BNB Sinks with Broader Crypto as Stronger Dollar and Trade Tensions Shake Investor Confidence

BNB Slips Below $770 as Dollar Strength, Tariff Risk Rattle Crypto Markets

BNB fell over 4% to $766 on Thursday, dragged lower by intensifying macroeconomic pressures including a stronger U.S. dollar, new tariff measures, and shifting expectations around Federal Reserve policy. The move followed a rejection at $805 and a breakdown through key support levels at $789 and $777, with trading volumes spiking more than 50% above average.

The U.S. dollar index climbed past 100 for the first time in over two months after a hotter-than-expected core PCE inflation print (+2.8% year-over-year), reducing bets on Fed rate cuts this quarter. At the same time, the rollout of new U.S. import tariffs—aligned with former President Trump’s campaign platform—added to risk-off sentiment, pressuring crypto markets across the board.

The CoinDesk 20 Index (CD20) dropped 5.8% in the same session, reflecting broad-based losses among major digital assets.

Despite the pullback, institutional interest in BNB is growing. CEA Industries (VAPE), backed by Binance founder Changpeng “CZ” Zhao’s Yzi Labs, disclosed plans to raise up to $1.2 billion to build a corporate treasury anchored in BNB.

Other firms are following suit. Liminatus Pharma (LIMN) announced a $500 million BNB reserve plan, Windtree Therapeutics (WINT) unveiled a $700 million treasury program, and Nano Labs reported a direct purchase of 128,000 BNB for diversification purposes.

While macro headwinds may cap short-term upside, sustained capital flows from public companies suggest BNB’s role as a balance-sheet asset is on the rise.