$BTC
Binance Founder Sees Crypto ‘Super Cycle’ as U.S. Policy Paves the Way
Binance founder Changpeng “CZ” Zhao has painted an optimistic vision for the cryptocurrency market, predicting a potential “super cycle” fueled by landmark changes in U.S. regulation. According to Zhao, the digital asset industry is entering a pivotal phase as Washington shifts from enforcement-heavy oversight to a supportive framework that encourages innovation and institutional participation.
At the heart of this shift is the GENIUS Act, passed in July 2025, which provides the first federal framework for payment stablecoins. By legitimizing these assets as integral to the U.S. financial system, the law removes a major barrier to mainstream adoption and positions crypto for long-term growth.
Market attention now turns to the CLARITY Act, with a Senate Banking Committee markup scheduled for January 15. If approved, the legislation will unify oversight between the SEC and CFTC, streamlining compliance and eliminating long-standing regulatory uncertainty.
The market is already responding. Spot Bitcoin ETFs have drawn over $56 billion in fresh capital since 2024, and top financial institutions, including JPMorgan and Morgan Stanley, are actively developing crypto-focused offerings. Meanwhile, the SEC’s decision to drop crypto from its 2026 examination priorities signals a move away from strict enforcement, freeing resources for innovation-driven sectors like AI.
While experts urge measured optimism, CZ emphasizes the opportunity: favorable regulations combined with institutional momentum could set the stage for unprecedented growth. For investors, this may mark the dawn of a crypto supercycle,with both retail and institutional capital fueling a new era of expansion and adoption.