Binance founder CZ said FTX could not have been a sound company if a competitor’s single tweet was enough to bring it down. Speaking on When Shift Happens on September 25, 2026, he said Binance’s decision to sell its remaining FTT holdings was a public disclosure after the exchange had exited its FTX equity investment, when it held about $2.1 billion equivalent in BUSD and FTT. He pointed to earlier reporting about FTX’s possible insolvency, alleged customer-fund misuse and a lack of liquidity as factors in the collapse, while saying he had not anticipated the market reaction. The wide-ranging interview also covered Binance’s 2017 launch, its growth from a 15-to-20-person trading-technology team, the company’s planned investment in decentralization, token-market risks, the origin of the Four meme, his regulatory work and his concerns during his four-month prison sentence.