CZ Predicts Bitcoin Supercycle as Global Crypto Policies Turn Favorable

Binance co-founder Changpeng Zhao believes bitcoin may be on the verge of breaking its traditional four-year cycle in 2026, driven by increasingly crypto-friendly policies in the United States and around the world. Speaking to CNBC’s Squawk Box on Friday from the World Economic Forum in Davos, Zhao said that while short-term bitcoin price movements are impossible to predict, the long-term outlook remains firmly bullish.

According to Zhao, bitcoin’s historical four-year cycle, typically tied to its halving events, may no longer apply under current conditions. Traditionally, bitcoin peaks 14 to 18 months after a halving, with the next halving expected in April 2028 and a potential new all-time high toward the end of the following year. However, Zhao suggested that growing institutional adoption and supportive regulation could accelerate this timeline and trigger what he described as a potential “supercycle” this year.

Zhao was responding to a question about recent bullish forecasts, including Ark Invest CEO Cathie Wood’s projection that bitcoin could reach between $300,000 and $1.5 million by 2030. While Zhao did not offer a specific price target, he said he strongly believes bitcoin will reach new highs and continue rising over the next five to ten years. He emphasized that global political sentiment toward crypto has shifted significantly, calling the pro-crypto stance in the U.S. and other countries “good for the crypto industry and good for America.”

Beyond price predictions, Zhao highlighted his ongoing work advising policymakers on crypto regulation, tokenization, and stablecoins. He said he regularly speaks with around a dozen governments on how to build effective crypto frameworks. Earlier at Davos, Zhao revealed he is also in discussions with several countries about tokenizing state-owned assets, allowing governments to raise funds by offering small ownership stakes to citizens or investors.

Zhao also shared updates on his personal projects, including Giggle Academy, a free education platform, and his involvement with YZi Labs. He continues to mentor founders within the BNB Chain ecosystem, noting that his role is primarily advisory and that his investments remain minority stakes.