Binance founder Changpeng Zhao said crypto may be entering a new phase shaped 
by AI agents, tokenized real-world assets, stablecoin competition and a more 
favorable regulatory backdrop in the United States. Speaking on ARK Invest’s 
FYI podcast with Cathie Wood and Lorenzo Valente, CZ argued that the industry 
is moving faster than many traditional financial firms may be prepared for. CZ 
said some parts of crypto have developed differently than he expected. 
Payments, in his view, have been slower to reach mainstream use, even as 
crypto cards have made digital assets easier to spend indirectly. By contrast, 
institutional participation in the US has accelerated faster than expected, 
helped by what he described as a “180 degree turn” in the country’s crypto 
stance. “I was very surprised by the 180 degree turn in the US,” CZ said. “I 
think this speaks to the strength of the constitution, right? So you can 
change presidents every four years and then even if there’s a period where 
there’s a suppressive regime, you can change pretty quickly.” He argued that 
the previous US regulatory environment pushed many builders away from utility- 
focused applications and toward memecoins, leaving the market with fewer 
strong new crypto products than he would have expected. With a more pro-crypto 
policy backdrop, he said the industry could begin filling that gap. AI Agents 
And Stablecoins Could Drive New Crypto Demand One of CZ’s strongest claims 
centered on the overlap between crypto and artificial intelligence. He said AI 
agents are likely to transact far more frequently than humans and will 
naturally favor crypto rails over slower traditional systems. Related Reading: 
Economic Disaster Is Coming? Top Author Says Hold These Cryptos Or Pay The 
Price “AI agents are going to transact 10,000 times more transactions than 
humans can do,” CZ said. “And AI is going to use crypto. They’re not going to 
use Swift or Visa cards.” He also said AI could accelerate crypto development 
itself, from application design to wallet security and blockchain performance. 
While he stopped short of saying AI can already replace developers entirely, 
he said the technology can “assist dramatically in the speed of writing code.” 
Stablecoins were another area where CZ said the market exceeded his early 
expectations. He described them as initially appearing to be a temporary 
bridge for traders seeking fiat-pegged value during volatile periods. Instead, 
stablecoins have become one of the central components of crypto market 
structure. CZ said he personally believes stablecoin issuers should be able to 
pass yield to users, though he acknowledged regulatory resistance in some 
markets. He also argued that stablecoin issuers and crypto exchanges should 
preserve one-to-one reserves rather than replicate the fractional-reserve 
model used by banks. “Crypto exchanges, stablecoin issuers should maintain 
one-to-one peg and it should maintain 100% reserve,” he said. “But there are 
ways to generate yield even when you do that. And then for those yield that we 
generate, I actually encourage companies to pass that to their users.” 
Tokenized Assets Ant The “Everything Exchange” CZ also pointed to the rapid 
growth of tokenized traditional assets on crypto exchanges. He said Binance 
had listed gold roughly two months earlier and had already become “the largest 
gold trading venue outside of the traditional markets,” with gold representing 
about 10% of the platform’s futures trading volume. Binance has also listed 
oil, which he described as part of a broader convergence between traditional 
finance and crypto venues. The former Binance CEO said he now expects 
exchanges to compete toward becoming “everything exchanges,” covering crypto, 
commodities, prediction markets and potentially other asset classes. He said 
Coinbase and other platforms are likely to pursue similar strategies. Related 
Reading: $150M Crypto Ponzi Crumbles: $41.5M Frozen In DSJ Exchange Collapse 
“I think everyone wants to be the everything exchange,” CZ said. “Binance 
trades oil and gold now, which I didn’t see even a year ago. I think Coinbase 
most likely will do the same thing and then other exchanges will do the same 
thing.” At the same time, CZ said the balance between centralized and 
decentralized exchanges remains unresolved. If crypto adoption expands quickly 
among less technical users, centralized platforms could benefit first. If 
self-custody tools become easier and safer, decentralized exchanges may grow 
faster. CZ Remains Optimistic on Bitcoin Asked about Bitcoin’s market outlook, 
CZ said two forces are currently in tension: the historical four-year cycle 
and a more supportive backdrop from equities, institutions and geopolitical 
uncertainty. He said Bitcoin’s decline into 2026 fits the cycle pattern, but 
argued that institutional ETF participation could stabilize the market because 
large allocators tend to move slowly and hold for years. “I’m hoping that the 
worst part is over,” CZ said, while adding that his comments were not 
financial advice. For markets, the broader message was clear: CZ sees crypto’s 
next phase as less narrowly defined by native tokens alone. In his view, AI 
transactions, stablecoin incentives, tokenized assets and Wall Street’s 
adoption of blockchain rails could all become central battlegrounds in the 
next cycle. At press time, the total crypto market cap stood at $ Featured 
image created with DALL.E, chart from TradingView.com

Binance Founder CZ Sees Major Changes Ahead For Crypto

The surge in tokenized stocks on BNB Chain highlights a shift towards 
decentralized finance, potentially reshaping corporate treasury strategies.
The post BNB Chain&#8217;s China-related tokenized stocks surge to $9.3M in value 
appeared first on Crypto Briefing.

BNB Chain’s China-related tokenized stocks surge to $9.3M in value

Nvidia&#8217;s board expansion with a seasoned finance expert enhances its financial 
oversight, signaling a strategic focus on institutional maturity.
The post Nvidia appoints former Goldman Sachs Vice Chairman Suzanne Nora 
Johnson to board appeared first on Crypto Briefing.

Nvidia appoints former Goldman Sachs Vice Chairman Suzanne Nora Johnson to board

Traditional finance firms are expanding into crypto prediction markets as 
event-based contracts draw deeper liquidity. Chainalysis said inflows have 
risen sharply since September 2024, supported by retail traders, market 
makers, and institutions. Traditional Finance Builds Crypto Prediction Market 
Rails Major exchanges and financial firms are accelerating work on crypto 
prediction markets as event-based contracts gain […]

Crypto Prediction Markets Move Into Mainstream Finance as Institutional Interest Grows

Anthropic&#8217;s financial maneuvers highlight the precarious balance between rapid 
growth and strategic stability in the competitive AI landscape.
The post Anthropic CFO Krishna Rao navigates growth challenges in AI race 
appeared first on Crypto Briefing.

Anthropic CFO Krishna Rao navigates growth challenges in AI race

The heaviest resistance sitting above Bitcoin&#8217;s current price isn&#8217;t a round 
number or a chart pattern — it&#8217;s the break-even point of millions of holders 
who bought in during the past year and are still underwater. Related Reading: 
Bitcoin Supply Shock: 100,000 BTC Vanish From Exchanges In Under 90 Days One 
Level Controls The Narrative A CryptoQuant market expert says the &#8220;bottom is 
in&#8221; crowd is getting ahead of the data. According to the analyst, Bitcoin must 
reclaim $88,880 and hold it before any bottom call can be treated as credible. 
Simply touching that level won&#8217;t cut it. The price needs to close above it and 
stay there — otherwise, the rally is just noise. The reasoning centers on 
realized price bands, a metric that tracks the average cost basis of different 
groups of holders. Three cohorts are currently sitting above Bitcoin&#8217;s spot 
price, meaning they bought in at higher levels and are waiting to get back to 
even. &#8220;The bottom is in.&#8221; Everyone&#8217;s saying it “For the bottom to be 
confirmed, price needs to clear 88.88K and hold &#8211; not wick through, not retest 
and fail. That puts the most recent cohort back in profit and removes the 
first layer of sell pressure.” – By @IT_Tech_PL pic.twitter.com/woRJLa6UTs — 
CryptoQuant.com (@cryptoquant_com) May 7, 2026 The first group — holders from 
three to six months ago — has a realized price of $88,880. Those who held for 
12 to 18 months are sitting at $93,400. The largest and most worrying group, 
holders from six to 12 months ago, has a cost basis of $111,800 — close to 30% 
above where Bitcoin was trading when the analysis was published. When Bitcoin 
climbs back toward those levels, many of those holders are expected to sell. 
They&#8217;re not looking for profit. They just want out. Why The $60,000 Low 
Sparked Bottom Calls Earlier this year, Bitcoin fell to around $60,000 in 
February — a drop of roughly 52% from its all-time high of $126,200. Since 
then, the price has climbed more than 37% without setting a new low. That 
recovery is what fueled the bottom narrative. With no fresh lows on the chart, 
many market watchers concluded the worst was behind Bitcoin. The Fear and 
Greed Index backed up the improving mood. Reports show the index climbed from 
a near-maximum fear reading of five in February all the way to 47 — a neutral 
reading that signals the market has stabilized compared to its earlier panic 
state. Related Reading: XRP Market Now Controlled By Whales? Dominance Reaches 
91% On Binance Data Over Sentiment IT Tech&#8217;s sharpest point came at the end of 
the analysis. Bottom calls, the analyst wrote, are narratives. Reclaiming and 
holding $88,880 is data. At the time of the analysis, Bitcoin was trading near 
$80,250. That puts the key confirmation level roughly $8,000 away. Until that 
gap closes — and holds — the analyst says the market structure still favors 
caution over confidence. Featured image from DALL-E, chart from TradingView

Binance Founder CZ Sees Major Changes Ahead For Crypto

Comments