’s risen over these few days—it’s why I started laying in positions around 5.1.
My logic has always been simple:
When a bull market comes, if I believe in the BNB ecosystem, besides buying BNB directly, isn’t there a way to get a BNB treasury company at a lower price?
At the time, BNC was still trading low, and the market wasn’t paying much attention to it. I chose to lay in positions first rather than wait until everyone understood it and then chase.
Now, this upswing—at least to a certain extent—just reflects the market beginning to re-price the narrative of the “BNB treasury.”
BNC currently holds about 515,500 BNB. The company itself is increasingly becoming an asset vehicle for the BNB ecosystem. (GlobeNewswire)
What’s even more interesting is that recently BNB itself has also been gaining strength. On September 18, BNB closed at around $761. (CoinGecko)
So I’m actually in no hurry to chase now.
Around 5.1, what I was waiting for was the logic.
Now what I’m waiting for is market sentiment.
If the real行情 (the real trend) arrives, treasury companies don’t just move up along with their underlying assets—they may also see valuation premiums.
That’s also why I was willing to position in BNC when it was still low.
Buy when nobody’s talking about it,
and then let time handle the rest.
#BNC #BNB #BNB生态 #加密货币 #财库公司
But for me, what’s truly worth paying attention to isn’t how much it’s risen over these few days—it’s why I started laying in positions around 5.1.
My logic has always been simple:
When a bull market comes, if I believe in the BNB ecosystem, besides buying BNB directly, isn’t there a way to get a BNB treasury company at a lower price?
At the time, BNC was still trading low, and the market wasn’t paying much attention to it. I chose to lay in positions first rather than wait until everyone understood it and then chase.
Now, this upswing—at least to a certain extent—just reflects the market beginning to re-price the narrative of the “BNB treasury.”
BNC currently holds about 515,500 BNB. The company itself is increasingly becoming an asset vehicle for the BNB ecosystem. (GlobeNewswire)
What’s even more interesting is that recently BNB itself has also been gaining strength. On September 18, BNB closed at around $761. (CoinGecko)
So I’m actually in no hurry to chase now.
Around 5.1, what I was waiting for was the logic.
Now what I’m waiting for is market sentiment.
If the real行情 (the real trend) arrives, treasury companies don’t just move up along with their underlying assets—they may also see valuation premiums.
That’s also why I was willing to position in BNC when it was still low.
Buy when nobody’s talking about it,
and then let time handle the rest.
#BNC #BNB #BNB生态 #加密货币 #财库公司
