Just now, in the latest AMA community interaction at Binance Square, CZ candidly responded to multiple sensitive topics regarding Meme coins, the development of content platforms, and AI trends as a 'user'. Unlike his previous statements as a CEO, this time it felt more like an experienced industry veteran sharing insights without the halo of his position, including sober advice to retail investors, a reassessment of product positioning, and forward-looking predictions on the integration of future technologies.
🟠About Meme coins: 'My tweets are not a wealth code'
When faced with the most concerned topic about Meme coins among retail investors, CZ unusually showed caution, even pessimism. 'If you buy Meme coins created based on my tweets, you will definitely lose money.' He pointed the finger at himself—any past careless tweet could quickly be 'minted' into a new Meme project. CZ admitted that he is not an excellent Meme trader and does not even have the ability to identify so-called 'correct strategies.'
This statement effectively cuts off the value endorsement of the 'CZ concept token.' He further pointed out that for Meme coins to survive the cycles, they must return to cultural attributes: “The reason DOGE and FLOKI can persist is that they carry strong cultural elements, rather than relying on a certain person's statement.” As for the endless stream of new Meme coins, CZ's evaluation is direct and calm: “Higher risk.”
For the influx of retail investors into the Meme space, this statement may serve as a delayed wake-up call — chasing tokens spawned by celebrity remarks is essentially a probability game, rather than value discovery.
🟠 About Binance Square: “What I need is a neutral information flow”
As an important traffic entry point for the Binance ecosystem, the product iteration direction of Binance Square has always been a market focus. CZ clearly stated that he does not manage the specific affairs of this product, but as a 'heavy user,' he has clear content expectations: “I hope to see the most critical and neutral information of the day.”
This is not a simple call for 'more news,' but a higher demand for content quality and balance of stance. CZ believes that the current 'tolerance' of Binance Square is still insufficient and needs further iteration and evolution. Notably, he actively broadened the platform's boundaries: “Content is not limited to Crypto, and we welcome high-quality content from more fields.”
This means that the goal of Binance Square is not to become another crypto vertical media outlet, but to evolve into a comprehensive content platform. In an industry environment where information silos are becoming increasingly severe, introducing cross-domain perspectives may be the breakthrough point for enhancing user engagement and content depth.
🟠 About AI and crypto: “Future AI Agents will actively use crypto for settlement”
On the topic of AI, CZ provided a specific trend judgment: future AI Agents are likely to use cryptocurrency as a settlement medium. He bluntly stated, “Two years is considered long-term,” implying that the technological inflection point may be closer than expected. This judgment is based on practical logic — transactions between machines inherently require low-friction, programmable, borderless payment networks, and crypto assets just happen to meet these characteristics.
At the same time, CZ's observation of the current state of the industry is very calm. He provided a set of estimates: the global cryptocurrency user penetration rate is about 8% to 10%, and the proportion of users' crypto assets in their total wealth is less than 10%, which translates to an overall asset value penetration rate of the entire industry 'possibly less than 2%.''
This set of data depicts a contradictory picture: on one side, technology is repeatedly validated, and capital continues to flow in; on the other side, ordinary people remain highly cautious about allocating to crypto assets. In CZ's view, true popularization is far from here; we are still in the 'early stage of the early stage.'
🧩 Conclusion
In this round of dialogue, CZ neither depicted the illusion of a bull market nor peddled grand narratives. He severed the relationship between personal influence and token value, acknowledging that products are still in the exploratory stage while betting on a long-term direction of AI and crypto integration.
For the industry, this may be a voice worth listening to: no slogans, only a sense of boundaries and patience.
