CZ的投资组合分配：关注BNB

Binance的创始人Changpeng Zhao（CZ）最近通过Binance Square分享了有关其投资组合的细节。他的分配表明对BNB（98.48％）的偏爱，其次是比特币（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创始人Changpeng Zhao（CZ）最近上了Binance Square，分享了有关其投资组合的详细信息。分配表明对BNB（98.48％）的明显偏爱，其次是比特币（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.

该公告在对CZ的投资策略提供有趣的见解时，还引发了有关Euri和Binance卡之间可能联系的问题。

CZ’s portfolio composition: a focus on BNB

CZ的投资组合组成：重点

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数据是BNB的压倒性占主导地位，该公告占CZ投资组合的近98.5％。这种选择强调了binance创始人在交换的天然加密货币中的强烈信心。

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不仅是投机性资产，而且是二元生态系统的支柱。它用于减少交易费用，访问新的代币启动并参与平台内的各种功能。此外，其定期燃烧机制有助于供应管理，这可能会影响资产的价值。

Bitcoin: a reduced but significant presence

比特币：减少但大量存在

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.

尽管它是市值的第一次加密货币，但比特币仅占CZ投资组合的1.32％。考虑到BTC通常被认为是加密货币行业中的避风势资产，这可能令人惊讶。

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的选择可能反映出有针对性的策略：尽管许多投资者将其投资组合跨越了多个资产，但CZ似乎几乎只关注BNB，仅维持BTC的潜在流动性需求或价值存储的少量曝光率。

EURI: an asset linked to Binance Card?

EURI：与二手卡有关的资产？

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.

该公告的一个有趣的方面是欧洲的存在，占投资组合的0.17％。尽管尚未提供官方详细信息，但据推测，该资产链接到Binance卡，Binance卡是允许用户在商业机构中花费加密货币的支付服务。

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.

如果确认了这一假设，则意味着CZ主要用于交易或付款，而不是长期投资。该元素可能表明在二元生态系统中实际使用了欧元木制的稳定剂。

USDT: an almost negligible presence

USDT：几乎可以忽略的存在

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，这表明CZ不依赖稳定剂来维持大量的流动性。这可能表明基于最大程度地暴露于挥发性数字资产的策略，而不是Stablecoins提供的稳定性。

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.

许多机构投资者使用USDT或其他Stablecoins来管理波动和促进交易，但是CZ似乎采用了另一种方法，维持了该资产几乎微不足道的储备。

Considerations on CZ’s investment strategy

考虑CZ投资策略的考虑

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

CZ投资组合的分配为他的投资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.

- 对BNB的最大信心，包括其在二元生态系统中的核心作用及其长期增长潜力。

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

- 与牛市中的许多其他投资者不同，对BTC的接触最少。

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

- 使用Euri可能是出于功能目的而不是用于投资的目的。

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

- 几乎没有Stablecoin持有的持股，这表明长期观点侧重于数字资产，而不是立即流动性。

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.

该策略也可能受到CZ作为Binance的创始人的地位的影响：主要保持BNB加强了他对平台增长的承诺。但是，这种选择也涉及风险，因为BNB价值的显着波动可能会对他的资产产生直接影响。

Conclusion

结论

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上的宣布为他的个人投资组合提供了罕见的见解，强调了对BNB的明显偏好，并最少接触其他资产。 EURI的存在可能暗示与Binance卡有联系，而BTC和USDT的使用率低反映了高度重点的投资策略。

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.

这一启示引发了有关加密货币领域资产管理策略的疑问，以及本地加密货币在CZ等著名人物的投资策略中的作用。