Raws li qee tus tau hu mus rau cov lus nug txog kev noj qab haus huv ntawm crypto pauv Binance los ntawm kev thuam nws cov ntaub ntawv pov thawj tseeb-ntawm-reserves thiab taw qhia txog kev rho tawm tsis ntev los no, lub tuam txhab tau tua tawm tsam qhov nws hu ua "FUD."
Blockchain analytics platform Nansen tau hais rau hnub Tuesday thaum sawv ntxov tias $ 2.2 billion tus nqi ntawm ether tau raug tshem tawm ntawm Binance lub lim tiam dhau los. Feem ntau ntawm cov nyiaj rho tawm txhua hnub - txog $ 1.9 nphom - tshwm sim hauv 24 teev dhau los, raws li lub tuam txhab.
Piv txwv li Brokerage Jump Trading, piv txwv li, thim $ 146 lab los ntawm Binance hauv xya hnub dhau los. Ntau lub koom haum tsis paub tau thim nyiaj ntau thiab.
Jump Trading tsis tau rov qab tam sim ntawd Blockworks 'thov kom tawm tswv yim.
Cov kev tshem tawm no tau qhia tias "qee tus neeg siv skittishness," raws li Andrew Thurman, tus kws tshawb fawb ntawm Nansen, thiab nws yog "tsis muaj kev poob siab rau qee tus neeg" los ua pov thawj, nws hais ntxiv.
Thurman thiab sau tseg tias muaj ntau lab daus las tso nyiaj tuaj rau hauv Binance los ntawm cov tuam txhab xws li Wintermute, FalconX thiab Tether treasury.
Thaum nug txog lub sijhawm ntawm cov kev tso nyiaj no, Thurman tau hais tias qhov kev rho tawm "tej zaum yuav txo qis cov nyiaj tau los hauv qee cov ntawv xaj, uas qhib lub sijhawm rau arbitrageurs thiab cov neeg tsim khoom lag luam."
Wintermute, uas tau tshwm sim los hloov cov nyiaj ntau heev ntawm kev sib pauv, suav nrog kev rho tawm tag nrho $ 23.5 lab nyob rau lub lim tiam dhau los, thim rov qab rau hnub Tuesday nrog $ 300 lab tso nyiaj hauv USDC ntawm Binance, raws li Thurman.
"Tib neeg tso nyiaj thiab thim cov khoom muaj nqis txhua hnub rau ntau yam sib txawv," tus kws tshaj lij Binance hais rau Blockworks hauv email hnub Tuesday. "Cov neeg siv khoom muaj nqis ntawm Binance yog txhua tus txhawb nqa 1: 1 thiab Binance tus qauv peev tsis muaj nuj nqis. Peb tuav cov nyiaj kub lub hnab nyiaj kom paub meej tias peb ib txwm muaj ntau tshaj li cov nyiaj txaus los ua kom tiav cov kev thov tshem tawm thiab peb muab cov nyiaj kub lub hnab nyiaj raws li. "
Nansen CEO Alex Svanevik tau hais rau Blockworks tias cov nyiaj tau los ntawm Binance tsis tas yuav qhia ncaj qha nrog rau tam sim no-kev lag luam FTX, uas muaj nyob nruab nrab ntawm $ 4 billion txog $ 5 billion tus nqi ntawm cov cuab tam muaj nyob rau ntawm cov saw "ua rau lawv tawg."
Svanevik tau hais tias "Binance muaj ntau qhov nyiaj ntawm cov saw hlau loj dua li FTX tau ua," "Peb yuav tsum tau pom kaum tawm txhiab nyiaj daus las hauv kev rho tawm ua ntej koj pib ua tiav lawv cov nyiaj tau los ntawm cov saw hlau."
Tab sis yog tib neeg tuaj yeem pom Dab tsi yog nyob rau hauv cov saw, Svanevik ntxiv, nws yog ib qho nyuaj rau kev paub tshwj xeeb ntawm Binance cov haujlwm sab hauv, sau tseg tias xyoo dhau los "tau qhia tib neeg kom ceev faj ntxiv."
Ib ntus ntawm USDC rho tawm
Txawm li cas los xij, qee qhov tau hais txog kev txhawj xeeb txog kev sib pauv nyiaj txiag.
Mike Alfred, tus neeg ua lag luam crypto uas tau koom tes tsim cov koom haum koom nrog kev lag luam kev txawj ntse ua lag luam BrightScope, tau hais kom cov neeg hauv tweet kom "tshem koj cov nyiaj los ntawm Binance tam sim ntawd."
Alfred ua haujlwm ntawm pawg thawj coj ntawm cov tuam txhab xws li crypto miner Iris Energy, Eaglebrooks Advisors thiab Crestone Group thiab tau nqis peev hauv cov tuam txhab suav nrog Bitwise Asset Management thiab Swan Bitcoin.
Travis Kling, tus tsim thiab tus thawj coj peev ntawm Ikigai Asset Management, hu ua Binance qhov kev ncua ntawm USDC rho tawm ntawm ETH thiab BNB chains "super shady" hauv ib qho tweet.
Binance CEO Changpeng Zhao tau teb sai sai nrog qhov txuas rau ib Dec. 8 blog post tshaj tawm kev hloov kho dua tshiab hauv network thiab nyuaj forks.
"Yog, dab tsi nrog tag nrho FUD?" Binance CEO tau hais. "Qhov kev saib xyuas no tau tshaj tawm ib lub lim tiam dhau los."
Zhao kuj tau sau tseg ntawm Twitter hnub Tuesday thaum sawv ntxov tias Binance "tshem tawm ib ntus" USDC rho tawm thaum nws tau ua qhov sib pauv token.
Binance tweeted Tom qab hnub Tuesday sawv ntxov uas USDC rho tawm tau rov qab online.
Hauv kev sib cais tweet xov, Zhao tau hais txog FUD dav dav - ntshai qhov tsis paub tseeb thiab tsis ntseeg - uas nws hais tias kev sib pauv tau sib ntaus sib tua rau ntau xyoo.
Nws tau hais tias "FUD pab peb loj hlob, txawm tias lawv nyuaj heev," nws hais.
Cov ntaub ntawv pov thawj ntawm reserves nyob rau hauv nqe lus nug?
Qhov kev txhawj xeeb zaum kawg ntawm Binance tuaj raws li kev sib pauv crypto tau ua cov kauj ruam - xws li kev tshaj tawm cov ntaub ntawv pov thawj-ntawm-reserves - kom pom tseeb dua thaum FTX lub caij nplooj zeeg.
FTX ua ntaub ntawv bankruptcy Lub hli tas los thiab nws tus tsim thiab qub CEO, Sam Bankman-Fried, yog puas tau raug ntes los ntawm Bahamian tub ceev xwm hnub Monday.
Binance thov kom muaj nyiaj sib npaug los npog tag nrho nws cov neeg siv khoom muaj nqis ib-rau-ib, raws li nws website. Binance tau xaiv lub tuam txhab qhia nyiaj txiag thiab se tawm tswv yim Mazars los ua nws cov pov thawj-ntawm-reserves daim ntawv qhia luam tawm lub lim tiam dhau los.
Mazars muab ib qho kev tawg ntawm bitcoin thiab qhwv bitcoin tuav los ntawm Binance thaum Lub Kaum Ib Hlis 23: 597,602 BTC hauv kev lav phib xaub rau 575,742 BTC hauv cov cuab tam, qhov sib txawv ntawm 21,860 BTC.
Binance tweeted lub lim tiam dhau los hais tias qhov 3% "qhov sib txawv" yog vim BTC qiv rau cov neeg siv khoom los ntawm cov paj laum lossis qiv nyiaj, uas tej zaum yuav tau siv cov tokens tawm ntawm daim ntawv tshaj tawm txoj kev ua lag luam.
"Yog tias peb muab cov no rau hauv tus account (hauv lwm lo lus, yog tias peb tsis muab cov BTC qiv), peb yuav yog 101% collateralized," Binance ntxiv rau lub sijhawm.
Kraken CEO Jesse Powell, uas nws kev sib pauv sib tw nrog Binance, thuam daim ntawv pov thawj-ntawm-reserves nyob rau hauv ib tug series ntawm tweets lub lim tiam dhau los, kos kev sib piv nrog FTX thiab hu nws ua "tus chij liab loj rau kuv."
John Reed Stark, yav dhau los tus thawj coj ntawm SEC Chaw Haujlwm Saib Xyuas Kev Ruaj Ntseg Hauv Is Taws Nem thiab lub suab hais txog crypto txiaj, kuj tau tshaj tawm nws qhov kev tsis txaus siab txog Binance qhov kev lees paub.
"[Binance tsab ntawv ceeb toom] tsis hais txog kev ua tau zoo ntawm kev tswj nyiaj txiag sab hauv, tsis qhia tawm tswv yim lossis kev lees paub qhov xaus thiab tsis pom zoo rau cov lej," Stark tau hais. "Kuv tau ua haujlwm ntawm SEC Enforcement rau [18-ntxiv xyoo]. Qhov no yog li cas kuv txhais 'tus chij liab.'”
Tab sis Nansen tus kws tshuaj ntsuam xyuas Niklas Polk tau ceeb toom tawm tsam kev dhia mus rau qhov kev txiav txim siab ntxov, ua qhov sib txawv tias FTX's "kev tawg tsis yog vim tib neeg rho nyiaj [nyiaj], tab sis vim lawv tsis muaj nyiaj" - vim Alamada qhov kev dag ntxias.
Qhov xwm txheej phem tshaj plaws los ntawm lub txhab nyiaj khiav lag luam ntawm Binance, nws hais tias, "cov khoom lag luam tau qhuav thiab tib neeg tsis tuaj yeem hloov mus rau nyiaj, lossis thim tag nrho cov tokens rau txhua txoj saw."ua
Ib tug Binance hais rau Blockworks hauv email hnub Tuesday tias lub tuam txhab tab tom npaj muab cov ntaub ntawv pov thawj ntawm kev khaws cia rau cov tokens ntxiv.
"Binance tau cog lus rau pob tshab thiab txhawb kev ntseeg siab hauv ecosystem," tus neeg sawv cev ntxiv. "Peb yuav qhia ntau qhov hloov tshiab ntawm lwm qhov kev siv zog thaum peb muaj cov ntsiab lus ntxiv."
Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.
tos tsis tau? Tau txais peb cov xov xwm sai tshaj plaws. Koom peb rau Telegram.
Tau qhov twg los: https://blockworks.co/news/fud-or-fact-binance-rumors-analyzed