币安双倍下注：SAFU基金完全转向比特币，表明深信不疑

币安正在将其 10 亿美元的 SAFU 基金转换为比特币，这一大胆举措凸显了其对 BTC 作为加密经济和用户保护基石的长期信心。

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.

纽约——全球交易所巨头币安宣布将全力投资比特币作为其用户安全资产基金（SAFU），这一举措让加密世界的喧嚣声超过了时代广场的广告牌。这不仅仅是投资组合调整；这是对比特币基础作用坚定不移的坚定信念的响亮而明确的声明。

Binance's Big Bet: SAFU Goes Bitcoin-Only

币安的大赌注：SAFU 只支持比特币

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.

暂时忘掉你的稳定币吧。币安将在未来 30 天内将其 10 亿美元的 SAFU 基金全部转为比特币，该基金的设立是为了在黑客等“极端情况”下保护用户。 1 月 29 日的一封公开信中透露，这一战略支点使 SAFU 完全脱离与美元挂钩的资产。币安不只是说说而已；他们把最深的储备放在嘴上，押注比特币不仅作为一种交易产品，而且作为加密生态系统持久的核心资产。

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.

该基金自 2018 年以来一直是币安信托框架的基石，之前包含稳定币，甚至在 2024 年从 BUSD 转向 USDC。现在，大约 12,000 等值的 BTC 将单独保存在冷钱包中，并承诺如果其价值跌至 8 亿美元以下，则从国库储备中补充该基金。这也是一场透明的比赛；随着转换的进行，用户可以在链上验证该基金的余额，其持有量由阿布扎比全球市场监管的持牌清算所托管。

Beyond SAFU: A Wider Commitment to Users and Growth

超越 SAFU：对用户和增长的更广泛承诺

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.

这种以比特币为中心的举措并不是币安为赢得用户信任而采取的唯一举措。该交易所今年还致力于推动韩国 GoFi 用户的全面赔偿，这一传奇故事可以追溯到 2023 年。通过收购 Gopax 的多数股权并预留加密货币（包括 775.11 BTC、5,766.62 ETH 和 706,184.46 USDC），币安旨在根据原始加密货币数量让用户完整，使他们能够从市场升值中受益。这证明了他们对应对复杂的监管环境和解决历史流动性危机的更广泛承诺。

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.

币安的野心不仅仅是保护。到 2025 年，该交易所将拥有 3 亿用户和 34 万亿美元的交易量，正在全球范围内扩展。创始人赵长鹏“CZ”赵甚至暗示 2026 年可能出现比特币“超级周期”。从在希腊寻求欧盟 MiCA 牌照到探索回归代币化股票，币安正在积极塑造自己的未来，巩固其在传统金融和新兴数字资产世界交汇处的地位。

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

币安认为，比特币是未来

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.

那么，这一切的结果是什么？币安决定将其 SAFU 基金仅锚定于比特币，这不仅仅是出于安全考虑；这是对比特币长期价值和弹性的有力信念。它标志着加密市场的成熟，原始数字资产越来越被视为一种基本的价值储存手段，而不仅仅是一种投机行为。它有点像纽约的天际线——不断变化，但具有某些经得起时间考验的标志性结构。币安似乎将比特币视为其中之一。

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

伙计们，请密切关注那些区块链探索者。这将是一次有趣的旅程！