The Market Cycle Is Evolving — and the U.S. Matters More Than Ever
CZ emphasized that no one can predict bull or bear markets with precision. While the traditional four-year cycle still influences sentiment, new forces — particularly the United States — are reshaping the landscape. U.S. policymakers are gradually moving toward clearer crypto regulation. If a supportive framework emerges, other nations may follow to remain competitive in what could become a new financial foundation.
He also dismissed the idea that CEX and DEX platforms are at war. Centralized exchanges serve users who prefer convenience, while decentralized exchanges attract those seeking control and transparency. Both models can grow side by side.
Tokenized real-world assets are gaining traction, with institutions exploring on-chain gold and commodities. Combined with the rise of AI agents requiring instant, borderless microtransactions, crypto’s long-term utility is expanding.
Short-term volatility remains inevitable. Focus on fundamentals, manage risk responsibly, ignore unnecessary noise, and prioritize building lasting value — as reflected by the $18,000 donation to
