CZ Zhao predicts bitcoin will surpass gold's market cap in the next bull market, with stablecoins driving AI adoption.
Macro & Markets ·
Binance co-founder Changpeng 'CZ' Zhao predicted at Bitcoin Asia 2026 that bitcoin could surpass gold's market capitalization during the next bull market. Zhao also identified stablecoins as a key driver for artificial intelligence integration, suggesting their role will be central to the next phase of crypto adoption.
The prediction positions bitcoin as a store-of-value competitor to gold, a comparison that hinges on market conditions during the projected bull cycle. Stablecoins' capacity to facilitate frictionless transactions is viewed as foundational to enabling AI systems to operate on blockchain infrastructure, though the specific mechanics of how stablecoins would accelerate AI adoption remain undetailed in the statement.
The timing and precise conditions under which bitcoin could reach gold's market cap—currently in the range of tens of trillions—remain unspecified. How stablecoin infrastructure would be deployed or whether regulatory environments would support such adoption at scale are questions left open.