BNB may have an opportunity for a fundamental reassessment (surge) in the future. Let me explain the reasons and the logic behind investing in BNB. I have a pinned article titled 'The Logic of BNB in the Cryptocurrency World and Product Logic', but there is also a future logic that will occur, which is policy logic.
How does policy logic work?
Binance has been developing over the years under pressure from the United States, and the suppression has been quite severe. Remember, initially Binance only had a global platform where people from different corners of the world could register and use it. Later, the U.S. raised regulatory demands, and in order to comply with U.S. regulations, Binance had to separate the U.S. Binance from the global Binance. U.S. users could only use the U.S. platform, and the products, operational flexibility, and token varieties of U.S. Binance were far inferior to those of the global platform. Binance was even forced to shut down the BUSD business, which was already the third-largest stablecoin. This has significantly suppressed Binance's overall development. Another indication of this is that although BNB is the sixth-largest (formerly fourth) cryptocurrency by market capitalization, almost no U.S. exchanges have listed it for trading. The policies have been extremely unfriendly towards Binance, with a $10 billion fine this year and CZ facing a 4-month prison sentence.
However, the opposite is true; when something reaches an extreme, it tends to develop in the opposite direction. The political landscape in the U.S. has changed, and the incoming Trump administration has shown a friendliness towards cryptocurrency. Most of the cabinet team formed is also crypto-friendly, indicating that policies regarding cryptocurrency may become more lenient. The restraints binding Binance and BNB may very well be loosened or even removed, and there may even be significant U.S. financial institutions taking stakes in it. It is worth noting that the U.S. is currently the largest cryptocurrency market globally, which would be a crucial positive for Binance, clearing development policy obstacles, and BNB may also face a fundamental reassessment (surge).
