If funds are stolen from an exchange, is it enough that users are fully reimbursed? The money stolen from Binance could potentially fund North Korea’s missiles. That’s why this $1 trillion (approximately $63 billion) theft matters even to people who own not a single yen of cryptocurrency. The U.S. FBI has definitively attributed this incident to North Korea. Governments of Japan, the U.S., and South Korea have long warned that cryptocurrency thefts are a funding source for North Korea’s nuclear and missile programs. Even if Binance fully compensates its users, their assets are protected—but the money for compensation comes from Binance itself. The funds stolen by North Korea remain untouched. According to Binance’s announcement, only about half of the stolen amount had been frozen as of October 30. Meanwhile, the FBI has already confirmed that the perpetrators converted the stolen assets into Ethereum (ETH) and has urged exchanges to halt related transactions. We must track not only how much was compensated to users, but also how much was intercepted before North Korea could use it—and how much was actually recovered. For Japan, this is a matter of national security.