Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race · Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race

Inside the BNB Revolution — Why CEA Industries NASDAQ: BNC Could Be the Next Bitcoin-Scale

·34 min·2 clips

Michael Saylor turned 400 million dollars of cash into Bitcoin and built over 75 billion dollars of holdings.

Kenny opens by saying listeners have been asking when David BNC would come on. He jokes about whether David is trying to build the next Brickshire Hathaway. David says he has spent years around crypto, banks, hedge funds, and global markets. He says the big idea is bringing capital markets and crypto markets together. He treats this as an exciting moment for crypto. Kenny keeps the focus on the investor side of the story. David says he likes sharing what he is excited about and what people may want to hold for the long term. He says he has successfully orange-pilled a lot of people on Bitcoin over the last 10 to 12 years. He says he has also been BNB-pilling people more recently. He adds that he has BNB-pilled himself, and he says that to make clear he is not just talking his book. The conversation turns to BNB’s supply math. David explains that the quarterly burn works a lot like a share buyback because it removes supply and can make each remaining unit more valuable. He says BNB started around 200 million in supply. He says it is now below 140 million. He says he expects that figure to keep falling over the next four or five years. He points out that the target is around 100 million over time. He also says the thirty-third quarterly burn is expected soon. He adds that the most recent burn was just over a billion dollars. He says the next one could come in between $1.5 billion and $2 billion. Kenny reacts like he may have been buying the wrong coin. David keeps the case simple and direct. He says he is trying to help people see what he sees. He says BNB is the most used asset in crypto and one of the least owned or understood in the U.S. He says the goal is to keep building toward owning 1% of the BNB supply by year-end if execution stays on track. The episode closes with Kenny thanking David, telling listeners to check out BNC, and saying he is going to start looking into BNB himself.

As heard by us

A clear BNB bull case shaped around supply, execution, and the burn schedule.

The episode reads as a direct pitch for BNC and its BNB focus. It moves from David's capital-markets background into the burn mechanism and why a shrinking supply matters to the case, with the host keeping the conversation on plain investor questions about supply, execution, and…

Read the full review in PlayNext →

Why you'd press play

You want the BNB case from a BNC guest, without the glossy pitch.

Read the full recommendation in PlayNext →

Listen to the show on

Apple Podcasts Spotify

Play clips from this episode More from Marathon Money Podcast - Roll With Marathon Money and Win the Stock Market Race