BNB health — Tue 03 Nov 2026 (baseline: 28 Oct close, day before the hack)
• BNB $698.1 (-8.1% since hack, -0.2% d/d)
• BNB/BTC 0.00903 (-3.5% since hack) — falling vs BTC = BNB-specific selling
• Tagged Binance wallets: 35.33M BNB (-10,996 d/d, -10,996 since tracking began 2026-11-03)
No wallet moved ≥50k BNB d/d
• Burn address 18.15M BNB (+27 d/d) — a skipped/smaller quarterly burn would be a tell
• Held 109.7M BNB (-10,556 d/d); Binance-tagged 35.3M across 4 wallets
• Binance spot vs other-venue median: -0.3bp (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 71%
• Futures OI $1.02bn: -0.3% since hack, -2.3% d/d. Last day, price -0.2% with OI down → longs closing
• Aggregate funding +6.3% ann. (pre-hack +7.7%)
• Dec-26 quarterly basis +7.4% ann. (pre-hack +5.1%)
Generated 2026-11-04 07:12 UTC. Sources: Coin Metrics (market data), BNB Chain public RPC (wallet balances), BscScan (top holders and tags). Wallet history starts 2026-11-03.