遭駭後幣安客戶撤出47億美元，加密貨幣界評估後續影響

作者：Rae Wee、Elizabeth Howcroft、Hannah LangBy Rae Wee, Elizabeth Howcroft and Hannah Lang

新加坡／巴黎／紐約，11月2日（路透社）——駭客從全球最大加密貨幣交易所幣安竊走約63億美元加密貨幣，這可能是史上最大金融劫案。幣安重新開放後，客戶已從該平台淨提領47.2億美元。SINGAPORE/PARIS/NEW YORK, Nov 2 (Reuters) - Binance's customers have withdrawn a net $4.72 billion from the world's biggest cryptocurrency exchange since it reopened, after hackers stole around $6.3 billion of crypto from the platform in what could be the largest-ever financial heist.

美國聯邦調查局（FBI）表示，這起駭客攻擊由北韓發動。攻擊事件後，該交易所凍結提領超過兩天，隨後在週日上午重新開放客戶提領。The exchange froze withdrawals for more than two days after the hack, which the FBI said was carried out by North Korea, then started allowing customers to withdraw again on Sunday morning.

這起竊案凸顯數位資產容易遭受攻擊，也引發外界質疑此駭客事件對幣安的影響。幣安已承諾會全額賠付客戶。The theft has underlined the vulnerability of digital assets to attacks and raised questions about the impact of the hack on Binance, which has vowed to repay customers in full.

幣安表示，淨流出金額約占該平台資產的3%。分析師稱，這個數字相對溫和，顯示客戶信心大致仍維持穩定。幣安補充說，平台上的提領多數是以泰達幣（Tether）的USDT穩定幣形式進行。Binance said the net outflows amounted to around 3% of the assets on its platform, a relatively modest figure that analysts said suggested customer confidence had largely held up. Most withdrawals from the platform were in the form of Tether's USDT stablecoin, Binance added.

相較之下，矽谷銀行（Silicon Valley Bank）2023年倒閉後，一週內約有70億美元從Circle的USDC穩定幣撤出。2022年FTX倒閉後，幣安本身也在72小時內處理約60億美元的淨流出。The outflow compares with about $7 billion withdrawn from Circle's USDC stablecoin over a week after the collapse of Silicon Valley Bank in 2023. Binance itself processed net outflows of about $6 billion over 72 hours in 2022 after the collapse of FTX.

這起攻擊顯示北韓加密貨幣竊盜活動升級。區塊鏈分析公司TRM Labs表示，與北韓有關的駭客2026年至今已竊取74億美元。The attack marks a step-up in North Korea's crypto thefts. Blockchain analytics firm TRM Labs said North Korea-linked hackers have stolen $7.4 billion so far in 2026.

分析師與加密貨幣專家表示，目前這起事件的後續影響似乎有限；儘管近年來加密貨幣與主流金融的連結加深，但幾乎沒有跡象顯示更廣泛金融市場受到影響。Analysts and crypto experts said the fallout appeared limited so far, and there was little sign of an impact on broader financial markets despite deepening ties between crypto and mainstream finance in recent years.

幣安在X平台的一份聲明中表示：「幣安將承擔被竊資金的財務影響，而不是我們的用戶。」"Binance will absorb the financial impact of the stolen funds, not our users," the company said in a statement on X.

幣安表示，該公司正以公司資金彌補損失，並已從企業財庫、保險基金以及為資安漏洞預留的準備金中籌得60億美元。Binance said it was covering the losses with company funds and had already raised $6 billion from its corporate treasury, an insurance fund and reserves set aside for security breaches.

香港數位資產金融服務公司HashKey Group資深研究員孫添（Tim Sun）表示：「這尚未引發廣泛恐慌，或大規模、集中的提領。」"It has not yet triggered widespread panic or a massive, concentrated withdrawal," said Tim Sun, a senior researcher at HashKey Group, a digital asset financial service company in Hong Kong.

幣安表示，該平台在全球擁有超過3.35億名用戶，數位資產與衍生性商品的平均每日交易量達950億美元；自週日起，平台也出現27億美元客戶資金流入，且提領量在「初步激增」後已趨於穩定。Binance, which says it has more than 335 million users worldwide and average daily trading volumes of $95 billion across digital assets and derivatives, said it had also seen $2.7 billion in customer inflows since Sunday and that withdrawal volumes were stabilising after an "initial spike."

資料分析供應商DeFiLlama的數據顯示，自幣安開放提領以來，數家加密貨幣交易所的平台出現顯著資金流入，不過尚不清楚其中有多少比例來自用戶將資金從幣安轉出。Data from data analytics provider DeFiLlama showed several crypto exchanges received notable inflows to their platforms since Binance opened withdrawals, although it was unclear what share came from users moving funds off Binance.

OKX在過去24小時錄得2億8,487萬美元流入，其次是Gate的9,322萬美元，以及Bybit的2,925萬美元。OKX、Gate與Bybit的代表未回應採訪請求。OKX recorded $284.87 million in inflows in the last 24 hours, followed by Gate with $93.22 million in inflows and Bybit, which saw $29.25 million in inflows. Representatives for OKX, Gate and Bybit did not respond to requests for comment.

不急著提領NO RUSH TO WITHDRAW

一些交易員告訴路透社，他們會保留在幣安的帳戶。Some traders told Reuters they were keeping their accounts on Binance.

幣安用戶萊恩・譚（Ryan Tan）表示，他並不急著從該平台提領資金，因為自四年前FTX倒閉以來，他已讓帳戶中的資金維持在相當低的水位。Ryan Tan, a Binance user, said he was in no hurry to withdraw his funds from the platform, as he had already kept his account fairly light since the collapse of FTX four years ago.

這名39歲用戶表示：「FTX倒閉後，我決定把所有資產放在自己的錢包，而不是留在交易所。」"After the FTX collapse, I decided to hold everything on my wallet instead of leaving them on exchanges," said the 39-year-old.

比特幣價格週五觸及六週低點後，週末期間回升，週一交易價格站上7萬7,000美元；以太幣也從兩個月低點反彈。After hitting a six-week low on Friday, bitcoin prices recovered through the weekend to trade above $77,000 on Monday, while ether also rebounded from a two-month low.

穩定幣市值常被視為資金進出加密貨幣市場的指標，自週五以來已下滑，顯示部分投資人已將資金轉入現金或傳統資產。幣安週一重新開放美元現金提領。Stablecoin market capitalizations, often viewed as a gauge of money moving into and out of crypto markets, have fallen since Friday, suggesting some investors have shifted funds into cash or traditional assets. Binance started allowing US dollar cash withdrawals again on Monday.

「高度複雜」的洗錢"HIGHLY COMPLEX" MONEY LAUNDERING

FBI週六表示，北韓國家支持的組織TraderTraitor要為這起攻擊負責。研究人員形容該組織技術高度精密，並稱其活動協助資助北韓的武器計畫。The FBI said on Saturday that the North Korean state-sponsored group TraderTraitor was responsible for the attack. Researchers describe the group as highly sophisticated and say its activities help fund the country's weapons programs.

分析師表示，這起攻擊的規模可能削弱機構對加密貨幣的興趣。TRM Labs全球政策主管阿里・雷德博德（Ari Redbord）表示，現貨比特幣ETF週五錄得6億4,300萬美元流出，為10月最大單日提領金額；同時，超過13億美元槓桿部位遭到平倉。Analysts said the attack's scale could curb institutional appetite for cryptocurrencies. Spot bitcoin ETFs recorded outflows of $643 million on Friday, the largest daily withdrawal in October, while more than $1.3 billion in leveraged positions were liquidated, according to Ari Redbord, global head of policy at TRM Labs.

他表示：「加密貨幣交易所遭駭，就是以網路速度發生的銀行搶案，這會為任何負責他人資本的人創造不穩定的風險輪廓。」"A hack at a crypto exchange is bank robbery at the speed of the internet, which creates an unstable risk profile for anyone responsible for other people's capital," he said.

約半數被竊資金以穩定幣持有，並已遭Circle等發行方凍結。Circle週一表示，已凍結超過11億美元的USDC。About half of the stolen funds were held in stablecoins and have been frozen by issuers including Circle, which said on Monday it had frozen more than $1.1 billion in USDC.

根據區塊鏈分析公司Elliptic，駭客仍控制約32.8億美元資金，主要為比特幣與以太幣；僅有微不足道的金額已從加密貨幣兌現為法定貨幣。Elliptic形容這套洗錢程序「高度複雜且明顯為自動化」。According to blockchain analytics firm Elliptic, the hackers still control around $3.28 billion, mostly in bitcoin and ether, and only a negligible amount has been cashed out of crypto and into fiat currency. Elliptic described the laundering process as "highly complex and clearly automated."

加密資產追回公司iSanctuary創辦人兼執行長強納森・班頓（Jonathan Benton）表示，區塊鏈技術可用來追蹤被竊資金，但挑戰在於如何在這些資產消失前，將相關情資轉化為迅速且協調一致的行動。Jonathan Benton, founder and chief executive at crypto asset recovery firm iSanctuary, said blockchain technology exists to trace stolen funds, but the challenge is turning that intelligence into rapid, coordinated action before those assets disappear.

曾任英國國家犯罪局國際貪腐部門主管的班頓表示：「加密貨幣的未來，不會由有多少資金進入市場來決定，而是由資金進場後有多安全來決定。」"The future of crypto won't be decided by how much money enters the market, but by how safe that money is once it's there," said Benton, former head of the international corruption unit of the UK's National Crime Agency.

（Rae Wee與Ankur Banerjee新加坡報導，Elizabeth Howcroft巴黎報導，Hannah Lang紐約報導；Scott Murdoch與Tom Westbrook撰稿；Sonali Paul、Xevi Fontdegloria、Mark Potter、Rod Nickel編輯）(Reporting by Rae Wee and Ankur Banerjee in Singapore, Elizabeth Howcroft in Paris and Hannah Lang in New York; Writing by Scott Murdoch and Tom Westbrook; Editing by Sonali Paul, Xevi Fontdegloria, Mark Potter, Rod Nickel)