In February 2026, Binance's SAFU fund purchased $1 billion worth of BTC during a period of sustained market decline and severe loss of confidence, with an average cost of around $69,200. Converting its original stablecoin reserves into BTC was a clear signal to the market: 'As the global Top 1, Binance believes BTC is the most robust long-term value asset.' On the same day, CZ tweeted: 'I might be wrong, but I feel this could ultimately benefit the SAFU fund.' Clearly, CZ's statement was relatively cautious and conservative. At the time, I believed this was absolutely the right move! I even suggested expanding the purchase scale tenfold — preparing $10 billion to continue buying. Why was I so confident? Because back in February of this year, I had already proposed: 'The bear market bottom is not far from us; what we need most now is time.' I systematically discussed this viewpoint in my long-form article, *'From Supply-Demand Rebalancing to Consensus Reconstruction: The Spatial Threshold and Temporal Lag of the Bear Market Bottom.'* This was likely one of the earliest guiding articles on Chinese X predicting the structural bottom of this cycle's bear market. Haha, if they had really done that back then, we wouldn’t need to wait 2 years — the SAFU fund would already be legendary by now.