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链上研究笔记
我把这次63亿被盗拆成三堆:能冻的稳定币、冻不住的BTC和ETH、公司拿自有资金垫回去的用户余额。
第一堆大约30亿被发行方卡住了;第二堆还在黑客地址里,18270枚比特币按1000枚一块码好没动;第三堆是交易所自己掏的,公告写到覆盖约95%。
把第三堆当成第一堆和第二堆已经解决,会把风险看轻。用户账没亏,不等于链上那笔货回来了。我的判断:真正的尾巴是那批无法冻结的原生币,不是提现按钮开没开。
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