Solana News Today: CEA Aims to Own 1% of BNB as Institutional Gold Rush Heats Up

CEA Industries Inc. (Nasdaq: BNC) has expanded its holdings of Binance Coin (BNB) to 388,888 tokens, valued at approximately $330 million, as part of its strategy to increase its ownership to 1% of the total BNB supply by the end of 2025. This brings the company closer to its goal of becoming one of the most significant institutional participants in the BNB ecosystem. The acquisition of 38,888 additional BNB tokens, valued at $33 million, follows a $500 million private placement led by 10X Capital and YZi Labs, the family office of Binance co-founder Changpeng Zhao [1].

The company’s CEO, David Namdar, emphasized that BNB is positioned as a “compelling digital asset with massive, under-recognized potential.” By focusing solely on BNB, CEA Industries aims to leverage the growing adoption of the BNB Chain, which has become the largest blockchain by daily active users and decentralized trading volume. The BNB Chain now supports over $12 billion in total value locked, and its deflationary supply model and deep integration into decentralized finance (DeFi) ecosystems are expected to enhance BNB’s utility and demand [1].

CEA’s concentrated BNB treasury strategy contrasts with more diversified digital asset holdings, enabling it to align more closely with the long-term growth of the BNB network. The company’s approach includes on-chain yield strategies and potential future initiatives that could increase its exposure to the BNB ecosystem. If CEA Industries fully executes its treasury plan—including the potential exercise of warrants that could provide up to $750 million in additional capital—its holdings could exceed $1.25 billion. This would establish it as one of the most visible and influential digital asset treasuries in the world [3].

The move by CEA Industries is part of a broader trend in the capital markets where publicly listed companies are adopting digital asset treasuries as a new asset class. This trend, which began with Bitcoin and Ethereum, has now extended to BNB and Solana (SOL), with regional variations in strategy and execution. Asian capital and ecosystem participants are driving BNB-based treasuries, while U.S. institutional investors and Wall Street investment banks are structuring Solana-focused treasuries using tools like mergers and acquisitions, private placements, and warrants [4].

CEA Industries’ BNB accumulation strategy has also inspired other entities to follow a similar model. For instance, B Strategy, another entity backed by YZi Labs, announced plans to launch a $1 billion BNB-focused treasury. Meanwhile, other companies, including Liminatus Pharma and Amber International, have also expanded their exposure to BNB by incorporating it into their long-term asset allocations or launching yield-generating products [4].

The BNB-based treasury movement reflects a growing institutional recognition of the blockchain’s potential to serve as a reserve asset. CEA Industries’ strategic position in the BNB ecosystem is further reinforced by its recent rebranding and stock ticker change to BNC, signaling its commitment to becoming a leading corporate BNB treasury. As the company continues to accumulate BNB, its impact on the broader market—both in terms of price stability and ecosystem development—remains a focal point for investors and analysts [1].

Source:

[1] CEA Industries ($BNC) Expands Holdings to 388888 BNB (https://www.globenewswire.com/news-release/2025/09/02/3142642/0/en/CEA-Industries-BNC-Expands-Holdings-to-388-888-BNB-330M-USD-Targets-1-Supply-by-Year-End.html)

[2] CEA Industries expands BNB treasury to $330M, aims for 1 ... (https://www.mitrade.com/insights/news/live-news/article-3-1089390-20250903)

[3] This Company Plans to Purchase 1% of BNB's Supply by the End of the Year (https://crypto-economy.com/this-company-plans-to-purchase-1-of-bnbs-supply-by-the-end-of-the-year/)

[4] BNB vs. SOL Treasury Companies: Asia and Wall Street Take Different Paths (https://wublock.substack.com/p/bnb-vs-sol-treasury-companies-asia)