律动BlockBeats|Dec 18, 2025 15:44
CZ year-end Q&A: Cryptocurrency is the only choice for AI and robots, and there is still several orders of magnitude of growth space in the cryptocurrency market. There are still many opportunities in the future
BlockBeats News: On December 18th, Binance founder CZ talked about how he handles his personal work focus, how he views the future development of BNB Chain and the cryptocurrency market, how he determines the direction and key nodes of key tracks, as well as his personal advice on entrepreneurship and investment projects during today's year-end Q&A.
CZ stated that currently, Giggle Academy, YZi Labs, BNB ecosystem, and promoting national cryptocurrency adoption are the four things they spend the most time on. BNB Chain has grown significantly this year, with an annual transaction volume increase of about 600% and a daily active user count exceeding 2 million. CZ believes that BNB Chain only needs to continue building value for real builders. The scale of the BNB ecosystem should surpass any single business within the ecosystem in the future, including centralized trading platforms and various protocols.
Like other top industry participants, CZ also highly recognizes the stablecoin market and believes that "better" stablecoins have not yet been widely released. The market space is huge, and I think what we are currently seeing is only stablecoin 1.0. Further stablecoins have not yet been launched on a large scale and are just starting to emerge. What we are seeing now are stablecoins of generation 1.5, such as FDUSD and USD1. ''
For the emerging market "prediction market" that is one of the few in this bull market, CZ believes that it is currently unable to determine which project will win, but the outcome of the next hot event can temporarily give the project an advantage. "The next highly anticipated event should be next year's US presidential election (midterm elections), right? I believe that by that time, a team that can remain on standby 24/7 and not slack off is likely to win, at least in the short term. That will be a very interesting stage that requires the team's full investment. But the real victory comes from long-term competition.
AI and robots are the focus of attention in the US stock market and even the global technology field, and CZ believes that they will be closely linked to cryptocurrency. "I expect that artificial intelligence and robots will use cryptocurrency on a large scale in the future. Currently, there is no other option, but in the end, they will - there is no other choice." However, CZ did not express optimism when talking about AI Agent trading products, because CZ believes that if AI Agent is really feasible, project parties will not easily sell it to users and can use it themselves. And the capital market is a zero sum game, where everyone uses the same AI strategy, which can result in minimal or even ineffective outcomes. If everyone in the market is using it, then it won't be as effective. However, overall, I believe that AI will indeed be widely used by traders in their own different ways. ''
When it comes to investing in start-up projects, CZ stated that he personally prefers to provide long-term support to builders driven by mission. "Adjusting products according to market demand is good, but if you completely change direction every three months, it means you are not truly passionate about something." In the context of constantly changing market demand, the execution ability of the team is the most important thing for CZ when investing in projects. For entrepreneurs, there is no fixed formula for success, and there are various paths to success. "There are still many opportunities in the future
Although the industry may enter a bear market again in the near future, when it comes to the development of the cryptocurrency field, CZ said that everything is still in the early stages and there is still a lot of room for development. "I think the current penetration rate of cryptocurrency is still only in the single digit percentage - depending on whether we calculate it based on the number of people or the total wealth. If we calculate based on the current total wealth, the penetration rate may not be even 1%. I think there is still several orders of magnitude of growth space for the size of cryptocurrency
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink