Changpeng Zhao, known as CZ, said in a recent Binance Square AMA that two areas could attract more crypto capital and builder attention: real-world asset tokenization and blockchain-based prediction markets tied to major events. He pointed to gold, rare minerals, water, and salt as examples of physical resources that could move onchain.
Tokenizing physical resources could unlock funding before delivery
CZ said governments may use tokenization to turn illiquid natural resources into assets that can support immediate financing, with physical delivery happening later. In his view, once an asset is tokenized, an economy can form around that asset class. He referenced untapped gold reserves, rare earth minerals, and high-quality water as cases where blockchain rails could open new forms of market activity.
He also singled out drinking water, saying that on a per-liter basis it can be more expensive than oil, which makes it a notable candidate for tokenization. CZ added that governments are increasingly exploring ways to connect these resources to blockchain ecosystems. The idea, as he described it, is not limited to issuance of tokens; it also involves building infrastructure and economic activity around resources that previously lacked liquidity. That structure could help countries fund infrastructure projects more efficiently.
World Cup and elections seen as natural drivers for prediction markets
Beyond RWAs, CZ said prediction markets could see strong growth. He mentioned events such as the World Cup, elections, and other major global developments, arguing that they draw intense public interest and create room for hedging and speculation. Those conditions could support a larger market for onchain prediction products.
He described these markets as relatively more predictable than some other emerging crypto sectors, even if participation can still spike unexpectedly. Large public events, in his view, offer practical opportunities to test blockchain-based prediction mechanisms and bring in a wider audience.
CZ says the next hot sector may still come from nowhere
CZ also warned that long-term trends remain uncertain. He said crypto often produces sectors that no one expects in advance, only for them to suddenly become the focus of capital and developer attention. So while RWA tokenization and event-driven prediction markets stand out in his current view, he left room for entirely different categories to emerge later.
His comments centered less on any single token or platform and more on where the market’s structural attention may shift: putting tangible resources onchain and building tradable markets around major events. Whether capital follows that path will depend on how these ideas are implemented.