CZ: BNB Should Be Positioned as the Native Currency for AI Agents, All Chains Must Be AI Ready
Former Binance CEO CZ stated at the Consensus Miami 2026 conference that the future positioning of BNB should be as the native currency for AI Agents, and all blockchains need to be "AI Ready" to support agent payments and AI tool protocols like MCP.
He emphasized that cryptocurrencies should become the most native and efficient means for AI Agents to conduct cross-border payments.
CZ also revealed that the funding allocation for YZi Labs, in which he is involved, is: 70% invested in blockchain, 20% in AI, and 10% in biotechnology.
Regarding RWA, CZ's attitude has shifted: "A year ago, I thought RWA was overvalued; now I have changed my view, RWA is real and currently undervalued."
Source: Public Information
ABAB AI Insight
CZ's statement marks a strategic shift from traditional trading operations to building AI Agent economic infrastructure. Binance has previously launched several AI tools and deepened the BNB Chain ecosystem, and this clear positioning of BNB as the "native currency for AI Agents" redefines the future direction of BNB Chain.
In terms of capital allocation, the 70% investment in blockchain by YZi Labs reflects CZ's long-term confidence in underlying public chains, while the 20% allocation to AI shows his determination to position for the era of agents. The 180-degree shift in attitude towards RWA indicates an increased support for the tokenization of real-world assets, which is expected to drive more traditional assets onto the blockchain.
Similar public chains like NEAR and Solana are accelerating AI integration, and BNB Chain is currently undergoing a strategic upgrade from a transaction settlement chain to an AI Agent payment and computing platform.
Essentially, this represents a reconstruction of the industrial chain: by repositioning BNB, CZ is transforming the blockchain from a mere value transfer network into a native payment and collaboration layer for AI Agents, reallocating capital from traditional DeFi and CEX trading fees to AI Agent economic infrastructure. Mechanically, this lowers the threshold for agent cross-border payments through protocols like MCP, accelerating the deep integration of AI and blockchain.
ABAB News · Cognitive Law
The best currency is not the one with the highest trading volume, but the one that AI Agents are most willing to automatically choose. When the founder of a top exchange defines a chain as the native currency for AI Agents, the next generation of the payment war has already begun. The perception shift of RWA from "overvalued" to "undervalued" is just a turn in industry cognition.