Binance Founder CZ Says Bitcoin Could Be Entering a ‘Supercycle’

Binance founder Changpeng Zhao (CZ) told attendees at BitcoinMENA 2025 that BTC may no longer follow its familiar four-year cycle.

He suggests the market could be moving into a supercycle driven by deeper institutional participation. CZ delivered his remarks at the ADNEC Centre in Abu Dhabi, where BitcoinMENA ran from 8 to 9 December.

The event, organised by ADNEC Group and BTC Inc, attracted developers, investors, and industry leaders.

Interest in CZ’s session was notably high. An X post from Pushpendra Singh, co-founder of Smart View AI, reported that the hall was fully booked, underscoring CZ’s continued influence in the crypto sector.

Remarks Follow Earlier Bullish Forecast

CZ’s latest comments build on predictions he made in May during an interview with Farokh Radio.

At the time, he expected Bitcoin to surge to $500,000–$1 million during the current cycle. He also suggested the total crypto market value could reach $5 trillion by year-end.

He linked his forecast to rising interest from institutions and pointed to US Bitcoin ETFs as early signs of broader Wall Street engagement.

JUST IN: Binance founder CZ says the 4-year #Bitcoin cycle might be dead, and we may see a supercycle 🚀 pic.twitter.com/rl4Ie6JoQQ

— Bitcoin Magazine (@BitcoinMagazine) December 9, 2025

Bernstein Analysts Support the Cycle Shift

Earlier this week, analysts at Bernstein released a similar assessment on Bitcoin. They argued that BTC has likely moved beyond its traditional halving-driven pattern and has entered a longer bull phase. 

Their updated projections place Bitcoin at $150,000 in 2026, with a potential peak of $200,000 in 2027.

Bernstein said the market now relies more on institutional flows than retail speculation, a shift that has helped steady price action despite sharp swings.

To support this view, Bernstein pointed to behavior during the recent market pullback. Bitcoin fell from above $126,000 into the $80,000 range, yet spot Bitcoin ETFs recorded only about 5% in outflows. 

Analysts noted that this contrast highlighted a maturing asset base, with long-term holders remaining steady amid significant volatility.

As of press time, Bitcoin is trading at $90,536, up 1.3% over the past week.