#比特币对比代币化黄金 Industry veterans redefining the rules of the game? The recent moves by CZ, former founder of a major exchange, are worth noting.

He has shifted his main focus to the edtech project Giggle Academy, while going all in on two niche tracks—DeSci (Decentralized Science) and RWA (Real World Asset Tokenization). What’s more, he spearheaded a $2 billion-level token burn and has been actively engaging with regulators around the world.

The underlying logic behind this strategy is actually quite clear: instead of fixating on explicit metrics like trading volume and user growth, the focus has shifted to tackling two tough challenges—long-term ecological sustainability and compliant access channels for traditional capital. In other words, the transition is from “scaling traffic” to “deepening infrastructure.”

If this path proves successful, it will be a long-term positive for public chain ecosystems like BNB Chain. More importantly, the entire industry could unlock a trillion-dollar mainstream capital market through breakthroughs in compliance.

However, let’s stay rational—there are several points to consider:

Ecological value doesn’t equal surging token prices. The real focus should be on technological iteration (such as the implementation of Layer 2 solutions and AI module integration) and actual adoption rates, not short-term swings on the price chart.

Compliance can’t be rushed. Regulatory negotiations—from the table to policy implementation—can take years. Much of the current market hype is based on expectations; real regulatory dividends are still a long way off.

Don’t get carried away by narratives. The core of investment logic should be “where top-level resources are allocated” + “how far compliance barriers can be broken,” not chasing hot topics or trendy stories.

This strategic shift actually signals a trend: the focus of competition in the crypto world is moving from user acquisition battles to the race for infrastructure building and rule-setting power. The market may gradually transition from short-term speculation narratives to a stage dominated by long-term value creation logic.

The market has indeed taken a hit recently, but corrections often present opportunities for repositioning. The key is to discern which projects are truly creating lasting value and which are just capitalizing on hype.