CEA Industries Inc. (NASDAQ: BNC), a growth-oriented firm specializing in consumer markets and digital asset management, announced it now holds 480,000 BNB tokens as part of its corporate treasury strategy.
This marks a 15% increase from its previous disclosure of 388,888 BNB in September 2025, with the company acquiring an additional ~91,112 tokens since early last month at an average cost of $860 per token—totaling about $412.8 million invested.
The timing couldn’t be more bullish: BNB, the native token of the Binance ecosystem, hit a new all-time high above $1,310 during the announcement, pushing the value of CEA’s holdings to approximately $585.5–$624 million depending on exact intraday pricing.
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Combined with $77.5 million in cash reserves, CEA’s total crypto and cash treasury stands at $663 million. This positions CEA as the world’s largest publicly reported corporate holder of BNB, surpassing competitors like Nano Labs holding 128,000 BNB, or 0.02% of supply.
The disclosure drove an 8% surge in BNC shares on the day, reflecting market enthusiasm for the firm’s conviction in BNB.
Strategic Focus on BNB
CEA’s approach is distinctly single-asset: Unlike diversified crypto treasuries like those holding Bitcoin or Ethereum, it concentrates solely on BNB to leverage the token’s network effects, on-chain yield opportunities, and alignment with the expanding BNB Chain ecosystem.
CEO David Namdar emphasized this in the press release: “BNB’s all-time highs are a clear validation that the global markets are waking up to the inherent value, credibility, scale, and utility of both the asset and underlying ecosystem.”
BNB’s market cap has ballooned to over $175 billion—now 33% larger than Solana’s ($127B) and nearing Tether ($177B) and XRP ($178B)—fueled by 58 million monthly active users on BNB Chain in September alone.
The firm has funded this buildup through a mix of market buys, structured purchases, and a recent private placement, with regulatory filings indicating potential for up to $750 million more via warrants. This has already made CEA the dominant player in BNB treasuries.
CEA aims to accumulate 1% of BNB’s total supply roughly 1.45 million tokens, given ~145 million circulating by December 31, 2025. Current holdings represent just 0.35% of supply, so the firm would need to add ~970,000 more BNB—potentially requiring another $1.2–1.3 billion at current prices.
If achieved, this could value CEA’s BNB stash alone at over $1.25 billion, transforming the company into a de facto “BNB balance sheet” for traditional investors seeking exposure via U.S.-listed equities.
The news amplified BNB’s ongoing rally, which has seen the token up ~5.5% in 24 hours amid broader crypto momentum. On X (formerly Twitter), the announcement sparked buzz among crypto traders and analysts, with posts highlighting CEA’s “conviction play” and potential for BNB to rival top stablecoins in market cap.
CryptosR_Us Shares of BNC climbed post-announcement, underscoring investor appetite for tokenized exposure to high-growth ecosystems like BNB Chain.
This move follows a wave of corporate crypto adoption, including firms like MicroStrategy (Bitcoin) and BMNR (Ethereum), but CEA’s BNB bet stands out for its focus on a utility-driven layer-1 chain powering DeFi, NFTs, and gaming.
Risks remain—volatility, regulatory scrutiny on Binance-linked assets, and execution on funding—but the strategy has delivered unrealized gains of ~$172–$211 million so far.