幣安雙倍下注：SAFU基金完全轉向比特幣，表明深信不疑

幣安正在將其 10 億美元的 SAFU 基金轉換為比特幣，這一大膽舉措凸顯了其對 BTC 作為加密經濟和用戶保護基石的長期信心。

New York, NY – In a move that’s got the crypto world buzzing louder than a Times Square billboard, global exchange giant Binance has announced it’s going all-in on Bitcoin for its Secure Asset Fund for Users (SAFU). This isn't just a portfolio adjustment; it’s a loud-and-clear declaration of unwavering conviction in Bitcoin's foundational role.

紐約——全球交易所巨頭幣安宣布將全力投資比特幣作為其用戶安全資產基金（SAFU），這一舉措讓加密世界的喧囂聲超過了時代廣場的廣告牌。這不僅僅是投資組合調整；這是對比特幣基礎作用堅定不移的堅定信念的響亮而明確的聲明。

Binance's Big Bet: SAFU Goes Bitcoin-Only

幣安的大賭注：SAFU 只支持比特幣

Forget your stablecoins for a minute. Binance is transitioning its entire $1 billion SAFU fund, established to protect users in “extreme scenarios” like hacks, into Bitcoin over the next 30 days. This strategic pivot, revealed in an open letter on January 29th, moves SAFU away from dollar-pegged assets entirely. Binance isn't just talking the talk; they're putting their deepest reserves where their mouth is, betting on BTC not just as a trading product, but as the enduring core asset of the crypto ecosystem.

暫時忘掉你的穩定幣吧。幣安將在未來 30 天內將其 10 億美元的 SAFU 基金全部轉為比特幣，該基金的設立是為了在黑客等“極端情況”下保護用戶。 1 月 29 日的一封公開信中透露，這一戰略支點使 SAFU 完全脫離與美元掛鉤的資產。幣安不只是說說而已；他們把最深的儲備放在嘴上，押注比特幣不僅作為一種交易產品，而且作為加密生態系統持久的核心資產。

The fund, a cornerstone of Binance’s trust framework since 2018, previously included stablecoins, even shifting from BUSD to USDC in 2024. Now, the roughly 12,000 BTC equivalent will be held separately in cold wallets, with a commitment to replenish the fund from treasury reserves if its value dips below $800 million. It’s a transparent play, too; users can verify the fund’s balance on-chain as the conversion unfolds, with holdings custodied in a licensed clearing house regulated by Abu Dhabi Global Market.

該基金自 2018 年以來一直是幣安信託框架的基石，之前包含穩定幣，甚至在 2024 年從 BUSD 轉向 USDC。現在，大約 12,000 等值的 BTC 將單獨保存在冷錢包中，並承諾如果其價值跌至 8 億美元以下，則從國庫儲備中補充該基金。這也是一場透明的比賽；隨著轉換的進行，用戶可以在鏈上驗證該基金的餘額，其持有量由阿布扎比全球市場監管的持牌清算所託管。

Beyond SAFU: A Wider Commitment to Users and Growth

超越 SAFU：對用戶和增長的更廣泛承諾

This Bitcoin-centric move isn't the only play Binance is making for user trust. The exchange is also pushing to complete restitution for South Korea's GoFi users this year, a saga stretching back to 2023. By acquiring a majority stake in Gopax and setting aside crypto — including 775.11 BTC, 5,766.62 ETH, and 706,184.46 USDC — Binance aims to make users whole based on original crypto amounts, allowing them to benefit from market appreciation. It's a testament to their broader commitment to navigating complex regulatory landscapes and resolving historical liquidity crises.

這種以比特幣為中心的舉措並不是幣安為贏得用戶信任而採取的唯一舉措。該交易所今年還致力於推動韓國 GoFi 用戶的全面賠償，這一傳奇可以追溯到 2023 年。通過收購 Gopax 的多數股權並預留加密貨幣（包括 775.11 BTC、5,766.62 ETH 和 706,184.46 USDC），幣安旨在根據原始加密貨幣數量讓用戶完整，使他們能夠從市場升值中受益。這證明了他們對應對複雜的監管環境和解決歷史流動性危機的更廣泛承諾。

Binance’s ambition extends beyond just protection. With 300 million users in 2025 and $34 trillion in trading volume, the exchange is scaling globally. Founder Changpeng “CZ” Zhao even hinted at a potential Bitcoin “supercycle” in 2026. From pursuing EU MiCA licenses in Greece to exploring a return to tokenized equities, Binance is actively shaping its future, reinforcing its position at the intersection of traditional finance and the burgeoning digital asset world.

幣安的野心不僅僅是保護。到 2025 年，該交易所將擁有 3 億用戶和 34 萬億美元的交易量，正在全球範圍內擴展。創始人趙長鵬“CZ”趙甚至暗示 2026 年可能出現比特幣“超級週期”。從在希臘尋求歐盟 MiCA 牌照到探索回歸代幣化股票，幣安正在積極塑造自己的未來，鞏固其在傳統金融和新興數字資產世界交匯處的地位。

The Bottom Line: Bitcoin is the Future, According to Binance

幣安認為，比特幣是未來

So, what's the takeaway from all this? Binance’s decision to anchor its SAFU fund solely in Bitcoin isn't just about security; it's a powerful statement of belief in Bitcoin's long-term value and resilience. It signals a maturation of the crypto market, where the original digital asset is increasingly seen as a fundamental store of value, not just a speculative play. It's a bit like New York's skyline – constantly evolving, but with certain iconic structures that stand the test of time. Binance, it seems, views Bitcoin as one of those.

那麼，這一切的結論是什麼？幣安決定將其 SAFU 基金僅錨定於比特幣，這不僅僅是出於安全考慮；這是對比特幣長期價值和彈性的有力信念。它標誌著加密市場的成熟，原始數字資產越來越被視為一種基本的價值儲存手段，而不僅僅是一種投機行為。它有點像紐約的天際線——不斷變化，但具有某些經得起時間考驗的標誌性結構。幣安似乎將比特幣視為其中之一。

Keep an eye on those blockchain explorers, folks. It’s going to be an interesting ride!

伙計們，請密切關注那些區塊鏈探索者。這將是一次有趣的旅程！