市值4亿、WLFI上车,B之后USD1还有哪些潜力股?

Odaily星球日报Published on 2025-05-27Last updated on 2026-06-29

Abstract

除 B 外,CA、C、E 三个 USD1 概念币也快速起势,成为下一个潜在爆点标的。

原创|Odaily星球日报(@OdailyChina
作者|Wenser(@wenser 2010 

WLFI背书的BUILDon市值达4亿美元,还有哪些标的值得关注?


在万众瞩目中,B(BUILDon)市值终于突破 4 亿美元,成为 BSC 生态最亮眼的项目之一。
在接连达成“Binance Alpha 上线”、“WLFI 持仓代币”等成就之后,B 代币凭借 AI 概念、动物类 Meme、BSC 生态加持等因素,持续获得了来自东西方社区的注意力资源与买盘支撑。
对于这个时下重新挑起 BSC Meme 币板块大梁的项目而言,下一个需要回答的问题是:B 代币背后是否存在合理的价值支撑?B 代币是否能够继续上涨势头,突破下一个市值关键点?Odaily星球日报将于本文对以上 2 个问题予以简单分析,供读者参考。以下内容不构成投资建议,Meme 币波动较大,请量力而行。


B 代币的“夹角优势”:WLFI 买入的首个 Binance Alpha & Meme 代币?

5 月 21 日,主打 BSC 生态吉祥物概念的 B 代币上线 Binance Alpha

第二天,一直以“特朗普家族加密项目”为主打概念且一向只买入主流价值币的 WLFI(World Liberty Fi)旋即宣布通过买入部分 B 代币,以支持该项目发展。这也是 WLFI 首次公开宣布购买 Binance Alpha 代币。


值得一提的是,WLFI 官方提到:“喜欢看到项目选择 USD 1 作为他们的基本(交易)对-(这意味着)更快的结算,更深的流动性,每天都在增长。我们希望看到更多的代币进行转换。”这也解释了 B 代币为何受到 WLFI 的青睐——谜底就在谜面上,只因 B 代币支持 USD 1 交易结算。


Arkham 数据,WLFI 目前持仓中,B 代币位列总价值第 12 位,作为对比,第 10 位是 EOS,第 11 位是 ONDO,都是风格迥异的价值主流币。而由于此前 EOS 曾官宣代币将1: 1 置换为 A,此前也有不少人调侃,或许 WLFI 下一个买入的代币是 C。当然,这是笑谈,最主要的原因还是 WLFI 为支持旗下稳定币项目 USD 1 的发展。

WLFI背书的BUILDon市值达4亿美元,还有哪些标的值得关注?


WLFI 部分持仓信息


但无论如何,B 代币为 Binance Alpha 代币以及 BSC 生态 Meme 币进一步打开了想象空间的天花板:后续 WLFI 或许仍然会买入合适的 BSC 生态代币。毕竟,此前 MGX 豪掷 20 亿美元入股币安,主要采用的稳定币就是 USD 1 ,某种程度上而言,作为特朗普家族加密项目,WLFI 与币安以及 BSC 生态的强绑定关系已成必然。


在少有人注意的加密市场角落,B 代币已然取得一定先发优势。


B 代币的其它背后价值支撑:BSC 生态支持,堪称“全村的希望”

巧合的是,B 代币并非横空出世的 Meme 币,而是 BSC 生态 Meme 币发射平台 Four.meme 上发布的代币。


此前,Four.meme 官方曾于4 月发布带有 B 代币 LOGO 的推文配图,配文为“ 穿过 Meme 森林,最终的线索正在等待。树上宝藏般的果实累累,前路明确——完全揭晓的未来只在不远处”。


5 月 11 日,Four.meme 官方发文宣布增加 USD 1 交易对支持。


5 月 15 日,BNB Chain 官方发文表示 BNB Chain 现已支持 USD 1 0 gas 费转账;B 代币官方随即迅速跟进,表明支持 USD 1 交易。


5 月 17 日,B 代币项目官方发文宣布与 Four.meme 官方共同发起为期三天的 BNB Chain USD 1 交易大赛,奖金总额高达 20 万美元,以 USD 1 为结算资金。


很快, 5 月 18 日,B/USD 1 交易对交易量突破 2800 万美元,占据 USD 1 整体交易量的 43% ,自此,USD 1 作为稳定币的生态被进一步打通——有更多的加密人群使用,这就是稳定币最为核心的目标,无论这一目标是通过前期补贴,还是 Meme 币交易,手段不同,目的一致。


5 月 21 日,此次交易大赛最终结果出炉,B/USD 1 交易量突破 2.77 亿美元,占 USD 1 总体交易量的 63% ,自此,才有了后来 WLFI 买入 B 代币,明牌表示支持的戏剧性兼具历史性的一幕。


除此以外,B 代币也得到了 BSC 生态加密 KOL 们的大力支持,不少人将其视为 BSC 生态 Meme 币振兴的希望,其中尤以嗯哼、土澳大狮兄等人为代表。


其它 USD 1 概念 Meme 币盘点:CA、C、E


目前,类似 B 代币的 USD 1 相关概念的其他 Meme 币也已出现,以下为简要信息盘点:


CA:Four.meme 官方再出手


Four.meme 官方今日发文再度宣传 @Caila_AI 相关代币 CA,该项目主打概念为地理天气智能基建,横跨旅行、地图、社交及生活方式应用,MCP 技术由 BNB Chain 提供支持,数据层由人工智能 Nubila Network 提供支持。


CA:0x74da4c5f8c254dd4fb39f9804c0924f52a808318


代币市值:暂报 1528 万美元。


C:发光青蛙 Meme

多次改名的创业盘,项目 LOGO 为近期频繁出现于微信群的发光青蛙,官方账号为@CroakOnBNB_CTO


CA:0xeef8e84e72fa65f4dd101231dacb322de8064444;


代币市值:暂报 383 万美元。


E:美国精神的鹰酱


主打概念同样为 BSC 吉祥物,项目 LOGO 为美国鹰标志,官方账号为 @bnb_eagle


CA:0x758309c0d1342e0d5a778b83cdcebaa3f4554444


代币市值: 400 万美元。

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