Today, 12/02/2026, Binance officially completed one of the largest and most purposeful Bitcoin purchase transactions in the history of the industry. The SAFU (Secure Asset Fund for Users) has transferred the entire $1 billion reserve from stablecoin to 15,000 $BTC , with an average price of only $66,666.67 – a figure that feels almost like a “jackpot” in the context of a market consumed by fear.
Details of the “bottom fishing” transaction by tranche
According to on-chain data from Arkham Intelligence and independent analysts (Yu Jian, EmberCN…):
02/02: 1,315 BTC (~100 million USD)
Next: an additional 1,315 BTC (~100 million USD)
06/02: 3,600 BTC (~250 million USD)
09/02: 4,225 BTC (~300 million USD)
12/02: 4,545 BTC finally (~300–305 million USD)
Total: 15,000 BTC – equivalent to the top 10 largest Bitcoin wallets in the world, surpassing even Coinbase. Binance is not only buying, but also publicly sharing the SAFU wallet address and committing to rebalance if the fund value drops below 800 million USD.
The real signal behind this move
This is not a short-term price "pump". This is a long-term strategic statement:
Binance views Bitcoin as the core reserve asset of the exchange – gradually replacing stablecoins.
They bought right during the price drop from ~77,000 USD to below 67,000 USD – truly "buy the dip" on an institutional scale.
They bought in batches, no FOMO, no panic selling when the price dropped further – showing strong confidence in the intrinsic value of BTC.
When the largest "gatekeeper" in the industry transfers 1 billion USD from cash to Bitcoin amid market panic, it is a stronger signal than any tweet from an influencer.
The market still… does not care (temporarily)
Even though Binance is buying heavily, the price$BTC is still only fluctuating around 67,000–68,000 USD.
The Fear & Greed Index dropped to 5 (Extreme Fear).
Bitcoin ETF continues to experience net outflow.
The community on X and Reddit is flooded with negativity: "the bull market is dead", "there will be a deeper dump".
This is a typical context when smart money accumulates: the price does not rise immediately, but the support base is solidly reinforced.
Technical analysis + practical strategy
Binance's cost zone = 66,500 – 67,200 USD
→ This is a very strong psychological support level in the short term.
As long as the price does not break this zone cleanly, the probability is high that this is the final accumulation area before recovery.
Clear trading strategy:
Main long: Entering around 66,500 – 67,200 USD (monitoring volume and order book).
Tight stop-loss: Below 65,800 USD (if broken, it means that even 1 billion USD from Binance cannot hold → the market structure has changed).
Take-profit:
– Target 1: 72,000 USD (nearest resistance)
– Target 2: 80,000 USD (scenario for Q2/2026 if the bull market returns)
The R:R ratio at this level is very attractive: risk ~1,000–1,500 USD, potential profit of 5,000–13,000 USD.
Conclusion
Binance just sent a very clear message to the entire market:
"We are not afraid. We are buying."
When the largest industry leader moves all user insurance funds into Bitcoin at this price range, history often shows this is an important reversal point, although it may take a few more weeks for the price to reflect.
The most fearful market is often when smart money quietly accumulates the most.
What are you doing during this phase?
Are you panic selling, or calmly monitoring the "big players" and preparing your position?
The market will respond in the coming weeks.
But the signal from Binance has been very clear.
#BTC #SAFU2026 #Binance