赵长鹏“豁免”后发声“要让美国成为加密货币之都”，币安要重夺美国市场

Core Insights - The recent pardon granted to Binance co-founder Changpeng Zhao by President Trump has removed legal barriers and reignited the company's ambition to conquer the U.S. market [1][2] - Zhao expressed gratitude for the pardon and emphasized Binance's commitment to helping the U.S. become a cryptocurrency hub and promoting web3 globally [1] - Following the news, Binance's native token BNB surged by 8% [1] Group 1: Impact of the Pardon - The pardon allows Zhao to re-engage with Binance's operations, potentially paving the way for the integration of Binance.US into its global business [2] - Industry experts believe that despite regulatory challenges, the pardon could facilitate Binance's efforts to consolidate its U.S. operations, which currently operate independently from the global exchange [2][3] - Binance is exploring strategic options, including integrating Binance.US into its global ecosystem to provide U.S. investors with access to its liquidity and derivative services [2] Group 2: Market Position and Challenges - Binance processes nearly 50% of global Bitcoin transactions, while Binance.US holds less than 1% of the U.S. market share, facing significant competition from Coinbase [3] - Coinbase is recognized for its first-mover advantage and trustworthiness in the U.S. market, posing a challenge for Binance [3] - Binance is known for aggressive pricing and promotional strategies, which could help it establish a stronger presence in the U.S. market despite recent technical issues that led to significant forced liquidations [3] Group 3: Zhao's Global Strategy and Future Plans - Since his release, Zhao has been actively building political capital and signaling a return to leadership, meeting with various global leaders and promoting cryptocurrency adoption [4] - Zhao's recent change in social media profile from "former Binance member" to "@Binance" has sparked speculation about his potential return to a leadership role [4] - The pardon not only impacts the U.S. market but also opens new avenues for Binance's global expansion, particularly in regions with stringent ownership eligibility tests [4] Group 4: Market Sentiment - Industry insiders expect Zhao's return to operational involvement in Binance to drive growth and improve execution [5]