Binance just scooped up $100 million in Circle stock at $80.84 a share — a solid 14% discount to market. But there's a catch: a two-year lockup means Binance can't flip this position anytime soon. Reads less like a quick trade and more like a long-term vote of confidence in stablecoin infrastructure. Whether the stock pops on the news is one thing; Binance clearly isn't betting on a short-term move.