Michael Hung (@BYDFiCMO) header
Michael Hung (@BYDFiCMO) profile picture

Senior Advisor to the CEO at BYDFi |

Joined August 2017
Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)Photo by Michael Hung (@BYDFiCMO)
幣安在合規上快變成是落後且跟野雞差不多的程度了…
9
Glassnode said Nov 4 short term holders in profit fell to about 38% from nearly all in early October, with True Market Mean near $77.7K. Healthier reset or more pain ahead?
10
俄罗斯要把币圈交易所的生意,直接抢回自己手里了。 而且这次出手的不是某家互联网公司,而是俄罗斯最大的证券交易所莫斯科交易所(MOEX),以及俄罗斯最大银行联邦储蓄银行(Sberbank)。 12 月 1 日起,莫斯科交易所计划上线 BTC、ETH 和 USDT 交易,由国家清算中心负责清算,交易时间覆盖莫斯科股市交易时段。 这背后有一个值得关注的市场: 俄罗斯用户对海外 CEX 的重要性,远比想象中高。 根据 TradingBeats 10 月数据,俄罗斯是 Bybit、HTX、MEXC 的第一大流量来源,分别占平台全球流量的 23.94%、13.76% 和 10.53%。 相比之下,Binance 仅为 1.54%,Coinbase 和 Kraken 分别只有 0.24% 和 0.16%。 俄罗斯现在想做的,就是把这部分长期流向境外交易所的需求,重新纳入本土金融体系。 但这次开放也有几个有意思的地方: 1. 并非全面放开。 普通投资者需要通过测试,每年通过单一经纪商购买加密货币的额度不超过 30 万卢布(约 3,700 美元),合格投资者不受额度限制。 2. USDT 的出现颇具戏剧性。 莫斯科交易所及其清算中心均受到美国制裁,而 USDT 发行方 Tether 一直执行制裁地址冻结政策。未来如何处理相关资产,仍存在疑问。 3. 本土金融机构开始抢占入口。 Sberbank 已获得加密货币交易资格,计划在自己的银行应用中提供 BTC、ETH、USDT 交易服务。 俄罗斯副财长此前估算,俄罗斯每天加密货币交易额约 500 亿卢布;而 Sberbank 预计首年相关交易规模最高可达 4 万亿卢布。 这件事真正值得关注的,不是俄罗斯又多了一个 BTC 交易市场。 而是一个趋势:当加密货币需求足够庞大,原本试图限制它的传统金融体系,最终可能选择自己下场,把交易、托管和清算全部纳入监管。 对于 Bybit、HTX、MEXC 等长期依赖俄罗斯流量的海外交易所来说,这可能才是真正需要警惕的变化。
13
6
4
32
27,691
The Block said Nov 3 NEAR House of Stake approved cutting max annual issuance from 2.5% to 1.6% over 24 months. It still needs Security Council review and a validator upgrade. Does lower dilution matter if yield falls too?
9
The CFTC said Nov 3 perpetual futures on individual US stocks can begin trading on registered exchanges for the first time, under joint CFTC and SEC oversight. Does that pull perps onshore for good?
8
CoinDesk said Nov 5 bitcoin traded near $80,484, up 5.7% over 24 hours, as Zcash jumped 11.7% ahead of its NU7 upgrade. A rebound or just a short squeeze?
11
Farside data shows Nov 4 US spot bitcoin funds took in $74.6M. Fidelity FBTC led with $236.7M while BlackRock IBIT still shed $201.2M. Relief or just a pause?
8
Binance said Nov 5 Recovery Update 8 reopens withdrawals for listed assets on six networks, starting 04:00 UTC and rolled out after security checks. Deposits stay open. Check the status page for your asset. Have you confirmed yours is live?
16
Texas flipped blue. James Talarico won the Senate seat and Gina Hinojosa beat Greg Abbott for governor — the first time Democrats have won statewide offices in Texas in decades. Democrats also took control of both the House and Senate, a clear rebuke of Trump. #Midterms2026 #Texas
47
你得習慣這種創造教徒式的喊話,整個行業向下他們功不可沒,至少拖死了不少交易所
我真心不想在竞争对手遭遇危机的时候批评他们。我真正希望的是,我们能够与他们携手合作,共同提高安全标准,更好地保护整个加密行业。 但我不得不说,那位自称已经不再管理币安的“币圈首富”(你们真的相信吗?)最近接受的采访,实在让我感到恶心。 整场采访充斥着胡说八道和误导性言论。他似乎在淡化自身应承担的责任,甚至试图通过贬低传统银行的安全性,为自己的失败寻找借口。 在这样一场危机中,我们本应看到的是责任担当和行业领导力。但这场采访给人的感觉,却是在不断推卸责任、转移焦点。 这绝不是我们这个行业需要的领导力。 自从事件发生以来,这位“币圈首富”似乎就一直停不下来: 1. 社交媒体上最活跃的人之一。 在整场危机期间,他可以说是币安相关人士中在社交媒体上发声最多、最活跃的一个。 2. 还有时间和马斯克吵架。 在如此严重的安全危机期间,他居然还有精力与 Elon Musk(@elonmusk)争论 SpaceX 股票投资的问题。 3. 反复强调“只有2%的资金流出币安”。 仿佛这个数字就能回答大家对平台安全性的根本质疑。 4. 继续开展营销活动吸引用户存款。 即使危机仍在持续,吸引新资金流入的营销活动也没有停止。 5. 试图暗示传统银行的安全性更差。 一个自称专业的加密行业领导者,怎么能做出如此具有误导性的比较?传统银行与加密交易所面对的威胁模型、攻击面以及安全事故的后果,都存在根本性差异。脱离这些背景进行简单比较,是极其不负责任的。 6. 几乎每次发声,都似乎把一位怀孕的女性推到危机最前线。 而自己则反复加上同一句免责声明:“我已经不管理币安了。” 与此同时,整个加密行业却在为这场危机付出代价: 1. 比特币价格据报道从约81,000美元跌至75,000美元。 市场在动荡中遭受了明显冲击。 2. 数十亿美元的杠杆仓位遭到清算。 市场波动引发了大规模的强制平仓。 3. 整个加密行业的公信力可能再次受到重创。 传统资本市场、机构投资者以及全球监管机构,可能因此对整个行业的安全性和可信度产生更深的疑虑。 经历了这一切,他们所谓的“多层安全防御体系”,如今看起来越来越像一个笑话。 我们的行业需要的,不是更多的借口,不是更多的公关话术,而是真正的合作、真正的责任担当,以及切实有效的用户资产保护和安全标准建设。 少一些推卸责任,少一些营销包装,多一些真正的安全投入和行业协作。 这才是我更愿意投入时间和精力去推动的事情。 即使是竞争对手,我也真心希望我们能够携手把这件事做好。
25
Proof of reserves without liabilities is half a picture. Assets show what's there. Liabilities show what's owed. Ask for both. #ProofOfReserves #Crypto
1
19
Oct 30: $1.53B in crypto liquidations in 24 hours, $1.29B of it longs, per CoinGlass via CoinDesk. Leverage doesn't care about your thesis. Smaller size. Wider stop. Or no trade. Skipping is a position too. #Bitcoin #Trading
16
The best agent pitch I see isn't a follower count. It's a screenshot of their group answering each other's questions. That audience stays. Show me that. #CryptoKOL #BD
17
Oct 9: Trezor removes a reseller. Oct 30: Trezor confirms an implant in a device bought there. Buy from the maker or a listed reseller. Make your own seed. Every time. #Bitcoin #HardwareWallet
17
Withdrawals reopening after a hack? That's when the fake "claim your compensation" links land. Real updates come from official accounts. Not DMs. Not replies. Small test first, then the rest. #CryptoSecurity #Crypto
1
19
4.99% of HYPE max supply is gone. 49.87M tokens bought back and burned. About $3.89B at current prices. Burns don't pump coins. Revenue does. $HYPE #Hyperliquid #DeFi
16
Deposits are open again but withdrawals stay paused for now. The main risk for users is fake links, not panic. Use official channels only, ignore "recovery" DMs, review wallet approvals, and keep part of your holdings where you can access them. Basics still win.
9
$2.7M lost in Singapore. Not a hack. Tampered Ledger wallets bought at local stores, police say. Your cold wallet is only as safe as its supply chain. Buy direct. #CryptoSecurity #Ledger
5
At 07:22 Taipei time Binance said $2.54B tied to the incident has been frozen so far, and the figure may rise. Tether and Circle moved within hours. Issuer level freezes are now a real part of incident response, and the speed matters.
9
Binance has confirmed the security incident and co-founder Yi He said all losses will be covered. As of 12:36 Taipei time, deposits are back, while withdrawals remain paused and are expected to resume within 48 hours. A full post-mortem is promised. That report is the one to read.
12