WuBlockchain Podcast

In this BNB Chain 2025 Year-End AMA, CZ reflects on a year that marked a turning point both for him personally and for the broader crypto industry. He talks about how life changed after receiving a pardon, and how his focus has shifted toward education, early-stage investing, ecosystem mentorship, and advising governments on crypto policy. The discussion spans key milestones across BNB Chain, Giggle Academy, YZi Labs, and Binance, highlighting renewed growth momentum on BNB Chain, continued adoption of stablecoins, and the emergence of prediction markets as an increasingly important on-chain use case. CZ also shares his perspectives on the evolution of stablecoins, the rise of AI agents, real-world asset (RWA) tokenization, and where crypto infrastructure may be headed in 2026 and beyond.Timeline:Host Interview with CZ00:00 Life after the pardon and personal reflections01:20 Four core focus areas: Giggle Academy, YZi Labs, BNB Chain ecosystem mentorship, and government advisory work05:02 Key 2025 milestones: education, BNB Chain growth, investment pace, and Binance user scale08:32 Why prediction markets are gaining momentum and how CZ views multi-team competition13:09 Stablecoins as a turning point in crypto infrastructure discussions15:39 Stablecoin "1.0 vs 2.0," yield mechanisms, regulation, and opportunities on BNB Chain17:42 What CZ looks for in founders and mission-driven teamsCommunity Q&A21:22 Advice for technical builders transitioning into business and leadership roles23:58 Lessons from BNB Chain's early "undervalued" phase and a long-term mindset27:51 Why stablecoin competition is not a zero-sum "horse race"31:47 Crypto social platforms versus X and the value of native crypto communities36:07 Early-stage prediction markets: execution over current features39:38 BNB Chain's future goals and CZ's advisory role41:50 Views on real-world asset tokenization, AI, robotics, and DePIN45:34 AI trading agents, the limits of shared strategies, and future adoption paths

At Binance Blockchain Week 2025, held on December 3–4 in Dubai, Tom Lee-Co-founder of Fundstrat and Chairman of BitMine-delivered a keynote titled "The Crypto Supercycle Intact." In his speech, he systematically outlined his long-term bullish thesis on the crypto market. His core arguments included: why tokenization is the defining theme of 2025; why he believes Bitcoin and Ethereum have already bottomed; how the traditional four-year cycle is being disrupted; why Ethereum is positioned as foundational infrastructure for the future global financial system; and why Digital Asset Treasury (DAT) companies will play a critical role in the next phase of crypto financialization.Tom Lee argues that Bitcoin's cyclical logic is being reshaped by industrial and inflation cycles, rather than the familiar four-year halving pattern. On tokenization, he emphasizes that the true transformation goes far beyond simple "digitization of assets." In his view, the future of finance involves deep financial decomposition and reconstruction, where stocks, cash-flow streams, product lines, and even the implied economic value of a CEO can be fragmented, priced, and tokenized-enhancing transparency, predictive power, and hedging efficiency across capital markets. He also describes how BitMine, as a representative DAT, aims to serve as a bridge between Wall Street and the crypto ecosystem.Text summary: LinkTimeline:00:00 Context of the speech: Tom Lee's professional roles and why he addresses crypto amid a market pullback01:36 Five themes overview: tokenization, market cycles, Ethereum, institutional opportunity, and digital asset treasury companies02:53 Reviewing a decade of asset performance: why crypto remains the strongest asset class03:55 Major positive developments in 2025: policy support and institutional adoption05:39 Tokenization becomes the core narrative of 2025: Ethereum's "ChatGPT moment"06:36 Long-term growth potential: adoption remains extremely low07:46 Assessing the market bottom: mispricing, deleveraging, and structural changes08:26 Discussion of Bitcoin's drawdown: is the four-year cycle still valid?09:36 Fundstrat model adjustments: incorporating Tom DeMark's timing indicators11:22 Dissecting the Bitcoin four-year cycle: why it may be breaking down13:40 Price implications: if the cycle breaks, Bitcoin could set new highs in January14:10 Why Ethereum is the future financial infrastructure15:41 Continued Ethereum upgrades: reinforcing its ecosystem position16:27 ETH/BTC valuation breakout: structural repricing ahead17:39 The true value of tokenization: from digitization to financial decomposition19:56 Prediction markets + tokenization: a new architecture for capital markets21:18 Strategic role of DATs in bridging TradFi and DeFi

In this interview, Ben Fisch, the founder of Espresso, elaborates on the project's technological innovations aimed at solving the fragmentation problem in Web3 blockchain ecosystems. Espresso seeks to address these challenges by offering high-speed finality and supporting Layer 2 technologies, facilitating efficient communication between different blockchains. Ben details how the project leverages improvements in consensus mechanisms and innovative technologies, such as erasure coding and zero-knowledge proofs, to reduce cross-chain latency and improve interchain interaction. He also discusses Espresso's appeal to top developers and investors, as well as its future market positioning and tokenomics model.Text summary: LinkTimeline:00:00 Origins of Espresso and Its Initial Goals03:07 The Impact of AI and Crypto Talent Competition04:17 The Causes of Web3 Fragmentation08:07 Why Digital Finance in Web3 is Still Fragmented08:37 Espresso's Technological Innovations and How It Differs from Traditional Blockchains09:00 The Advantages of Espresso in Supporting Layer 2 and Its Performance Features10:16 How Espresso Solves Cross-Chain Interaction and Finality Issues12:33 Espresso's Consensus Mechanism and Cross-Chain Communication15:08 Espresso's Consensus Design and Achieving Fast Finality18:21 How Espresso Uses Zero-Knowledge Proofs for Real-Time Cross-Chain Communication20:55 How Espresso Supports Multi-Chain Ecosystems and Bridges to Other Chains21:23 The Benefits of Espresso for Rollup Projects23:32 Rollups' Demand for Espresso and Use Cases24:46 The Value of Espresso's Token and Network Effects26:28 Reasons for Introducing the Token and Future Value Drivers29:43 Espresso's Future Vision and Market Positioning

At Binance Blockchain Week 2025, held in Dubai on December 3–4, Binance founder CZ participated in a group media interview. The Q&A covered topics such as crypto payments, digital asset treasuries, U.S. policy shifts, Giggle Academy, life perspectives, and more.CZ emphasized that payments remain crypto's biggest unresolved challenge, that successful Web3 founders must be product- and user-driven with long-term focus, and that while the DAT model is viable, its risk depends on management. He noted that renewed U.S. regulatory openness will unlock major opportunities, mainstream adoption requires regulatory clarity, infrastructure and enterprise integration, crypto is already improving financial access in developing countries, and education, philanthropy, and ecosystem development will be his personal priorities going forward.Text summary: LinkTimeline:00:00 Why Crypto Still Hasn't Solved Payments02:44 Binance's Early Vision, Organizational Evolution, and Regulatory Dynamics04:04 What Makes Founders Survive the Next Cycle: Product Focus & Long-Termism05:18 CZ on Life, Uncertainty, and What Truly Matters07:17 Sustainability and Risk Profile of the Digital Asset Treasury (DAT) Model10:33 After the Trump Pardon: Will the US Become a Core Crypto Market?12:53 How CZ Maintains Mental Health Amid Media Pressure16:22 Keys to Mainstream Adoption: Regulatory Clarity & Financial Integration19:51 How Crypto Brings Real Value to Emerging Markets23:15 Giggle Academy: Education Mission, Content Expansion & Community Funding26:52 CZ's Philanthropy Priorities and Social Impact Projects30:50 When a Billion People Use Web3: Abstraction & the Future of UX33:11 Binance's New Leadership Structure & CZ's Future Focus37:28 Daily Habits Behind CZ's Success: Learning & Staying Healthy

At Binance Blockchain Week 2025, Binance founder CZ and Euro Pacific Asset Management CEO & Global Strategist Peter Schiff engage in a fiery debate over the value and future of Bitcoin versus tokenized gold. Peter argues that tokenized gold, backed by tangible reserves, offers superior stability and real-world utility. CZ counters that Bitcoin, as a decentralized and borderless digital asset, carries unique technological advantages and growing global demand despite volatility. The two clash on payment use cases, investment value, technical foundations, and long-term prospects, ultimately holding firm to their opposing views.Text summary: LinkTimeline:00:00 Peter explains the practical use and value backing of tokenized gold04:16 Peter argues Bitcoin is like fiat money with no backing05:34 CZ presents physical gold on stage and raises the issue of verifiability09:03 CZ: Bitcoin, like the internet, is intangible yet still valuable11:45 Peter emphasizes Bitcoin has "no real utility," therefore no intrinsic value13:44 Peter explains why gold can serve as a central bank reserve asset17:12 Debate on whether Bitcoin qualifies as "money"22:29 CZ highlights Bitcoin's utility in payments and as a store of value25:25 Peter claims Bitcoin resembles a Ponzi structure27:01 Peter: Despite major tailwinds, Bitcoin's price has fallen over the past four years31:05 Peter argues Bitcoin's wealth effect comes from wealth transfer33:04 CZ shares a real example of how Bitcoin improved a user's life in Africa36:31 Debate over whether crypto payment cards actually use crypto for payments42:00 Dispute over whether Bitcoin can store value45:55 Discussion on whether speculators dominate Bitcoin's price49:25 Peter reiterates Bitcoin is purely speculative and lacks real value54:00 Debate concludes: both sides firmly maintain their positions