BNB News Today: Institutions Bet $10B on BNB Chain's High-Speed DeFi Gateway

Wall Street is preparing for a seismic shift in the cryptocurrency market, with over 100 new crypto ETFs poised to launch, driven by institutional demand for digital asset exposure. Among the most prominent contenders is a new initiative led by YZi Labs and 10X Capital, which aims to establish the BNB Treasury Company-a U.S.-based digital asset treasury management entity focused exclusively on BNB Chain. The entity, backed by a $10 billion family office of Binance co-founders Changpeng Zhao and Yi He, seeks a public listing on a major U.S. stock exchange, offering investors access to BNB, the fourth-largest digital asset by market capitalization.

The BNB Treasury Company is designed to bridge the gap between U.S. investors and decentralized innovation on BNB Chain, leveraging the ecosystem's low-cost, high-performance infrastructure. The initiative is led by a management team with deep institutional expertise, including David Namdar (co-founder of Galaxy Digital), Russell Read (former CIO of CalPERS), and Saad Naja (former Kraken director). 10X Capital, which previously managed treasury companies like Nakamoto (Nasdaq: NAKA), will serve as the asset manager. The firm has partnered with Cohen & Company Capital Markets and Clear Street LLC to raise capital for its initial BNB acquisition.

BNB Chain's competitive edge is underscored by technical advancements that have positioned it as a formidable rival to Ethereum. In 2025, the chain's Lorentz and Maxwell hard forks reduced block times to 0.75 seconds and gas fees to $0.01, while slashing malicious MEV (maximal extractable value) attacks by 95%. These upgrades have driven record transaction volumes, with 12.4 million daily transactions and $9.3 billion in average daily trading volume. BNB Chain now boasts 630 million unique addresses, outpacing Ethereum's 2.7 million active addresses in August 2025, and processes 20,000 TPS-far exceeding Ethereum's 26 TPS on its mainnet.

Institutional adoption is accelerating, with the BNB Treasury Company joining a growing list of U.S. firms tapping into the chain's real-world asset (RWA) integration. Notable projects include tokenized U.S. Treasuries (USYC), VanEck's VBILL, and Ondo Finance's structured assets. BNB Chain's RWA ecosystem now includes over 40 projects spanning financial assets, alternative assets, and DeFi protocols, supported by a $1 billion Builder Fund launched by YZi Labs to incubate high-priority verticals like AI, DeSci, and decentralized payments.

The BNB Treasury Company's public listing strategy aligns with broader market trends. With 30 public companies already investing $794 million into BNB Chain projects, the ecosystem is attracting capital through its deflationary supply model, 5%+ staking yields, and $24 billion in integrated RWAs. Analysts note that BNB Chain's affordability and scalability make it an attractive alternative to Ethereum for retail and institutional investors seeking diversified exposure to digital assets.

The initiative reflects a strategic pivot by YZi Labs and 10X Capital to capitalize on the ETF boom. By combining BNB Chain's technical strengths with institutional-grade asset management, the BNB Treasury Company aims to become a gateway for U.S. investors into the decentralized finance landscape. However, the path to listing remains contingent on regulatory clarity and market conditions.