3시간 만에 단일 코인 A7 달성, BNC 장외거래 50% 이상 급등, BSC 코인·주식 Meme 플라이휠 재가동
- 핵심 관점: Four.meme이 4Stock 코인·주식 페어링 모델을 출시, 미국 주식 CEA Industries에 연동된 BNC4 토큰을 발행하며 3시간 만에 시가총액 9000만 달러를 달성, 온체인 Meme 코인이 소형주 상승을 견인하는 플라이휠 효과를 형성했다.
- 핵심 요소:
- 4Stock은 바이낸스 bStock의 BNB Chain 보완재로서, 미지원 소형주의 토큰화를 지원하며, bStock 상장 시 1:1 전환되어 공식 트래픽을 분산시키지 않는다.
- 첫 번째 토큰 BNC4는 BNC 주식에 연동되며, 상장 3시간 만에 시가총액 정점 9000만 달러를 기록, 현재 4000만 달러 부근으로 하락했으며, 가격은 한때 원주 대비 10배 프리미엄을 형성했다.
- BNC 원주는 장외거래에서 50% 이상 급등, 현재 5.5달러에 거래되며 온체인 Meme이 실물 주식에 미치는 견인 효과를 보여준다.
- 한 트레이더가 4400달러로 4Stock을 매수, 미실현 수익 108만 달러를 달성했으며, 또 다른 플레이어는 3만 달러를 투입해 약 23만 달러의 수익을 올려 단일 코인 수익률 7배를 기록했다.
- 4Stock 발행 과정은 수동으로 운영되며, 공식은 1%의 발행 수수료를 부과하고 24시간 내 기초 자산을 매수할 것을 약속한다. 시간 차이가 차익 거래의 핵심이다.
- 이미 200만 달러 이상의 발행 요청을 접수했지만, 미국 증시 휴장으로 공식의 원주 매수가 제한된 상태이며, 오늘 개장 후 흐름을 주목해야 한다.
Original｜Odaily Planet Daily (@OdailyChina)
Author｜Golem (@web3_golem)
The BSC stock-linked meme counterattack continues, and meme masters are raking in profits again.
On the morning of September 8, CZ posted on X, stating that "IPOs will move on chain." The very next minute, BSC meme launchpad Four.meme introduced a new stock-paired meme token launch model — 4Stock — and issued its first stock token, BNC4, pegged 1:1 to the US stock CEA Industries (BNC).
Shortly thereafter, the first meme coin 4Stock, using the stock token BNC4 as its liquidity pool, was born. Within just 3 hours of launch, its market cap peaked at $90 million, before retreating to around $40 million. The price of BNC4 was also pushed higher, breaking through $30 at one point — about 10 times the premium over BNC's actual share price. Even more surreal, the "stock-meme pairing flywheel" kicked in once again: BNC's underlying stock actually rose as a result, surging over 50% in pre-market trading, with the share price last reported at $5.5. As of press time, the stock token BNC4 has dropped sharply, but is still hovering around $10.
All of the above unfolded within 3 hours — and even in such a short window, some players have already profited handsomely. According to Lookonchain monitoring, one trader (0xbebb…7c3f44) spent approximately $4,400 to buy 4Stock, and as of press time has unrealized gains of $1.08 million without selling; multiple players involved in BNC4 arbitrage have taken to social media to show profits ranging from tens of thousands to hundreds of thousands of dollars. Trader 0xShawn posted that he invested about $30,000 and ultimately walked away with approximately $230,000, completing a single-coin A7 in just a few hours.
After a whirlwind of shock, regret, anxiety, and self-blame, meme players who missed the boat still need to quickly learn and understand how 4Stock works — and how the whales pulled off the arbitrage.
4Stock = A Complement to Binance bStock?
The timing of Four.meme's launch of 4Stock, landing right on the heels of CZ's post, is hard to chalk up to coincidence. According to the introduction, 4Stock brings popular stocks not yet covered by bStocks onto BNB Chain. Each 4Stock is backed 1:1 by its underlying stock asset — and once that stock goes live on bStock, the corresponding 4Stock token will be converted 1:1 into bStock, without any diversion from the official channel.
Therefore, we can view 4Stock as a valuable complement to Binance bStock on BNB Chain. Some small-cap or penny stocks that still carry traffic can launch on 4Stock first, and once deemed risk-free, move on to bStock. The relationship between 4Stock and bStock can be compared to that between Binance Alpha and Binance's main exchange.
4Stock's operating mechanism is fairly conventional. When a user applies to issue a 4Stock, Four.Meme uses the funds submitted by the user to purchase the corresponding underlying stock through a dedicated custodial account. It then issues the corresponding 4Stock based on the actual amount of underlying assets purchased and held. In short, users send money to Four.Meme, and it manually goes out to buy the stock on the market — since this is still in the early stages, automation is not yet supported.
That said, the Four.Meme team deserves credit for their remarkably fast "hand speed." According to official statements, after the first 4Stock token BNC4 — pegged to BNB treasury company CEA Industries' stock — went live, the platform had already received over $2 million in minting requests.
Initially, some players suspected the Four.Meme team would throttle the Mint channel and delay releasing tokens to minters, while quietly dumping their own insider bags on the market. But as multiple arbitrage players shared their gains, public sentiment quickly shifted to praise.
Meme Coins Drive Small-Cap Stocks Higher — Is the Flywheel Starting?
As mentioned above, 4Stock's token issuance mechanism is entirely manual on the official side, making the mint process rather "primitive." If a user wants to mint BNC4 now, they need to send the corresponding amount of USDC (minimum 10,000 USDC per transaction) to the designated 4Stock deposit wallet (Odaily note: the address can be found in Four.meme's official documentation). After the transfer is completed, they must also fill out and submit the 4Stock Mint form. Once received, the platform processes requests in order, charging a 1% minting fee (100 USDC per 10,000 USDC).
Four.meme promises to purchase the corresponding underlying asset within 24 hours of receiving USDC, and mint the corresponding amount of 4Stock based on the actual quantity purchased. This tiny time gap is precisely what allows BNC4 arbitrageurs to profit.
Four.meme mints BNC4 based on BNC's market price, not BNC4's on-chain price. For example, trader 0xShawn invested $30,000 and received 6,666 BNC4, putting the mint price at roughly $4.5 per BNC4. By the time he received the tokens, the on-chain price had already surged past $30 — which is how 0xShawn achieved over a 7x return.
As of press time, BNC4 is trading around $10, while BNC's underlying stock is at $5.5 in the overnight session. This means there is still arbitrage room. However, BNC is inherently a small-cap stock, and with US markets currently closed, Four.meme may not be able to buy more BNC at this point — they can only wait for today's US market open.
And if Four.meme does indeed purchase BNC on the US market within 24 hours as promised, it will certainly bring massive buy pressure to BNC. BNC's opening price in today's US session deserves close attention.
Compared to scam projects like JINQIAN/FAMI, this Wall Street squeeze 2.0 — where retail investors push back and on-chain meme coins drive small-cap stocks higher — might actually be getting its start from 4Stock/BNC4.
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