谈笑币间

Both OKX and Binance are regulated by multiple regulators. As the UBO of a regulated company, publicly offering a $1 billion bet is hardly professional conduct. I would be curious whether Binance’s regulators consider that acceptable. As for whether you have misled the public and lie to world, the test is actually simple: has your Binance stake been legally separated with your ex-wife or not? Bill Gates and Jeff Bezos have already shown what proper asset separation looks like in a divorce.

As I said, "or any number you choose", big or small. Time to own it like a man and apologize. Don't try to divert topics, with more false attacks. Who is doing the "misled the public and lie to world?" "Binance stake" is none of your business. Anyway, wasted enough of my time already. Back to ignore mode. Not worth my time.

If he can produce a divorce agreement signed by both parties as of today, I will immediately issue a public apology. If he cannot, yet claims in the media and in his book that he is already divorced, then that is a clear misrepresentation to the public — yet another example of him making such claims with confidence.

day 619 of posting selfie until $ZK hits $2 We moved but wtf wrong direction 24hr price change -3% (current price 0.016)

Privacy will be the most important moat in crypto. Why? Because secrets are hard to migrate. Everyone is launching a new "high performance" blockchain lately. But these chains are hardly different from one another. Blockspace is functionally the same everywhere. And with bridges that make moving between chains easy, that blockspace is now accessible *from* everywhere. Mercenary users and capital quickly arriving on a chain to farm an airdrop can leave just as quickly to farm the next one on another chain. The reality is that if your "general purpose" chain doesn't already have a thriving ecosystem, a killer application, or an unfair distribution advantage, there's very little reason for anyone to use it or build on top of it. Performance alone is no longer enough. Privacy is the one feature that everyone agrees is critical for the world’s finance to move onchain. It’s also the one feature that almost every blockchain that exists today completely lacks. For most chains, it has been little more than an afterthought until now. Privacy by itself is sufficiently compelling to differentiate a new chain from all the rest. But it also does something more important: it creates chain lock-in. Bridging tokens is easy, but bridging secrets is hard. As long as everything is public, it's trivial to move from one chain to another, thanks to bridging protocols like LayerZero. But, as soon as you make things private, that is no longer true. There is always a risk when moving in or out of a private zone that people who are watching the chain, mempool, or network traffic will be able to figure out who you are. Crossing the boundary between a private chain and a public one—or even between two private chains—leaks all kinds of metadata like transaction timing and size correlations that makes it easier to track you. Compared to the many undifferentiated new chains whose fees will likely be driven down to zero by competition, blockchains with privacy have a much stronger network effect. When you're on public blockchains, it's easy to transact with users on other chains—it doesn't matter which chain you join. When you're on private blockchains, on the other hand, the chain you choose matters much more because, once you join one, you're less likely to move and risk being exposed. This will create a winner-take-most dynamic. And because privacy is essential for most real-world use cases, a handful of privacy chains will own most of crypto.

早晨起来就看到几位小伙伴说 Tether 的事情，查了一下标普的原文，确实是将 Tether 从等级四的“限制”下调到了等级五的“弱”，主要原因就是认为 Tether 保证金中的部分抵押物风险较高，其中 Bitcoin 的仓位占 USDT 流通量中的 5.6% ，对，Tether 有一部分的保证金是 $BTC 的仓位。（还有黄金，企业债等） 而 BTC 的仓位已经超过了超额抵押的 3.9% ，Tether 在截至到 2025年9月30日 对于 USDT 的抵押率是 103.9% ，当时 BTC 的价格是 112,700 美元，当前 BTC 的价格是 91,000 美元，下跌了 19.25% ，导致了目前 BTC 占比从 5.6% 下降到了 4.5% ，整体 USDT 的超额抵押就下降到了 2.8% 左右。 这是标普下调 Tether 评级的主要原因，担心 BTC 继续下跌可能会导致 Tether 的 USDT 资不抵债，当然除此以外标普还觉得 Tether 不够透明，也是原因之一。 另外标普也并未认为 Tether 就会倒闭或者陷入困境，因为 Tether 现在还持有超过 1,300亿美元的美债，占所有抵押品比列的 75% ，因此理论上来说，Tether 的稳定性还是可以的。 PS：考虑到 Tether 是妥妥的现金牛，只要自己不作，就不会死。 PS2：标普评级一共6个等级，现在 Tether 是第5个。也就是倒数第2个等级。 Bitget VIP，费率更低，福利更狠