CZ的投資組合分配：關注BNB

Binance的創始人Changpeng Zhao（CZ）最近通過Binance Square分享了有關其投資組合的細節。他的分配表明對BNB（98.48％）的偏愛，其次是比特幣（1.32％），EURI（0.17％）和USDT（0.03％）。

Binance founder Changpeng Zhao (CZ) recently took to Binance Square to share details about his investment portfolio. The allocation shows a clear preference for BNB (98.48%), followed by Bitcoin (1.32%), EURI (0.17%), and USDT (0.03%).

Binance創始人Changpeng Zhao（CZ）最近上了Binance Square，分享了有關其投資組合的詳細信息。分配表明對BNB（98.48％）的明顯偏愛，其次是比特幣（1.32％），EURI（0.17％）和USDT（0.03％）。

The announcement, while providing interesting insights into CZ’s investment strategies, also raises questions about the possible link between EURI and Binance Card.

該公告在對CZ的投資策略提供有趣的見解時，還引發了有關Euri和Binance卡之間可能聯繫的問題。

CZ’s portfolio composition: a focus on BNB

CZ的投資組合組成：重點

The most striking data from the announcement is the overwhelming predominance of BNB, which constitutes almost 98.5% of CZ’s portfolio. This choice underscores the strong confidence of the founder of Binance in the native cryptocurrency of the exchange.

公告中最引人注目的數據是BNB的壓倒性占主導地位，該公告佔CZ投資組合的近98.5％。這種選擇強調了binance創始人在交換的天然加密貨幣中的強烈信心。

BNB is not just a speculative asset, but a pillar of the Binance ecosystem. It is used to reduce trading fees, access new token launches, and participate in various functions within the platform. Additionally, its periodic burn mechanism contributes to supply management that can influence the value of the asset over time.

BNB不僅是投機性資產，而且是二元生態系統的支柱。它用於減少交易費用，訪問新的代幣啟動並參與平台內的各種功能。此外，其定期燃燒機制有助於供應管理，這可能會影響資產的價值。

Bitcoin: a reduced but significant presence

比特幣：減少但大量存在

Despite its status as the first cryptocurrency by market capitalization, Bitcoin constitutes only 1.32% of CZ’s portfolio. This fact may be surprising, considering that BTC is often considered a safe-haven asset in the cryptocurrency sector.

儘管它是市值的第一次加密貨幣，但比特幣僅佔CZ投資組合的1.32％。考慮到BTC通常被認為是加密貨幣行業中的避風勢資產，這可能令人驚訝。

However, CZ’s choice might reflect a targeted strategy: while many investors diversify their portfolio across multiple assets, CZ seems to focus almost exclusively on BNB, maintaining only a small exposure to BTC for potential liquidity needs or store of value.

但是，CZ的選擇可能反映出有針對性的策略：儘管許多投資者將其投資組合跨越了多個資產，但CZ似乎幾乎只關注BNB，僅維持BTC的潛在流動性需求或價值存儲的少量曝光率。

EURI: an asset linked to Binance Card?

EURI：與二手卡有關的資產？

An interesting aspect of the announcement is the presence of EURI, which represents 0.17% of the portfolio. Although no official details have been provided, it is speculated that this asset is linked to Binance Card, the payment service that allows users to spend cryptocurrencies in commercial establishments.

該公告的一個有趣的方面是歐洲的存在，佔投資組合的0.17％。儘管尚未提供官方詳細信息，但據推測，該資產鏈接到Binance卡，Binance卡是允許用戶在商業機構中花費加密貨幣的支付服務。

If this hypothesis were confirmed, it would mean that CZ holds EURI primarily for transactions or payments, rather than as a long-term investment. This element could suggest a practical use of euro-pegged stablecoins within the Binance ecosystem.

如果確認了這一假設，則意味著CZ主要用於交易或付款，而不是長期投資。該元素可能表明在二元生態系統中實際使用了歐元木製的穩定劑。

USDT: an almost negligible presence

USDT：幾乎可以忽略的存在

The allocation of USDT (0.03%) is minimal, suggesting that CZ does not rely on stablecoins to maintain significant liquidity. This could indicate a strategy based on maximum exposure to volatile digital assets, rather than the stability offered by stablecoins.

USDT的分配（0.03％）很少，這表明CZ不依賴穩定劑來維持大量的流動性。這可能表明基於最大程度地暴露於揮發性數字資產的策略，而不是Stablecoins提供的穩定性。

Many institutional investors use USDT or other stablecoins to manage volatility and facilitate transactions, but CZ seems to adopt a different approach, maintaining an almost insignificant reserve of this asset.

許多機構投資者使用USDT或其他Stablecoins來管理波動和促進交易，但是CZ似乎採用了另一種方法，維持了該資產幾乎微不足道的儲備。

Considerations on CZ’s investment strategy

考慮CZ投資策略的考慮

The allocation of CZ’s portfolio offers food for thought on his approach to investments:

CZ投資組合的分配為他的投資方法提供了思考的食物：

– Maximum confidence in BNB, both for its central role in the Binance ecosystem and for its long-term growth potential.

- 對BNB的最大信心，包括其在二元生態系統中的核心作用及其長期增長潛力。

– Minimal exposure to BTC, unlike many other investors in the bull sector.

- 與牛市中的許多其他投資者不同，對BTC的接觸最少。

– Use of EURI probably for functional purposes, rather than for investment.

- 使用Euri可能是出於功能目的而不是用於投資的目的。

– Almost no stablecoin holdings, suggesting a long-term view focused on digital assets rather than immediate liquidity.

- 幾乎沒有Stablecoin持有的持股，這表明長期觀點側重於數字資產，而不是立即流動性。

This strategy could also be influenced by CZ’s position as the founder of Binance: primarily holding BNB strengthens his commitment to the growth of the platform. However, this choice also involves risks, as a significant fluctuation in the value of BNB could have a direct impact on his assets.

該策略也可能受到CZ作為Binance的創始人的地位的影響：主要保持BNB加強了他對平台增長的承諾。但是，這種選擇也涉及風險，因為BNB價值的顯著波動可能會對他的資產產生直接影響。

Conclusion

結論

The announcement by CZ on Binance Square provides a rare insight into his personal portfolio, highlighting a clear preference for BNB and minimal exposure to other assets. The presence of EURI might suggest a connection with Binance Card, while the low usage of BTC and USDT reflects a highly focused investment strategy.

CZ在Binance Square上的宣佈為他的個人投資組合提供了罕見的見解，強調了對BNB的明顯偏好，並最少接觸其他資產。 EURI的存在可能暗示與Binance卡有聯繫，而BTC和USDT的使用率低反映了高度重點的投資策略。

This revelation raises questions about asset management strategies in the crypto sector and the role of native cryptocurrencies in the investment strategies of prominent figures like CZ.

這一啟示引發了有關加密貨幣領域資產管理策略的疑問，以及本地加密貨幣在CZ等著名人物的投資策略中的作用。