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CZ has recently changed his stance.
He used to always pour cold water on the market, saying that the crypto market might not be so optimistic and advising everyone not to chase highs excessively. Unexpectedly, he recently spoke out, directly saying that he might have been wrong—the super cycle is coming.
There is substantial support behind this shift: the U.S. Securities and Exchange Commission has removed cryptocurrencies from the 2026 priority risk list. This is a significant signal.
The market reaction has been very intense. Many people are excited, saying that this is not just an ordinary altseason, but a true super cycle. CZ’s statement itself signifies something.
Of course, some remain cautious. There are voices pointing out that CZ’s previous calls often came with adjustments, and after his optimistic outlook last time, the market retraced. Will history repeat itself?
In short, the policy environment is indeed improving, but how far the market can go still depends on subsequent actual performance.