BNB Drops Below $800 Despite Institutional Activity, as Demand Fails to Hold Up

BNB Drops Below $800 as Rally Cools Despite Corporate Treasury Push

BNB fell below the crucial $800 level on Tuesday, slipping from around $815.80 to a session low of $780 before stabilizing just under $795. The decline marks a break of key psychological support and suggests weakening momentum despite increased corporate interest in the token.

The move came shortly after BNB touched a record high near $860, fueled by several public companies announcing large-scale treasury allocations to the Binance-linked token.

Among the most notable was CEA Industries (VAPE), backed by Binance co-founder Changpeng Zhao’s family office Yzi Labs, which said it plans to raise up to $1.2 billion to build the largest BNB treasury among U.S.-listed firms. Its stock jumped more than 700% on the news.

Other firms are following suit. Liminatus Pharma (LIMN) launched a BNB-focused subsidiary with a $500 million target, and Windtree Therapeutics (WINT) disclosed a $700 million BNB acquisition strategy. Nano Labs also reported purchasing 128,000 BNB shortly after outlining its new digital asset policy.

Despite the influx of institutional interest, trading volume patterns indicate shaky follow-through. CoinDesk Research’s technical model flagged a spike to over 4,000 tokens per minute during the drop, particularly near the $815.40 resistance level, suggesting active rebalancing and weak conviction.

The decline below $800 raises questions for firms holding exchange tokens as treasury assets, especially if market support continues to erode. While a modest bounce late in the session points to some buying interest, the broader trend remains fragile — and further volatility may lie ahead.