BNB News Today: CEA's BNB Play Mirrors MicroStrategy's Bitcoin Bet, Shares Rise 8%

CEA Industries Inc. (Nasdaq: BNC) shares rose approximately 8% on October 7, 2025, following the company's disclosure that its BNB treasury had expanded to 480,000 tokens, valued at over $611 million after recent price gainsBNB Continues Historic Surge as Nasdaq-Listed Firm Reveals 611-Million Treasury^[3]. The company acquired the tokens at an average cost of $860 per BNB, with total investment reaching $412.8 million. BNB's price surged to a record high of $1,330 earlier in the session, driven by increased on-chain activity and institutional adoptionBNB Continues Historic Surge as Nasdaq-Listed Firm Reveals 611-Million Treasury^[3]. This growth propelled BNB's market capitalization above $180 billion, surpassing XRP to become the third-largest cryptocurrencyCEA Industries Expands BNB Treasury To $625 Million As^[2].

The strategic accumulation aligns with CEA's goal to own 1% of BNB's total supply by year-end 2025, a target that would position the firm as one of the most influential institutional holders in the digital asset marketCEA Industries ($BNC) Expands Holdings to 418,888 BNB^[1]. CEO David Namdar emphasized that BNB's ecosystem-characterized by $12+ billion in total value locked and a deflationary supply model-positions it as a "fulcrum of a massively integrated ecosystem". The company's single-asset focus on BNB differentiates it from diversified digital asset treasuries, enabling direct participation in on-chain yield strategies and network effectsCEA Industries ($BNC) Expands Holdings to 418,888 BNB^[1].

BNB's rally has been fueled by growing activity on BNB Chain, including the launch of the perpetual futures exchange Aster, which reported $200 billion in monthly trading volume and $2.4 billion in total value locked. Analysts attribute the token's performance to its utility in decentralized finance (DeFi) and recent partnerships, such as Chainlink's integration of U.S. economic data on-chain. These developments have reinforced institutional interest, with CEA's treasury now representing a 15% increase from its previous holdings.

CEA's stock, which reached a 52-week high of $83 in JulyBNB Continues Historic Surge as Nasdaq-Listed Firm Reveals 611-Million Treasury^[3], has faced volatility in recent months, declining 41% over the past 30 days despite Tuesday's gains. The company's total treasury, including $77.5 million in unencumbered cash, now approaches $700 millionCEA Industries Expands BNB Treasury To $625 Million As^[2]. While CEA's stock rose 8% on the announcement, retail sentiment on platforms like Stocktwits remained bearish, contrasting with the bullish shift in BNB-related chatterCEA Industries Expands BNB Treasury To $625 Million As^[2].

The firm's strategic alignment with BNB's growth trajectory mirrors models of other digital asset treasuries, such as MicroStrategy with Bitcoin and BitMine Immersion Technologies with EthereumCEA Industries ($BNC) Expands Holdings to 418,888 BNB^[1]. If CEA executes its full treasury plan-including potential warrant exercises that could provide $750 million in additional capital-its BNB holdings could exceed $1.25 billionCEA Industries ($BNC) Expands Holdings to 418,888 BNB^[1]. This would solidify its position as a leading corporate participant in the BNB ecosystem, capitalizing on its projected long-term adoption and network expansionBNB Continues Historic Surge as Nasdaq-Listed Firm Reveals 611-Million Treasury^[3].