[HN Gopher] Binance has lost $12B in assets in under 60 days
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       Binance has lost $12B in assets in under 60 days
        
       Author : surume
       Score  : 59 points
       Date   : 2023-01-09 14:05 UTC (8 hours ago)
        
 (HTM) web link (ripue.com)
 (TXT) w3m dump (ripue.com)
        
       | mouzogu wrote:
       | "In less than two months, nearly a quarter of Binance's assets
       | have left the exchange."
       | 
       | note sure if the irony was intentional or not - but made me
       | laugh.
        
         | satvikpendem wrote:
         | What is the irony? I seem to be missing it.
        
           | ShivShankaran wrote:
           | [dead]
        
           | roundandround wrote:
           | Orwellian doublespeak of an Exchange that goes broke when
           | everyone uses it like an Exchange instead of a Broker or
           | Bank?
           | 
           | Perhaps there's a commodities market or something that
           | requires traders to pump assets into accounts that sit on the
           | exchange itself and would somehow have direct fluidity
           | problems if they stopped, but it seems like the wrong term to
           | me.
        
       | LatteLazy wrote:
       | It lost nothing. It held those assets in good faith and returned
       | them when asked. It never owned them. And the assets still exist.
       | 
       | Clickbait bullshit.
        
         | axus wrote:
         | E-trade has lost $10B in assets in under 20 days
        
       | indigodaddy wrote:
       | Why are customer deposited considered "assets" ? Is the money in
       | my checking account included in the assets for my bank?
        
         | perfecthjrjth wrote:
         | Customer deposits are liabilities for the bank.
        
           | ShivShankaran wrote:
           | [dead]
        
         | unmole wrote:
         | Cash that you deposit in a bank becomes the bank's asset. The
         | money in your checking account is included in the bank's
         | liabilities.
        
           | hestefisk wrote:
           | No, cash deposited is a liability for banks. Bank loans are
           | assets. It's a reverse balance sheet compared to non bank
           | companies.
        
         | jimjimjim wrote:
         | well, from the old double entry bookkeeping days: A deposit
         | received by a company is recorded as both an asset and a
         | liability of the same value.
         | 
         | The assets are then used to create revenue and anything that
         | has to be paid to the depositor are expenses.
         | 
         | When the deposit is withdrawn, the asset and the liability both
         | decrease.
        
         | michael1999 wrote:
         | Yes. That is the heart of banking regulation.
        
         | c7b wrote:
         | Customer deposits are liabilities, but if the exchange acts as
         | one would expect, each $ of liabilities has a corresponding $
         | of assets (ideally, in a segregated account, so that they're
         | not considered the company's asset in the case of a default).
         | But one may always doubt whether things are as they should,
         | afaik Binance has never had a full audit report (not just
         | proof-of-reserves or similar).
         | 
         | Banks work a bit differently, btw, they should also have more $
         | assets than liabilities, but there's generally no direct 1:1
         | link as described above.
        
         | boring_twenties wrote:
         | Yes it is
        
       | codehalo wrote:
       | Those assets are not Binance's to "lose".
        
         | mouse_ wrote:
         | Every central bank, incl. Wells Fargo, Bank of America,
         | Citigroup etc. utilizes fractional reserve.
        
       | SPORTSCRYPO wrote:
       | [dead]
        
       | dingusdew wrote:
       | Considering cryptocurrency seemed to originally be a rejection of
       | the traditional banking system, wherein you put your savings in
       | someone else's hands, and instead having your own secured
       | "wallet" that is always securely in your own hands... it always
       | confuses me a little bit at how quickly the crypto space lunged
       | headlong into essentially recreating banks and once again having
       | large numbers of people put their savings in someone else's hands
       | instead of having personal control over their finance.
       | 
       | Are hardware wallets that difficult and/or expensive? Or am I
       | missing something that crypto exchanges offer that I am
       | fundamentally misunderstanding? Because it seems like this keeps
       | happening with these exchanges and that these were the kind of
       | things crypto was supposed to be preventing, not doing.
        
         | johnny22 wrote:
         | most people weren't in it for the cryptocurrency, but the
         | ability to convert it back and forth to actual
         | dollars/euros/whatever. The cryptocurrency itself was just a
         | means, not an end.
        
           | seydor wrote:
           | most people were trading coins for other coins so it was
           | pretty much an end. The exchange itself was the means
        
         | justapassenger wrote:
         | On top of difficulty, hardware wallets and lack of centralized
         | exchanges is undesired for majority of the crypto players.
         | 
         | Why? Because, no matter how you spin it, crypto of last few
         | years is get rich scheme. And having centralized entities
         | enable all form of fraud - from super basic ones, like FTX just
         | openly stealing people's funds, through market manipulations
         | all the way to more subtle and complex forms of scam.
        
         | horsawlarway wrote:
         | Having been in this space since back when a bitcoin was a
         | fraction of a dollar...
         | 
         | "Rejection of the traditional banking system" was mostly a
         | symptom of "Doing things the traditional system would label
         | 'illegal'".
         | 
         | In which case the upsides of crypto are clear - You can pass
         | money around online without regulation.
         | 
         | And the downsides are _WELL_ understood - the  "system" does
         | not have your back if/when things go wrong. Just like most
         | black market trades.
         | 
         | The problem happened when the "finance" crowd started seeing
         | bitcoin's value increase at a large rate (and particularly how
         | little media coverage was needed to temporarily spike the
         | value), and essentially turned the entire thing into a ponzi
         | scheme.
         | 
         | They weren't interested in using it as anything other than a
         | pump and dump investment vehicle, and its lack of regulation
         | was a magnet for the worst sort of folks.
         | 
         | As a tool for online dark exchanges, or other government
         | forbidden actives (ex: fleeing the country with ill-gotten
         | gains, or holding businesses hostage with malware) - there is a
         | small niche for digital currency. I'm pretty well convinced
         | there is NO other use case where your national currency does
         | not serve as a better alternative.
         | 
         | Even the semi-plausible use cases (ex: preserve value during
         | times of high inflation) have proven to be utterly meaningless
         | if you're holding US dollars, and the vast majority of cases
         | you would be better holding onto shiny metal instead.
        
           | okokwhatever wrote:
           | Oh my God. This guys again...
        
           | bartvk wrote:
           | This comment feels like it's generated.
        
         | stouset wrote:
         | > Are hardware wallets that difficult and/or expensive?
         | 
         | The entire thing is obscenely difficult and completely
         | inscrutable for the average human. The number of ways a naive
         | participant can lose their entire balance is staggering. Even
         | the notion of a hardware wallet is something that 90%+ of
         | people holding cryptocurrencies will either never hear about,
         | never understand, or never opt to use due to actual or
         | perceived complexity.
         | 
         | The average person is simply not qualified to hold onto
         | substantial (to themselves) amounts of cryptocurrencies in any
         | form. And as it turns out, all of the available evidence seems
         | to indicate that most exchanges aren't qualified to do so
         | either.
        
           | otikik wrote:
           | Agree with everything. I will only add that all that
           | complexity is there by design. The design wants to get you to
           | _feel like you understand it_ without you truly understanding
           | it.
        
           | kkielhofner wrote:
           | Nailed it.
           | 
           | I'm waiting for the inevitable wave of social media posts,
           | etc from all of the people who will lose access to their
           | wallets, have them hacked somehow, etc. I'm sure centralized
           | exchanges are already being flooded with customer support
           | issues from people who don't fully grasp what self-custody is
           | and the risk it entails.
           | 
           | Most people aren't qualified or capable to build a fortress
           | with medieval-castle or Fort Knox levels of security and
           | process for their crypto wallets but that's more equivalent
           | than not of what's required to properly secure them and
           | maintain access over time.
           | 
           | The general population hasn't experienced "you're completely
           | on your own" for nearly anything in at least a couple of
           | generations - and for good reason because it's absurd.
        
             | thedaly wrote:
             | I gave my brother a Trezor and with approximately $1.5k USD
             | worth of bitcoin on it as repayment for money he lent me.
             | I'm fairly certain he hasn't touched it and has lost the
             | pin/seed.
             | 
             | I think I have his seed written down somewhere, I certainly
             | gave him a written copy when I gave him the trezor, but if
             | I can't find it his BTC will be lost.
        
               | halkony wrote:
               | I'm not super into crypto, but could you theoretically
               | brute force a hardware wallet if you had enough computing
               | power in the year 20XX?
        
               | Nextgrid wrote:
               | There are 2 things you can brute-force:
               | 
               | 1) the seed for the private key - this is infeasible to
               | brute-force just like you can't brute-force a private key
               | directly
               | 
               | 2) the authentication credential to the hardware wallet -
               | the key space is small enough that brute forcing it would
               | normally be easy, except the whole purpose of a hardware
               | wallet is to limit the amount of attempts.
               | 
               | The former option is infeasible, the latter has a slim
               | chance if some vulnerability in the hardware wallet was
               | discovered in the future.
        
               | mrguyorama wrote:
               | No. Most of these systems use enough "bits" in the key or
               | whatever that brute forcing it would basically require
               | hiring the entirety of AWS for a hundred years and also
               | winning the lottery in terms of luck.
               | 
               | Raw number crunching power of silicon would need to
               | double like 5 to 10 times before it's even a thought in
               | the NSAs mind, and I am in the camp of that never
               | happening. There will never be enough computing power for
               | cheap enough to crack a wallet holding $1500 in bitcoin,
               | unless quantum computing literally magics up a solution,
               | which might never happen, even in theory.
        
               | [deleted]
        
           | danans wrote:
           | > The entire thing is obscenely difficult and completely
           | inscrutable for the average human.
           | 
           | For a particular kind of perspective (which I don't subscribe
           | to), that could almost be seen as a feature rather than a
           | bug.
           | 
           | The scenario is the one cryptocurrency has actually replaced
           | fiat currencies but the only people who can secure their
           | assets are those with the sophistication and power
           | (basically, weapons and private armies) to maintain the
           | required opsec.
           | 
           | And then we've basically recreated golden treasure hordes and
           | the warlords who own them.
        
       | c7b wrote:
       | Would be interesting to know the breakdown how many of those
       | withdrawals were on-chain versus fiat.
        
       | seydor wrote:
       | Binance would be losing 'trust' if they were moving their
       | 'assets' from binance to another exchange. this seems to be part
       | of the global de-investment though
        
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       (page generated 2023-01-09 23:01 UTC)