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Alex
@odagius
Investment Partner @yzilabs (fka @BinanceLabs) | Interim President @BNBNetworkCo | Probably Nothing | Formerly @GoldmanSachs
2.9K Following    9.9K Followers
After trailing Tron for most of the past five years, BNB Chain has overtaken it as the leading chain by stablecoin asset holders BNB Chain now records 85.1M stablecoin asset holders, compared with 77.2M on Tron
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“Price discovery ran on Binance” Read that again 🌝
$ORCL was the canary in the coal mine for the AI trade. It just sang. OCI revenue +121%. US$11.36B prepaid by customers. The CAPEX is converting into cash. NYSE shut. ORCLUSDT repriced +6.8% in a minute, settled +5%. Price discovery ran on Binance.
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RWAs are one of crypto’s strongest growth areas right now. Tokenized stocks, treasuries, and credit are pulling TradFi on-chain. @BNBCHAIN at 1.41M holders (@RWA_xyz data) shows it’s becoming one of the main rails for that shift, capturing real demand.
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RWA holders by Chain: 🥇 $BNB 🥈 $HOOD 🥉 $SOL
I studied applied math as an undergrad. The 3D Navier–Stokes existence-and-smoothness problem always felt out of reach. Now @OpenAI reports a proof of finite-time blow-up. If it holds up (looks like it), this feels like a post-AGI world, the opening innings of ASI. Next frontier: turn the same model + formal-verification machinery toward nonlinear plasma physics, including Vlasov–Maxwell. Let’s see which mathematical barriers fall next.
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We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics. The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra. The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
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💯. Pre-IPO secondaries too.
What’s the probability of getting a Navier-Stokes solution and a Stonks Szn in the same week?
SITUATION DETECTED: Mathematicians Tristan Buckmaster and Levent Alpöge have made major progress toward solving the Navier-Stokes existence and smoothness problem, one of the most important problems in mathematics, and say OpenAI may have solved it fully.
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The SEC is proposing the first real overhaul of transfer agent rules since the early 1980s. Tokenization and onchain records are now explicitly in scope. Very exciting times!
The transfer agent rule proposal, more than a decade in the making, is finally out. We welcome comment on all aspects, including implications for tokenization: and
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Introducing $4M BNB Stonks Szn. A multi-week meme szn rewarding the top-performing bStocks-paired memes and their diamond hand communities. Each week brings a new Game of the Week, with different rules and reward pools. Week 1 kicks off with a $400,000 airdrop pool distributed based on HODLer Index, with bigger reward pools coming in the weeks ahead. From 4 to 12 Sep, eligible bStocks-paired memes will compete on the Meme Ranking Dashboard. Week 1 Rules - Top 3 memes unlock airdrop rewards for their holder communities. - Results: Winning memes, HODLer Index results and airdrop amounts will be announced on 11 Sep, 3PM UTC via the official BNB Chain X account. - Rewards: Week 1 rewards will be distributed in binancecoin:native directly to qualifying wallets, corresponding to your HODLer Index. HODLer Index - HODLer Index measures how strongly you hold a meme based on the amount held and duration of holding. - Past exits from selected memes will negatively impact your HODLer Index. - Measurement data starts from 27 July 2026. - Hold at least 100 USD of each selected bStocks-paired meme to qualify. - Wallets with a high HODLer Index on Week 1 will be whitelisted for a special prize pool in Week 2. - Having a HODLer Index does not guarantee an airdrop. Meme Ranking Dashboard - Any bStocks-paired meme launched after 27 July 2026 can qualify if it passes liquidity and wash-trading checks. - Memes will be ranked based on market cap, trading volume and holder community. - Memes that maintain a top position across consecutive weeks can unlock extra rewards for their HODLer communities in following weeks.
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Happy 6th Birthday 💛
Binance Smart Chain Mainnet Launch
RWA is still early, and this chart makes that obvious. Equities are the fastest-growing piece. BNB leading tokenized equity supply is not a late-cycle flex. It’s the rails getting built while most of that capital is still offchain.
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Hello, Mount BNB ⛰️ BNB Chain leads all chains in tokenized equity supply, growing at an exponential rate
BNB Chain joins @Mastercard's Crypto Partner Program. Digital assets are becoming part of how money moves around the world. We’re proud to work with Mastercard’s ecosystem to help bring that future closer to everyday commerce. Together, we build for the next chapter of global payments.
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A sovereign stablecoin needs more than a token contract. It needs issuance and reserves, settlement and liquidity, distribution, fiat connectivity, and compliance working as one operating stack. Here’s how the pieces fit together 👇
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In two days, @EASYResidency S4 founders take the stage for Demo Day. 🇧🇹 This summer, we came to Bhutan — in the heart of the Himalayas — to build across stablecoins, payments, DeFi, AI, and beyond. Here’s a glimpse into the founders’ journey with YZi Labs.
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With Season 4 Demo Day happening next week in the majestic mountains of Bhutan (which I will attend), Season 5 applications are open. 🙋‍♂️
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BNB Chain is the #1# fastest-growing chain by tokenized ETF market cap! Pure acceleration 🔥
36 burns down, more to come. Total supply of $BNB ↘️
Starting a new series on how DATs actually work. #DATonomics# #1#. A DAT's filed NAV can be six weeks old the day it lands, while the tokens trade around the clock, so the market guesses. The fix: one number, two roads, published only when both agree. A number you can rebuild is disclosure. One you can only accept is marketing.
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200,000+ AI Agents on @BNBChain. 60% of the entire market. +72,800 new agents in the last 30 days alone. This lead is only widening every single day. You cannot imagine how massive this is. 🚀
200,000+ AI Agents now hold onchain identities on BNB Chain. That’s ~60% of all ERC-8004 agents, more than any other network combined. Below the full article covers what they can already do and the number that matters next 👇
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Another quarter, another #BNB# burn 🔥
The 36th quarterly $BNB token burn has been completed directly on BNB Smart Chain (BSC). 1.62M $BNB has been burned, worth approximately $932M USD 🔥 View the details of the burn below 👇
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