Binance May Cut CZ’s Stake and Partner with US Firms to Re-enter America

Published: 2025-12-18 09:16:43 |

Binance is reportedly re-evaluating its US strategy and considering a reduction in founder Changpeng Zhao’s (CZ) ownership to ease regulatory barriers that have hindered deeper US expansion. Bloomberg and other reports say CZ’s large stake has been a principal obstacle in key states. Discussions are early and subject to change. Binance is exploring partnerships with US institutions — names linked include asset manager BlackRock and DeFi-linked World Liberty Financial (WLFI) — to establish a stronger local presence. The renewed focus on the US followed CZ’s presidential pardon in October and his public pledge to help make the US a crypto hub. Binance previously scaled back US operations in 2019, leading to the independent Binance.US (operated by BAM Trading Services); Binance and Binance.US remain separate entities. A US re-entry could unlock substantial liquidity and trading flow for Binance but may prompt political and regulatory scrutiny from US lawmakers. Traders should monitor ownership-structure developments, partnership announcements, regulatory responses, and any changes in Binance’s US access or liquidity, as these factors could influence market sentiment and volume. Keywords: Binance, CZ, US expansion, BlackRock, regulatory risk.

Neutral

Short-term: Neutral. The report of potential ownership restructuring and US partnerships is mostly strategic and exploratory — it may lift sentiment about Binance’s future US access but contains uncertainty and political/regulatory risk. Any immediate price reaction for BNB (or Binance-related markets) is likely to be muted and driven by news flow or rumors rather than concrete deals. Volume could increase on speculation, but downside risk remains if regulators or politicians react negatively. Long-term: Slightly bullish conditional. If Binance reduces CZ’s stake and secures credible US partners (especially regulated institutions), that could materially improve Binance’s ability to operate in the US, unlocking liquidity, listings, and trading volumes — supportive for BNB and exchange-related markets. However, successful re-entry depends on regulatory approvals and political acceptance; failure or protracted negotiations could maintain regulatory overhang. Traders should therefore treat the news as a catalyst that could become bullish if confirmed, but otherwise remains a neutral-to-uncertain factor.