GuShiio.com When CZ comes to “bring goods”, in which direction might the “direct trump card” on the BNB Chain run out?
Written by: Frank
The answer may be hidden in the newly released weekly list of BNB Chain Meme liquidity support plans, especially the official announcement that added a key footnote to this game-the AI Agent token SirenCoin was a “technical misjudgment” due to back-end data delays. The real popularity instead jumped from Tier 3 to Tier 2 (6th to 3rd) as a dark horse, winning US$400,000 in liquidity support.
The wealth effect storm of AI tracks in BNB Chain has been blowing for some time, and CZ’s “hope to see more AI Agent development with practical scenarios” statement of support has clearly released that binan-security resources are being prioritized to flow to AI Agent projects. As a result, concept tokens have generally increased recently, and Listing expectations for projects such as MyShell have also increased.
The logic of the market has always been a grass snake. Driven by CZ’s repeated voices, the BNB Chain Ecological AI Agent track has obviously entered a state of full mobilization and is expected to become a key section of the wealth effect of BNB Chain and even Binance.
The question is, who will be the biggest growth point? What key clues can we dig deeper?
The wealth effect of BNB Chain under the CZ logic of “bringing goods”
From a macro perspective, the AI × Crypto narrative of light-speed development has gradually shifted from the initial AI Meme craze to practical and interactive AI Agents. The attention of the entire market has also shifted from random token hype to actual technology. Landing, and is a comprehensive shift in the focus of funds, users, and developers.
This is also the core logic of CZ’s recent frequent public disclosure of Cue to AI tracks-from AI meme to decentralized AI annotations to AI Agents, CZ’s attention means that the flow of currency security resources is not on a whim, but a planned BNB Chain ecological layout.
To put it bluntly, behind CZ’s recent series of seemingly “weird” behaviors, there are actually traces to be traced-from shouting meme to issuing coins to high-profile support for AI Agents, they are essentially constantly testing the incremental opportunities of BNB Chain:
After all, no matter how much criticism Ethereum faces, it remains firmly positioned as “too big to fail”. Solana successfully transformed into a “meme paradise” long before this wave of PvP melee. Only BNB Chain, the ecological narrative is still trapped in the ambiguous stock game, and there is still a lack of a clear label that is sufficiently differentiated and can carry user growth, transaction volume, and liquidity.
From this perspective, CZ and BNB Chain’s AI Agent strategy is not just to follow suit, but to leverage the support of Binance resources to achieve a carefully planned ecological breakthrough-based on Binance capital, developer community and infrastructure, shaping the understanding of “BNB Chain = Web3 Intelligent Service Infrastructure” and embedding it into the market mind.
So let alone the real-time decision-making, user interaction, and data training requirements of AI Agents, whether it is naturally adapted to the high-throughput characteristics of BNB Chain, as long as it can activate sleeping developers and users, it is expected to become the “trump card” of BNB Chain.
Next, it depends on who can get this trump card first.
In fact, in the current BNB Chain ecosystem, there are already some AI Agent projects that have begun to take shape and may become the leaders in the next round of narratives.
What are the AI Agent projects worth paying attention to in BNB Chain?
If standards are set first, there are actually three main points:
Technical differentiation: Whether it can solve the pain points of real users, rather than simply rubbing hot spots (as emphasized by CZ in Wen Chu on AI Agent development with practical scenarios);
Resource blessing: Whether it has received support from Binance capital, developer community and infrastructure;
On-chain data: Whether indicators such as user growth, transaction volume, and liquidity are sustainable;
SirenCoin
SirenCoin is quite interesting. It is the first AI Agent token on BNB Chain. Its core is the SirenAI investment analysis agent that provides market insight and signal sharing. It is an AI entity with dual personalities-the golden personality corresponds to conservative decision-making, and the scarlet personality corresponds to aggressive decision-making. Both of these coin selection models can choose the investment currency independently, which is a factor that is highly in line with “technological differentiation”.
Because it has AI retrieval and analysis capabilities and independent servers, it is not limited to basic AI data analysis, but also involves more complex market strategies and signal monitoring. It can enable every user to directly obtain the latest and hottest online investments and consult Alpha through data-driven transparent decision-making and intelligent policy optimization.
At present, SIREN’s overall market value reaches US$54 million, making it the absolute first echelon in the BNB Chain ecosystem AI Agent field. The “on-chain data” dimension also has a first-mover advantage.
ANDY
ANDY was originally a pure meme token on BNB Chain, but now it is evolving in the direction of AI Agent + EduFi. Education is also a label that CZ has always promoted.
The core of it is to use AI Agent technology to create an intelligent assistant platform for the education field, provide personalized learning support, help students improve their academic performance, and guide Web2 users to enter Web3 without obstacles, especially exploring blockchain-driven education. Model innovation.
At present, ANDY’s overall market value is only US$3.34 million, which is a unique AI education solution provider in the BNB Chain ecosystem in terms of “differentiation”.
Tagger
If you watch a lot of AI in normal times, you should be familiar with the concept of “annotation”. Model training and iteration of generative AI such as ChatGPT, Grok, and Gemini are inseparable from huge amounts of annotation data. The more the annotation data you give GPT and the higher the quality, the smarter the GPT will be.
Tagger is a decentralized AI data platform that mainly solves efficiency and security issues in data collection, labeling, authentication and transaction. It helps users quickly mark pictures, text, audio and other data through AI auxiliary tools, and at the same time uses blockchain technology to ensure the authenticity and ownership of data-users can freely trade data on the platform to gain benefits, and can also share data to promote AI model training.
Currently, the overall market value of Tagger is about US$16 million. CZ specifically talked about decentralized AI annotation a while ago, which is very consistent with CZ’s views on the field of AI annotation.
Who will be the next seeded player?
In fact, from the time MyShell received tens of millions of financing as an AI project representative on BNB Chain, to the recent frequent arrival of CZ to bring goods in person, a secret but increasingly clear rule has begun to emerge:
In addition to the above two major factors of “technical differences” and “on-chain data”, the flow of binan-security resources, that is, the “resource blessing” dimension, has undoubtedly become an obvious indicator.
Especially when CZ personally participates in and publicly supports a certain segment, many official signals of gradual advancement become less difficult to detect. For example, in the projects mentioned above, SirenCoin’s development path can basically clearly reflect the Binance system’s support layout trajectory for AI Agents:
Binance Alpha will be launched directly on February 19;
Two days later, BNB Chain announced that SIREN was the winning project of the Meme Mobility Plan Day 3;
In addition, BNB Chain also stated that it will release US$200,000 in liquidity funds to support SIREN;
Then this week, as the “protagonist of a technical misjudgment incident”, counterattack the weekly list Tier 2 and lock in US$400,000 in liquidity support;
This seemingly “coincidental” multiple push undoubtedly hides some inevitability. It can even be said that every step of the move accurately steps on the transportation node of China’s ecological resources.
Especially under the background that CZ and Binance have almost openly promoted the ecological construction and AI Agent on the BNB Chain chain, when a project simultaneously meets the three major factors of technology differentiation, resource support endorsement, and on-chain data growth, the probability will enter a more critical ecological niche.
From this perspective, the dual Buff of Binance Resources + Liquidity Competition Winning Record has caused the market to actively associate and fully price the “Listing Binance” narrative implied by SIREN. This potential market expectation not only enhances SIREN’s market appeal, but also provides a deeper imagination for its future development.
Therefore, in this fierce battle for AI Agents, for ordinary users, the signals of these early layouts are not completely untraceable.
For example, another interesting detail is that SirenCoin recently revealed in the community that a major product update has entered the countdown. As we all know, key updates of projects are often accompanied by a new market cycle-mobility, user growth, narration-driven sustainability. This inevitably means a new variable in the AI Agent track on BNB Chain.
Markets always like to overestimate the short-term effects of new things and underestimate their long-term impact.
Can the AI Agent narrative of the BNB Chain ecosystem really grow into the next billion-dollar track? There is no final conclusion at present, but what is certain is that BNB Chain and Binance will definitely create a number of benchmark projects to attract market attention and promote the prosperity of the entire ecosystem.
The next seeded player may already be at the poker table.
conclusion
Will AI Agent become the new narrative on BNB Chain? Or is it just another chicken feather after the excitement?
The answer is hard to say, but some signals are self-evident-especially when CZ’s tweets become the K-line engine, when BNB Chain uses the AI Agent track as the main direction of ecological breakout, BNB Chain’s potential “direct trump card” is quietly emerging.
Whether it is SirenCoin’s dual personality AI trading experiment, ANDY’s exploration of the combination of AI trading and EduFi, to TaggerAI’s attempt to build a decentralized data market, these projects are trying to use AI to rewrite the user experience and trading logic on the chain.
In the end, how far BNB Chain’s AI Agent narrative can go depends on whether it can transcend the hype cycle and truly precipitate a product and user growth curve with long-term value.
