Podcast host John Collison introduced $70 billion as a hypothetical comparison. Altman pointed to energy costs, supply and supply-chain margins as factors that would need to change.
The same reading found smaller sell-side imbalances on Binance spot, OKX perpetuals and Hyperliquid perpetuals.
Zcash funds accounted for about 80% of the combined total. ZCSH and BHYP were the only funds in their respective categories to record daily inflows.
Steve Gregory said Binance.US and Binance are separate entities and do not share asset custody arrangements.
Bitwise’s team will continue monitoring the situation, while spot and lending markets may face short-term volatility.
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