Binance says 90% of affected assets replenished, 100% backing for top 10 tokens

The split matters more than the headline number: Binance's largest, most liquid tokens are back to full backing, while the residual gap sits precisely in thinner, harder-to-source assets — the same liquidity constraint that makes those tokens riskier in a stress event. Using SAFU, the futures insurance fund and firm capital signals a self-funded repair rather than a market-wide backstop, so the read-across is to Binance's own balance sheet, not the broader market. The open question is whether the final 10% closes on the same timeline, and what the Nov. 3 proof-of-reserves publication shows about the composition of backing.