Core Insights - Changpeng Zhao (CZ) has revised his earlier prediction of a Bitcoin "supercycle" for 2026 due to market turbulence and criticism [1][2] - The crypto market is currently viewed as highly unpredictable, influenced by misinformation and global macroeconomic factors [3][4] Market Sentiment - CZ's initial confidence in a multi-year bull run was based on institutional adoption and favorable regulations, but recent events have led to a more cautious outlook [3][5] - Bitcoin has recently dropped to yearly lows below $75,000, while gold and silver have lost over $10 trillion in market value [3] Factors Influencing Market Dynamics - Macroeconomic instability, including rising inflation and uncertain monetary policies, is affecting crypto valuations [6] - Geopolitical tensions and policy changes are increasing market uncertainty [6] - Market FUD (fear, uncertainty, doubt) has caused rapid price fluctuations and significant liquidations, exemplified by a $500 million event on January 29-30, 2026 [6] Long-term Outlook - Despite short-term challenges, long-term prospects for Bitcoin and crypto remain, driven by factors such as institutional adoption, regulatory clarity, and technological advancements [7] - CZ encourages the crypto community to focus on long-term strategies like "buy and hold" rather than reacting to market noise [5][4]

4. Have seen some twisted FUD on this "buy and hold" tweet. It obviously does not apply to every coin.If you "buy and hold" all crypto ever created, you know how your portfolio will perform. Same as if you bought every internet or AI projects/companies... 🤷‍♂️In any industry, majority of companies/projects will fail. The few successes will perform exponentially.Lastly, if you find any of my tweets useless, feel free to unfollow. Out of sight, out of mind.Attacking someone is the worst use of your time. Spen ...

RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🔥 CZ: Very few can beat the simple "buy and hold", which is what I do. https://t.co/mK0nqlYrlI ...

🔥 CZ: Very few can beat the simple "buy and hold", which is what I do. https://t.co/mK0nqlYrlI ...

🚨 BIG: CZ says that very few strategies can beat the simple "buy and hold". https://t.co/3Y5SILLuIV ...

💰NOW: @CZ_BINANCE says few trading strategies can outperform the simple buy and hold.Over time, $BTC and altcoins holders (like $BNB) have seen massive growth by simply holding their assets long term.Easy play for low stress gains. (NFA) https://t.co/rX72JyvLjy ...

JUST IN: Binance Founder CZ says very few trading strategies beat the simple "buy and hold" strategy. ...

I've seen many different trading strategies over the years, very few can beat the simple "buy and hold", which is what I do.Not financial advice. ...

Core Insights - The article emphasizes the importance of long-term value creation in investment strategies, inspired by successful investors like Buffett and Ackman [2] Investment Philosophy - The investment approach focuses on identifying and acquiring shares in "extraordinary companies" that have strong competitive advantages, such as monopolies or duopolies [2] - The strategy involves a "buy and hold" philosophy, acquiring exceptional companies when they are undervalued and retaining them to benefit from compound interest [2] Market Positioning - The targeted companies are characterized by robust competitive moats and substantial growth opportunities with predictable revenue streams [2]