- CZ says institutional investors now dominate the crypto cycle
- Trump’s rate cuts and QE could boost Bitcoin liquidity
- CZ believes the classic four-year BTC cycle may be breaking
Binance founder Changpeng “CZ” Zhao said Bitcoin could be entering a “super cycle”—a longer, stronger expansion phase that breaks the usual four-year pattern. Speaking at the Bitcoin MENA conference, he noted that this cycle looks nothing like past ones, with Wall Street and major institutions leading the charge instead of retail traders.
“Wall Street is the largest institutional market in the world,” CZ said, adding that crypto is now bridging the gap between grassroots adoption and global finance.
Trump’s rate cuts, QE, and pro-market stance could be the fuel
CZ highlighted President Donald Trump’s pro-crypto tone, potential rate cuts, and fresh quantitative easing as key macro tailwinds. With liquidity rising across stock markets, investors tend to diversify — and Bitcoin becomes a natural beneficiary.
“When the stock market is doing well, people have cash… and they participate in crypto as well,” CZ explained.
Could the classic four-year cycle be dead?
Historically, Bitcoin’s major peaks tend to arrive around December in set four-year intervals, followed by deep bear markets. But CZ suggested that institutional adoption and supportive economic policies could override the old timing model.
“That force may be strong enough to offset the four-year cycle,” he said, hinting that BTC may not follow its usual pattern in 2026.
A super cycle is possible — but not guaranteed
Despite his optimism, CZ remained cautious, noting the unpredictability of macroeconomic and geopolitical factors.
“We may be seeing a super cycle next year. We’ll see. I’m not sure,” he stated.
