$500M Treasury Move by CEA Industries Sends BNB Token to New Peak

BNB Sets All-Time High as U.S. Companies Announce $1B+ in Treasury Allocations

BNB, the native token of the BNB Chain, climbed to a record $860 early Monday before pulling back to $840 during the U.S. trading session. With a 9% weekly gain, BNB stands out as the top-performing major cryptocurrency, excluding stablecoins, and remains up 3% over the past 24 hours despite broader market weakness in assets like Ethereum (ETH), XRP, and Solana (SOL).

CEA Industries Leads $500M BNB Treasury Push with CZ-Linked Backing

Fueling the rally is growing institutional interest. CEA Industries (Nasdaq: VAPE) announced a $500 million private funding round, structured in partnership with Yzi Labs, the family office of Binance founder Changpeng “CZ” Zhao. The initiative aims to make CEA the largest U.S.-listed holder of BNB, with a potential expansion of the deal to $1.2 billion.

CEA shares surged over 700% following the announcement. The company said the raise would fund a long-term crypto treasury strategy centered on BNB and allow flexibility in capital deployment within the ecosystem.

Corporate Momentum Builds Behind BNB

CEA isn’t the only firm moving into BNB:

• Liminatus Pharma (Nasdaq: LIMN) introduced a new entity, American BNB Strategy, planning to invest up to $500 million in BNB over time.
• Windtree Therapeutics (Nasdaq: WINT) last week revealed a potential $700 million BNB acquisition program.
• Nano Labs disclosed it had purchased 128,000 BNB tokens, valued at over $100 million, shortly after announcing its crypto treasury initiative.

These moves come amid a broader trend of public companies using digital assets like BNB to diversify balance sheets, seek yield through staking, or gain exposure to blockchain infrastructure plays.

Market Outlook

BNB’s price strength reflects accelerating corporate demand and growing recognition of the BNB Chain’s relevance in the altcoin ecosystem. While intraday volatility capped Monday’s gains, late-session volume spikes hinted at renewed institutional accumulation.

With more companies exploring token-based treasury models, BNB appears well-positioned to benefit from a shift in how listed firms manage digital assets — potentially setting the stage for further upside if the momentum holds.