CZ Appears at Binance Square Chinese AMA Key Points:
1. Macro Insight: The market is transitioning from a four-year halving cycle to a 'super cycle.' Driven by macro political tailwinds such as the US election, its scale has surpassed the halving effect. CZ firmly believes BTC will eventually reach $200,000, urging investors to adopt a strategic long-term mindset.
2. Sector Analysis: 90% of Meme coins face a risk of zero value; true vitality stems from cultural depth rather than traffic manipulation. The prediction market is still in its early stages, constrained by insufficient liquidity and unclear regulatory boundaries.
3. AI Revolution: AI is the core productivity driver in the crypto industry. It can exponentially increase development efficiency (e.g., producing the equivalent of 7 years of code in 1 year), shorten protocol iteration cycles, and propel the BNB ecosystem into a dApp boom phase.
4. Platform Advantage: Compared to X (Twitter), Binance Square's moat lies in its 100% KYC foundation. This shortens the path from social interaction to financial transactions, overcoming the compliance and payment bottlenecks that traditional social platforms struggle to address.
5. Compliance Evolution: Compliance is a survival requirement for the industry, not a barrier. Projects should adopt a global compliance mindset from day one and proactively mitigate systemic risks.
6. Risk-Avoidance Advice: Beginners should avoid high-leverage contracts to safeguard their principal; KOLs should focus on human credibility and trust-based businesses that AI cannot easily replicate, choosing partnerships with long-term platforms.
CZ emphasizes maintaining rationality amid drastic market shifts, leveraging AI and compliance as growth levers, and returning to value creation.
