CEA Industries Reaffirms BNB Treasury (DAT) Strategy as YZi Labs Raises Governance Concerns

COINOTAG News reports that CEA Industries, the treasury unit of BNB (NASDAQ: BNC), has reaffirmed its stance after YZi Labs’ statements. Since the July PIPE financing, CEA says it has not considered switching the digital asset reserve to another token, nor launched a competing DAT project. As of December 4, 2025, the firm holds 515,554 BNB tokens, valued at about $4.646 billion.

The board adheres to Nasdaq governance norms, with a majority of independent directors bringing governance experience to protect shareholder value. Management has opened a direct dialogue with YZi to address concerns, and shareholders are not required to take action at this time.

Earlier reporting by COINOTAG noted that YZi Labs issued a corrective notice to 10X Capital, described as the BNB variant of MicroStrategy’s asset management for BNC, urging governance improvements and timely disclosures. YZi warned that continued delays or conflicts of interest could pressure the stock and urged action to advance the BNB Treasury DAT plan.