ChainThink reports that, on August 27, at the Bitcoin Asia 2026 conference in Hong Kong, Changpeng Zhao stated that it is difficult to predict the catalyst for the next cycle, but RWA and AI sectors are showing strong momentum. Established sectors such as stablecoins, centralized exchanges, decentralized exchanges, and meme tokens will continue to grow, and NFTs may return in some form.
Zhao Changpeng revealed that he has discussed the possibility of issuing tokens with several leading AI companies.
Due to the massive capital required to build data centers—approximately $30 to $50 billion per gigawatt of computing power—some AI companies planning to construct hundreds of gigawatts of computing capacity in the coming years are considering issuing data center tokens that grant holders future access to computing power.
Regarding AI agent payments, Zhao Changpeng believes that payment use cases may lag behind trading use cases. Currently, AI companies are primarily focused on enabling agents to find optimal trading strategies, as trading scenarios require AI to process information rapidly, potentially improving trading efficiency by about 10 times.