CEA Industries ($BNC) Expands Holdings to 388,888 BNB ($330M USD), Targets 1% Supply by Year-End

Rhea-AI Summary

CEA Industries (NASDAQ:BNC) has announced the acquisition of 38,888 BNB tokens worth $33M USD, increasing its total BNB holdings to 388,888 tokens ($330M USD). This strategic move reinforces BNC's position as the world's largest corporate BNB treasury holder.

The company aims to own 1% of BNB's total supply by the end of 2025. This announcement comes as BNB reached a recent cycle high of $900, with the BNB Chain ecosystem leading in daily active users and decentralized trading volume. With potential warrant exercises providing up to $750M in additional proceeds, BNC's BNB holdings could exceed $1.25 billion.

Positive

• Increased BNB holdings to 388,888 tokens ($330M USD)
• Strategic positioning as world's largest corporate BNB treasury holder
• Potential to increase holdings to $1.25B through warrant exercises
• Focus on BNB enables participation in on-chain yield strategies
• Alignment with BNB Chain's growth as the #1 blockchain by daily active users

Negative

• High concentration risk due to single-asset focus on BNB
• Significant exposure to BNB price volatility
• Large capital commitment required to reach 1% supply goal

Insights

Cryptocurrency Strategy Analyst

CEA Industries is making a massive, concentrated bet on BNB cryptocurrency, significantly transforming its business model and balance sheet.

CEA Industries has made an additional $33M purchase of BNB tokens, bringing its total holdings to a substantial $330M. This represents a clear strategic pivot for the company, which is now pursuing an aggressive single-asset cryptocurrency accumulation strategy rather than focusing on its traditional business operations.

The company's concentrated position in a single cryptocurrency asset represents both significant opportunity and extraordinary risk. Unlike diversified digital asset treasuries that spread risk across multiple cryptocurrencies, CEA has chosen to place all its chips on BNB specifically, citing its position as the underlying token of the BNB Chain ecosystem - currently leading in daily active users and decentralized trading volume with $12+ billion in total value locked.

What's particularly notable is the scale of this commitment. The stated goal of acquiring 1% of BNB's total supply by year-end would make CEA a major ecosystem player with potential influence on BNB price movements and governance. The company's treasury strategy could expand further, with mentions of warrant exercises potentially providing an additional $750 million in proceeds to acquire more BNB.

For investors, this represents a complete transformation of CEA Industries' risk profile and investment thesis. The company is effectively becoming a leveraged play on BNB price performance, with company value now directly tied to this single cryptocurrency's success. While this offers tremendous upside potential if BNB appreciates, it also creates extraordinary concentration risk that traditional corporate treasury management would typically avoid.

NEW YORK, Sept. 02, 2025 (GLOBE NEWSWIRE) -- CEA Industries Inc. (Nasdaq: BNC), (“BNC” or the “Company”), today announced the purchase of an additional 38,888 BNB ($33M USD) tokens, bringing its total holdings to 388,888 BNB ($330M USD) and further cementing its position as the world’s largest corporate BNB treasury.

This announcement, building on a series of recent acquisitions, represents another major step toward the company’s publicly stated goal of owning 1% of BNB’s total supply by the end of 2025 — a milestone that would make BNC one of the most influential participants in the global digital asset markets.

BNB Momentum

The announcement follows BNB’s recent cycle high of $900, reflecting both strong demand and the accelerating growth of the BNB Chain ecosystem, now the #1 blockchain by daily active users and decentralized trading volume. With $12+ billion in total value locked, a deflationary supply model, and deep DeFi integration, BNB continues to strengthen its role as a core reserve asset within Web3.

"We see BNB as the most compelling digital asset with massive, under-recognized potential," said David Namdar, CEO of CEA Industries (BNC) . "Our mission couldn’t be clearer: every purchase amplifies our conviction, deepens our exposure, and accelerates us toward our bold target of owning 1% of the entire BNB supply."

Strategic Advantage

The Company’s single-asset focus and disciplined capital deployment set it apart from diversified digital asset treasuries. By concentrating exclusively on BNB, the company is positioned to capture network effects, participate in on-chain yield strategies, and align directly with the long-term growth of the BNB ecosystem.

If CEA Industries’ (BNC) full treasury plan is executed — including the potential exercise of warrants that could provide up to $750 million in additional proceeds — the company’s BNB holdings could exceed $1.25 billion, creating one of the largest and most visible digital asset treasuries in the world.

About CEA

CEA Industries Inc. (Nasdaq: BNC) is a growth-oriented company that has focused on building category-leading businesses in consumer markets, including building and managing the world’s largest corporate treasury of Binance Coin (BNB). BNC offers investors institutional-grade exposure to BNB.

Media Contacts:

CEA Industries        BNC@cw8-communications.com
                 
Forward-Looking Statements

This press release contains statements that constitute “forward-looking statements.” The statements in this press release that are not purely historical are forward-looking statements which involve risks and uncertainties. This press release specifically contains forward-looking statements regarding BNC’s expectations or beliefs regarding (i) the longevity of the Company’s position as the largest BNB treasury in the world; (ii) the long-term growth and adoption of the BNB ecosystem; (iii) BNC’s role in advancing BNB’s global adoption; (iv) the growth of interest from institutional partners and investors worldwide; (v) BNC being the most trusted and strategically positioned digital asset treasury; and (vi) BNC’s ability to scale its holdings and introduce innovative structures, which result in lasting value to shareholders. BNC wishes to caution readers that these forward-looking statements may be affected by the risks and uncertainties in BNC’s business as well as other important factors may have affected and could in the future affect BNC’s actual results and could cause BNC’s actual results for subsequent periods to differ materially from those expressed in any forward-looking statement made by or on behalf of BNC. In evaluating these forward-looking statements, readers should consider various risk factors, which include, but are not limited to, BNC’s ability to keep pace with new technology and changing market needs; BNC’s ability to finance its current business and proposed future business, including the ability to finance the continued acquisition of BNB; the competitive environment of BNC’s business; and the future value and adoption of BNB. Actual future performance outcomes and results may differ materially from those expressed in forward-looking statements. Forward-looking statements are subject to numerous conditions and risks, many of which are beyond BNC’s control. In addition, these forward-looking statements and the information in this press release is qualified in its entirety by cautionary statements and risk factor disclosures contained in BNC’s filings with the SEC, including BNC’s Form 10-K filed with the SEC on March 27, 2025, and Form 10-KT filed with the SEC on July 25, 2025, each as may be amended or supplemented from time to time. Copies of BNC’s filings with the SEC are available on the SEC’s website at www.sec.gov. BNC undertakes no obligation to update these statements for revisions or changes after the date of this press release, except as required by law.

FAQ

How many BNB tokens does CEA Industries (BNC) currently hold?

CEA Industries currently holds 388,888 BNB tokens, valued at approximately $330M USD.

What is CEA Industries' (BNC) target for BNB token ownership?

The company aims to own 1% of BNB's total supply by the end of 2025.

How much additional funding could BNC secure through warrant exercises?

The company could receive up to $750 million in additional proceeds through the potential exercise of warrants.

What is the current market position of BNB Chain?

BNB Chain is currently the #1 blockchain by daily active users and decentralized trading volume, with over $12 billion in total value locked.

How much could CEA Industries' BNB holdings be worth after executing their full treasury plan?

If CEA Industries executes its full treasury plan, their BNB holdings could exceed $1.25 billion in value.