Zhao backs ‘stablecoin 2.0’ as BNB Chain grows native liquidity and builders
Changpeng Zhao (CZ) has shifted focus from exchange operations to mentoring, investing and building the BNB Chain ecosystem in 2025. His priorities are Giggle Academy (education), YZi Labs (investment/mentorship), a $1bn Builder Fund for DeFi/AI/RWA/biotech, and advising policymakers. On‑chain metrics show BNB Chain activity rising: daily active addresses around 2 million, on‑chain transaction volume up ~600% year‑on‑year, and BNB price volatility with key support near $1,100 and resistance at $1,330–1,370. Zhao promotes a “stablecoin 2.0” thesis — native, high‑liquidity, yield‑bearing stablecoins that differ from the dominant USDT model — and points to projects like Ethena and USD1, plus YZi Labs’ stakes in new designs. He also backs prediction markets (e.g., Probable, Opinion, Polymarket) and warns that shared alpha (sold trading strategies, subscription AI agents) erodes edge. For traders, the story highlights growing on‑chain liquidity and activity on BNB Chain, a concentrated BNB order‑book that creates clear liquidation levels, and a strategic push toward native yield‑bearing stablecoins that could change stablecoin flows and DeFi liquidity on BNB Chain.
Bullish
This news is bullish for BNB Chain and related markets for several reasons. First, rising on‑chain activity (≈2M daily addresses, ~600% YoY transaction growth) indicates stronger demand and utility, which supports higher fee revenue and network effects—positive for native tokens and DeFi liquidity. Second, a $1bn Builder Fund plus active angel/seed investing via YZi Labs directs capital and developer talent into BNB Chain, increasing the probability of valuable apps launching on the network. Third, Zhao’s push for “stablecoin 2.0” (native, yield‑bearing stablecoins) could redirect stablecoin liquidity onto BNB Chain and into native protocols, increasing TVL and tradable liquidity — a structural bull signal for BNB and associated tokens. For traders, the identified order‑book levels ($1,100 support; $1,330–1,370 resistance) create actionable risk levels: a break below the shelf risks cascade liquidations (short‑term bearish), while a clean break above the sell wall would likely draw momentum buying (short‑term bullish). Over the medium-to-long term, increased native liquidity, builder funding, and new stablecoin rails typically support higher valuations and deeper markets. Historical parallels: network growth + strong developer funding (e.g., early Solana, Avalanche runs) preceded multi-month bull trends. Caveats: regulatory actions, failed stablecoin launches, or macro risk-off could negate these positives. Overall, the net effect is bullish but conditional on execution and macro context.