🚀 $BNB Soars to $788: Institutional Money & Major Upgrades Fuel BNB Chain’s Next Bull Run

Wall Street finally noticed what crypto natives knew for years—BNB isn't just gas money anymore. The chain's latest upgrades and institutional inflows just sent it screaming past $788, leaving 'stablecoin yields' looking downright medieval.

Here's why the smart money's piling in:

• Institutional FOMO hits critical mass (turns out they like scalable L1s after all)

• BNB Chain's tech stack overhaul—think Formula 1 pit crew meets blockchain

• DeFi protocols flocking like it's 2021 again (minus the rug pulls)

One hedge fund PM quipped: 'We bought the rumor, sold the news—then bought back when we realized the news was actually real.' Classic finance brains playing catch-up.

Bottom line? This isn't just a pump—it's a full infrastructure play. Whether it holds? That depends if TradFi can handle crypto's version of 'this time it's different.'

$BNB Rockets on Kraken-Supported $200M Treasury Play, Prepares for Major Scalability Boost

BNB remains firmly positioned as a top-five Layer-1 blockchain asset, with a market capitalization of $109.87 billion, a 24-hour trading volume of $3.7 billion, and total value locked (TVL) of approximately $6.843 billion.

Its stablecoin market cap stands at about $11.1 billion, and decentralized exchange (DEX) volume has reached $5.56 billion, reflecting sustained on-chain activity.

Institutional adoption continues to deepen. Windtree Therapeutics, a Nasdaq-listed biotech firm, has initiated a BNB treasury allocation through Kraken, starting with $60 million and aiming for up to $200 million.

The company intends to leverage BNB for ecosystem engagement and yield strategies, indicating long-term confidence in the token.

In a similar move, Nano Labs has acquired 120,000 BNB tokens, worth approximately $90 million, as part of its treasury diversification, reinforcing the token’s appeal beyond Binance’s exchange-based utility.

BNB Chain is actively enhancing its infrastructure with major upgrades planned through late 2025 and into 2026. A tenfold increase in block gas limit, from 100 million to 1 billion, is expected to support up to 5,000 decentralized exchange swaps per second.

The introduction of “Super Instructions” will streamline smart contract calls, while a revamped StateDB will allow faster execution of complex transactions.

By 2026, BNB Chain intends to process 20,000 transactions per second with confirmation times under 150 milliseconds, alongside the rollout of native privacy features and the introduction of upgradeable VIRTUAL machines.

One of the biggest headlines for BNB is Kraken’s support for Windtree Therapeutics’ $200 million allocation of BNB to its treasury. The MOVE marks one of the largest institutional treasury plays for BNB to date.

BIG: Windtree Therapeutics (NasdaqCM: $WINT) plans to raise up to $200 million to build a crypto treasury of $BNB.

If successful, it will become the first Nasdaq-listed company to hold $BNB, the native token of BNB Chain and the fifth-largest cryptocurrency by market cap. pic.twitter.com/APNLQJlCy6

Windtree, a biotech firm, seeks to leverage BNB for yield strategies and ecosystem engagement, indicating confidence in the token’s long-term value proposition.

Mirroring this confidence, Nano Labs (also Nasdaq-listed) has strategically diversified its treasury by acquiring 120,000 BNB (about $90 million), further validating the token’s utility beyond Binance’s native exchange use cases.

Update from Nano Labs (Nasdaq: $NA)

We’ve significantly increased our $BNB holdings to 120,000 BNB (~$90M), acquired at an avg. cost of $707/token — a major milestone in upgrading our BNB strategic reserve.

We’re building for the future of Web3.

… pic.twitter.com/sDGbFInOat

BNB Chain is aggressively advancing its network capabilities with a suite of infrastructure upgrades slated for late 2025 and into 2026.

A landmark initiative involves increasing the block gas limit tenfold, from 100 million to 1 billion, allowing the processing of up to 5,000 decentralized exchange swaps per second.

Additionally, “Super Instructions” will be introduced to bundle smart contract operations for improved efficiency, alongside an enhanced StateDB system for quicker data access and execution of complex transactions.

Looking ahead to 2026, BNB Chain isn’t just stopping at raw throughput—the network is engineering a complete performance transformation.

The next-gen BNB Chain will deliver:

Sub-150ms finality for near-instant confirmations
20K+ TPS to support complex onchain interactions at scale
Onchain compute hubs for high-performance apps
Built-in privacy features at the protocol level
Web2-style UX with Web3…

The 20,000 TPS target with sub-150ms confirmations will be complemented by native privacy features and upgradeable virtual machines, positioning BNB as a serious contender in the institutional blockchain space.

BNB Shows Heavy Derivatives Activity as Price Wobbles Near $800

This technological momentum appears to be resonating in derivatives markets, where $BNB is seeing explosive activity as prices test key psychological levels.

Over the past day, trading volume on derivatives has jumped 83.67% to $3.25B, while open interest is up 23.91% to $1.30B, a sign that new positions are being opened rather than just closed out.

Options markets are particularly active, with options volume soaring 270.37% to $11.33 million and open options interest up 59.73% to $20.87 million, suggesting traders are positioning around key levels.

The long/short ratios hint at a market slightly tilted to the upside—1.0024 overall, and on Binance specifically 1.8027—showing more accounts leaning long than short.

However, strong liquidation activity has continued. In the last 24 hours, $3.07M has been wiped out, with $1.38M from longs and $1.69M from shorts, underlining the two‑way volatility.

On the chart, BNB/USDT has extended its climb from mid-July and briefly broken above the $800 region before sellers reasserted themselves.

After a sharp intraday rejection, the price is now hovering around $786, still well within an overall uptrend but showing that the rally is encountering overhead supply.

Momentum indicators reveal softening bullish pressure.

The RSI has retreated from overbought territory to 50.58, while the MACD shows convergence with red histogram bars appearing—classic signs of weakening upside momentum.

Speculative interest is high, but after a major rally, prices often need time to consolidate.

Investors should watch how the price behaves around $780 on the downside and a fresh break above $800 on strong green deltas to gauge the next move.