Calls
2
Changpeng Zhao
Founder, Binance
Win Rate
50.0%
return
-0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 10
$619.85
-1.5%
Despite the $4B fine and CZ's imprisonment, Binance remains the largest liquidity pool in the world. CZ mentions that his pardon might be a signal that allows Binance to "enter the US in a proper way." The market had priced in existential risk for Binance (collapse/shutdown). The survival of the platform, combined with the resolution of the DOJ case and a potential path to US compliance, removes the "death discount" from BNB. If Binance re-enters the US, volume and utility for BNB increase. LONG. The "survival event" has passed, and the asset is now a play on global liquidity dominance. Further regulatory actions from other jurisdictions; loss of market share to compliant competitors like Coinbase.
Despite the $4B fine and CZ's imprisonment, Binance remains the largest liquidity pool in the world. CZ mentions that his pardon might be a signal that allows Binance to "enter the US in a proper way." The market had priced in existential risk for Binance (collapse/shutdown). The survival of the platform, combined with the resolution of the DOJ case and a potential path to US compliance, removes the "death discount" from BNB. If Binance re-enters the US, volume and utility for BNB increase. LONG. The "survival event" has passed, and the asset is now a play on global liquidity dominance. Further regulatory actions from other jurisdictions; loss of market share to compliant competitors like Coinbase.
Crypto Assets
Long
Jun 23
$62469.00
+1.4%
Bitcoin is inherently unstoppable; no single government can shut it down. Even if a country turns hostile, Bitcoin will continue operating, making it a durable and resilient asset.
Crypto Assets
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Changpeng Zhao has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: BNB, BTC.
