Core Viewpoint - Binance holds 38% of World Liberty Financial's USD1 stablecoin, amounting to approximately $4.7 billion, which represents 87% of WLF's circulating supply [1] Group 1: Binance's Holdings - Binance controls nearly 90% of the total USD1 stablecoin through its own wallets and user accounts, leading the concentration among the top ten stablecoins globally [1] - The concentration level of USD1 significantly exceeds that of the second-ranked Ethena USDe, which has a concentration of 77.5% [1] Group 2: Regulatory Concerns - The high concentration of USD1 has raised regulatory concerns, as it has reached a threshold that could attract scrutiny [1] - Despite Binance's statement that its actions are unrelated to any potential pardon for former President Trump, the overlapping timeline has led to speculation regarding conflicts of interest [1] Group 3: Market Implications - Analysts suggest that if Binance faces a liquidity crisis, it could lead to the USD1 stablecoin losing its peg [1]
币安持有特朗普家族WLF发行的87%稳定币，高集中度引发担忧
Ge Long Hui·2026-02-10 09:20