Let's take a look at CZ's year-end AMA @cz_binance, I've summarized it simply as: personal updates, project progress, and industry views

It's been a long time since I've heard Big Brother's AMA, @cz_binance also did a year-end AMA this time, discussing personal status, progress of various projects, and industry hotspots, let's take a look together:

1. CZ's personal updates: Time spent on these 4 things

After being pardoned, CZ's life rhythm hasn't changed much, mainly focusing on four aspects:

1) Operating Giggle Academy @GiggleAcademy:
This is his public welfare education project, currently teaching over 90,000 children, with a team of 60 optimizing the product, completely free of charge, I recommend everyone to pay more attention to it.

2) Participate in YZi Labs @yzilabs:
As a mentor and coach, help founders clarify their ideas and connect resources, without making specific technical decisions;

3) Support BNB Chain @BNBCHAIN ecosystem:
Collaborate with projects invested by YZi Labs, help teams within the ecosystem align long-term goals and boost morale;

4) Provide cryptocurrency consulting to the government:
Provide regulatory frameworks and industry implementation advice to more than a dozen countries including Pakistan and the UAE; this part took longer than expected.

In addition, Big Brother still maintains a daily fitness habit of 30-45 minutes and occasionally participates in outdoor sports; one can only say he is very disciplined!

II. Key milestones for each project in 2025

Giggle Academy: User scale continues to grow, becoming a free education platform larger than some universities;

BNB Chain: This year's transaction volume increased sixfold year-on-year, with daily active users nearly 2 million, unique addresses reaching 24 million; after being overlooked previously, it is making a strong comeback this year, with significantly increased ecosystem activity;

YZi Labs: Invested in nearly 70 projects throughout the year, reviewed over 1000, and held two seasons of acceleration camps (with a total of 30-40 projects); welcome Ella @ellazhang516 back to the team;

Binance @binancezh: User count exceeds 300 million, still maintaining rapid growth, even without CZ's direct involvement, operations remain stable.

III. Industry hot topics: CZ's core viewpoints

1) Prediction markets
Market potential is large: The TAM in traditional fields is already significant; in Crypto, Poly Market's accuracy in predictions exceeded most polls during last year's elections, drawing attention to this sector;

Investment logic: YZi Labs does not bet on a single project, will support all strong teams, and encourages competition early on—different teams in different regions and directions
trying to expand the market, and may merge later or have individual successes.

2) Stablecoins
Development stage: Currently at 1.0 (simple pegging to fiat, fast transfers), 2.0 will add 'yield' features; users want stability while earning interest;

Ecosystem attitude: BNB Chain is an open ecosystem, supporting multiple stablecoins such as FDUSD and USDT, without exclusivity;

Regulatory environment: Currently, countries are less rejecting of stablecoins, with the GENIUS Act making the overall environment more open, leaving room for new stablecoins.

3) Investment project judgment criteria
The most important aspect is the founder's 'mission-driven + long-termism': teams that frequently change direction for quick profits are not favored;

They also need to have ethics, execution power, and the ability to withstand the physical and mental pressures of entrepreneurship, with their own core advantages (not trying to do everything but excelling in specific areas).

4) The key to BNB Chain's success
Long-term focus on building: In the early stages, as a 'dark horse', don't get caught up in rankings, focus on product development and finding market fit, and don't give up when faced with setbacks;

Open ecosystem: Anyone can deploy projects on-chain; the team will provide strong projects with funding, users, and promotional support without special treatment.

5) The future of cryptocurrency social platforms
X's positioning: A global public square, leaning towards Western users, with many political topics, differing significantly from crypto-native social platforms;

Opportunities for crypto platforms: Platforms like Binance Square have potential in private messaging and user connections, especially in providing secure communication features that crypto users need;

Core differences: Financial platforms and social platforms have 'different genes'—financial platforms require compliance and KYC, while social platforms prioritize activity and low barriers, making it difficult to replace each other, more likely to develop complementarily.

6) RWA and AI robots
RWA (Asset tokenization): Governments in multiple countries are seriously discussing the tokenization of national assets such as rare earths and minerals, which can finance industrial development without directly selling resources, making it an excellent financial tool;

AI robots: In the future, they will use cryptocurrency extensively—traditional bank accounts, KYC, and card payments are not suitable for robots; YZi Labs has heavily invested in the AI and robotics sector, optimistic about the combination of the two.

7) AI trading agents
Current status: Institutions and hedge funds are already using AI for data analysis and algorithmic trading;

Paradox: If AI trading strategies are truly profitable, teams are more likely to trade on their own rather than sell services externally (unless they lack funds); if they provide external services, it indicates that service fees are higher than trading profits, and the strategy's profitability may be limited.

Trend: AI will be widely used in trading, but a unified strategy is unlikely to make everyone profitable (the market is a collective psychological game; those who use it first will earn, while those who use it later may lose).

IV. Frequently asked questions in the community
Advice on transitioning from technology to business: First, solidify your technology and accumulate your core advantages; then gradually build your network; emotional intelligence is very important, learn to connect with users and resources, no need to rush, focus on long-term accumulation;

Are stablecoins a 'horse race': It is not intentionally arranged, but a natural competition in the market; supporting multiple strong teams can validate user demand and mature the product;

Probable (PancakeSwap joint prediction market): In the early stages, do not focus on specific functions (they will learn from each other), but on team execution ability—can they iterate quickly and respond to major events (such as elections);

Zero gas fee activities (USDT transactions): No specific duration mentioned, subject to official notification;

Will AI trading agents become a hotspot in 2026: AI will deeply integrate into trading, but whether a standalone AI trading platform can become popular is still uncertain; it largely depends on addressing core pain points.

V. Follow-up AMA arrangements
CZ hopes for a more casual future, possibly using Spaces format, allowing everyone to ask questions and communicate freely, without being too formal! (Strongly suggest coming to Binance Square to livestream and chat with everyone when possible)

Finally, there's a surprise: hh, someone asked what CZ would say if all information about him was erased, leaving only 60 seconds for one sentence to the world.

CZ Big Brother calmly replied: 'Good morning.'
(Personally, I feel the meaning is: No matter what happens, life goes on, and the sun rises as usual.)

Note: Information may be incorrect, welcome corrections!
#Binance