CZ's latest AMA rare sharing: AI+Crypto is the most definitive Alpha, 2026 for the Long Run
CZ RETURNED? NOT ALL。
After resigning the coin CEO, CZ was rare in the recent BNB Chain year AMA. Without the CEO's title, he's talking more。
There's a lot of information about 2026, AI and his current &ldquao; freedom &rdquao; life。
I've sorted out seven core insights, and the last one is very strong for entrepreneurs。
1. On retirement: freedom is the greatest luxury
CZ, to be blunt, is the biggest feeling now is Free. Retired but not terminated. I'm not busy at all. I've got four things going on
- Giggle Academy: A completely free educational platform, which is his current pro-son project。
- YZi Labs: Be a mentor and coach and help entrepreneurs avoid pits (not just pay money)。
- BNB Chain: While not touching technical details, it still controls the general direction。
- Government consultant: This is interesting, as he is designing regulatory frameworks for a dozen countries, including the Middle East and Pakistan. And it's not too much of an individual
CZ ALSO MENTIONED THAT HE WAS STILL LIVING A REGULAR LIFE, HOLDING ON TO ABOUT 30-40 MINUTES PER DAY AND TRYING MORE OUTDOOR EXERCISE。
The wave of change is steady, from fighting to setting rules。
2. Invisible growth of BNB Chain
A lot of people think BNB Chain is not sexy enough? Data can hit the face:
- The volume of transactions increased by 600 per cent。
- DAU HAS BROKEN 2 MILLION。
- Even if CZ retreated, the number of Binance users broke 300 million。
THE BNB ECOSYSTEM IS JUST LIKE THE TOTAL VALUE OF NASDAQ LISTED COMPANIES IS FAR BEYOND NASDAQ ITSELF。
While the encryption market has grown significantly, in terms of global wealth penetration, the share of encrypted assets is still less than 1 per cent, and there is room for several orders of magnitude growth in the future。
CZ IS AN EXCELLENT REVIEW OF THE PAST: BOXING IN THE MARATHON. IT REQUIRES BOTH LONG-RUN ENDURANCE AND HIGH-FREQUENCY FIGHTING. THIS IS FAR MORE DIFFICULT THAN SIMPLY CHASING SHORT-TERM RANKINGS. (3/9)
3. Forecasting markets: 100-flowering is not a racing mechanism
Recently, the market was forecasted to be hot. BNB Chain has also seen a lot of competition. CZ's attitude is that it doesn't have an inner-roll race. Labs don't just bet on one, but let the market compete. It's too early to talk about who wins.
4. Stabilized currency 2.0: Gain is the way
If you don't, it's a product of the 1.0 era (e.g. Tether). CZ believes that the core of the stable currency 2.0 is: interest + trade facilitation. A model like Ethena is the future. As compliance falls, more opportunities will arise for the stabilization currency, which will ultimately be determined by users and markets.
5. AI + Crypto: the most definitive Alpha
This is very important! CZ believes that AI Agent will be the largest user group for encrypted payments. The logic is simple: robots can't open bank accounts, they can't pass KYC, they can't use credit cards. Cripto is the only means of economic interaction for AI. There's a huge opportunity in the chain of payments network designed for AI.
6. RWA: ACCESS AT THE NATIONAL LEVEL
WHEN WE WERE TALKING ABOUT RWA, CZ WAS ALREADY TALKING TO THE HEAD OF STATE. MANY RESOURCE-BASED COUNTRIES (OIL, RARE SOIL) ARE RICH BUT LACK LIQUIDITY. THE MONETIZATION OF NATIONAL RESOURCES IS BECOMING A SERIOUS ISSUE. THIS IS NOT JUST FINANCING; IT IS ACTIVATING THE LIQUIDITY OF NATIONAL ASSETS. THE LEVEL OF NARRATIVE ON THIS TRACK HAS CHANGED. (7/9)
7. Recommendations for entrepreneurs: do not be speculators
CZ now has only one investment criterion: Mission-driven。
You want to make 10 million? That's the kind of guy he can't see right now。
A few months on a different track。
HIS PROPOSAL WAS ALSO TRUE: FIRST, TO BE TECHNICALLY TOP-HEAVY AND THEN TO MAKE UP FOR THE EQ. BECAUSE OF THE NATURE OF BUSINESS, IT ENDS UP PLAYING HUMAN NETWORKS. (8/9)
Summary: life cycle
THE WHOLE AMA LISTENS, AND IT FEELS LIKE CZ HAS CHANGED, MORE SUPER, MORE MACRO。
As he said, either AI or SocialFi, whoever's first, Keep Building is the only way through the cycle. Nvidia sits on a 40-year-old bench. What's your hurry
2026, long run。
