CZ directly points out the need to increase liquidity for stablecoins on the BNB chain. The logic behind this is quite clear: the entire DeFi ecosystem is currently lacking depth, especially in stablecoin pools. Just look at how good the liquidity of stablecoins like USDC, USDT, and DAI is on Ethereum. If the BNB chain wants to truly accommodate more DeFi applications, stablecoin liquidity is an unavoidable hurdle.

From a timing perspective, it's also quite interesting that this announcement comes on the same day that Kalshi announced support for BNB deposits and withdrawals. This is clearly a coordinated action. Applications in prediction markets have a particularly high demand for stablecoins; users need stablecoins to place bets, and platforms need stablecoins for settlement. If liquidity is insufficient, slippage will lead to a poor user experience.

I think this tweet is more like a signal to ecosystem developers. CZ is informing everyone about the key direction for the BNB link moving forward. If you are working on a stablecoin protocol or a DEX, now might be a good time. The official stance is clearly to support this area, and subsequent resource allocation is definitely on the way.

However, it should also be noted that increasing liquidity is easier said than done. It requires incentive mechanisms, the attraction of market makers, and the cultivation of user habits. This is a systemic project.