After the latest edition of the World Economic Forum, it’s clear that L1s are positioning themselves for the next growth cycle. For crypto enthusiasts and investors alike, this means tracking where the industry is heading.
Notably, Binance founder CZ has outlined a clear roadmap. In particular, he has identified three sectors with the highest growth potential, often referred to as the “three pillars of the future” – Tokenization, AI agents, and payments.
Naturally, the question is – What does this mean for Binance Chain [BSC]? On the payments front, CZ expressed confidence, pointing to BSC’s ability to handle $14 billion in withdrawals in a single week as proof of scale.
Meanwhile, on the tokenization side, CZ highlighted growing government-led RWA momentum, noting that he has spoken to “dozens” of governments about bringing assets on-chain, putting BSC at the forefront.
At the same time, on the AI agent front, CZ also underlined the rise of autonomous wallets using crypto for payments, operating without human intervention. Together, these use cases are evidence of what CZ sees as the future of blockchain.
The question now is – Can BSC catch up and compete across these areas?
Tracking BSC’s DeFi momentum across key areas
Dominance in DeFi comes down to controlling on-chain liquidity.
That said, BSC has seen significant capital flows across these sectors. Although it still trails Ethereum [ETH] in total value of tokenized assets, it is notable that BSC posts nearly 2x the % growth over a 30-day period.
Notably, the same pattern can be seen in stablecoin flows too. ETH added about $52 billion in 2025 – A 46% YoY increase while BSC added $8.6 billion. This marked a 94% jump – Reflecting a smaller base but stronger relative growth.
In short, BSC still has a long way to go to match ETH’s total liquidity. However, its % growth is also indicative of increasing adoption. In turn, this is a sign that it is gaining traction in the broader DeFi and tokenization landscape.
Against this setup, CZ’s roadmap, driving RWA momentum, faster transactions, and AI-led payments, lines up neatly with BSC’s on-chain liquidity, highlighting its potential to capture growth across these areas.
This will position BSC on track for a fundamentals-led growth cycle.
Final Thoughts
- Despite trailing Ethereum in total liquidity, BSC has been posting nearly 2x growth in tokenized assets.
- Focused on RWA, faster transactions, and AI-powered payments, CZ’s roadmap positions Binance for a fundamentals-driven growth cycle.
