CZ's 24-hour "reversal": from optimistic about the super cycle to "unpredictable," what exactly is he thinking?

From yesterday’s optimism to today’s caution, CZ has completed a thought-provoking attitude adjustment within 24 hours. On January 10th, he said “Super cycle is coming,” and just one day later clarified, “One tweet doesn’t change much, and I can’t predict the future.” This isn’t a contradiction but rather a more meaningful question: as the policy window in the crypto market opens, why has the most influential voice in the industry become more cautious?

The Logical Differences Behind the Two Tweets

The shift from optimism to caution

On January 10th, CZ reposted a tweet indicating that the U.S. Securities and Exchange Commission had removed crypto assets from its 2026 key risk list, and he commented, “I might be wrong, but it looks like the super cycle is coming.” This tweet sent a clear positive signal.

However, by January 11th, CZ’s follow-up comment appeared more restrained: “One tweet doesn’t change anything. I can’t predict the future either, so let’s keep accumulating.”

What does this shift reflect? It’s not CZ changing his view but clarifying a potentially misunderstood issue: one tweet should not be the basis for investment decisions.

The complete picture of the background information

According to the latest news, several key events occurred during this period:

• The SEC removed the risk label from crypto assets (policy positive)
• Wells Fargo bought $383 million worth of Bitcoin (institutional buy-in)
• Binance’s Meme coin surged over 20% due to CZ’s comment (public opinion heat)

These events, when combined, can easily lead the market to expect a “super cycle.” But CZ’s clarification precisely indicates that he sees this expectation as possibly excessive.

CZ’s True Investment Logic

“Continuing to accumulate” is the key phrase

CZ emphasizes “continuing to accumulate” rather than “immediately bottom-fishing” or “waiting for explosion.” These three words reveal his true attitude:

The fundamentals are indeed improving (policy, institutions), but he can’t predict exactly when or how the explosion will happen. Since the timing is uncertain, the most rational approach is to keep accumulating high-quality assets.

The double-edged sword of influence

The incident involving Binance’s Meme coin perhaps gave CZ a lesson. His words can cause a Meme coin to surge to a market cap of $140 million, which shows how sensitive the market is to his statements. Because of this, he needs to be more cautious with his wording to avoid being perceived as “encouraging chasing highs.”

What does this tell us?

CZ’s attitude shift actually reflects the thinking of a mature investor:

This is not a contradiction but a distinction between “direction judgment” and “timing grasp.”

Summary

CZ’s clarification is essentially saying: the fundamentals are indeed improving, but don’t treat a tweet as an investment signal. There are always people in the market trying to extract “wealth secrets” from every word of industry leaders, but the real logic is—when certainty increases, keep accumulating, rather than betting on the exact timing of a breakout.

That’s also why he emphasizes “one tweet doesn’t change much.” In an era of information explosion, this statement itself is the clearest voice of sobriety.