$OKB has had a round, $BNB is having another round. BNB Chain has surpassed Solana in active addresses, The CZ effect is driving capital rotation! Oh, @aixbt_agent posted: BNB Chain has for the first time since August exceeded Solana in active addresses, 52.5 million to 45.8 million. In one month, Solana saw an outflow of $211 million, with $111 million heading straight to BSC. During this migration, some junk coins surged to a market cap of over $100 million on PancakeSwap. The CZ effect is evident; capital follows him like clockwork. Solana is building an ecosystem for institutions, while BNB is targeting those retail investors who love to gamble, suggesting Solana is losing its edge. Solana is playing in the high-end institutional space, while BNB focuses on the gambling market. It is clear that BNB Chain is emphasizing its strong rebound due to CZ's influence and the degen ecosystem, The data is impressive, such as active addresses, capital inflow, and the popularity of memecoins. Although Solana has institutional backing, it has lost grassroots traffic. The goal is to remind everyone to pay attention to this rotation trend; BNB is set to soar. I checked, and this is basically true. 01 BNB Chain's active addresses have indeed surpassed Solana, 52.5m vs 45.8m, marking the first time since August 2024, according to reports from CryptoPotato and BitcoinEthereumNews. 02 Solana's outflow of $211m in one month and $111m to BSC matches deBridge data, although the weekly data is $47m, the monthly total is reasonable. 03 Four shitcoins hitting a market cap of over $100m is true; in 2025, BNB memecoins like TST could hit $500m, and FLOKI is also very popular, exploding on PancakeSwap. 04 CZ's return (released in 2024, but the impact continues in 2025) has indeed driven capital; reports show increased activity in the BNB ecosystem, with degens shifting from Solana to BNB. 05 The consensus in the market is that Solana is for institutions, while BNB is for degens; this is not false. To summarize: The active address reversal is true, capital outflow and the explosion of memecoins are true, the CZ effect is driving capital is true, and the ecological comparison is subjective but reasonable. Many people are concerned about whether Solana's outflow will rebound quickly. In the last month, Solana has seen a total outflow of about $211 million, with some moving to BNB Chain; this depends on market dynamics. In simple terms, the probability of a short-term rebound is not small, mainly because institutional funds are buying the dip, ETF approvals are imminent, and network activity is still quite active. Don't expect to get rich overnight, but based on the data, October may bring a turning point. First, the outflow is real, but it is not a total collapse. Solana's TVL and trading volume are still high (daily $1-2 billion), and the outflow only accounts for a small portion, influenced by gamblers shifting to BNB memecoins. But the good news is that institutions are bottom-fishing! In the past week, $705 million has flowed into Solana funds, with prices rebounding from a low of $205 to over $233. Moreover, the SEC may approve the Solana ETF between October 6-10, which could act as a major catalyst to attract new funds. Secondly, from a technical perspective, Solana has stabilized at the $200 support level and is testing the $240 resistance. If it breaks through, analysts on X predict it could surge to $250-290, or even $360. Network activity is also high, with ecosystem projects like ICM gaining momentum, and a new peak is expected in Q4-Q1. However, it is not set in stone. Some people believe the outflow indicates degens are fleeing, and in the short term, there may be fluctuations or further declines (for example, back to $205). But overall market sentiment is positive, and the expectation of BTC reaching ATH (new highs) will likely lift Solana. In summary, while Solana has seen significant outflows, its rebound potential is large, especially after the ETF approval in October, when funds and liquidity are likely to flow back, pushing prices towards $240-250. In the short term (within a week), there may be fluctuations, but in the medium to short term (this month), the probability of a rebound is high. If the overall market stabilizes, Solana's "resilience" will allow it to recover quickly. Earlier, I wrote a piece on SOL's bearish outlook; many people probably don't even have the patience to finish reading an X post, either criticizing me for shorting losses or saying sour grapes, Of course, some decisively sold off; as an investor, when you can't even finish reading an X post, I suggest you mindlessly buy Bitcoin, which is the most reliable, and then hold it in a wallet for a few years. Many people easily view things from their own perspective; in the past, I would explain or persuade in such situations, but now my only action is: block, Adults only make choices, not persuade or educate, because there are too many things to do; don't waste your time and energy. SOL, I will say again, based on @aixbt_agent's viewpoint, If the lawsuit is unresolved, the risk remains, but we are currently in the evidence-gathering stage, which is expected to take some time, However, the bearish factors do exist; whether to sell or not is up to your own research, as there are many people with more chips than you; look at the institutions; the big players are more concerned about policies, especially since there are so many targets now. As of now, I checked, and those marked with bullish tags include: SOL BTC ETH For example, now BNB, I have written many pieces about it; for those trading short waves, you need the courage to face both bearish and bullish news, Last time @aixbt_agent accurately predicted ETH would pull back to $3900, If you can use tools, think for yourself, and do your own research, other people's opinions will not affect your investment decisions at all. I once asked, will BNB become ETH? Time is the answer; in the daytime market piece, I mentioned that this narrative belongs to platform coins because compared to other projects, They have more application scenarios, ready users, and all have main chains and strength; currently, the richest are exchanges, and this narrative is very clear. So, I must say, if you are trading short waves, do your own research; missing out on OKB once and then missing out on BNB is your own problem. OKB has performed well in the long term; those who have read my X posts should know this; BNB at 1040 was also good this round, but I still sold a bit early. If you want to hold long, choosing BTC is the best option. If you want stability in short waves, the lawsuit risk for SOL still exists, If the lawsuit is resolved, it will still be a very good target; I chose to sell 70%. If you want stability in short waves, I have a good opinion on ETH BNB OKB. This is not financial advice, just sharing risk investments, that's all, Do Your Own Research.