Binance’s CZ says US policy shift could fuel a crypto ‘super cycle’

Beincrypto reports Binance founder Changpeng “CZ” Zhao said the cryptocurrency market may be entering a “super cycle.”

Zhao attributed the potential shift to a 180-degree turn in Washington’s regulatory stance, pointing to the GENIUS Act, signed into law last July, which established the first federal framework for payment stablecoins. Market watchers are also focused on a January 15 Senate Banking Committee markup of the CLARITY Act, which, if passed, would require the SEC and CFTC to collaborate and could end their long-standing jurisdictional dispute. Regulators’ changing priorities—such as the SEC removing crypto from its 2026 examination priorities and redirecting resources toward AI and third-party vendor risks—have coincided with more than $56 billion of inflows into spot Bitcoin ETFs since their 2024 launch and crypto product development at firms including JPMorgan and Morgan Stanley.

Zhao cautioned that clearer rules do not guarantee rapid market gains and said he “cannot predict the future.” Industry analysts have urged caution, noting that pro-crypto legislation alone cannot ensure linear growth; Rajat Soni, a traditional financial analyst, said investors should “lower your expectations” and that “it’s possible that absolutely nothing happens over the next year.”

Key Topics

Crypto, Binance, Changpeng Zhao, Genius Act, Clarity Act, Sec