Just now, Big Brother's bilingual live broadcast didn't have the opportunity to ask questions, but I listened attentively throughout and would like to summarize the key points for everyone!
1️⃣ Do not predict market tops and bottoms
No one can accurately determine the absolute top or bottom of the market; any prediction is just a guess. With numerous market participants and complex behaviors, any action from one side could trigger a chain reaction, making the trend full of uncertainty. Therefore, he never publicly states 'this is the bottom' or 'this is the top,' instead emphasizing respect for the market, proper risk control, and a rational perspective on fluctuations.
2️⃣ Focus on oneself, do not evaluate competitors
CZ insists on not commenting on or attacking peers, focusing only on doing his own thing well. He advises project parties to concentrate on products and ecosystems, not to be disturbed by external noise; to learn from others' strengths, to strengthen team weaknesses, to avoid internal strife and comparison, and to focus energy on long-term construction. This is also key to Binance's sustained leadership in the ecosystem.
3️⃣ Binance can operate independently and stably
In the past two and a half years, even without his direct involvement, Binance has still operated smoothly and has a mature system. This has given him more freedom to step back from day-to-day management and shift towards more meaningful, long-term endeavors, no longer bound by daily affairs, indicating that platform governance and security systems are highly mature.
4️⃣ Continuously doing meaningful things is the core motivation
After earning wealth, the motivation to stay in the industry is not short-term profits but to do truly valuable and long-term meaningful things. Repetitive and consumptive work cannot be sustained long-term; only a sense of mission and positive value can keep one going in a high-pressure, high-volatility industry.
5️⃣ Optimistic about the trend of RWA real asset tokenization
The on-chain of real-world assets is a huge track, even leading to the value comparison of 'water being more expensive than oil.' Once commodities, resources, rights, and other physical assets are tokenized, liquidity and yield potential can be significantly enhanced. CZ believes that RWA will be one of the core directions for the next wave of industry explosion, with immense potential.
6️⃣ The prediction market will explode with major events
Global events such as the World Cup and elections will directly drive the explosion of prediction markets. These scenarios are naturally suitable for blockchain and crypto assets, with high participation and clear demand, making it easy to form blockbuster applications. He believes that prediction markets will easily rise in the next few years and is a very clear opportunity point.
7️⃣ Content + Crypto is the next big opportunity
The credibility of traditional media is declining, and monetization on social media is difficult, while the crypto content economy is just beginning. Live streaming rewards, content incentives, and creator economies combined with blockchain have vast potential. Crypto can solve pain points such as value distribution, monetization difficulties, and neutrality, making it an important increment for the future of the industry.
8️⃣AI significantly improves content production efficiency
The industry is rapidly embracing AI, including new generation video generation technologies like ByteDance, which significantly reduce content production costs and exponentially improve efficiency. AI lowers the barriers to creation, enabling the faster output of high-quality content. He is very optimistic about the long-term value of the combination of AI with Web3, education, and content platforms.
9️⃣ Geek Academy's registered users have surpassed 150,000
According to the latest conference data, Geek Academy has over 150,000 registered users, up from only 100,000 a few months ago, showing a significant acceleration in growth. This is an impressive achievement, proving that the product direction, experience, and market demand are highly aligned, laying a solid foundation for subsequent expansion.
🔟 Current focus: honing products rather than piling on content
The team has not added a large number of new courses recently but is concentrating on optimizing existing content, improving fluency, user stickiness, multilingual support, and learning effectiveness. First, achieving an excellent foundational experience before scaling up is a typical long-term stable approach.
1️⃣1️⃣ Highly emphasize data-driven and refined operations
The team strictly tracks core data such as retention rate, conversion rate, and course dropout rate, continuously iterating the product through data. This rigorous operational approach improves user experience continuously, making growth healthier and more sustainable, rather than relying on short-term marketing volume.
1️⃣2️⃣ This year's goal is to serve 1 million children users
Geek Academy's goal this year is to reach 1 million children, and in the next 5–10 years, it is expected to serve hundreds of millions of users. Using technology and education to change the learning methods of the next generation is a cause that CZ sees as highly socially significant and is also a long-term investment he values greatly.
1️⃣3️⃣ The team is stable and highly enthusiastic and capable of execution
The project team consists of about 50–60 people; it is not large but very focused, diligent, and passionate. They do not pursue rapid expansion but instead take steady steps and cultivate deeply over the long term. This team state is the core guarantee for continuous product iteration and user growth.
1️⃣4️⃣ There is no unified answer for compliance; the differences among countries are vast
There is no global unified standard for compliance; policies vary by country, pace differs, and changes happen rapidly. Taking the United States as an example, attitudes have clearly shifted to be more positive within just one or two years. No one can accurately predict future trends; we can only maintain communication, continuously follow up, and adapt flexibly.
1️⃣5️⃣ Increased industry communication is a positive signal
Although regulation is still unclear, there is increasing discussion and communication globally about the crypto industry, and the interaction between regulators and the industry is deepening. This is a sign of maturation, which is much better than being ignored or misunderstood, and is beneficial for compliance and development in the long term.
1️⃣6️⃣ Countries are still defining CEX and DEX regulations
Many countries have yet to clarify how to define and regulate centralized and decentralized platforms and are still in the research and discussion phase. He believes that first clarifying the regulatory framework and classifications, and then gradually refining the rules, will be a more realistic path.
1️⃣7️⃣ The DEX track is diverse, future predictions are difficult
DEX is not a single model: some are highly decentralized, while others have fewer nodes and a higher degree of centralization; the logic of spot DEX and perpetual contract DEX is also completely different. Coupled with regulatory uncertainty, the ultimate direction of DEX remains unclear, making it a track that requires watching as it progresses.
1️⃣8️⃣ The US regulatory shift is positive, and stablecoins have a clear framework
The relevant US legislation provides a clear compliance path for stablecoins, which is very positive for the industry. Clear rules facilitate the gathering of funds, talent, and innovation, and will also influence the global regulatory pace, encouraging other countries to face the crypto industry more openly.
1️⃣9️⃣ Countries embracing regulation will seize financial opportunities
Cryptocurrency is an important direction for the future currency and financial system. The earlier a country embraces friendly regulation and attracts talent and projects, the more it can seize future financial dominance. The United States, relying on its traditional financial advantages, will further expand its leading edge if it accelerates the embrace of new technologies.
2️⃣0️⃣ Looking forward to the industry in the long term, steadfastly building without wavering
Despite the coexistence of volatility and pressure, CZ remains highly optimistic about the future of the industry. He encourages everyone to ignore the noise, focus on construction, and believe that technology and value will ultimately prevail. Adhering to long-termism and continuous investment is the only way to truly benefit from the next generation of financial reform.
Thank you 🙏@CZ cousin for the share, and thank you @Yi He sister for the support
@Binance Margin @Binance Global Türkçe
@Binance Burmese @Binance Labs @Binance Labs @Binance Indonesian
