YZi Labs
@yzilabs
YZi Labs invests in ventures at every stage, prioritizing those with solid fundamentals in Web3, AI, and biotech.
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“Data in robotics versus data in LLMs has a very different alpha decay problem.” — @tarunchitra, Managing Partner @robotventures
Much of what LLMs learn can carry across contexts. Robotics data is far more conditional: what works depends heavily on the robot, the objects, and the environment.
As robots move into more complex, real-world settings, previously collected data can become less relevant much faster.
For builders and investors, that shifts the question from “How much data do you have” to “How quickly can you close the loop between deployment, new data, and adaptation”.
From The Convergence: Bhutan by YZi Labs.
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GM ☀️ Fresh opportunities across the YZi Labs portfolio:
@FinTax_Official - Finance System Implementation Consultant, Senior ERP Developer / ERP Technical Lead, etc.
@4Dlabs_Official - Community Moderator
View all openings and submit your application→
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“At a certain point you get enough liquidity, there’s an event, there’s enough ease of access, and then everything comes together.” — @tomhschmidt, General Partner @DragonflyVC
DeFi breakthroughs rarely happen linearly. Ideas can simmer for years before the right combination of liquidity, access, and a catalyst pushes them past a tipping point.
Prediction markets and perps followed that pattern. RWAs may be going through it now.
Tom sees capital formation, credit, and bonds as possible next frontiers — massive markets where years of incremental experimentation could suddenly translate into widespread onchain adoption.
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“Today, U.S. dollar-backed stablecoins still dominate. But we’re seeing regional, local currency-backed stablecoins emerge and grow.”
At the UN Digital Cooperation Day, @ellazhang516 shared that YZi Labs has been investing in and incubating stablecoin infrastructure for years. Today, we’re seeing more founders across India, Africa and LATAM build payment rails around local currencies and local demand.
The tokenization of money will be one of the most important drivers of mass blockchain adoption.
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Just a few hours to go! ⏳
@ellazhang516 will join the UN Digital Cooperation Day today, September 21, for the session “Blockchain and the Tokenized Future: Sovereign Choices and Safeguards for Next-Gen DPI,” starting at 1:30 PM ET.
Tune in live here 🎧 👇
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.@ellazhang516, Managing Partner and Head of YZi Labs, will join "Blockchain and the Tokenized Future: Sovereign Choices and Safeguards for Next-Gen DPI" at UN Digital Cooperation Day 2026.
The panel takes up tokenization beyond digital currencies — land, securities, commodities — how ready countries actually are, and the safeguards required before tokenized rails can sit inside public infrastructure.
📅 Monday, 21 September · 13:30–14:30 ET · New York
Thanks to @ODET_UN @PakistanVARA for the invitation.
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GM ☀️ Fresh opportunities are available across the YZi Labs portfolio this week:
@De1_ai — Growth Manager
@CournotProtocol — BD Manager, Senior Protocol Engineer
@perena — Frontend Engineer
@Paimon_Finance — Director of Operation and Compliance
View all openings and submit your application →
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“The old flywheel-driven growth approach is probably a lot harder to replicate going forward... We want to see applications where, despite market conditions, users still want to pay to use them.” — @arthur0x, CEO & CIO of @DeFianceCapital
When crypto application revenue is overly dependent on market activity, it becomes difficult to separate durable demand from market beta.
Arthur’s thesis is that the next generation of applications needs a demand floor — users who keep paying even when the cycle turns.
The shift from cycle-driven activity to more persistent demand makes crypto applications easier to forecast and underwrite — ultimately broadening the investable market for them.
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“We want to make sure smaller LLMs can work for smaller regions as well.”
@flock_io’s @0x7SUN sees a major gap in the sovereign AI conversation: many countries want AI infrastructure of their own, but lack the compute, talent and data needed to build it.
And global frontier models don’t necessarily prioritize their languages or local context.
In Sarawak, Malaysia, Jiahao's team worked on decentralized inference for regional dialects — using smaller, locally adapted models for language use cases that might otherwise be overlooked.
For Jiahao, the future of AI isn’t only about making models more powerful; it’s also about making them relevant to more people.
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Will AI data centers become more consolidated — or more distributed?
@0x7SUN, Founder of @flock_io, sees inference pushing compute outward.
Unlike large-scale training, many inference workloads don’t require massive, tightly connected clusters. That could make smaller sites with underused power viable as “mini data centers.”
@mynameisdesmond, Co-founder & CEO of @workstream_us, sees consolidation happening at a different layer.
AI remains an intensely capital- and resource-heavy game, requiring talent, funding, chips and infrastructure at scale. In his view, those advantages compound — meaning the biggest players may only get bigger.
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🇹🇭 Your next chapter with YZi Labs could start in Thailand.
Join @EASYResidency S5 and build alongside founders, investors & operators worldwide.
Applications are now open until September 21, 11:59 PM GMT-7.
Explore previous seasons & apply 👉
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“Before you sell your product to users, you have to sell it to the sales.” — @thecryptoskanda, co-founder of @Hertzflow_xyz, on why mechanism design alone isn’t enough to find PMF in crypto.
He argues that in finance, the mechanism is often the product — the rules that determine how value, risk and incentives are distributed.
But even the best-designed mechanism still needs distribution. If the people distributing it don’t see the value, they won’t sell it — and the product may never reach its end users.
So the design principle is two-sided:
1) A mechanism that works for users
2) An incentive structure that works for distribution
“This is the lifelong challenge for everyone building in crypto.”
From The Convergence: Bhutan by YZi Labs.
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GM ☀️ Open roles across YZi Labs portfolio companies this week:
@Frontrunpro — Fullstack Engineer
@SmartXTerminal — UI/UX Designer, Social Media & Brand Manager, Growth Manager, Growth Lead
@xhunt_ai — Marketing & Operations Manager
Explore the roles and apply 👉
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What would it take to trust an AI agent to trade with millions?
@sandeepnailwal said that language-based research must be complemented by mathematical analysis and checks for hallucinations before an agent makes a trading decision.
“A lot of technological work needs to be done on the AI front itself, and then the crypto companies can adopt it.”
For @pet3rpan_ of @1kxnetwork, trusting agents with capital means managing risk and having a way to recover losses when things go wrong. The firm already uses agents to run processes and monitor positions, while humans still execute most trades.
“I think we need some way to insure against malfunctions, hallucinations - someone to sue or claim that capital back.”
From The Convergence: Bhutan by YZi Labs.
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I strongly believe the YziLabs investments over the last few months will be some of the best performing because those investments were done during the depth of the crypto winter.
Innovation is not only in the Valley. Technology is supposed to be borderless.
What keeps us up at @yzilabs is building a borderless incubator for frontier technologies that will enhance humanity.
@EASYResidency is designed for global founders who dare to dream and stay down to earth to build, especially those who don’t have Silicon Valley founder privileges or access to capital.
Flying back to Singapore on @Drukair from the foot of the Himalayas en route from India, looking to empower more founders for the next chapter.
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@pet3rpan_ @1kxnetwork Full panel from The Convergence: Bhutan by YZi Labs -- AI Agents as Economic Actors: Payment, Trading & Coordination 👇
.@nina_rong, Executive Director of Growth at @BNBCHAIN, outlined four foundations for a widely distributed stablecoin ecosystem:
→ Regulatory clarity that gives enterprises confidence to adopt
→ Liquidity across fiat, USD and local stablecoins
→ Payment orchestration connecting every party and transaction
→ Local access and payouts that bring adoption to the merchant level
She experienced the final layer firsthand, using Binance Pay at convenience stores and restaurants in Bhutan.
The strongest stablecoin ecosystems make global infrastructure invisible and local utility tangible.
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GM ☀️ This week’s hiring across the YZi Labs portfolio:
@FinTax_Official — Brand Operations Specialist, Product Manager, Operations Manager
@SmartXTerminal — React Native Mobile Engineer
@BitwayOfficial — Head of Trading
@puffer_finance — Senior Protocol Engineer
Explore the roles and apply 👉
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“RWA is going to grow. Every country and every company should look at how to leverage this growth.” — @cz_binance
At @EASYResidency S4 Demo Day, CZ explained why he changed his mind about RWAs.
Demand is growing across tokenized assets, from U.S. Treasuries to equities such as bStocks.
The opportunity is two-sided: investors gain 24/7 access to markets previously out of reach, while companies and governments can bring local equities and sovereign bonds to a global investor base.
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