CZ Predicts Crypto Super Cycle After SEC Eases Stance

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KEY TAKEAWAYS

CZ sees regulatory pressure easing as the missing trigger for a crypto super cycle.
Bitcoin’s current structure shows accumulation, not distribution, near key levels.
Derivatives and on-chain data support continuation if price holds above core support.

When Binance founder Changpeng Zhao says crypto may be entering a super cycle, markets listen. This time, the claim is based on a softer regulatory tone from the US Securities and Exchange Commission, a shift many traders have been waiting for.

As enforcement pressure cools and clarity improves, CZ argues that capital that has stayed sidelined for years may finally re-enter the market. Moreover, the timing matters because Bitcoin’s price structure already reflects a market that’s preparing, not panicking.

Regulation as the Super Cycle Catalyst

For years, regulatory uncertainty acted as a ceiling on institutional participation. According to CZ, the SEC’s recent posture signals a move away from blanket enforcement toward structured engagement. That matters because liquidity follows certainty, not narratives.

From a market perspective, reduced regulatory pressure lowers counterparty risk for institutions, funds, and large allocators. This aligns with recurrent data that shows long-term holder supply elevated, while exchange balances continue trending lower.

That combination historically appears during accumulation phases, not late-cycle hype. Also, CZ points to conditions that allow sustained demand to build without forced selling or legal overhangs.

In past cycles, similar structural shifts preceded extended expansion phases rather than short-term rallies.

I could be wrong, but Super Cycle incoming. https://t.co/6TLldEMmGA

— CZ 🔶 BNB (@cz_binance) January 10, 2026

BTC’s Price Structure Is Confirming the Narrative

Bitcoin continues to respect higher timeframe support zones while compressing beneath resistance. Furthermore, price action shows declining volatility, a hallmark of balance rather than exhaustion.

Data shows that open interest has cooled without triggering large-scale liquidations. That signals leverage might be resetting instead of fleeing. On the other hand, funding rates remain relatively neutral, which, for seasoned analysts, means that positioning is cleaner than it was during prior highs.

On the daily chart, Bitcoin remains trapped below the $92,000 to $94,000 resistance band, a zone that previously acted as support before breaking down.

Aditionally, the 200-week EMA sits near $67,700, far below the current price, confirming the broader uptrend remains intact. That behavior typically reflects conviction beneath the surface, with weak hands exiting and stronger balance sheets absorbing supply.

Price Starts Following Policy

Markets don’t move on statements alone. Furthermore, they move when structure and narrative align. Right now, regulatory tone, on-chain behavior, and derivatives positioning are pointing in the same direction.

If Bitcoin fails to reclaim the $92,000 to $94,000 range, the next high-probability liquidity zone sits between $88,000 and $87,500, where bids historically rebuild. That zone represents drift risk, not collapse.