CZ's meme coin dilemma: Loving meme culture but indifferent to the crypto market, BSC ecosystem development is the key

CZ’s latest statement at the Chinese AMA has sparked reflection. He clearly distinguished two different attitudes: liking meme culture itself, but not being interested in meme coin trading. This seemingly contradictory view actually reflects the deep cognitive differentiation within the crypto industry regarding meme coins and reveals the genuine needs for BSC ecosystem development.

A Clear Attitude Distinction

Meme Culture vs. Coin Trading

CZ’s statement is straightforward: he likes memes, but is not very interested in meme coins personally. This does not deny the value of meme culture but differentiates two levels. One is an internet cultural phenomenon, and the other is an investment asset. This distinction is crucial.

According to recent news, CZ previously publicly warned his followers not to buy meme coins like Dogecoin, SHIB, PEPE, etc., stating “you will lose money.” He clarified that his casual posts on social media do not constitute investment advice. This time, his stance continues this logic but goes further—he acknowledges the entertainment value of meme culture while refusing to endorse the investment value of meme coins.

Why Make This Distinction

There are practical considerations behind this differentiation. According to relevant information, the current meme coin market contrasts sharply with the boom of 2021, with most new projects failing or being deemed scams. As the founder of Binance, CZ’s statements can influence prices, which is why he emphasizes “don’t take my posts as investment advice.”

Meanwhile, the recent Happy-Sci incident also serves as a warning. The project’s main creator Siyuan burned all the donations, and CZ publicly supported this move, emphasizing “donations do not mean you can command others.” Essentially, this reflects trust issues and governance chaos within the meme coin ecosystem.

The True Needs of BSC

CZ expressed hope that BSC’s infrastructure can be improved to better meet user trading demands. This is the core of his recent statement.

On the surface, this appears to be a general expectation for infrastructure. But combined with CZ’s recent actions, a deeper intention can be seen. According to reports, CZ recently invested in Genius Trading (a trading terminal connecting perpetual contract DEXs) and serves as an advisor. YZi Labs’ investment in it reached tens of millions of dollars. This indicates CZ is actively pushing for upgrades in BSC’s trading infrastructure.

As Binance’s public chain, BSC needs not more meme coin projects but better trading infrastructure, safer trading environments, and more comprehensive risk control mechanisms. CZ’s statement essentially endorses this direction.

Rational Return of the Market

CZ’s attitude shift also reflects a trend in the industry. From the meme coin frenzy of 2021 to now a more rational review of meme coins, the industry is learning.

According to reports, industry insiders like Yi Lihua believe that we are in the “dawn before the crypto bull market,” with large funds mainly in stocks and metals, and the crypto market still in accumulation phase. During this stage, the industry needs to build trust and improve infrastructure, not create more speculative assets.

Summary

CZ’s latest statement may seem simple but actually conveys three signals: first, meme culture has its value, but investing in meme coins is risky; second, the focus of the BSC ecosystem is not on the number of meme coins but on the quality of trading infrastructure; third, the industry is shifting from speculative frenzy to rational development.

For ordinary users, this means not to be fooled by the stories of meme coins. For ecosystem builders, it means investments should flow into infrastructure rather than speculative projects. For the entire industry, this is a sign of maturity.