The Web3 x AI Market Map Series: BNB Chain
- Decasonic
- 18 minutes ago
- 14 min read
Binance leads the frontier of crypto and AI – Abdul Al Ali, Venture Investor, at Decasonic
Introduction
We at Decasonic are excited to continue the Web3 x AI Ecosystem Market Map Series, with the release of our sixth ecosystem market map dedicated to the BNB AI ecosystem. This work builds upon the previous market maps we released on the AI ecosystems of Base, Sui, Abstract, Soneium, and NEAR. BNB is an EVM-compatible blockchain ecosystem developed by Binance and launched in early September 2020.
The term ‘BNB Chain,’ encompasses multiple components, which includes the BNB Smart Chain (BSC), as well as the OP stack-based Layer 2, opBNB. BNB benefits from the distribution channels of Binance Exchange and Binance Wallet, with the exchange having more than 290 million registered users globally as of Q2 2025. Binance Wallet serves and connects more than 20 million wallet users (wallet addresses), with dedicated distribution channels for Web3 applications.
In addition to the influx of BNB Chain notes from the distribution(s) channels of the exchange of wallet, Binance is well-positioned to advance durable, liquidity inflows to BNB Chain. As of their most recent inflow report, Binance reported more than $14.8B in net inflows in Q3 2025, nearly 158x higher than all of their CEX competitors combined. The net inflows are, in part, driven by the BNB chain edge represented through the Alpha Program. This program onboarded over 152 projects, and had an average daily trading volume of $8.1B in September of this year. This provides durable liquidity, program support, and distribution advantages to builders looking to build/extend their products to support BNB.
Binance, BNB, and an AI-First Strategy
Binance is one of the key leaders in the active integration, development, and distribution of AI infrastructure and tools amongst the wider ecosystems of CEXs. Earlier in September of this year, Binance integrated advanced AI tooling and analytics within the Binance Exchange and the Binance Wallet products. In the exchange, they embedded ‘AI Token Reporting,’ which allows for the production of data-driven, token intelligence in order to provide token trading intelligence signals.
Within the wallet, they embedded ‘Token Sentiment Signals,’ and ‘AI Token Narratives,’ allowing users to benefit from AI tools that combine on-chain data and social AI analysis in order to track market trends in real-time. Most recently in late October, Binance launched an updated ‘Crypto Analysis Bot’ on Telegram, enabling users to benefit from real-time AI insights for 300+ Binance listed-assets. Key insights users can benefit from include Open Interest, Funding Rate, and Support/Resistance analysis for the assets.
Binance further encourages their users to benefit from AI-enhanced personalization, allowing users to personalize their respective application UIs using AI. This was part of their June 2025 app-redesign.
BNB first proposed an “AI-First” strategy as part of its core vision to accelerate adoption of AI in Web3 back in 2024. This aims to position BNB as the “AI Priority Chain,” with the goal of embedding AI across the entire BNB stack. It is interesting to note that there are three components of the BNB ecosystem. This includes:
BNB Smart Chain (BSC): The core L1 offering EVM compatibility.
opBNB: Layer 2 optimistic rollup chain. The core relevancy for AI would be allowing AI developers to focus on computational tasks.
BNB Greenfield: Decentralized storage blockchain. This part of the stack allows individuals, businesses, and projects to retain full ownership and control over their data, while providing granular, detailed access controls for tailored AI applications. There are a number of marketplaces within BNB Greenfield that offer users high-quality datasets through marketplaces and crowdsourcing initiatives.
The core of their AI Strategy is to embed AI solutions within each of the three interconnected layers of the BNB ecosystem, with each layer aiming to address specific AI infrastructure needs. This coincides with the wider BNB goal of making BNB Chain the ideal foundation for AI-driven innovations, and the home blockchain for AI founders looking to innovate at the intersection of Web3 x AI.
Agentic Commerce: AP2, x402, and MCP Development
Binance, through partnerships and developments on the BNB Chain are actively setting the foundation for the agentic-commerce economy to be enabled on crypto-rails. The agentic-commerce is defined as a decentralized, on-chain economic system or network where autonomous AI agents acting on behalf of independent participants engaged in commercial activity. Those agents can perceive needs, research options, negotiate terms, and execute transactions without human intervention, with the foundation of agentic commerce being established through agent-to-agent or machine-to-machine payments. To achieve this end, a number of protocols and CEXs have contributed or deployed key solutions on their respective chains, with the most prevalent being A2P, x402, and MCP.
The A2P framework developed by Google is an open-source framework designed to enable secure, autonomous payments through coordination by AI agents. Launched on September 16, 2025, it builds on existing inter-agent communication protocols (A2A) and MCP servers. Binance joined as a collaborator to A2P on October 9, 2025, with one of the core collaboration goals being the co-development of frameworks for agentic payments, enabling seamless flow of funds between AI agents. In early May of this year, BNB Chain introduced and integrated BNB-related MCP servers, with the development primarily being centered on enabling plug-and-play integration of AI agents in Web3. This builds on the BNB’s ‘AI-First Strategy,’ with the core goal behind the MCP integration being the enablement of a standardized interface that allows developers to leverage existing tools to connect blockchain data with AI models. This eliminates the need for custom integrations and interfaces for each dataset. The integration of the MCP server allows developers and users on BNB to build more specialized, knowledge-aware applications.
BNB is further encouraging builders to develop x402 solutions for the protocols. The x402 protocol as it is actively used today allows for machines (AI agents, LLMs) to pay for APIs, software, and services directly with stablecoins over HTTP status code. This allows for use-cases including high-frequency, micro-payment transactions. BNB has been highlighting key builders of x402 solutions, including Unibase, Pieverse, AEON, and Termix as being some of the core contributors to x402 BNB solutions. In addition, Binance Wallet added an x402 List category in their wallet, in order to allow for ease of discoverability of x402 tokens.
Support for AI Projects
Binance is actively supporting AI projects developing on BNB through their venture arm, developer support, project support and discoverability, and AI-dedicated hackathon tracks. YZI Lags, in their most recent $1B flagship fund announcement committed to empower founders building on BNB, with an emphasis on supporting companies at the intersection of Web3, AI, Trading/DeFi, RWA, DeSci, Payments, and Wallets. Some of the most recent YZI Labs investments have been in AI. This includes:
YZI Labs led the latest $11M round for Video Tutor, an AI company dedicated to ‘redefining how students learn with AI.’
YZI Labs led a strategic funding round for Sign, a Web3 company dedicated to advancing digital identity, currency, and verifiable credentials.
Investment in Funes, a company building the world’s ‘largest open archive of 3D architectural models,’ with the goal of building an AI-powered Eternal Museum.
Investment in the Consumer AI application company, MyShell, which allows individuals to build, share, and own AI applications.
Investment in USD.AI, which provides financing for AI company infrastructure.
In addition, the YZI Labs team actively runs founder residency programs dedicated to the intersection of Web3, AI, and biotech. Their most recent program season, Season 2 was announced last month on October 17, 2025. They further actively refer to the intersection of Web3 x AI as the ‘next market frontier,’ which is an area aligned deeply with Decasonic’s core investment thesis.
The BNB AI Hackathon, launched in February 2025 as a rolling, ongoing event further encourages developers to build AI-blockchain solutions on BNB. This includes themes focusing on decentralized AI, predictive trading, multi-agent systems, and more. THe program runs in batches, and offers award support packages for builders in collaboration with YZI labs for funding and mentorship.
Founder-led Advocacy
Changpeng Zhao (“CZ”) has been a passionate, vocal advocate for opportunities at the intersection of Web3 x AI. What makes Binance more unique than some of the other blockchains we previously landscaped is the focus on the Application and Interface layers. In part, this is due to the advocacy of the founder. In some of his recent posts, he advocated for the development of AI companions. This further includes support for BNB AI Hackathon projects, with an emphasis on the potential opportunities at the intersection of BNB and AI, including durable opportunities in the form of high-impact AI agents.
The State of BNB Chain
Owing to the success of the BNB ecosystem and its number of AI developers is Binance, the core ecosystem of products (Binance Wallet, Binance Alpha), and the extensive developer/founder support in the form of the founders and Yzi Labs. As of the writing of this article (November 17, 2025), BNB has attracted a collective $7.1B in TVL in DeFi, with a stablecoin market map of $13.36B The active addresses currently stands at ~2.7M, with ~10.9M in weekly active addresses on the chains. This is cumulated in ~119.5M transactions on BNB. Given the high number of AI agents and DeFAI interfaces deployed on BNB, we expect the number of agents deploying and transacting on BNB to continue to grow and capture 70-80% of the transaction market-share within the next ~24-36 months.
BNB Web3 x AI Market Map (2025)
Similar to our other market maps focused on Web3 x AI, we map the BNB AI ecosystem across two axes:
X-Axis – AI standard layers: Compute → Data → Model → Interface → Application.
Y-Axis – Target audiences: Web3 Natives, Developers, Users, and Mainstream Audiences.
Note - as with our other market maps, this is a continued iteration and is a rapidly evolving, dynamic landscape. The current state of the ecosystem is unlikely to be the same over the next few quarters and years to come. To date, we have identified 260+ projects building on BNB identified through our three pillars noted below.
The Three Pillars of BNB Web3 x AI
Infrastructure
Compute Layer
Confidential Computing: Privacy-preserving compute that secures data and model execution inside encrypted hardware environments.
A project operating at this intersection is Super Protocol, which provides a confidential and self-sovereign AI cloud.
Compute
Projects operating at this intersection in BNB includes NetMind.AI, which provides a decentralised GPU network.
Model Layer
GenAI: Development, fine-tuning and distribution of GenAI Models.
Projects operating at this intersection include Everlyn AI, which provides a video AI model on a decentralized infrastructure layer.
Marketplace: Marketplace for publishing, discovering, buying, and selling AI Models.
Through BNB integration, Sahara AI provides an AI Marketplace for users to list models, datasets, and agents.
Agentic Framework: Infrastructure for the development and deployment of autonomous AI agents, often fueled by underlying open-source models.
Data Layer
Marketplace: Marketplace for sourcing, curating, and trading datasets.
Pundi AI allows for the contribution and monetization of data through their dataset marketplace.
Decentralized Training: Decentralized training process for AI models by distributing tasks across users, often specialized in nature.
Galeon is focused on training medical AI solutions through their decentralized ‘DeSci’ layer.
Physical AI: Real-world data collection, annotation, and labelling for edge cases in robotics and Physical AI.
XPIN Network, a DePIN solution on BNB collects data including geographic location, device information, and interaction patterns to support AI functionalities (smart routing, network optimizations, and automated network switching).
Protocol: L1 or L2s optimized for data ownership, exchange, or validation.
Chainbase AI operates at this intersection, is building the ‘Hyperdata network for AI.’
Memory: Systems that store, retrieve, and persist contextual AI memory, user, session, or agent state, to enhance personalization and long-horizon reasoning.
Unibase is building a decentralized AI memory layer to empower agents with long-term memory.
Labeling: Infrastructure for annotating, tagging, and structuring raw data to create high-quality training datasets for AI models.
Tagger is building a decentralized AI data solutions platform and framework for data labeling, collection, management, and trading.
Oracle: Provides infrastructure for verifiable, on-chain data for dApps, assets, risk metrics, amongst other sources, enabling smart contracts to access real-world data.
Sora is building an agentic oracle with a focus on prediction markets.
Verifiability: Cryptographic and on-chain mechanisms that prove the correctness, provenance, and integrity of data.
Zypher Network is building a decentralized audit layer for AI agents, with a focus on real-time prompt verification.
Identity: Decentralized identity frameworks enabling secure authentication, reputation, and permissions for users (human), agents, and data flows.
KGeN is building a verified distribution protocol, referred to as ‘VeriFi’ with a focus on developing a reputation framework that allows users to own their digital identity.
Interface Layer
AI Agent Launchpad: Launchpads specifically built to fund, deploy, and distribute AI Agents.
CreatorBid is a decentralized agent launchpad on BNB.
Analytics: Analytics platforms that leverage AI to generate insights, often incorporating real-time data parsing, summarization, and predictive intelligence.
Brain is an on-chain companion on BNB that is able to query for real-time on-chain insights, market-sentiment, and data.
OS: Decentralized or AI-native operating systems designed to orchestrate AI agents, local models, or multi-modal inputs across devices or environments.
Lucy and Yotta Labs are two projects operating at this intersection. Lucy provides an interface powered by a set of specialized agents, and Yotta’s OS allows for the fine-tuning, inference, and compute deployment of agents/models in one interface.
MCP: Decentralized Model Contextual Protocols (deMCPs) coordinating AI workloads or agents across distributed servers for collaboration or inference.
One project operating at this intersection is OlaXBT, providing a marketplace/terminal of MCP servers.
Physical AI: AI-enhanced physical devices such as robotics, sensors, or wearables.
Rice AI, is developing the ‘Rice Minibot M1,’ with multiple other potential embodied AI offerings including a delivery specialist, disinfection specialist robot, and more.
Chat: Interfaces that enable users to interact with large language models (LLMs) via chat-based prompts, often embedded in apps, dApps, or wallets.
GPTVerse provides a multi platform AI Hub, allowing users to access from a variety of ready-fined tuned models.
Model Launchpad: dApps to release, share, or monetize AI models with integrated UX, often tied to token distribution and co-ownership.
One project operating at this intersection on BNB is Intelligence Cubed, enabling users to tokenize and launch a fine-tuned model.
GenAI: Platforms that provide access to generative AI models (text, image, audio, etc.), often with creative or productivity-oriented workflows.
Imagen AI provides a GenAI platform for the creation of images, videos, and multi-media content.
DeFAI: Interfaces at the intersection of AI and DeFi that enable users to execute on-chain transactions using natural language or voice commands.
Infinit Labs provides an Agentic DeFi interface terminal, enabling users to execute on-chain transactions on BNB through natural language.
Payments: Interfaces that allow AI agents or users to initiate, route, and automate payments, including microtransactions, through natural language or agentic workflows.
Pieverse is building an x402 facilitator for BNB, referred to as ‘x402b.’
Wallets: Agentic wallets that autonomously manage assets, sign transactions, and execute on-chain actions on behalf of users with embedded AI decisioning.
Echooo provides an AI-integrated wallet, with AI-powered routing for optimal trading pools and exchange rates.
Communication: AI-enhanced communication interfaces, including email, messaging, and chat.
DMAIL provides an AI-powered decentralized messaging infrastructure for encrypted emails with an interface for accessibility.
Application Layer
Apps: General-purpose AI applications delivering task automation, creativity tools, or intelligence services across consumer and enterprise use cases.
Paal AI enables users to connect their AI application to more than 400+ data integrations in order to create personalized AI automation solutions.
SocialFi: Applications operating at the intersection of AI and SocialFi, enabling social interactions, creator economies, and on-chain reputation systems. Refer to our previously published market map on AI x SocialFi here: link.
Solo AI enables users to create generative music and video with AI.
Vibecoding: Platforms that enable “vibe coding” and the low-code or no-code development of on-chain dApps using AI-assisted tooling and generation.
InfinityGround is building an Agentic IDE that enables users to convert natural language into code, allowing for the creation, scaling, and deployment of applications.
AI Companions: AI Agent-based companions or digital twins, often serving as persistent personal assistants or emotional/social support entities.
AI Companions enables users to create customizable, interactive, and immersive AI virtual companions.
AI AppStores: App stores dedicated to AI applications and agents.
Capx AI is building the ‘world’s largest user-owned AI app ecosystem,’ enabling users to buy and sell ‘AI App Tokens.’
GameFi: Gaming applications at the intersection of AI and GameFi, often leveraging agents for gameplay, creation, or economic coordination. Refer to our previously published market map on the intersection of AI x GameFi here: link.
AIVilleWorld is building an MCP-enabled game where agents are the players.
RWA Marketplaces: Marketplaces enabling the tokenization, trading, and management of real-world assets (RWAs), often integrating AI for underwriting, valuation, and risk intelligence.
Avalon Labs is building an AI-RWA marketplace, dedicated to serving GPU hardware owners and AI model developers with a ‘CRT’ model, allowing for the issuance of tokens that represent ‘enforceable rights to underlying commercial assets or services.’
Prediction Markets: AI-enhanced prediction platforms where users or agents stake on future outcomes, leveraging model-driven forecasting and real-time data feeds.
Opinion Labs is building an AI-prediction market application, enabling the creation of markets with AI agents.
Agents
Memes: AI Agent meme projects, often generating 24/7 content on X and other distribution avenues.
‘AICZ’ is one of the first AI agent memes on BNB.
Music: AI Agents specialized in music generation, remixing, or collaboration.
Creator AI is building an agent that creates music.
Analytics: AI Agents providing analytics and insights, often focused on on-chain data, market trends, or DAO/community metrics.
Siren is an AI agent that provides on-chain analytics and sentiment analysis for tokens.
Content: AI Agents focused on generating content across formats like video, blog posts, newsletters, or social media aligned with user goals.
Tell A Tale is an AI agent dedicated to the creation of short video and film production.
Opportunities
Despite the strength of the BNB AI ecosystem, we believe the ecosystem remains early in its growth trajectory with unexplored opportunities for builders, founders, and developers. In consideration of the three core pillars of Web3 x AI (Infrastructure, Application, and Interface), 25.4% of the projects are under Infrastructure, with 33.8% under Application, and 40.8% under Interface. This is uniquely differentiated amongst other chains, where dedicated BNB AI Builders are developing projects ‘up the stack,’ with a focus on application and interface development.
Opportunities at the intersection of BNB and Web3 x AI include:
Web3 Commerce: Binance is trending toward becoming the ‘Everything Application,’ supported by its integrated ecosystem of products, including the exchange, wallet, points program, and commerce partnerships. This positions BNB to capture a meaningful distribution advantage in the emerging agentic economy by enabling Web3 Commerce experiences powered by autonomous AI agents deployed directly on BNB.
Data for Physical AI: With one of the largest global user funnels across Binance Exchange, Binance Wallet, and its broader product suite, BNB is uniquely positioned to address the data bottleneck facing Physical AI. This includes opportunities for interfaces that capture real-time user signals, recordings, and sensor data to fuel AI models for robotics and embodied intelligence.
Physical AI: Physical AI, often referred to as ‘Robotics’ on X by Crypto CT, remains an early but rapidly accelerating category. Binance is well-positioned to support founders building embodied AI systems on-chain, from robotics coordination layers to real-world automation applications. Refer to our Physical AI Market Map for additional context.
Agentic Identity: While human-identity verification is an active category on BNB, the landscape lacks robust frameworks for persistent, dynamic agentic identity. There is whitespace for identity systems that allow AI agents to authenticate, build reputation, and operate autonomously within the BNB ecosystem.
A2A Discoverability Layer: Despite the development of x402, MCP, and A2P, there is no dedicated on-chain marketplace or discovery layer for agents to identify, evaluate, and transact with service providers. Builders can create platforms that enable autonomous negotiation, exchange of compute, datasets, or models, and the buying and selling of agent-delivered services.
Multi-Agent Coordination: BNB has strong single-agent activity but limited infrastructure for agent swarms or coordinated multi-agent systems. This presents an opportunity to build frameworks enabling multi-agent collaboration, shared goals, and coordinated task execution across >1 agent.
AI Sandboxes: There is an opportunity to develop game-based simulation environments where agents learn strategies, refine decision-making logic, and model complex behaviors before being deployed into production-grade systems.
DeSci & AI: Binance and YZI Labs are strong advocates for decentralized science (DeSci). Builders can unlock value by creating crowdsourced data networks, research-model marketplaces, and AI-powered discovery interfaces for scientific computation, diagnostics, and drug discovery.
User-Owned IP: Given Binance’s distribution scale, BNB is well suited to host user-owned IP infrastructure, where AI-generated outputs, characters, agents, and creative assets can be tokenized, co-owned, and monetized.
Conclusion
The BNB AI ecosystem market map is rapidly evolving. BNB benefits from a strong distribution funnel, primarily through Binance Exchange, Binance Wallet, BNB, and its other core ecosystem suite of products. The YZI Labs team is actively contributing to the development and discoverability of AI projects within BNB, providing founders and builders with an additional layer of distribution. At Decasonic, we believe the next phase in Web3 x AI adoption will be fueled by on-chain applications, utilizing the key underlying mechanisms of blockchain with a focus on co-ownership, co-ordination, and culture (what we refer to internally as the three ‘Cs’).
Decasonic is a Web3 x AI venture and digital assets fund focused on advancing and working alongside founders and innovators at the intersection of Web3 x AI. If you are a founder, a potential founder, or partner investor, reach out to us at Decasonic, together, we can shape the future of this rapidly evolving frontier.
The content of these blog posts is strictly for informational and educational purposes and is not intended as investment advice, or as a recommendation or solicitation to buy or sell any asset. Nothing herein should be considered legal or tax advice. You should consult your own professional advisor before making any financial decision. Decasonic makes no warranties regarding the accuracy, completeness, or reliability of the content in these blog posts. The opinions expressed are those of the authors and do not necessarily reflect the views of Decasonic. Decasonic disclaims liability for any errors or omissions in these blog posts and for any actions taken based on the information provided.