According to Woofun AI, Changpeng Zhao identified geopolitical tensions, capital migration to the AI sector, and the four-year market cycle as primary drivers behind the crypto market's sluggish performance in 2026. He noted that Bitcoin declined approximately 50% from its October peak, attributing this to a multi-factor convergence rather than a single cause.

赵长鹏 expressed long-term optimism, viewing the shift of 'hot money' into AI as beneficial. He anticipates continued growth in fintech service demand alongside rising trading volumes and expects the US 'CLARITY Act' to be enacted by year-end.