
Binance to shift $1 billion SAFU reserve into bitcoin, raising protection-versus-volatility questions
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BofA Survey: Record Dollar Short Positioning Raises Volatility Risk for Bitcoin
Bank of America’s February poll finds investor U.S. dollar positioning at its weakest since 2012, creating crowded short exposure that heightens the risk of abrupt FX reversals. Coupled with a recent positive 90‑day BTC–DXY correlation (0.60) and fragile crypto liquidity, that structure raises the chance of outsized, two‑way moves in bitcoin rather than a reliable upside from dollar weakness.

Binance’s on‑chain reserves remain stable as coordinated account-deletion posts stir reputation risk
CryptoQuant’s on‑chain snapshot shows Binance’s Bitcoin reserves holding near 659,000 BTC, undermining social‑media claims of mass withdrawals. Still, a cluster of near‑identical X posts urging account closures — amplified by prominent figures and vendors — exposed how coordinated messaging can create acute reputational and liquidity‑management pressure even absent ledger outflows.

