Investment scale AUM
$2.92B
YZi Labs
头部机构加密项目风投部门2017 成立
YZi Labs, formerly Binance Labs, is a crypto venture arm focused on Web3, AI, and biotech, with an emphasis on founder support and long-term fundamentals. It is widely watched for its strong visibility in the global crypto and frontier-tech ecosystem and its steady investment pace.
Invested projects
218Unicorns
0Overall influence
92/10001
Organization Profile
Based on 229 historical investments · AI analysis
YZi Labs , formerly Binance Labs, is a crypto venture arm focused on Web3, AI, and biotech, with an emphasis on founder support and long-term fundamentals. It is widely watched for its strong visibility in the global crypto and frontier-tech ecosystem and its steady investment pace.
Since 2018, YZi Labs has remained active, with 229 disclosed deals across 218 projects and 22 deals in the last 12 months, indicating a consistent deployment rhythm. Its stage coverage is broad, spanning Pre-Seed, Seed, Strategic, and even IPO participation; among the 122 disclosed deals, total disclosed capital is about US$2.922 billion, suggesting a multi-stage, follow-on-friendly style.
YZi Labs favors high-conviction themes such as Web3, AI, and biotech, with an emphasis on fundamentals, long-term impact, and founder support. The portfolio is built across early-stage and strategic rounds, combining seed exposure with ecosystem-oriented strategic investments; its co-investment and partnership capability appears strong, though public disclosure on decision-making is limited.
4.6/ 5.0 Overall
Investment accuracy4.6
Exit efficiency4.4
Brand influence4.7
Theme judgement4.8
Synergy capability4.9
Activity consistency3
↗AI Advantage Case· 4
- 交易覆盖广，累计披露229笔，近12个月仍保持较高活跃度。
- 主题判断清晰，长期聚焦Web3、AI与生物技术等前沿方向。
- 品牌与生态协同强，前身背景带来较高市场可见度与合作资源。
- 多阶段布局能力较强，既覆盖早期也参与战略轮与IPO。
↘AI Risk Case· 3
- 公开信息对单笔投资逻辑、退出案例与回报质量披露有限。
- 组合横跨多赛道与多阶段，若主题轮动变化，业绩波动可能加大。
- 早期与战略并行布局虽增强覆盖面，但也可能带来管理与协同复杂度。
02
Investment Preferences
Core strategy
以 Web3 为主轴，叠加少量 AI 与 RWA 机会，覆盖种子到战略轮并保留少量后期配置；整体偏跟投与生态协同，少数高确定性项目会主动加码。
Comparative advantage
依托超高关注度与生态入口，能在项目早期形成强触达和高转化；票面规模大、战略轮占比不低，说明其在资源导入、品牌背书与后续融资协同上具备结构性优势。
Primary weakness
主题集中度偏高，Web3 占比显著高于 AI 与 RWA，组合对加密周期敏感；同时早期与战略轮并行，节奏上容易出现阶段分布不均，非 Web3 赛道覆盖相对薄弱。
Notable shift in 2026
2026 年初出现更明显的后期兑现与战略加码并行：BitGo IPO 体现退出窗口打开，同时 Standard Money、Sign、Better Payment Network 等交易显示对支付与基础设施的持续加仓。
Lead-round share25%
Average ticket size$23.95M
Annual investment count20-30
Average exit cycle4.0 年
RWA / AI / Web3 share44%
Theme Share
RWA3.93%
AI9.17%
Web334.06%
RWA / AI / Web344.1%
03
Deals
20 项目 · 最近一年
BitGo · IPOCeFi / 托管 · Participant
$213.00MSaturn · 未披露轮次DeFi / 稳定币协议 · Lead investor
$800.00KGenius · 未披露轮次DeFi / DEX · Participant
--AllScale · SeedCeFi / 支付 · Lead investor
$5.00Mpredict.fun · 未披露轮次预测市场 · Participant
--RenewalBio · 未披露轮次医疗健康 · Participant
--Funes · 未披露轮次DePIN · Participant
--Standard Money · StrategicDeFi / 稳定币协议 · Participant
$8.00MAPRO Oracle · Strategic基础设施 / RWA · Lead investor
--Sign · Strategic数字认证 / 基础设施 · Lead investor
$25.50MOpen Campus · Strategic教育解决方案 · Participant
$5.00MBetter Payment Network · Seed基础设施 / 支付 · Lead investor
$50.00MTemple · SeedDeFi / DEX · Participant
$5.00MStablecoinX · Post-IPO数字资产储备 · Participant
$530.00MBitway · Strategic基础设施 / Layer1 · Participant
--Hemi · 未披露轮次基础设施 / Layer2 · Lead investor
$15.00Musd.ai · 未披露轮次DeFi / 稳定币协议 · Participant
--Paimon Finance · 未披露轮次DeFi / RWA · Participant
--StableStock · SeedDeFi / RWA · Participant
--BNB Network Company · Post-IPO上市公司 / 币股 · Lead investor
$500.00M04
Co-investment Network
常见共投伙伴 TOP10
Polychain加密原生基金 · 基础设施
共投 13 次 · Digital Asset / Concrete Protocol / Glow Finance
NGC Ventures加密原生基金 · 基础设施
共投 13 次 · UXUY / Bracket / DIN
HashKey Capital加密原生基金 · 基础设施
共投 10 次 · Brevis / Catizen / DIN
DeFiance Capital加密原生基金 · 基础设施
共投 7 次 · Tatsumeeko / Ultiverse / Cosmic Guild
Big Brain Holdings加密原生基金 · 基础设施
共投 7 次 · Hemi / Solayer / Sleek
Delphi Digital加密原生基金 · 基础设施
共投 6 次 · Ethena / Neutron / Tatsumeeko
OKX Ventures加密项目风投部门 · DeFi
共投 6 次 · Blum / Usual / Corn
Spartan Group加密原生基金 · DeFi
共投 6 次 · Blum / Pentagon Games / Sleek
Coinbase Ventures加密项目风投部门 · 基础设施
共投 6 次 · Maverick Protocol / Sui / Moonbeam
IOSG Ventures加密原生基金 · DeFi
共投 6 次 · Usual / Brevis / Moonbeam
05
Team
Core partners
06
On-chain Holdings
共 4 个币种
| Asset | Price | Amount | Total value |
|---|---|---|---|
 1inch1INCH | $0.0738717 | 69.00M | $5.10M |
 HOPRHOPR | $0.01654619 | 48.33M | $799.72K |
 BinanceBNB | $578.7053 | 15.36 | $8.89K |
 EthereumETH | $1,881.36 | 0.122866 | $231.16 |
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