Brett Winton: 当然 binance 似乎做更多的交易量（尾随季度增加约 9 倍）但这意味着 50b 美元的总币值（BNB 的交易价格为 10b 美元）同样在抽查中，2021 年第二季度的烧钱意味着盈利能力约为 2b；同期 Coinbase 做了 1.6b 美元…… ?

Posted on 2022-12-20

原推：Sure binance seems to do more volume (~9x more on a trailing quarter)

But that would imply $50b in total binance value (with BNB trading at $10b)

Also in spot-checking, the 2Q21 burn implied ~2b in profitability; same period Coinbase did $1.6b…