YZi Labs regains control of BNB treasury firm CEA Industries

This is a governance shift that returns a significant BNB treasury to the YZi ecosystem, restoring control over a substantial asset base. The appointment of an interim president and board seats signals a strategic reset, which matters for holders of BNC and for the broader BNB-chain ecosystem watching how this treasury is deployed. The wide mNAV discount and active buyback queue suggest market participants are pricing in potential value realization. The open question is whether the new management will prioritize narrowing that discount through buybacks or redirect capital toward new initiatives.