Looking back now, Brother Sun and CZ are actually completely different paths.

Brother Sun leans towards macro:
Chips, energy, storage, the logic is broad, and it’s indeed forward-looking. SanDisk’s recent surge can also be considered as something he predicted.
But the problem is—
These are more like narratives from the US stock market, and may not directly translate to the crypto world.
So for tokens like FIL, AR that are “theoretically benefiting,” the market doesn’t really recognize them.
On the other hand, CZ’s previous approach:
Stablecoin payments + privacy compliance + RWA
Now looks more and more like the true main theme of this round.
Especially stablecoins.
The biggest stablecoin in the future might no longer be just USDT, but USDC backed by the US system.
CRCL’s recent strength essentially boils down to one thing:
The dollar is being tokenized on-chain.
And ONDO is more like an early positioning for RWA;
ZEC is betting on the new valuation logic after “privacy legalization.”
In plain terms, Brother Sun talks about the future world,
CZ talks about where the funds will truly flow in this round.
The market often does not reward “the grandest stories,”
but prefers:
Things that are compliant, can attract institutional money, and are accepted by Wall Street.