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crypto100w
币安重启提现，净流出36.4亿美元，听着像挤兑，其实只占1710亿美元总资产的2.1%。
据The Block报道，提现量在初始高峰过后已回落，抢跑式撤离正在边际缓和。被盗资金仍以单一实体身份持有超1.8万枚BTC，安全溢价和托管信任的裂缝短期补不回来。
中性偏空：储备足以兑付，属可控失血；真正压价格的是叙事。观察两个情景：净流出继续收窄、被盗地址按兵不动，BNB才有情绪修复空间；资金迁徙不停，反弹就缺乏承接。
你更盯提现净流出，还是被盗地址动不动？
来源：The Block
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