Author: Scof, Fairy, ChainCatcher

Editor: TB, ChainCatcher_

CZ's spring has arrived.

With the support of a $2 billion sovereign fund from the UAE royal family, the Pump market crash injecting massive liquidity into the BSC chain, and the upgrade of the Binance wallet, the OKX Web3 wallet has suspended services due to compliance issues…

With the right timing, location, and people, CZ seems to prove that there are no eternal dilemmas in the crypto world, only opportunities amidst the changing winds.

People? Testing the meme "success"

In just a few months, CZ has evolved from tentatively exploring memes to accurately grasping market sentiment.

Phase One: Hesitant,* distancing himself*

On February 6, CZ shared a tutorial video on how to launch tokens using four.meme and specifically clarified that $TST is not a token released by the BNB Chain team or any official institution, but merely a test token in the tutorial video. However, he included a link in the tweet pointing to the TST and BNB trading pair on four.meme.

Market sentiment quickly heated up, and CZ posted again to clarify, emphasizing that he "never owned TST" and reminded everyone to be aware of the risks. However, despite CZ's attempts to maintain distance, his statements were interpreted by the market as a form of "implicit endorsement."

Phase Two:* Releasing** information*, testing market reactions

On February 13, many community members asked CZ about the name of his pet dog. This time, CZ understood the hint and tweeted to inquire about the mechanics of memes. After some understanding, he shared a story about his pet dog, Broccoli.

This action quickly sparked a market frenzy, with BNB Chain flooded with meme coins themed around Broccoli. Amid this wave, CZ did not rush to clarify but quietly retweeted related posts. Gradually, he* found the right way to interact with the meme market.*

Phase Three: Mastering the essence,* clearly participating*

By the time of Mubarak, CZ was no longer passively responding but directly participating. He not only posted on social media but also used his wallet to purchase 1 BNB of Mubarak, seemingly sending a clear signal to the market: "I am here."

This time, CZ completely transformed from an outsider to a dominant player in the game, accurately controlling market sentiment.

Location, UAE sovereign fund endorsement

Previously, Binance faced severe regulatory pressure in the European and American markets, ultimately reaching a settlement by paying $4.3 billion and with CZ going to prison. Last week, Binance secured a $2 billion investment from the UAE sovereign fund MGX, which is not only a record amount of funding but also a crucial political endorsement. Under the high-pressure regulatory environment in Europe and America, Binance has found a new safe haven.

The UAE is relatively open regarding cryptocurrency regulation, with Dubai and Abu Dhabi being among the few regions that explicitly issue exchange licenses. In recent years, Binance has been establishing a presence in the Middle East market, building local teams and obtaining some compliance licenses. The investment from MGX further integrates Binance into the UAE capital system, but whether this means a long-term stable compliance environment still depends on future policy directions.

Timing? Competitors suspend services

On March 17, OKX announced the suspension of its DEX aggregator trading function due to compliance issues, directly affecting on-chain limit orders and cross-chain orders. Although users can still trade through third-party protocols, the experience has been significantly diminished.

At this critical moment, the Binance wallet was undergoing an important upgrade. On the same day, Binance Wallet announced that all transactions would be fee-free for the next six months, subtly changing the market landscape. Especially against the backdrop of a recent surge in trading activity on the BSC chain, users who were originally active on OKX DEX would likely seek new trading platforms…

According to crypto KOL @_FORAB, many exchanges similar to OKX have begun restructuring their wallet businesses, separating wallets from exchanges to avoid compliance risks.

OKX chose to split under regulatory pressure, gradually separating DEX and CEX operations; while Binance adopted an integration strategy, closely linking wallets, trading, and on-chain ecosystems to form a more efficient liquidity cycle. The community commented: "OKX splits, Binance integrates, liquidity will find its own way."

The ever-changing landscape of the crypto world never stops for anyone. Prosperity and storms are often just a line apart; whether spring will lead to summer or suddenly turn cold is uncertain. But at least at this moment, CZ's story of turning the tide is unfolding.

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