小龙先生
小龙先生|8月 29, 2026 14:00
CZ Hong Kong Speech: Six sentences, each sentence is tough, learn together! On August 27, 2026, at the Hong Kong Convention and Exhibition Centre. CZ, Zhao Changpeng, with a Forbes net worth of approximately $110 billion, ranks 17th globally. He stood on the main stage of Nakamoto, with over 10000 people from 125 countries in attendance. After giving a half-hour speech, I broke down the six most memorable sentences one by one and studied them together. The first sentence is that Bitcoin reaching $1 million is inevitable, there is no need to wait for 25 years. He said that this price will definitely happen, and it will happen faster than most people expected. But he immediately added that utility expansion is more important than price, and Bitcoin payments need to be implemented on a large scale and enter the reserve pool of retirement pensions. A person who has been talking about coin prices for half a lifetime, for the first time, shifted their focus from price to usage. This signal is more worth pondering than the sentence of one million dollars. The second sentence states that Bitcoin will soon surpass gold by only 10 times. The difference between the total market value of gold and Bitcoin is about 10 times. CZ's original words suggest that the next bull market may be significantly flattened. Logic is very business oriented, Bitcoin itself is a superior asset than gold, and turning to it takes time, but the trend is irreversible. The third sentence states that if there were only Bitcoin, the industry would be much slower. The most offensive sentence to Bitcoin fundamentalists in the entire audience. He said that Ethereum, BNB Chain, and other blockchain innovations are faster, and new things should be tried on small chains first, and then tested as Bitcoin before being used. He characterized the entire industry as a non zero sum game, where multiple public chains and exchanges coexist, and competition leads to innovation. The fourth sentence, I can't predict the next hot topic, I have a criminal record. At the beginning of 2017, he couldn't predict an ICO, but six months later, the entire industry was working on it. Six months before the NFT outbreak, he couldn't predict it either. But he listed a series of sectors that will continue to rise, with RWA and AI showing the strongest momentum, while stablecoins, CEX, DEX, and Meme will all grow. The money used by AI agents must be cryptocurrency. In the future, billions of AI agents will automatically buy, sell, negotiate, and trade using cryptocurrency, most likely starting with stablecoins. He revealed that he is discussing issuing tokens and data center tokens with multiple top AI companies. The logic is simple: 1 GW of computing power costs 30 to 50 billion US dollars, and top AI companies will build hundreds of GW in the future. If the money is not enough, they will issue coins and hold the right to use the conversion power in the future. This is the most specific prophecy in the entire room. The sixth sentence provides recommendations for governments of various countries to allocate to the top five market values in addition to the US dollar. Currently, half of CZ's identity is as a government advisor to various countries. Standard recommendation: In addition to US dollar reserves, select the top five cryptocurrencies by market value, exclude stablecoins, and allocate according to market value ratio. Bitcoin usually accounts for more than 50%. By the way, I also mentioned former SEC Chairman Gensler, who tried to control everything and curb industry growth. However, the current SEC has relinquished its power, and the industry has instead risen. The details beyond the speech are quite intricate. Someone asked him how he usually spends money. He said he only holds BNB and Bitcoin, and the BNB will be deducted directly based on the exchange rate when using the Alipay card for transactions, without first exchanging for US dollars. Any additional procedures would be a waste. A living sample of a single asset believer. To be honest, this speech has a high information density, but listening to the speech is free. Before speaking, check the speaker's position first. CZ's net worth is almost entirely invested in 90% of Binance's shares and BNB. He said that when Bitcoin surpassed gold, he himself was the biggest gambler of a single asset. He is not analyzing the market, he is stating his beliefs. Your first reaction when you hear these words should not be excitement, but a question: Who benefits from this sentence?
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