BNB News Today: BNB Chain Builds Bridge to Central Bank Reserves with Wallet Shift and Institutional Alliances

BNB Chain Could Benefit From Expanded Wallet Support as Central Banks Consider Bitcoin Reserves by 2030

BNB Chain, the high-performance blockchain ecosystem developed by Binance, is positioning itself to capitalize on the anticipated inclusion of Bitcoin in central bank reserves by 2030, according to recent developments and analyses. The platform's strategic initiatives, including the discontinuation of its native Wallet Extension and the launch of a $1 billion Builder Fund, aim to enhance infrastructure and attract institutional adoption, aligning with broader trends in global financial systems [2].

The discontinuation of BNB Chain's Wallet Extension by October 2025 has sparked discussions about the future of crypto wallet ecosystems. While users are being directed to third-party wallets like Trust Wallet and Bitget, the move reflects BNB Chain's focus on reducing reliance on a single wallet provider. This shift coincides with growing interest from central banks in Bitcoin, which could drive regulatory clarity and infrastructure improvements for digital assets [2]. Deutsche Bank recently forecasted that Bitcoin could join gold on central bank balance sheets by 2030, coexisting as a complementary hedge against inflation and geopolitical risks [1]. The bank noted Bitcoin's declining volatility-a critical factor for reserve status-highlighting a maturing market dynamic [1].

Institutional adoption of BNB as a reserve asset has accelerated in 2025. Seven major entities, including Bhutan's Gelephu Mindfulness City, Kazakhstan's Alem Crypto Fund, and U.S.-listed companies, have publicly announced BNB treasury initiatives. Collectively, these projects represent over $3 billion in planned allocations, underscoring BNB's growing appeal as a liquid, deflationary, and utility-driven asset [4]. This trend aligns with broader market confidence, as BNB's price surged to a record $1,290 in October 2025, outperforming Bitcoin and Ethereum year-to-date [5].

BNB Chain's ecosystem expansion is further supported by its technical upgrades and developer incentives. The platform recently increased its gas limit to 100 million per second and reduced block time to 750 milliseconds, enhancing transaction speed and reducing fees to an average of $0.46 [5]. A $1 billion Builder Fund was unveiled to attract startups in DeFi, AI, and payments, signaling long-term commitment to innovation and decentralization [2]. These efforts have driven network activity, with monthly active users rising 61% since January 2025 to 58.1 million and decentralized exchange volume exceeding $6 billion [4].

The interplay between BNB Chain's infrastructure and central bank Bitcoin adoption is further reinforced by macroeconomic trends. Deutsche Bank observed that while the U.S. dollar remains dominant in global reserves (57%), diversification is gaining momentum. China's reduction in U.S. Treasury holdings and evolving crypto regulations in major markets are reshaping the landscape [1]. BNB Chain's deflationary tokenomics, quarterly burns, and institutional partnerships position it to benefit from this shift, as central banks seek diversified, low-correlation assets [4].

Analysts caution that BNB's rally may face short-term consolidation, but fundamentals remain robust. On-chain metrics, including a MVRV Z-Score of 32.4 and a 14-day RSI of 72, indicate sustainable growth rather than speculative excess [4]. Institutional demand, driven by real utility and ecosystem development, supports a potential $1,500 target by year-end [5]. However, regulatory scrutiny-particularly in the U.S.-remains a risk, with the SEC's ongoing litigation against Binance casting uncertainty over BNB's legal classification [8].

In conclusion, BNB Chain's strategic focus on wallet diversification, institutional adoption, and ecosystem growth positions it to benefit from the broader adoption of Bitcoin in central bank reserves. As central banks explore alternative assets to hedge against inflation and geopolitical risks, BNB's role as a deflationary, utility-driven token could solidify its position in the evolving financial landscape.

[1] Coindesk (https://www.coindesk.com/markets/2025/09/22/bitcoin-to-join-gold-on-central-bank-reserve-balance-sheets-by-2030-deutsche-bank)

[2] Onesafe (https://www.onesafe.io/blog/bnb-chain-wallet-discontinuation-impact-on-crypto-adoption)

[4] Bingx (https://bingx.com/en/learn/bnb-price-analysis-and-prediction-will-bnb-hit)

[5] FxLeaders (https://www.fxleaders.com/news/2025/10/09/bnb-rally-pauses-at-1290-after-a-27-weekly-surge-is-a-breakout-to-1400-imminent/)