BNB Chain annual AMA just concluded. CZ shared his in-depth thoughts on industry trends, ecological strategies, and personal focuses. The following are key points distilled:

1️⃣ After freedom, the pace remains the same

The pardon brings psychological vindication, but life remains unchanged: working from home + 30–45 minutes of exercise daily — habits formed in prison.

2️⃣ Current four major focuses

• Giggle Academy: Free educational platform, having served 90,000 children

• YZ Labs: $10B ecological fund, evaluating over 1,000 projects by 2025, investing in nearly 70

• BNB ecosystem: Focused on mentorship, not involving technical details

• Policy advisor: designed regulatory frameworks for over ten countries (including Pakistan, UAE)

3️⃣ The most proud data of 2025

Giggle Academy users > 90,000

BNB Chain annual trading volume ↑600%, daily active addresses reach 2.4 million

Binance's global users exceed 200 million

Crypto wealth penetration is still <1% → Market cap still has several orders of magnitude growth potential

4️⃣ Why support multiple prediction markets simultaneously?

It’s not a "horse race," but building an "open garden." Reject exclusivity in early stages:

✓ Competition expands the market

✓ Quick validation of users' real needs

✓ Strong teams can also fail → Need to diversify

Key judgment criterion: Can the team continue to deliver & iterate quickly

→ Next key node: 2026 World Cup

5️⃣ Stablecoin 2.0 has not yet started

1.0: No revenue, relies on network effects (like USDT)

1.5: Introduces revenue (like USDe), but limited by exchange access

2.0 goal: Revenue + liquidity + compliance as a trinity

BNB Chain's current main force: USD1 (native), U (new project, has potential)

The regulatory environment has significantly improved: GENIUS bill advancement, many countries' attitudes shifting towards openness

→ Network effects will eventually converge, but diverse experiments are needed at this stage

6️⃣ The first principle of investment: mission-driven

Beware of two types of founders:

✗ "Make X billion and exit"

✗ Frequent switching of tracks (lack of passion)

Entrepreneurship is a long-distance race of physical strength and endurance.

7️⃣ The paradox of AI trading agents

If the strategy can truly profit, why sell? Moreover, strategy homogenization will quickly weaken returns.

→ AI will become widespread, but in personalized custom forms, not standardized products.

8️⃣ The realistic path of RWA tokenization

In discussions with multiple countries about tokenizing national assets (such as rare earths, minerals):

→ Financing → Developing industries → Not selling resources, but leveraging capital with tokens

Additionally: AI/robots are inherently compatible with cryptocurrencies — traditional financial systems are designed for humans, not for agents.

9️⃣ The comeback logic of BNB Chain

"Not always the most profitable or attractive, but continuously doing what one is good at."

→ Marathon + boxing match: run while fighting, do not stop.

(NVIDIA has topped for 40 years)

🔟 Ultimate Easter egg

If all content were deleted, and you had only 60 seconds to speak to the world?

CZ: "Good morning." — Because trust is not in content, but in people.

—

This AMA is not just a review, but a clear anchoring of industry direction for 2026:

✅ Long-termism

✅ Open competition

✅ AI × Crypto integration

✅ Tokenization of real assets

#BNBChain #Crypto #Stablecoin #AI #RWA #CZ #Web3