CZ: Crypto ‘tiny’ now, blockchain’s long-term promise ahead.

Binance Founder CZ Says Crypto Market Is Still 'Tiny' With Massive Unrealized Upside Potential

  • Changpeng Zhao said the crypto market is still ‘tiny’ and blockchain’s long-term uses remain ‘unrealized’.
  • Less than 10% of the global population has engaged with crypto so far, highlighting early-stage adoption.
  • The crypto market’s roughly $3 trillion size is small compared with about $130 trillion in global equities.
  • Binance Coin (BNB) traded at $887.34, up 1.4% over the past day, and retail sentiment around BNB moved toward extremely bullish.
  • Industry voices urged that crypto is shifting from payment rails to broader value-producing infrastructure, calling current progress “just the beginning.”

Changpeng Zhao, founder of Binance, wrote on Saturday in a post on X that the global crypto market is still ‘tiny’ while the broader potential for blockchain in payments and digital infrastructure remains ‘unrealized’. The company is noted as having a market cap of $1.22 billion and is among the largest exchanges by trading volume.

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Binance Coin (BNB) was trading at $887.34, up 1.4% over the past day. Retail sentiment on social channels shifted from bullish to extremely bullish, while chatter around the token stayed at normal levels over the same period.

Several users on X echoed Zhao’s view that adoption is early. OpenLedger replied that crypto is transitioning from “financial rails into value-producing infrastructure,” calling the current phase “just the beginning” in a post linked here.

Adoption metrics were highlighted by another user who noted via X that under 10% of the global population has interacted with crypto so far, suggesting room for wider uptake.

Market-size comparisons also appeared on social media. A crypto research account compared the digital-asset market’s roughly $3 trillion capitalization with an estimated $130 trillion global stock market in a post available here, arguing digital assets remain small relative to traditional markets.

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Earlier commentary from Zhao — posted here — argued that only a small share of AI-related tokens will succeed and that long-term Bitcoin holders outperform most active crypto strategies. He said just 4% of a 5% cohort trade or allocate to blockchain initiatives and that those traders do not beat a buy-and-hold Bitcoin approach.

Changpeng Zhao founded Binance in 2017, stepped down as chief executive in 2023, and continues to comment publicly on crypto topics.

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