The crypto market may be entering a potential super cycle, driven by a major shift in US regulatory stance toward digital assets.

Binance founder CZ predicts this crypto super cycle could emerge from new US regulatory policy toward digital assets, though he cautions about uncertainty.

Experts urge caution, noting that legislative progress alone does not guarantee steady or rapid growth, and the supercycle may not materialize quickly.

The CLARITY Act is set for Senate markup soon, with the aim of resolving SEC-CFTC jurisdiction disputes and creating a unified compliance regime.

Attention centers on the January 15 Senate Banking Committee markup of the CLARITY Act, which could unify agency jurisdiction and streamline regulation.

CZ tempered expectations, saying he cannot predict the future and that outcomes could be modest or delayed, underscoring near-term uncertainty.

The GENIUS Act, enacted in July 2025, created the first federal framework for payment stablecoins, integrating them into the US financial system and providing legal clarity.

Regulators have signaled a shift away from an enforcement-heavy approach, with the SEC removing crypto from its 2026 Examination Priorities list and re-focusing on AI and vendor risk, while maintaining certain crypto obligations.

Institutional capital is flowing into crypto, with JPMorgan and Morgan Stanley developing crypto-focused products and spot Bitcoin ETFs drawing more than $56 billion since their 2024 launch.

Market skepticism remains strong, as analysts note macroeconomic and regulatory factors may not guarantee a sustained sprint, and even CZ cautions that the future is not predictable.