This CZ clip that I made was taken up several times on X during the weekend with an “interpretation”, despite the fact that he mentioned 4 things and superimposed two main reasons why he is less confident about a Bitcoin supercycle in 2026:

i. He first mentioned the FUD and emotions that were aroused within the community, saying that it has negative effects since the more FUD you kick up, the more you get the whole community worked up - which makes the atmosphere more sensitive.

Crypto markets are highly influenced by investor sentiment, which is often amplified by social media, media outlets, and influential figures. Binance being one of the largest exchange platforms in the world (controlling a significant share of the crypto transaction volume), any FUD about it can spread emotions across the entire market.

ii. He then mentioned, as a second reason, the current global context: global uncertainties, including geopolitical tensions, etc.

iii. I asked him about the possibility of the supercycle despite recent declines in the market, and he answered that he thinks the supercycle remains possible. However, he insists that anything can happen and that his opinion is not a guarantee - he even believes he has a 50% chance of being wrong.

iv. He strongly advises against making financial decisions based solely on someone else’s opinion (including his own), and that this approach generally works very poorly.

The fact is that the day after the AMA, $BTC fell by more than -6%.

@0mobola0duntan (on X) : « One way or the other everyone will collect their own share of the market dip, the more people choose to FUD, the negative impact it creates to the market.

But remember every dip we create makes the rich crypto investors get richer, because they have liquidity to buy the dips. »

thanks, have a great day everyone !