fud

Binance CEO He Yi stated, "For newcomers, Binance is the entire crypto world; seeing FUD makes them hesitant to enter the market. For those already in the game, not being able to see the situation clearly leads to cashing out. For OGs, they are already financially free; seeing the constant influx of dumb FUD and AI attacks only makes them doubt themselves and consider leaving the space. This is why the CMC crypto panic index has dropped to 5. When FUD calms down, that's when the market rises."

Binance co-founder He Yi posted that after the release of Seedance 2.0, the community has recently enthusiastically created many AI short dramas featuring his portrait titled "Six Major Sects Assaulting the Bright Summit," and expressed that it is an honor to entertain everyone. He Yi jokingly remarked that if this storyline continues, the day when FUD calms down will be the day the market rises.In addition, He Yi announced the launch of the "Six Major Sects Assaulting the Bright Summit" AI self-produced short drama competition, where the first place will receive 10 BNB, the second place will receive 9 BNB, and so on, with the tenth place receiving 1 BNB. The submission link for the works will be announced by Binance's official Chinese account after the release.

According to HyperInsight monitoring, the whale starting with 0xf2e on Hyperliquid currently holds a short position of approximately 3.7 million dollars in BNB, with an average price of 753 dollars, realizing a floating profit of about 310,000 dollars (+42%), and a liquidation price of 902 dollars, making it the largest short position in BNB on the platform.This address transferred approximately 1.12 million dollars from the Binance wallet to the Hyperliquid platform on February 2, during the FUD rumors surrounding Binance. Subsequently, it opened a short position with 5x leverage, marking its first trade on the platform.

CZ posted on the X platform that Binance has shown a net inflow of funds over all time periods of 1 day, 7 days, and 1 month, totaling billions of dollars. Some potential FUD initiators have shown a net outflow of funds.

Binance founder CZ posted on social media, "Some people spreading FUD have now started to openly spread rumors, even from accounts claiming to have 500,000+ followers.I don't know the owner of this account, nor do I remember when I blocked him, but it seems that blocking him was quite reasonable. I have never sent such messages to anyone. I will try to minimize the time spent debunking this FUD, as there are more important things to do.The so-called 'fake lawyer letter' that circulated yesterday also spread for a while. I thought it was so obviously fake that it didn't need clarification, yet I still saw some so-called new media sharing the images while also writing reports. If there are still people in this era who can't distinguish obvious PS or AI-generated fake news/fake documents, they are likely to end up poor. (Sorry, that was a bit blunt.)"

According to DeFiLlama data, Binance platform had a net inflow of 50 million dollars in the past 24 hours, and over 1.3 billion dollars in net inflow in the past 7 days, with total assets exceeding 142.4 billion dollars.Previously, there was some FUD in the overseas crypto community claiming that "Binance had outflows of over 22 billion dollars in the past week," but on-chain data revealed that the rumors were unfounded.CZ believes that the recent attacks on the overseas community are due to competitors' smear campaigns. He previously stated that social media has labeled his "X account 'Wei Wei' with 863,000 followers as a potential scammer," frequently posting forged photos with CZ. "Who would impersonate a supporter of BNB, using forged AI images for several months just to spread FUD? I can't think of any other possibility; it seems like something a (self-important) competitor would do, focusing on us more than on themselves."

CZ added on his "Wei Wei" X account with 863,000 followers: Who would impersonate a supporter of BNB, using fake AI images for several months just to spread FUD? I can't think of any other possibility; I can only say this looks like something a (self-important) competitor would do, focusing on us more than on themselves.This account seems to have previously belonged to a lady. Before February 2015, the account mostly posted photos of women. Then in July 2015, the account suddenly switched and started posting only cryptocurrency-related content. Either the account was hacked or it was bought. They didn't even bother to delete the old photos. Those old pictures can still be seen on his media page. What a lazy bot.

CZ issued a response stating that over the past two days, some rather imaginative FUD has been observed, and he clarified each point:Regarding a circulating Polymarket screenshot that asked, "Will someone throw something at CZ's face during the crypto event in 2026," CZ stated that this event does not exist on Polymarket or any prediction market, and there is no so-called $7 million trading volume; the related screenshot is fabricated.On the claim that "CZ canceled the super cycle," CZ bluntly said this is an overinterpretation. He only mentioned that he is "not as confident as before."Concerning the rumor that "Binance sold $1 billion in Bitcoin," CZ clarified that it was Binance users who sold, not Binance itself. Changes in Binance wallet balances typically occur only when users withdraw funds; many users still keep their assets on Binance as a wallet after trading.Additionally, in response to the doubts about the SAFU fund not buying BTC, CZ stated that Binance has clearly mentioned it will complete the conversion within 30 days, suggesting that Binance's initial plan might be to gradually complete the purchases within these 30 days; then, close to the end of the 30 days, or on a weekly basis, transfer the funds to the corresponding addresses. Of course, it is impossible to see them buying through DEX. Considering Bitcoin's market cap of about $1.7 trillion, the impact of buying $1 billion in Bitcoin in batches over 30 days on the Bitcoin price and whether it enhances market confidence is left for the market to judge.

The founder of Binance, CZ, posted on the X platform stating that FUD (Fear, Uncertainty, and Doubt) harms the market, not the target. He and Binance will not conduct large-scale sell-offs; the so-called "sell" refers to the BNB worth $5 being exchanged and used to pay for coffee.CZ mentioned that although he no longer operates Binance, to his knowledge, Binance only converts a portion of its revenue to pay fees and is a net holder. Additionally, Binance now has global regulatory agencies that can review every transaction of each account.

Binance founder Changpeng Zhao (CZ) responded to recent FUD attacks against Binance in a post on January 30, stating, "This is not the first time, and it won't be the last." CZ emphasized that Binance has faced FUD attacks since the very first day of its establishment and will explain the reasons and methods behind it in detail during tonight's AMA (Ask Me Anything) session.In his tweet, he stated, "While our (self-proclaimed) 'competitors' focus on us, we continue to build and grow."

In response to Arthur Hayes' doubts about USDT operations, former Citibank crypto research head Joseph stated on the X platform that @CryptoHayes' analysis missed several key points:Disclosure of assets ≠ total corporate assetsUSDT discloses reserves based on the "matching principle," but its undisclosed balance sheet includes equity investment income, mining operations, corporate reserves, and potential Bitcoin holdings, with remaining profits distributed to shareholders in the form of dividends.Ultra-high profit margins and equity valueTether holds $120 billion in U.S. Treasury bonds (with an annual yield of 4%), generating an annual net profit of about $10 billion starting in 2023 (with only 150 employees), making it the world's most efficient money printer;The equity valuation could reach $50-100 billion (recently planning to raise $20 billion for a 3% equity stake, with a high valuation but strong fundamentals).Comparative advantages of bank-level reservesTraditional banks maintain only 5-15% liquid assets, while USDT's collateralization rate is clearly higher.Key difference: banks have central bank lender of last resort support, while USDT relies on its own asset liquidity.Conclusion: Tether not only will not face a crisis but also controls the strongest profit engine in the crypto world.Subsequently, Tether CEO Paolo Ardoino expressed his gratitude for the support in the comments section.

Tether CEO Paolo Ardoino posted in response to FUD, citing the third quarter 2025 certification announcement: Tether will maintain a multi-billion dollar excess reserve buffer, with the group's own equity approaching $30 billion.As of the end of the third quarter of 2025, Tether has approximately $7 billion in excess equity (along with about $184.5 billion in stablecoin reserves) and about $23 billion in retained earnings. "S&P made the same mistake, not considering the additional group equity, nor the approximately $500 million in basic profits generated monthly solely from U.S. Treasury yields. Some influencers either have poor math skills or have motives to promote our competitors. Always trust ourselves."

Tether CEO Paolo Ardoino responded to the Tether FUD by stating in a recent announcement (Q3 2025): Tether will continue to maintain a multi-billion dollar excess reserve buffer, with total group equity nearing $30 billion. As of the end of Q3 2025, Tether has approximately $7 billion in excess equity and about $23 billion in retained earnings, as part of Tether Group's equity.Tether Group's total assets are approximately $215 billion, with stablecoin liabilities around $184.5 billion. S&P made the same mistake in their analysis: they did not consider the additional group equity, nor did they account for the approximately $500 million in monthly base profit that could be generated solely from U.S. Treasury yields.

Binance founder Changpeng Zhao (CZ) posted on social media: "The market is flooded with a lot of random fear, uncertainty, and doubt (FUD). People are in a state of pain, tension, and anxiety. Whales take the opportunity to spread more FUD for profit. Learn to verify information. For any news, check official sources."

ChainCatcher news, in response to the disclosure by the blockchain analysis platform Bubblemaps that "5 interconnected wallets of the STBL token have accumulated profits of about 17 million dollars," STBL founder Avtar Sehra stated that these wallets have no connection to the project team. He indicated that on-chain records and independent analysis confirm that these 5 addresses were active long before the launch of STBL and belong to common opportunistic traders. Sehra emphasized that this is not a "team sell-off," but rather market manipulation by external participants. Bubblemaps subsequently clarified that the relevant wallets are not related to the STBL team or insiders, and the project contract and team wallets can be publicly verified on-chain.

ChainCatcher news, Hyperliquid founder Jeff stated that the rumors about the platform "prioritizing protocol revenue" are purely FUD. He pointed out that automatic deleveraging (ADL) events have actually brought users net gains of hundreds of millions of dollars; while a backstop liquidation mechanism could allow the platform HLP to earn more profits, it also carries higher risks.Jeff emphasized that the ADL mechanism aims to transfer potential gains to users, reduce systemic risk, and achieve a "win-win" situation. He added that Hyperliquid's ADL queue logic is similar to that of mainstream centralized exchanges, based on leverage multiples and unrealized profits and losses. Although the team is currently researching more complex algorithms, they believe that "keeping the mechanism simple, robust, and easy to understand" is the better solution.

ChainCatcher message, regarding the market rumors of "Crypto.com and Wintermute allegedly facing a crisis," Crypto.com CEO Kris Marzsalek commented that "the system is running perfectly, and this is baseless FUD"; Wintermute team BD and partnership member Arnaud stated that this claim is a rumor.

ChainCatcher news, according to a tweet by Celestia co-founder Mustafa Al-Bassam, despite the increasing FUD (fear, uncertainty, and doubt) against Celestia in the market, all founders, early employees, and core engineers are still steadfast in their positions, maintaining the same enthusiasm for work as when the project was launched.Al-Bassam stated that Celestia currently has over $100 million in reserves and more than 6 years of operational funding, and the team is prepared for long-term development. He also mentioned that he has been involved in the cryptocurrency space since 2010 and understands that all tokens experience about a 95% drawdown during their lifecycle, so he is not surprised by the current market fluctuations.

ChainCatcher message, Zhao Changpeng responded to "The New York Times' inquiry regarding its report on the Trump Meme token dinner mentioning an attendee named SKY, and pointed out that SKY had posted a photo with Zhao Changpeng on X, referring to him as 'cousin'" by tweeting, "When I saw the photo of SKY with the BNB Chain logo, I didn't know who he was. I started following him after he posted. A week later, I posted about perp dex, and only then did I learn about his project LuckyFutures, and then he contacted me. I had never reached out to him before.Moreover, I have never discussed Trump or American affairs with SKY. How desperate do you have to be to fabricate such a story? Or is someone paying you to smear?"