MARKET ANALYSIS | Binance Seeking a Return to the U.S Market, Says Founder, CZ, at Consensus 2026

Binance Founder, Changpeng Zhao (CZ), said he is exploring a revival of Binance.US that could reconnect American traders with the global exchange’s liquidity pools, marking the clearest signal yet of the crypto giant’s renewed ambitions in the United States.

Speaking at Consensus 2026 in Miami, Zhao, widely known as CZ, said U.S. users have been cut off from deeper global crypto liquidity due to regulatory barriers and fragmented market structures. He suggested a revamped Binance.US could help bridge that gap while remaining compliant with U.S. rules.

Binance.US has struggled since U.S. regulators intensified scrutiny of the exchange group in 2023 leading to

• reduced trading volumes,
• delistings and
• banking disruptions.

Binance and Zhao later agreed to a $4.3 billion settlement with U.S. authorities over anti-money laundering and sanctions violations while Zhao stepped down as CEO and served a four-month prison sentence in 2024.

A revival of Binance.US could significantly reshape the competitive landscape for American crypto exchanges if regulators soften their stance toward digital assets under the current administration.

Citing market legislation such as the CLARITY Act, CZ said:

The U.S. is now “leading in the world in terms of crypto policies.”

“Many of the U.S. people left. They went to Abu Dhabi, they went to Hong Kong, Singapore. Many of the developers left, and then they’re now coming back.”

Analysts say reconnecting U.S. traders to Binance’s international liquidity network could improve

• pricing,
• market depth and
• access to a broader range of tokens.

Zhao also argued that BNB Chain could emerge as a preferred payment rail for AI-driven transactions and automated financial activity underscoring Binance’s push beyond trading into broader crypto infrastructure.

“Credit cards don’t have an API,” CZ said.

“The most native thing for the agent to use is obviously a blockchain.”

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