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Investment Analysis of #YZILabs (formerly Binance Labs) in Q4 2025: Where the Venture Giant Is Placing Its Bets

The activity of YZi Labs (formerly Binance Labs) has traditionally served as a barometer of trends in the crypto industry. Its investment portfolio for Q4 2025 reveals the strategic priorities of one of the most influential venture funds in the blockchain space. This analysis highlights the key directions the fund is betting on and helps explain its logic in building the ecosystem of the future.

Investment Allocation by Sector

Based on an analysis of 11 investment deals, four key focus areas stand out:

Finance and DeFi (5 projects):

Better Payment Network (Seed, Oct 15) – payment solutions
Temple (Seed, Oct 16) – financial services
Standard Money (Strategic, Nov 3) – decentralized finance
AllScale (Incubation, Dec 3 and Seed, Dec 8) – scalable financial solutions

Prediction Markets (2 projects):

predict fun (Incubation, Dec 2)
Probable (Incubation, Dec 16)

Blockchain Infrastructure and Services (3 projects):

APRO (Strategic, Oct 21) – blockchain services
Sign (Strategic, Oct 21) – infrastructure
Funes (Founding, Nov 6) – blockchain services

Education (1 project):

Open Campus (Strategic, Oct 20)

Key Investment Trends
1. Strategic Focus on Financial Infrastructure

45% of investments are directed toward the financial sector, indicating a systemic approach to building Web3 financial infrastructure. Notably, the fund invests both in core payment solutions (Better Payment Network) and in more complex financial structures (AllScale, Standard Money). This demonstrates a “full-cycle” strategy—from basic transactions to sophisticated financial instruments.

2. Double Bets on High-Potential Areas

The fund applies a “duplication” strategy in the most promising sectors:
Two deals with AllScale (incubation and seed rounds) signal a strong interest in scalable financial solutions.Two projects in the prediction markets segment (predict fun and Probable) reflect confidence in the growth of this vertical.

3. Balance Between Infrastructure and Applications

YZi Labs maintains a balanced portfolio: 27% of investments go into infrastructure projects (Sign, APRO, Funes), creating a foundation for application-layer development in other sectors. This approach resembles building “roads and bridges” before developing “cities.”

4. Long-Term Investment in Education
Including the educational project Open Campus in the portfolio shows an understanding of the importance of human capital development for the sustainable growth of the entire ecosystem.

Investment Round Characteristics
The analysis highlights YZi Labs’ strategic flexibility.

By round type:

Incubation: 3 projects (27%)
Seed rounds: 4 projects (36%)
Strategic rounds: 4 projects (36%)Founding round: 1 project (9%)

By timing:
October: 5 deals (45%)November: 2 deals (18%)December: 4 deals (36%)

Conclusions and Takeaways

Where YZi Labs Is Placing Its Bets:
Scalable Financial Ecosystem

The primary bet is on building a comprehensive Web3 financial infrastructure capable of competing with traditional systems. Projects like AllScale (which received double funding) and Standard Money could become the backbone of the next generation of DeFi.
Information Markets as a New Asset Class

Investments in two prediction market projects indicate a belief that forecasting markets will become a meaningful part of the crypto economy, combining finance, data, and social interaction.
Foundational Infrastructure

Support for blockchain services and infrastructure solutions reflects an understanding that application growth requires a robust technological foundation.
Ecosystem Approach

YZi Labs is not merely building a portfolio of isolated projects, but a connected ecosystem in which infrastructure supports financial applications, and educational initiatives ensure a steady influx of users and developers.
• Early and multiple bets — The fund is actively involved at early stages (incubation, seed) and, in promising areas, places several bets in parallel, diversifying risk.

• Horizontal and vertical integration — Investments span multiple layers of the technology stack (from infrastructure to applications) and adjacent sectors (finance, education, prediction markets).

• Long-term vision — The inclusion of an education-focused project highlights an orientation toward sustainable, multi-year ecosystem development rather than short-term financial returns.

The investment activity of YZi Labs in Q4 2025 reflects a mature, systematic approach to building a blockchain ecosystem. Instead of chasing short-term trends, the fund is constructing a balanced portfolio that combines infrastructure projects, financial innovation, and educational initiatives. This strategy aims to create a resilient, multi-layered ecosystem capable of becoming the foundation for the next stage of Web3 development.

Where is the bottom for #1inch ?
There is publicly available information about the participation of YZi Labs (formerly Binance Labs) in the Series B round, which resulted in a loss of 0.1x ROI based on a token sale price of 1.50 USDT.
Fundraising rounds such as Seed, Series A, and Community Token Distribution (x2) are considered private.
At the moment, technical analysis only allows us to identify that the asset price is moving toward ATL (All-Time Low) levels, which stand at 0.1039 USDT.
The daily timeframe (TF) clearly shows the price consolidating below the IBM SHORT support (currently acting as resistance), while also forming a bear flag pattern.
In the medium term, a further decline and a retest of the double bottom formed on November 4 and December 31, 2025 can be expected.
A full trend reversal into a long position should only be considered if the asset price reaches and holds above the resistance range between 0.2066 and 0.2137 USDT.
#YZILabs

Why did the venture giant bet on the “invisible” trading terminal of the future?
The venture arm YZi Labs (formerly known as Binance Labs) continues to shape trends in the crypto industry. Its latest investment, made as part of the Genius funding round, is more than just a capital injection. It is a strategic bet on the future of decentralized trading, where privacy, cross-chain interaction, and liquidity aggregation are becoming basic needs for experienced traders.
Let’s break down what Genius is and why it caught the attention of one of the most influential investors in the space.
1. What is Genius? Not just another interface.
Genius positions itself as an advanced on-chain trading terminal—but that description is too modest. In short, it is a unified portal for trading across more than 300 DEXs on 8 networks, including Solana, Ethereum, BNB Chain, Arbitrum, and others.
1.1 It is not an exchange or a market maker. Its strength lies in aggregating the best execution paths (routing) and delivering optimal order execution.
1.2 Core philosophy: abstract away all the complexity of multichain trading and give users a single, powerful, and private tool.

2. “Killer” features that set Genius apart
It is likely these technological advantages that became the decisive factor for YZi Labs.
2.1 Ghost Orders: The key innovation. The system enables fully invisible transactions by splitting large orders into hundreds of smaller ones and distributing them across up to 500 wallets. This minimizes frontrunning and the market impact of large trades—a major pain point for many professional DeFi traders.

2.2 Native cross-chain bridge (Genius Bridge Protocol): Users can trade directly across different blockchains from a single interface (for example, buying a token on Solana while selling an asset on Arbitrum). This removes the need for third-party bridges and saves time.
2.3 Full self-custody and security: The private-key infrastructure is built in partnership with Turnkey , a leader in non-custodial key management. The project has undergone multiple audits by Halborn, Cantina, and other respected firms—critical for building trust.
2.4 Genius Points program and gamification: The project launched a program with 50 million GP points for trading, a high-reward referral system (up to 45%), and a badge system. This is a powerful tool for attracting and retaining liquidity.
3. Market analysis: Why does YZi Labs’ bet look justified?
3.1 Filling a market gap: Aggregators already exist, but Genius offers a unique combination of privacy + native cross-chain functionality + broad network support (including Solana and Sui). As shown in their comparisons, alternatives (Axiom, BullX, etc.) do not cover this full feature set.
3.2 Focus on B2B2C and the institutional segment: Features like Ghost Orders and secure infrastructure directly address the needs of pro traders, funds, and “whales,” whose actions on public DEXs are easy to track. With its extensive network, YZi Labs sees strong scaling potential precisely in this segment.
3.3 Strategic synergy: Despite separating from Binance, YZi Labs retains deep expertise in ecosystem building. Investing in an infrastructure project that improves user experience and liquidity across DeFi aligns with the industry’s long-term development logic
4. A practical view for traders: is it worth trying?
4.1 Who it’s for: Primarily experienced DeFi users who actively trade across multiple networks, value privacy, and are tired of high slippage on large orders.
4.2 Risks and nuances: Despite audits, any complex DeFi application carries smart-contract risks. In addition, users must trust Turnkey’s architecture. Beginners should first focus on learning the basics.

4.3 What to Watch Next: Key Metrics for Evaluating Project Success — total trading volume (TV) through the platform, the number of active users, and expansion of the list of supported networks and DEXs.

YZi Labs’ investment in Genius is not about hype around a memecoin. It’s a bet on fundamental improvements to DeFi infrastructure. Genius addresses real, long-standing pain points for professional traders: lack of privacy, fragmented liquidity across networks, and the complexity of management.
If the Genius team can execute flawlessly on what they’ve announced, ensure stable bridge operations, and attract a critical mass of users, the project has every chance to become a new standard for on-chain trading. YZi Labs, it seems, believes precisely in this scenario.

#Trading #investments #YZILabs #Cryptocurrencies #Privacy