BNB health — Thu 05 Nov 2026 (baseline: 28 Oct close, day before the hack)
• BNB $689.7 (-9.2% since hack, -4.2% d/d)
• BNB/BTC 0.00908 (-2.9% since hack) — falling vs BTC = BNB-specific selling
• Tagged Binance wallets: 35.42M BNB (+84,979 d/d, +73,983 since tracking began 2026-11-03)
⚠️ Binance 20: +84,979 BNB d/d
• Burn address 18.15M BNB (+49 d/d) — a skipped/smaller quarterly burn would be a tell
• Held 109.7M BNB (+85,135 d/d); Binance-tagged 35.4M across 4 wallets
• Binance spot vs other-venue median: -1.4bp (pre-hack 30d avg +1.5bp) — a persistent discount would mean Binance is the seller
• Binance share of BNB spot volume 64% (pre-hack 30d avg 68%); perp share 72%
• Futures OI $1.03bn: +0.2% since hack, +2.1% d/d. Last day, price -4.2% with OI up → new shorts opening
• Aggregate funding +13.5% ann. (pre-hack +7.7%)
• Dec-26 quarterly basis +8.2% ann. (pre-hack +5.1%)
Generated 2026-11-06 07:51 UTC. Sources: Coin Metrics (market data), BNB Chain public RPC (wallet balances), BscScan (top holders and tags). Wallet history starts 2026-11-03.