V3 Research
Cryptos Benefit From CZ's Web X Speech
CoinCentral
In his WebX Tokyo keynote, Changpeng Zhao argued that central-bank digital currencies are now obsolete, while stablecoins provide faster, cheaper global transactions and are becoming the primary focus for governments, businesses, and users.
AInvest
AInvest reports CZ’s claim that stablecoins already outpace CBDCs because their user-driven growth enables quick, low-cost cross-border payments, making them more practical and widely adopted than government-issued digital currencies.
Bitget
报道总结CZ在X上的发言：牛市不会雨露均沾，只有具备真实价值与应用的强势币种才可能创出新高，投资者需聚焦质优项目。
Binance
CZ在币安区块链周表示短期内不会发行新代币，而是继续支持比特币、以太坊、BNB等现有主流资产，显示其对成熟生态的偏好。

Conclusion

Leading USD-pegged stablecoins (e.g., USDT, USDC), Bitcoin, Ethereum, and BNB are the primary beneficiaries of CZ’s latest WebX speech. He labeled Central Bank Digital Currencies (CBDCs) as outdated, praised the utility of stablecoins, and reaffirmed support for established coins 1241011.

Key Speech Highlights

  • Stablecoins’ utility: CZ highlighted that stablecoins offer faster, cheaper cross-border payments and now surpass CBDCs in usage 12101415.
  • Bitcoin’s potential: He predicted that Bitcoin could reach $500k–$1M in this cycle 1112.
  • Support for established coins: Binance will back BTC, ETH, and BNB instead of issuing new tokens 4.

Beneficiary Rationale

  1. Dominant stablecoins: Adoption increases as governments and businesses seek the efficiencies CZ outlined 11415.
  2. Bitcoin: Attracts inflows due to bullish forecasts and its reserve-asset narrative 1112.
  3. Ethereum and BNB: Benefit from continued support from exchanges and developers 4.
  4. Strong coins with real use cases: Align with CZ’s guidance to avoid short-term risks 316.

Market Context & Risks

WebX panels indicated that regulators in the US and Japan are shaping frameworks that could further legitimize stablecoins 17. However, tokens lacking utility remain vulnerable, as CZ criticized 99.99% of crypto-AI assets 7. Investors should assess compliance, liquidity, and fundamentals before positioning themselves in the market.
Disclaimer: Not financial advice.
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180 days ago