Binance and its plan to buy $1 billion worth of Bitcoin: Where is the money going?
In early February 2026, Binance announced plans to convert approximately $1 billion from its SAFU (Secure Asset Fund for Users) to Bitcoin (BTC) within 30 days . If executed as planned, this move would be equivalent to an Medium daily purchase of approximately $33 million worth of Bitcoin , a significant enough figure to warrant market attention.
However, current on-chain data paints a different picture: this Bitcoin buying flow has yet to materialize .
Binance's plan to buy Bitcoin
According to the announcement, Binance will:
Converting $1 billion of SAFU fund's reserve assets from stablecoins to Bitcoin.
Make gradual allocations over 30 days.
Create a consistent, strategic Bitcoin buying flow instead of a one-time purchase.
In theory, this is a form of large-scale periodic buying that could Vai as a stable source of demand for the Bitcoin market in the short term.
Cash flow gap
The noteworthy point is that:
The SAFU wallet, which is publicly available , has not yet recorded any Bitcoin purchase transactions.
The amount of Bitcoin in the wallet has remained unchanged since the plan was announced.
This creates a “cash flow gap” between market expectations and actual on- chain action . In other words, the purchase plan has been announced, but the real cash flow has yet to begin.
Why is this important for Bitcoin?
If Binance actually proceeds with buying $1 billion worth of Bitcoin:
The market will have an additional source of clear and predictable demand.
Short-term selling pressure may be absorbed better.
Bitcoin price is likely to find support during corrections.
Conversely, when the buying trend remains only on paper:
Expectations of price increases based on this information are not yet firmly established.
The market needs to be cautious about speculative reactions.
The self-balancing mechanism of the SAFU fund
Another important detail in Binance's plan is the automatic replenishment mechanism:
If the price of Bitcoin drops sharply, causing the value of the SAFU fund to fall below $800 million.
Binance would have to buy more Bitcoin to bring the fund's value back to $1 billion.
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The article Binance Plans to Buy $1 Billion worth of Bitcoin first appeared on CoinMoi .
