Jiang Zhuoer sees BNB flywheel as bStock rallies on CZ vote
BNB (BNB)
Editor:
Eugene Serbin
lookonchain.com reports that Jiang Zhuoer, founder of BTC.com Pool, identified a high-probability opportunity in bStock token BNCB after it dipped below $5. Jiang noted that $5.76 marked the rally's start after Binance founder CZ retweeted a post about BNC’s name change vote, making a drop below that level unlikely. He viewed the $5.5 to $5.76 range as a good entry point, noting that buying at $5.76 offers a 61% mNAV discount, while advising against leverage in small-cap stocks in favor of spot BNCB.
CZ participated in the consultation vote as a community member, aligning his choice with the majority for the name "BNB Standard" over candidates like BNB Treasury Company. BNC clarified that the vote is not binding and requires board approval, but the news drove bStock to break above $6.5 with a 33% 24-hour gain. Jiang believes CZ and Binance will drive a "Crypto-Stock Flywheel" with more events to follow.
The report also highlighted Bitcoin potentially breaking $83,000 to force short covering and ETH surging over 5% to $2,600. Tom Lee stated the crypto market remains on track for gains despite the CLARITY Act's failure. Other market movements included altcoin treasury stocks rallying and the Bank of Japan possibly checking interest rates.
How the market reacted
Whalio's own Binance spot order flow for BNB, measured when this story was written up on 18 September 2026. Not the outlet's figures.
BNB is trading at $738.36 with a 24-hour buy ratio of 45.0%, indicating that selling pressure slightly outweighs buying. This 24-hour ratio is lower than the 1-hour reading of 47.0% and the 4-hour reading of 46.8%, suggesting that immediate buying pressure is fading rather than building. The Volume Delta shows negative flow, with -$9,349,073 over 24 hours, meaning more volume was sold than bought during that period. A negative Volume Delta indicates that sellers are more aggressive than buyers, pushing the price down through the order book. Despite this, the spot volume remains robust at $93,471,497 with nearly 650,000 trades, showing active participation even as net flow turns negative.
The latest daily buy ratio of 46.4% sits at the 18th percentile of the last 322 days, against a median of 49.2% - weaker buying than most days.
Was that an ordinary day?
The same Binance spot measurements for BNB, averaged over the days leading up to the story.
Over the preceding week, the average buy ratio was 48.2%, making today's 45.0% reading 3.3 points lower than the weekly norm. This deviation marks an unusual day for the coin, as buying interest has weakened relative to the recent average. Volume has remained steady at 1.00x the average, but net buying has been scarce with only 1 of 7 days showing positive flow. The 8-day Volume Delta totals -$37,146,060, reinforcing the trend of net selling pressure over the longer timeframe. While the price has risen 4.2% over eight days, the current flow dynamics show a distinct shift away from the weekly average buying behavior.