Every 4 years, Changpeng Zhao (CZ) pumps BNB to a new ATH: $680 in 2021, $1,350 in 2025, and a breakout to $2,000 is projected for 2029 🕐

BNB stopped being just a Binance token long ago; the network ranks in the top 5 by TVL and features a full smart-contract infrastructure including DEXs, DeFi, and perp DEXs. And on Monday, CZ revealed his next move—a new high-performance L1 network without its own native token, where gas fees are paid in BNB. Essentially, CZ has decided to build his own Base, which ranks in the top 3 by TVL, surpassing Solana, BNB Chain, and TRON.

BNB is up +37% from its June bottom, has broken above the 50 WMA to the upside, and successfully retested this level as support. At this point, only a Bitcoin correction to $75k or lower could break BNB's uptrend. But even in that case, it wouldn't cancel the 2027 bull market or CZ's drive to break his ATH, the pump plan is already in place, and the testnet is expected by the end of the year.

With an eye on the BNB pump, CZ's radar also definitely includes the top DEX and perp DEX on BNB Chain – PancakeSwap and Aster.

❤️ CAKE is mirroring BNB's momentum and trading above the 50 WMA; with a market cap of $680M, the coin has the potential to grow from $2 to $10 over the next 2–3 years.
❤️ ASTER hasn't confirmed a transition to a bull market yet, but the coin could benefit from BNB's growth and replicate Hyperliquid's success if it manages to compete for trader volume with CZ's backing. Markets are looking for a rally from the current $0.7 to $3,10–$4,5.

🩵 These CZ-affiliated coins can be split into two groups: BNB is a long-term investment asset, while CAKE and ASTER are speculative tokens with a minimal chance of missing the bull market and a strong probability of surging during the bull run.

Trump has 5 days left, what will happen after the November 3 elections? 😵‍💫

Prediction markets are giving a +90% chance of a Democratic victory in the House of Representatives and a +60% chance of a Democratic victory in the Senate. The chance of a "blue wave" is quite high, which is why Elon Musk poured over $450 million into the Republican campaign, and Trump is touring the US with rallies instead of playing golf.

Trump is warning Republicans of impeachment if they lose the elections, but this is merely an attempt to mobilize his base. Even in the best-case scenario for the Democrats, they will not secure 2/3 of the seats in Congress, meaning they won't be able to push impeachment through to its logical conclusion.

The new Congress won't take office until January 2027, but if they win the election, Democrats will already start digging up dirt on the president and preparing for impeachment. What happens next?

Scenario 1: Democratic Majority in Congress and Trump's Resignation

U.S. history has a precedent for this: the voluntary resignation of Republican President Richard Nixon in 1974, who chose not to wait for impeachment after losing the support of his party.

Will Democrats be able to gather enough compromising material on Trump to swing Republicans to their side? The chance is slim, but it exists. On the other hand, Donald is definitely not the type of person to willingly give up power.

The worst-case scenario for the markets is when domestic instability in the U.S. crashes both the traditional and cryptocurrency markets. The crash could begin before the end of the year if Donald decides to make maximum use of the time before the new Congress is sworn in.

Scenario 2: Democratic Majority in Congress and Trump in the White House

Trump maintains control over the Republican Party. He is already the record-holder for the most impeachment attempts among U.S. presidents; adding 1 or 2 more won't be a problem.

Donald becomes a "lame duck," and for the markets, this is the best option. Even if Trump starts another war with Iran, investors will have hope that in January Democrats will take control of Congress and force Donald to de-escalate and eventually end the conflict.

Scenario 3: Democrats Take Only One Chamber of Congress

Trump and the Republicans will have to negotiate key legislation with the Democrats, but Donald's power will face no real threats.

It’s hard to predict the market reaction, as the orange swan will continue his chaotic policies, and the only available action for the Democrats will be to try and sink Trump with an eye toward winning the 2028 presidential election.

Anthropic recently disclosed its financial data ahead of its IPO. Revenue for the first half of 2026 skyrocketed 14x to $16.3 billion.

Right now, many people feel that the AI hype won’t pay off, and so on. I found an interesting piece on the topic.

🟢 How do AI companies make money despite falling prices?
Neural networks will soon become unprofitable, and all is lost, because competition forces prices down for users, while the cost of renting computing power only keeps rising.

However, people forget about efficiency gains.
👉 Example: A company sells 1 million generated words for $5, renting a server for $2 an hour. The margin is 60%.
Due to competition, the company lowers its price to users to $3, and the server cost rises to $3 (as hardware gets more expensive overall). Sounds like a disaster. But new technologies allow that same server to generate 3 million words in that exact same hour! Unit costs drop, and the company's margin actually climbs to 67%.

Price cuts attract massive crowds of new clients, and Anthropic proves this: when they lowered rates for the new version of Claude, the user base multiplied several times over while margins remained untouched.

🔴 The Infrastructure Trap (The Main Risk)
The paradox is that this super-efficiency could bankrupt investors who are currently fanatically building data centers. Anthropic itself has signed rigid infrastructure leasing commitments totaling $637 billion.

If algorithms and chips improve faster than real demand grows, the world simply won't need that much hardware. Massive new data centers will sit idle, and rental prices for them will plummet.

AI will definitely win and reshape the economy. But some of those currently building the infrastructure could end up in the red.

Right now, there are no problems, everything is soaring and going great. Profits are up, revenue is flowing. So don't expect a crash anytime soon ✊