“AI agents need more than intelligence: they need the ability to execute, transact, own assets, and earn trust. Blockchain is what enables that.” — @ellazhang516, Managing Partner & Head of YZi Labs, spoke at @binance Online. AI solves blockchain’s usability problem by turning interactions into intent-based experiences; In return, blockchain becomes the invisible layer for identity, incentives, coordination, and ownership. This is the convergence we’re building toward.

While @sama laughed that Elon was not even serious about his TeraFab project (during Stripe Sessions fireside chat) @CathieDWood believes in @elonmusk of his Orbital Data Center. I do too. My fav quote at @StanfordGSB cornerstone.👇

"Tokenized Real World Assets are one of the most important catalysts for crypto going mainstream." The shift @ellazhang516 is watching: → Tokenized stocks taking off on Ondo, Binance, etc. → Pre-IPO shares — SpaceX, OpenAI — becoming accessible on-chain → Treasury, sovereign credit, real estate, startup equity... all moving on-chain The most valuable assets in the world have always been gated. Tokenization changes who gets in.

Really enjoyed the talk with @CathieDWood and learned a lot. In @ARKInvest’s newly released “Big Ideas 2026,” it defines a new era over the next 10 years—The Great Acceleration—implying the inflection point of macroeconomic growth. This aligns with what @patrickc and @sama defined (at the Stripe Sessions 2026 in SF) - “The start of Singularity on Jan 1st, 2026,” which correlates with model performance, particularly in coding but also many other aspects like biological models such as Evo 2. Three views from Cathie are worth mentioning: - The @ARKInvest team not only talks about the convergence, they quantify it. The YoY “Convergence Network Strength” jumped 35% from 2024-2025, and Cathie predicted it will leapfrog even more this year. - Are we in an AI bubble? No. While tech Capex expansion is at the highest level (same as the telecom boom era), the MAG 6 PE ratio is at a fraction of the dot-com bubble. - Stablecoin transaction volume has exceeded Visa’s and is way higher than the historical giants (PayPal, remittances…) combined. Cathie agreed that blockchain and crypto infrastructure are way undervalued compared to AI infrastructure, with good investment opportunities lying there.

Congrats to the 25 teams graduated from @EASYResidency S3! Our incubation is strictly thesis-driven. We don’t follow trends; we try to define categories. In Season 2, we focused on the prediction market, leading to the successful integration of and into the Binance ecosystem. For Season 3, we moved deeper into Agentic Finance. We looked for: •Next-Gen Oracles: to verify complex off-chain data without trust assumptions—we found Cournot; •On-Chain FX & Stablecoins: to reach the underserved in frontier markets, like USD-i/Issac—a neo-bank for 2 billion Muslim people—and Orbswap; •Sovereign Privacy: we discovered essential infrastructure like 0xBow and SilentSwap; •Exotic RWAs: and now we are moving beyond treasuries into new frontiers with Openstocks, Renaiss, and Gemint; •We are so excited about those AI Infra projects and Applications: Newsliquid, Bank of AI, Brief Tech, and Taco AI, and Functor; •Proprietary AMMs & Everyday DeFi: Innovative models from Lunarbase, Nemesis, Dapital, and PokerFi. Every team is building sth interesting, meaningful, and unique. We are going to work on Payment/Stablecoin/FX for theme for S4, exciting details will be released shortly. Builders, stay tuned.

The “Kiteboarding King of the Valley” @KiteVC came to the rescue of @cz_binance, who started kitesurfing by watching a YouTube tutorial and ended up landing face down on the ground…🤣 Both outdoor sports geniuses encouraged founders to keep doing sports, exercising, and staying fit. 🫶

.@CathieDWood on stage yesterday at The Convergence Summit, in conversation with @ellazhang516: We're in The Great Acceleration — 5 innovation platforms converging at the same time: 1. AI (the catalyst) 2. Energy storage 3. Multi-omics sequencing 4. Public blockchains 5. Robotics Each platform follows an exponential S-curve. @ARKInvest's Convergence Network Strength has jumped from 20% to 35%, with a bigger leap coming 2025-2035. Examples of what it looks like: → Space data centers = AI + robotics + energy → 20-25% cheaper than terrestrial ones → Genomics = AI + multi-omics → foundational models trained on billions of DNA datapoints, "LLMs for biology" → Payments = blockchain + AI → stablecoins enabling AI agents to transact and coordinate resources globally Tech capex is scaling like it's 1998, but mega-cap P/E ratios remain a fraction of dot-com peaks. The market is pricing in linear growth, while the infrastructure being built is exponential. It's still an underpriced acceleration.

.@EllaZhang516 is joining Binance Online on May 13 From building Binance Labs into a global powerhouse to founding @yzilabs. One of crypto’s sharpest minds on founders, execution, and long-term value creation. Don’t miss her insights. Join us live →

We’re so excited that many interesting speakers join us to share their perspectives and founders to present what they are building at the frontier. This list is still updating… looking forward to it!

.@ellazhang516, Head of YZi Labs, is deeply passionate about empowering mission-driven founders in frontier tech. She shared insights on YZi Labs investment thesis and our Atlas Scout Program during our roadshow with @BNBCHAIN at UC Berkeley — the room was buzzing with energy.

We’ve spent too long looking at AI, Science, and Blockchain in silos. The real alpha—and the real impact—exists at their intersection. 🧬🤖⛓️ Just as past tech waves saw combined systems dwarf the impact of isolated tools, the convergence of these frontiers is the next great leap. Blockchain is finally mature enough to serve as the backbone for decentralized AI and open science. At @YZiLabs, we’ve brought together the world’s top AI researchers, founders, and investors to bridge these gaps. It’s time to stop overlooking the overlap and start building it. #YZiLabs# #DeSci# #AI# #Web3# #Convergence# Sign up to join us:

Super excited to host this week's @yzilabs happy hour at our Bay Area builder house! RSVP here👉 We're keeping the Stripe SF energy going with a chill afternoon focused on all things stablecoins and payments, featuring some amazing panel guests. Come hang out, grab some boba, and talk with us this Friday!

A major step toward clarity! The era of #DeFi# building is just beginning. 🚀 • Decentralized Exchanges (DEXs): Front-ends like Uniswap and PancakeSwap • DEX Aggregators: Tools like 1inch or 0x (Matcha) • Self-custodial wallets: The biggest winners are MetaMask, Trust Wallet, Phantom… The above (but not limited to) types of protocols and their front-ends are the primary beneficiaries of this exemption because they are designed for self-custody. Btw, more than half of @yzilabs portfolios are here. #keepbuilding#