Changpeng "CZ" Zhao, founder of the world's largest cryptocurrency exchange Binance, has forecasted a potential cryptocurrency "super cycle" arriving by 2026. Speaking in Dubai, CZ suggested this event could mark a structural change in the market, potentially breaking from the traditional four-year cycles historically tied to Bitcoin halvings.
He identified several converging factors that could fuel this shift, including global liquidity trends and surging institutional demand. CZ specifically highlighted the role of Bitcoin exchange-traded funds (ETFs) and clearer regulatory frameworks as key drivers that could reshape market behavior. "It would be about structural demand finally overpowering supply," CZ remarked, adding that "ETFs, sovereign level adoption, clearer regulation, and real use cases all stack quietly before price reacts."
His comments were partly spurred by recent developments, including a report that the U.S. Securities and Exchange Commission (SEC) removed cryptocurrencies from its priority risk list for 2026. CZ also pointed to institutional buying activity, citing Wells Fargo's reported purchase of $383 million worth of Bitcoin as evidence that major financial institutions are accumulating while retail sentiment may be fearful.
Analysts view this prediction as underscoring the evolving complexities of crypto market trends, which may increasingly decouple from traditional patterns. The anticipated super cycle is expected to significantly influence the broader industry, affecting investor sentiment and potentially fostering greater integration of digital assets into traditional finance.
