#CZAMAonBinanceSquareToday ## 1. The RWA Revolution: "Tokenizing the Physical World"
CZ identified RWA tokenization as a primary driver for the 2026–2027 market cycle, moving beyond mere speculation into actual utility.
Government Adoption: CZ noted a shift where governments are now asking "how" to adopt crypto rather than "if." He revealed that several nations are exploring tokenizing internal assets—like gold reserves, rare earth minerals, and even water resources—to raise capital and create instant liquidity for previously "trapped" value.
The Collateral Breakthrough: He predicted that 2026 will see at least one major global bank officially accept tokenized stocks as collateral. This would bridge the gap between TradFi (Traditional Finance) and DeFi, allowing a stock portfolio to power on-chain loans seamlessly.
Yield over Hype: CZ argued that the era of "yield-less" tokens is ending. He believes the most successful RWAs will be those that provide "Yield + Utility," such as tokenized real estate or green energy credits that pay out dividends directly to a user's wallet.
Key Quote: "If you tokenize an asset, you create an economy around it. We are moving from trading digital gold to tokenizing the entire physical world."
## 2. Advice for Beginners: The "Survival First" Manual
For those new to the space in 2026, CZ’s advice was grounded in risk management and education.
### The "No-Go" List
Avoid Futures & Leverage: He explicitly warned beginners to stay away from futures and options until they have a deep understanding of market mechanics.
Ignore "VC-Hype" Projects: CZ cautioned against blindly following Venture Capital (VC) backed projects. He noted that many are "packaged for exit," meaning retail investors often become the "liquidity" for VCs to sell into upon listing.
Social Media Signals: He warned users NOT to launch or buy coins just because he (or other leaders) mentions a topic. Most meme coins have "no code, no team, and no real application."
### The "Getting Started" Strategy
Start Small: Use a small amount of "learning capital" that you are 100% prepared to lose.
Master the Wallet: Before trading large amounts, learn how to use self-custody wallets and understand how on-chain transactions work.
The "Core" Foundation: For conservative beginners, he suggested a heavy weight in BTC and ETH, using stablecoins to "buy the dip" during the inevitable 10%–20% drawdowns.
Use Binance Academy: He repeatedly pointed to free education as the best investment one can make.
## 3. The "Supercycle" Theory
While he used the term "Supercycle," CZ clarified that it doesn't mean prices only go up. Instead, it refers to a structural shift where Bitcoin breaks away from its traditional 4-year halving cycle.
Why? Massive institutional inflows and "friendly" global policies (specifically in the US and South Korea) are creating a permanent floor of demand that didn't exist in previous cycles.
Fun Fact: During the session, CZ also mentioned that he sees AI Agents becoming the largest "user group" in crypto by late 2026—robots using crypto to pay for their own server costs and API access because they can't open bank accounts!