David J. Namdar

CEO @BNBNetworkCo (Ndaq: $BNC) | Architecting the $BNB Treasury Strategy | Co-Founder, Galaxy Digital | Views/likes expressed are my own

[David J. Namdar @namdar]

Massive moment for the crypto industry. CZ’s pardon is more than an inflection point, but also for BNB and potentially for Binance, paving the way for greater access to the US market.

We’re building the world’s largest digital-asset treasury for BNB. We see it as one of the most strategically important assets to watch over the next year and beyond as confidence grows and capital flows into the network.

[CoinDesk @CoinDesk]

LATEST: $BTC funding rates have hit their most negative levels since 2023, per @Glassnode.

Historically, deeply negative funding rates have coincided with local bottoms, including March 2020, mid-2021 and the FTX collapse in 2022.

[BNB Network Company (BNC) @BNBNetworkCo]

This Friday 4/17, $BNC CEO @namdar will join the panel “Crypto in the Caribbean” at Uncorrelated Puerto Rico 2026.

The discussion will focus on digital asset adoption, evolving regulatory frameworks, and where genuine opportunity exists as the market continues to mature.

[BNB Chain @BNBCHAIN]

The 35th quarterly $BNB token burn has been completed directly on BNB Smart Chain (BSC).

1.569M #BNB has been burned, worth approximately $1.021B USD 🔥

View the details of the burn below 👇
https://t.co/TgP7rUkWRI

[David J. Namdar @namdar]

Excited to welcome Brent to $BNC.

His expertise in financial reporting, internal controls and capital markets activities positions him well to help strengthen the governance and operational foundation that will support our BNB treasury strategy and enhance value for shareholders.

Full release: https://t.co/q5RzgYTw5Q

[David J. Namdar @namdar]

Why BNB as a treasury asset?

• Top 4 largest crypto by market cap ($83.5BN)
• Deep DeFi ecosystem with proven infrastructure
• Binance's global institutional reach
• Growing adoption for payments & enterprise use cases

We're building the blueprint for BNB treasury management.

[David J. Namdar @namdar]

Crypto markets have been challenging. For those of us who have navigated prior cycles, these periods are familiar. They are uncomfortable, but they are also where long-term value tends to be shaped. The companies and investors that maintain discipline through downturns that preserve balance sheet strength and allocate capital thoughtfully are consistently the ones that emerge stronger. BNB remains at the center of one of the largest exchange ecosystems globally, with real utility across transaction fees, network participation, and on-chain activity. Our conviction in the asset and the broader strategy remains firm.

Read more: https://t.co/tkuF1yNW7Z

[David J. Namdar @namdar]

Letter to stockholders

We've been quiet during the consent process. Here's where we stand:

• Clean Balance Sheet (no material debt, no convertible notes)
• Conviction in BNB unchanged
• Continued execution through volatility
• New Independent Directors

Discipline during downturns = strength on the other side. No material leverage gives us optionality.

Full letter: https://t.co/tkuF1yNW7Z

[David J. Namdar @namdar]

@Nikzad1111David ❤️ you

[Wu Blockchain @WuBlockchain]

Yi He Responds to 34 Questions After Becoming Binance Co-CEO:

At Binance Blockchain Week 2025 in Dubai, Binance co-founder Yi He officially became co-CEO, addressing topics such as company culture, regulation, and market trends. She denied “middlemen” listing claims, highlighted talent shortage as Binance’s main challenge, and emphasized a user-centric, compliance-driven strategy. Yi He also discussed gender equality, memecoins, and Binance’s long-term vision to build a sustainable, innovation-led organization.

Read more https://t.co/0KkTlp9SZ4

[Binance @binance]

When you give people choice, actions speak volumes.

Today, we mark a significant milestone: 300M global registered users! 300M people choosing to invest in their future with us.

Thank you to each one of our users around the world, and thanks to our #OneUnstoppableCommunity

[BNB Network Company (BNC) @BNBNetworkCo]

CEA Industries (Nasdaq: $BNC) Responds to YZi Labs, Re-Affirms Commitment to $BNB DAT Strategy, and Welcomes Shareholder Engagement.

Read the press release: https://t.co/EBBvAx9Kb7

[Paolo Ardoino 🤖 @paoloardoino]

re: Tether FUD

From latest attestation announcement (Q3 2025):

"Tether will continue to maintain a multi-billion-dollar excess reserve buffer and an overall proprietary Group equity approaching $30 billion."

Tether had (at end of Q3 2025) ~7B in excess equity (on top of the ~184.5B stablecoin reserves) + another ~23B in retained earnings as part of our Tether Group equity.

Tether Group total assets: ~215B
Stablecoin liabilities: ~184.5B

S&P made the same mistake of not considering the additional Group Equity nor the ~500M in monthly base profits generated by U.S Treasury yields alone.

Some influencers are either bad at math or have the incentive to push our competitors.

Forever trusting who we are
No, nothing else matters

[Vivek Sen @Vivek4real_]

🇺🇸 $500 BILLION WORLD’S RICHEST MAN JUST SAID BITCOIN MIGHT BE THE ONLY CURRENCY AND MONEY IN THE FUTURE.

“#BITCOIN IS BASED ON ENERGY”

“IT’S TRUE CURRENCY & PHYSICS BASED”

[CoinMarketCap @CoinMarketCap]

Week in BNB Alpha: 币安Holder Explodes 293% as Fear Grips Broader Markets

BNBHOLDER rips 293% in 7 days despite extreme fear! Three new listings drop in 72 hours! Subsquid surges 90% in 24 hours on top of 140% weekly gains! Fear & Greed Index plunges to 20/100 as Bitcoin dominance hits 58.6%!

Let's explore this week's Alpha developments. 🧵

1/7

[Chris Burniske @cburniske]

Equal weighted Amazon, Apple, Microsoft & Nvidia has > 100X’d since January 2002.

A similar, public & liquid opp beckons for select major cryptoassets over the coming decades.

Trims during exuberance make sense, but hodling the majority will remain the key skill.

[David J. Namdar @namdar]

At @BNBNetworkCo, we’re building a Board with the expertise and judgment required for the next phase of growth that aligns with the expectations of regulators, institutional investors, and public-company stakeholders.

Pleased to welcome renowned leader in digital asset regulation and governance, Annemarie Tierney (@amtlawgeek), to our Board of Directors.

We keep building.

🔗 https://t.co/lkV2HyhlD7 $BNB $BNC

[David J. Namdar @namdar]

@hosseeb This will age well. Brilliant take

[Will Wolf ✌🏻 🚀 @throughnothing]

Amidst the DAT rut, $BNC is one of the only ones I know of that still has a lower cost basis than current market prices on their underlying asset. They’ve also executed a very well done stock issuance + buyback program, without selling BNB. They sold 850k shares @ over $15, and bought back over 1.1m shares at $6 and change, all in just a few months.

Still trading at a big discount to NAV, huge opportunity if bullish $BNB.

[David J. Namdar @namdar]

Week 17 – Building Through Volatility

Staying focused on long-term value amid mixed sentiment. Grateful for our team, partners, investors, and the BNB community.

- Launched the @BNBNetworkCo Treasury Dashboard and shared our approach with top outlets
- Met with investors to align on long-term vision
- Joined Clear Street’s Miami conference on the future of digital asset treasuries
- Shared insight with @e27co on Asia’s rising interest in DATs BNB remains resilient and our conviction is stronger than ever.

$BNC $BNB

[Ondo Finance @OndoFinance]

Stocks just landed in @BinanceWallet.

Ondo’s 100+ tokenized stocks & ETFs — the most liquid in the market — are now available to Binance Wallet’s millions of users on @BNBCHAIN.