BNB health — Wed 04 Nov 2026 (baseline: 28 Oct close, day before the hack)
• BNB $720.0 (-5.2% since hack, +3.1% d/d)
• BNB/BTC 0.00895 (-4.3% since hack) — falling vs BTC = BNB-specific selling
• Tagged Binance wallets: 35.33M BNB (-0 d/d, -10,996 since tracking began 2026-11-03)
No wallet moved ≥50k BNB d/d
• Burn address 18.15M BNB (+51 d/d) — a skipped/smaller quarterly burn would be a tell
• Held 109.7M BNB (-29 d/d); Binance-tagged 35.3M across 4 wallets
• Binance spot vs other-venue median: +1.1bp (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 73%
• Futures OI $1.00bn: -1.9% since hack, -1.6% d/d. Last day, price +3.1% with OI down → shorts closing
• Aggregate funding +12.9% ann. (pre-hack +7.7%)
• Dec-26 quarterly basis +8.0% ann. (pre-hack +5.1%)
Generated 2026-11-05 10:41 UTC. Sources: Coin Metrics (market data), BNB Chain public RPC (wallet balances), BscScan (top holders and tags). Wallet history starts 2026-11-03.