CZ: YZi Labs' Recent Investments May Become Its Best-Performing Trades
- Binance founder Changpeng Zhao stated that YZi Labs' investments over recent months will become the highest-returning moves, as they invested near the bottom of the bear market.
- YZi Labs made 7 disclosed investments in 2026, including Genius, BitGo, RoboForce, Atlas Scout, Predict.fun, AEON, and TermMax across various crypto and AI sectors.
- Zhao believes capital influx into AI is eliminating short-term crypto teams, and AI capital is beginning to return to digital assets.
- Bitcoin has rebounded after falling 47% from its peak but remains significantly below its October highs.
Binance founder Changpeng Zhao recently commented that YZi Labs' investments made over the past several months are positioned to become its best-performing trades. The fund capitalized on market timing by investing when cryptocurrency prices were near their lows during the bear market downturn.
YZi Labs disclosed seven investments throughout 2026, spanning January through August. These include investments in on-chain trading terminal Genius and digital asset custodian BitGo in January; a $52 million investment leading RoboForce and a $1 million investment in venture project Atlas Scout in March; an additional investment in prediction market Predict.fun in April; an $8 million seed round in AI agent payment settlement layer AEON in May; and an investment in cross-chain fixed-rate lending platform TermMax in August.
Zhao's broader market thesis suggests that the recent influx of capital into artificial intelligence is eliminating weaker short-term cryptocurrency teams, while capital from the AI sector is beginning to flow back into digital assets. Bitcoin has shown some recovery following a 47% decline from its peak, though it remains substantially below its October highs, indicating the broader market remains in a recovery phase.
赵长鹏：YZi Labs近期投资可能成为其表现最佳的交易
币安创始人赵长鹏近日评论称，YZi Labs在过去几个月进行的投资将成为其表现最佳的交易。该基金通过在加密货币价格处于熊市低点时进行投资，充分利用了市场时机。
YZi Labs在2026年全年披露了七笔投资，跨越1月至8月。这些投资包括1月份对链上交易终端Genius和数字资产托管商BitGo的投资；3月份领投RoboForce的5200万美元融资和对风险项目Atlas Scout的100万美元投资；4月份对预测市场Predict.fun的追加投资；5月份领投AI代理支付结算层AEON的800万美元种子轮融资；以及8月份对跨链固定利率借贷平台TermMax的投资。
赵长鹏的更广泛市场观点表明，最近流入人工智能领域的资本正在淘汰较弱的短期加密团队，同时AI领域的资本开始流回数字资产。比特币在从峰值下跌47%后显示出一定复苏，但仍远低于10月高点，表明更广泛的市场仍处于复苏阶段。