Yesterday's Binance AMA (January 30, 2026) on Binance Square was hosted by Changpeng Zhao (CZ) in English. It was a livestream session focused on addressing recent market FUD, platform transparency, Bitcoin outlook, compliance priorities, and more. The tone was direct, emphasizing long-term stability over short-term hype.Here are the key highlights compiled from recaps, posts, and reports:
FUD and Market Crash Clarifications
CZ dismissed claims that Binance caused the October 10 market drop or engaged in Bitcoin dumps/sell-offs. He attributed the crash to external factors like US tariff announcements from Trump. In a $2T+ Bitcoin market, no single entity (including Binance) can meaningfully manipulate prices. He denied proprietary trading for profit, no user asset sales, and noted minor system issues during peaks were fully compensated. Much FUD stems from competitors ("paid water army/shui jun"), loss-blame shifters, or compensation seekers.Binance's Focus and Strategy
Priority is now compliance, stability, and long-term sustainability rather than rapid expansion or chasing every new opportunity. In the current regulatory environment, "surviving longer" matters more than "growing bigger." Binance operates as a fully reserved exchange with transparent, auditable Proof of Reserves (best in class, on-chain verifiable).Proof of Reserves and Security
Recalled the 2022 stress test: Handled $15B+ withdrawals in a week (including $7B in one day) without issues, while reserves were ~$16B. "As long as the system is working, it’s working." Emphasized confidence in the model during crises.Products and Features
Alpha is a DeFi access gateway via CEX UI (not a listing or guaranteed profit tool—DYOR still key). Meme Rush was designed to curb scams but needs ongoing refinement.Personal Views and Advice
Confidence in a near-term "super cycle" has waned due to macro uncertainty and persistent FUD. CZ's personal holdings: mainly BTC, BNB, and a small amount of Aster conservative approach. Trading responsibility lies with individuals ("You press the buy/sell button"). Bitcoin is superior to gold technologically but needs time for adoption. AI will transform trading/operations, but retail shouldn't compete in high-frequency AI setups.Other Notes
Warned against influencers or accounts engaging in paid attacks reputation risk is high long-term. Session amid market uncertainty, aimed at resetting expectations with discipline and structure rather than short-term pumping.
Overall, the AMA reinforced Binance's commitment to transparency, user protection, and building resiliently while ignoring noise. Many community posts praised it as clear and structural, with calls to "ignore the FUD and keep building." If you're on Binance Square, check the official recaps or related threads for full details!