[Benson Sun: Stolen BTC Short-Term Selling Pressure Almost Zero, ETH More Likely to Create Selling Pressure] BlockBeats reported on October 30th that Binance has confirmed freezing approximately $2.5 billion in assets in the recent theft, about half of the total stolen amount. The remainder is mainly BTC and ETH. The stolen BTC is worth over a billion dollars, but Bitcoin lacks a deep mixing pool like Tornado Cash, and the relevant addresses will be flagged by exchanges and on-chain analytics companies, making it much more difficult to liquidate than ETH. Looking back at cases like the Bitfinex theft in 2016 where Bitcoin remained untouched for years, and the Coldcard theft in July of this year where approximately 1800 BTC remained untouched by early September (90% still untouched), this case is larger in scale. With the issue of splitting addresses, mixing, and then discounting for OTC trading, the short-term selling pressure is almost zero. If Binance uses SAFU to compensate and replenish the Bitcoin, it may actually create buying pressure. In contrast, the large amounts of ERC-20 converted to ETH and then entering Tornado are more difficult to track, and the actual scale of the market selling pressure that may turn into this could be in the billions of dollars. Benson Sun believes that market confidence will be impacted, but the direct selling pressure on Bitcoin is not as large as imagined, and calls on the industry to pay attention to security measures such as hot wallet management, signature authorization, and quantum resistance in the post-AI era.