Binance prépare son grand retour pour défier la domination américaine de Coinbase

Le géant des cryptos reprend du poil de la bête - et vise directement le trône américain.

STRATÉGIE OFFENSIVE

Binance déploie ses pions pour reconquérir le marché américain, avec une série de manœuvres calculées qui font trembler les bureaux de San Francisco. La plateforme internationale prépare son assaut le plus ambitieux depuis ses démêlés réglementaires, testant de nouvelles approches pour séduire les investisseurs US tout en naviguant le paysage réglementaire complexe.

LA BATAILLE DES LIQUIDITÉS

Les volumes de trading deviennent le champ de bataille, alors que Binance déploie des produits sur mesure pour les traders américains. Des listes exclusives, des paires de trading innovantes et une expérience utilisateur repensée - chaque mouvement vise directement la base fidèle de Coinbase.

Les analystes observent cette reconquête avec un mélange d'admiration et de scepticisme typique de la finance traditionnelle - 'encore un coup de pub crypto' murmurent les banquiers en costard, tout en vérifiant discrètement leurs propres portefeuilles numériques.

Changpeng Zhao at Media Village during day one of Web Summit 2022 at the Altice Arena in Lisbon, Portugal. Photo Web Summit via Flickr.

Anyway, right now, Binance handles about 50% of global bitcoin trading, while its U.S. affiliate manages less than 1%. Meanwhile, Coinbase is all over Wall Street and Silicon Valley, with deep ties to banks, investment firms, asset managers, and now, even regulators.

Attorney Jonathan Groth said, “The effect of a presidential pardon is rather sweeping. It appears CZ can now re-engage and be more involved with Binance and or its subsidiaries and other ventures.”

Binance plans US reintegration under CZ’s restored influence

According to Bloomberg, Binance is considering either merging Binance US into the global exchange or allowing the global exchange to directly enter the U.S. market. Both options mean the same thing: U.S. users would gain access to the same liquidity, derivatives, and token depth available elsewhere.

Markus Thielen, CEO of 10x Research, said the American affiliate will likely be “reintegrated into the global Binance ecosystem, giving US investors direct access to the platform’s deep liquidity and comprehensive derivatives offerings.”

As you should know, Trump has repeatedly aligned himself with crypto-friendly messaging since returning to the White House, and his family continues to benefit financially through involvement in token ventures, with Eric Trump specifically making hundreds of millions in mere weeks!

But Binance also assisted the Trump-backed company World Liberty in launching a stablecoin project expected to generate tens of millions annually.

Democrats like Senators Liz Warren and Chuck Schumer described CZ’s pardon as a conflict of interest, but Trump’s press secretary Karoline Leavitt said the pardon had been “thoroughly reviewed,” adding that it is “100% deserved.”

U.S. Senator Elizabeth Warren speaking with attendees at the 2019 National Forum on Wages and Working People hosted by the Center for the American Progress Action Fund and the SEIU at the Enclave in Las Vegas, Nevada. Photo by Gage Skidmore via Flickr.

But the pardon also removes barriers to ownership control in markets like Thailand, Malaysia, and South Korea, where Binance recently secured approval to acquire the exchange GOPAX after two years of review.

Patrick Horsman, chief investment officer at Applied DNA Sciences, said Binance’s strengths make it likely to become “a dominant powerhouse in the American crypto market.”

Political capital, global expansion, and direct pressure on Coinbase

Moments after the pardon, Binance’s BNB token surged by nearly 10%. Bloomberg data shows that CZ’s net worth is now about $58 billion, and his family office, YZi Labs, backs multiple ecosystem projects. The BNB chain hosts around $8.7 billion in assets and ranks third behind Ethereum and Solana, as of press time.

Since his release from prison in September last year, CZ has been extremely active. He backed Aster, a decentralized exchange competing with Hyperliquid, and has been building an education platform. He has met with leaders in Malaysia, Pakistan, and Kyrgyzstan, pushing national-level crypto adoption.

On stage in Dubai, CZ said, “I am still young. I can’t play golf all day, you still have to do stuff.” He described doing eight to ten meetings per day.

President Donald Trump at a campaign rally in 2024. Photo by Gage Skidmore via Flickr.

CZ’s return also prompts speculation about whether he will reclaim the CEO position from Richard Teng, who has been leading Binance since CZ stepped down, saying he has no plans to return. David Namdar, who runs a bnb treasury business backed by CZ’s office, said, “I’d be surprised if he stepped back into running it again.”

So, for now, it seems CZ will pursue US dominance without a CEO title, which is fine since the man has done a fine job of proving that he doesn’t need it to shine.

But technological setbacks remain. During a historic market crash earlier this month, Binance suffered technical failures that triggered forced liquidations that led to compensation of nearly one billion dollars. Binance’s token listing fees have also been scrutinized.

Whether CZ’s name ends up on the office door again or not, one thing’s clear right now. Binance isn’t knocking anymore. It’s walking in. And Coinbase better clear some space.