CZ Backtracks: 2026 Bitcoin Supercycle "Not Certain" Due to Rising Market FUD
Changpeng Zhao (CZ) has recently backtracked on his earlier confidence regarding a 2026 Bitcoin "supercycle," citing a surge in market fear, geopolitical uncertainty, and misinformation (FUD). While he previously described a 2026 supercycle as an "inevitability" that would break Bitcoin's traditional four-year halving rhythm, he stated during a weekend AMA session on February 1, 2026, "A couple weeks ago, I was very confident about the supercycle. But now with all that FUD, I'm not sure".
Why CZ Revised His Stance
Rising Global Volatility: CZ noted that macroeconomic and geopolitical pressures have intensified, making long-term forecasting unpredictable across all asset classes, not just crypto.
Influence of FUD: He specifically pointed to misinformation on social media platforms like X (formerly Twitter) for amplifying market fear and contributing to sudden liquidations.
Shift to Long-Term Focus: Instead of reacting to short-term cycles, CZ is now urging the community to focus on long-term building and "buy and hold" strategies.
Context of the Original "Supercycle" Prediction
Prior to this cautious shift, CZ had outlined several factors that he believed would trigger a multi-year bull run in 2026:
Regulatory Truce: The U.S. SEC's removal of crypto from its 2026 priority risk list was seen as a major catalyst for institutional capital.
Institutional Accumulation: Major financial giants like Wells Fargo and Morgan Stanley were reported to be quietly accumulating Bitcoin through ETFs.
Pro-Crypto Political Shifts: A supportive U.S. policy environment following the pardon of CZ by the U.S. President in late 2025 was expected to fundamentally alter market behavior.
Despite his current uncertainty about the immediate 2026 "supercycle" narrative, CZ maintains a strong long-term bullish outlook, stating that on a 5-to-10-year horizon, Bitcoin’s upward trajectory remains "very easy to predict
#Bitcoin2026 #ChangpengZhao #CryptoNews #BitcoinSupercycle #MarketFUD