For years, Bitcoin’s price behavior has been explained through one familiar lens: the four-year halving cycle. Changpeng Zhao, Binance’s founder, thinks that framework may be starting to break.
The founder of Binance believes Bitcoin is approaching a phase where macro forces, politics, and institutional alignment matter more than historical patterns. In his view, the market is no longer operating in the same conditions that defined previous cycles.
- CZ says Bitcoin could break out of its four-year cycle
- U.S. political support is reshaping the market outlook
- 2026 is seen as a potential turning point for prices
Speaking on CNBC from the World Economic Forum in Davos, Zhao suggested that the coming years could look fundamentally different for Bitcoin. Rather than another post-halving boom followed by a deep correction, he sees the possibility of an extended expansion that reshapes expectations altogether.
Political Tailwinds Change the Equation
A key factor behind that shift, according to Zhao, is the changing posture of the United States toward crypto. Under Donald Trump, Washington has taken a notably friendlier approach to digital assets, something Zhao believes carries global implications. When the U.S. embraces crypto, he argues, other jurisdictions are more likely to follow rather than resist.
That political signal, combined with growing institutional participation, could weaken the old cycle-driven model. Zhao pointed out that Bitcoin no longer trades in isolation. When it moves, the entire market responds, but the forces driving those moves are now broader than miner rewards and retail speculation.
Why 2026 Matters
Instead of focusing on the current year alone, Zhao highlighted 2026 as a potential inflection point. He described it as a moment when Bitcoin’s trajectory could diverge from anything seen before. While he avoided assigning a specific price level, his confidence was rooted in long-term momentum rather than short-term volatility.
From a multi-year perspective, Zhao said, the direction looks increasingly obvious. Over a five- to ten-year horizon, he believes growth is the dominant trend, regardless of interim pullbacks.
Not everyone in the industry has been as restrained. Brad Garlinghouse has publicly floated a Bitcoin target near $180,000, while Arthur Hayes has suggested prices could climb as high as $200,000. Together, those forecasts reflect a growing belief that Bitcoin is transitioning into a new phase shaped by policy and capital flows rather than simple supply shocks.
Clearing the Air on Trump Connections
Zhao also addressed speculation surrounding his relationship with Trump, firmly rejecting claims of any personal or political coordination. He said he has never spoken with the president and has no direct involvement with Trump-related crypto initiatives.
The rumors intensified after reports emerged that Abu Dhabi-based investment firm MGX deployed roughly $2 billion into Binance using USD1, a dollar-backed stablecoin associated with World Liberty Financial. Because the platform is backed by Trump and his family, some observers questioned whether the investment played a role in Trump’s decision to pardon Zhao last year.
Zhao dismissed those claims outright. He explained that MGX’s use of USD1 was a practical decision rather than a political one, noting his preference for crypto-based payments over traditional banking channels. According to him, the closest interaction he has ever had with Trump was seeing him from a distance at Davos.
Still, Zhao acknowledged one reality: a pro-crypto U.S. administration benefits the entire industry. Whether or not a “supercycle” ultimately materializes, his comments highlight a broader shift in how Bitcoin is being evaluated – not just as a cyclical asset, but as one increasingly influenced by geopolitics, regulation, and long-term capital.
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Source: https://coindoo.com/bitcoin-could-enter-a-supercycle-in-2026-binance-founder-predicts/