Can CZ’s portfolio shift ignite a new bull run?

BNB price has returned to the spotlight in October 2025, setting new all-time highs and rekindling investor enthusiasm.

However, unlike previous rallies that relied heavily on momentum and retail exuberance, today’s developments have more structural implications: a newly launched builder fund from YZi Labs, talk of opening CZ’s investment operations to outside capital, and increasingly visible institutional flows into BNB-centric strategies.

Whether this present increase in price is just another speculative chapter or the start of long-term adoption depends on how these narratives hold up under stress.

Current BNB price scenario

BNB’s price movement in October has been unpredictable.  After surging into the $1,330-$1,370 range in early October, BNB experienced intense profit-taking and a larger market liquidation wave, falling to $1,040-$1,130 intraday before recovering. 

The daily chart shows BNB trading in a turbulent range, with resistance near $1,330-$1,370 and support zones ranging from $1,100 to ~$1,040-$1,050. 

Notably, the larger market’s $19 billion liquidation event in mid-October sparked widespread sell pressure across crypto, although BNB’s decline was more controlled than many peer assets — suggesting that some investors remain committed to its story and that confidence in BNB price prediction models remains intact despite volatility.

Upside outlook for BNB price

If Binance Coin (BNB) can re-establish momentum above $1,330-$1,370, it will confirm a breakout and may pave the way for $1,450-$1,600 in the coming weeks.  This bullish extension is anticipated to coincide with revived institutional positioning and increased usefulness within the Binance and BNB Chain ecosystems.  

The YZi Labs building fund is already being positioned as a structural driver: it focuses on initiatives in decentralized finance, AI-linked infrastructure, payments, and real-world asset tokenization, all of which have the potential to increase on-chain transaction volumes and strengthen BNB’s fundamental value proposition.

Furthermore, rumors that YZi Labs may turn into an external investment platform have piqued the interest of strategic partners, who see Binance’s capital network as a gateway to Web3 growth.  These reasons, combined with the deflationary burn mechanism and Binance’s sustained dominance in trading volumes, serve as the foundation for BNB’s medium-term optimistic thesis.  

Downside risks to Binance coin price

Failure to retake the $1,330-$1,370 range might extend consolidation and lead to a further fall.  If BNB closes strongly below $1,100, technical projections suggest a drop below $1,000 or even $900, particularly if Bitcoin declines or global risk appetite decreases. 

Analysts also warn that regulatory scrutiny remains a chronic concern.  Any misreading of YZi Labs’ restructuring or external funding plans could draw renewed scrutiny from financial regulators, eroding investor trust.

Furthermore, the larger macroeconomic environment, which includes U.S. inflation data, interest-rate policy, and liquidity constraints, continues to influence capital allocation in digital assets.

Even positive ecosystem developments may not result in persistent price appreciation if macroeconomic cues are not supportive. In short, while BNB’s fundamentals appear robust, the mood is fragile, and another bout of market stress could quickly reverse recent gains.

BNB price prediction based on current levels

BNB is currently trading in the $1,100-$1,340 equilibrium region, with $1,370 acting as a significant breakthrough mark and $1,100 as vital support.

A confirmed move above $1,370 might propel the price to $1,450-$1,600, extending the current bullish cycle if institutional interest materializes and the broader market stabilizes.  In contrast, a fall below $1,100 might flip momentum decisively bearish, exposing the $1,000-$900 level as the next potential target.  

For the time being, the view is cautiously bullish: continued builder-fund activity, ongoing burns, and CZ’s capital restructuring provide narrative support, but the market will look for proof in the form of higher lows and more trading volume.  If these factors coincide, BNB might reestablish itself as one of the best-performing large-cap tokens moving into the fourth quarter of 2025.