People FUD and this is how you respond
1. $7M predicts a bad scenario
Suddenly a screenshot appeared, claiming that PM had a deal somewhere around $7 million, implying that 'the market knows beforehand, retail does not'.
The issue is: that market does not exist at all. Not on PM, or any other prediction market.
CZ quickly ripped it apart, with a light jab like 'self-sabotaging', to emphasize the absurdity. The story is coming to an end.
Screenshots are fake, narratives are also fake, yet there are still people who believe.
2. CZ canceled the super cycle
Just from one sentence 'Less confident', everything has been dragged very far. Labeled as bearish → then claimed that the super cycle is over.
CZ responded quite sarcastically: if there is a right to cancel the market, there is surely a right to turn it back on. But the important point is he reiterated verbatim: just said to be less confident than before, not that the market is collapsing or the cycle is reversing.
Anyone who has traded through several cycles sees it immediately: cutting half a sentence, adding more meaning for enough drama. Reducing confidence is just lowering expectations, not changing the view.
3. Binance sold $1B BTC
Seeing BTC entering and exiting on-chain wallets immediately infers that Binance is dumping, the exchange has problems, or no longer trusts BTC.
CZ has to remind a very basic thing: Binance does not sell, users sell. Simply put, the on-chain wallet balance of the exchange only changes when users deposit or withdraw. Trading on the exchange does not change the total wallet.
This is either due to not understanding how CEX operates, or intentionally misunderstanding. Many people see on-chain flow and immediately infer, unable to distinguish between the exchange and its users.
4. The SAFU fund has not bought $BTC
SAFU said it would switch to BTC, but has not seen any 'huge' on-chain transactions, starting to doubt saying one thing and doing another.
CZ made it very clear: execute within 30 days, buy gradually, not all-in at once. No one buys $1 billion BTC through DEX. After buying, it’s possible to accumulate and transfer wallets in batches, it doesn’t mean you have to show an impressive transaction for everyone to see.
Looking back to get the right scale, it becomes clearer: $1 billion divided to buy over 30 days, compared to BTC's market cap of over $1.7 trillion, has almost no significant impact on price. CZ also stated succinctly: this is a way to express confidence, not a tactic to push prices.
In summary
These four narratives are not new. The common point is appealing to emotions, the lack of technical understanding, and then attaching it to a seemingly reasonable story that spreads very quickly.
CZ's handling remains the same:
not dodging
no attack
just calmly use facts, logic with a bit of humor
And the familiar closing line 'Back to building #bnb ' does not confuse anyone 💪
