Here are the four crypto trends that Zhao Changpeng is most optimistic about:
1. The ETF craze has just begun
CZ emphasizes that the current rise in Bitcoin is largely driven by institutional investors in the US flowing into Bitcoin ETFs. He believes this is just the first phase of institutional investor participation, and more funds have yet to enter the market. With increasing demand and tightening supply, the price of Bitcoin may experience a parabolic rise.
2. Artificial intelligence and blockchain are converging
With the US government's increasingly firm stance on artificial intelligence, especially after Trump's administration, Zhao Changpeng believes the integration of artificial intelligence and blockchain is a foregone conclusion. He thinks that artificial intelligence will increasingly rely on blockchain for security, transparency, and decentralization. Although he did not name specific tokens, popular AI projects like Fetch.ai (FET) and SingularityNET (AGIX) are seen as leaders in this emerging field.
3. DeSci—Decentralized science is the future
Another understated area that Zhao Changpeng is optimistic about is DeSci (Decentralized Science). He envisions a future where smart contracts fund research and pharmaceutical innovations through milestone-based crypto payments, empowering small laboratories around the world. Although DeSci is still in its early development stages, it offers practical real-world utility and long-term impact beyond transactions.
4. Real-world assets (RWA) enter the blockchain era
Tokenizing real-world assets such as stocks, real estate, and bonds is becoming a major theme in the cryptocurrency space. With giants like BlackRock entering this field, Zhao Changpeng sees tremendous potential in platforms that facilitate this transition. Projects like Ondo Finance and Polymesh are leading this trend, connecting traditional finance and decentralized ecosystems.
