BNB health — Mon 02 Nov 2026 (baseline: 28 Oct close, day before the hack)
• BNB $699.2 (-8.0% since hack, -1.9% d/d)
• BNB/BTC 0.00912 (-2.5% since hack) — falling vs BTC = BNB-specific selling
• Tagged Binance wallets: 35.34M BNB (+0 d/d, +0 since tracking began 2026-11-03)
No wallet moved ≥50k BNB d/d
• Burn address 18.15M BNB (+0 d/d) — a skipped/smaller quarterly burn would be a tell
• Held 109.7M BNB (+0 d/d); Binance-tagged 35.3M across 4 wallets
• Binance spot vs other-venue median: +2.3bp (pre-hack 30d avg +1.5bp) — a persistent discount would mean Binance is the seller
• Binance share of BNB spot volume 59% (pre-hack 30d avg 68%); perp share 67%
• Futures OI $1.04bn: +2.0% since hack, -1.6% d/d. Last day, price -1.9% with OI down → longs closing
• Aggregate funding +9.6% ann. (pre-hack +7.7%)
• Dec-26 quarterly basis +7.8% ann. (pre-hack +5.1%)
Generated 2026-11-03 14:31 UTC. Sources: Coin Metrics (market data), BNB Chain public RPC (wallet balances), BscScan (top holders and tags). Wallet history starts 2026-11-03.