BNB: Market Cap Looks Overstretched — Avoid New Buys

I think BNB's market capitalization is too large right now relative to its near-term fundamentals and growth prospects. That inflated cap limits upside and raises the risk of a correction.

I would avoid initiating new long positions at current levels and consider trimming exposure if I'm already invested. I'll wait for clearer valuation relief or a meaningful pullback before adding.