CZ: CEX and DEX Will Coexist Long-Term, AI × Crypto is the Fastest Area for Crypto Adoption

According to a summary by @linwanwan823 of CZ's remarks during a Binance Square AMA, CZ believes the current market cycle may not strictly follow a four-year pattern; the US has for the first time explicitly supported the crypto industry and is advancing legislation, with other countries likely to follow suit; stablecoins and RWA are developing rapidly, and the long-term outlook for the industry is positive, though short-term predictions are difficult.

Regarding industry trends, CZ stated that CEXs and DEXs will coexist long-term, with new users still needing CEXs as an entry point, while only advanced users may transition to DEXs; the market is large enough to accommodate thousands of CEXs and DEXs, and it is not a zero-sum game. RWA tokenization is a major, certain trend, with countries actively promoting the tokenization of their assets to create liquidity; AI × Crypto is the fastest area for crypto adoption. In the next 2-5 years, small, cross-border, high-frequency payments between AI Agents will likely use cryptocurrency, though this is still in its early stages.

Addressing the price of Aster, CZ advised against over-focusing on short-term volatility and expressed confidence in the team. The industry is currently diverging between "extreme transparency" and "privacy protection," and it's unclear which path will ultimately prevail. Responding to public opinion, CZ stated that not addressing FUD is the best way to handle it. He criticized excessive internal competition within the Chinese community and called for unity to expand international influence. Binance Square is building a Web3 version of YouTube, with commercialization paths including trader rebates and creator token rewards.

CZ views Africa as a window of opportunity that Crypto should not miss, noting the low bank penetration but high smartphone penetration rate there. He has visited over 12 African countries. The live stream AMA received approximately $18,000 in tips, which CZ announced will be donated in full to Giggle Academy.