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Key Takeaways
- CZ calls the current downturn a normal four-year cycle, with the floor rising each time.
- The cycle low held near $60K, up from $16K during the FTX crash four years ago.
- He treats prior all-time highs as the next cycle’s support, citing buyer behavior.
- He sees the US regulatory reversal as the biggest structural change this cycle.
- No major leverage blow-ups this cycle, which he credits to better risk management.
- He predicts AI agents will use blockchain for payments within months, not years.
- His biggest concern is not crypto regulation but AI regulation.
- He proposes locking Satoshi-era coins out of a future quantum-resistant upgrade.
A Normal Cycle, With a Rising Floor
Forget the daily candles for a second. CZ is fixated on the floor, not the ceiling. “I think the four-year cycle is actually pretty accurate,” he told Thorn in the interview. “You retraced about 50%. We’v...
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