YZi Labs
@yzilabs
YZi Labs invests in ventures at every stage, prioritizing those with solid fundamentals in Web3, AI, and biotech.
383 Following 760.3K Followers
Proud to have led @VideoTutor_io’s $11M Seed and watched @kysonkai2 and the team go from idea to shipped product.
Most EdTech scales content. VideoTutor scales accountability on top of that.
YZi Labs backs meaningful innovation that solves structural human challenges.
Congrats on the launch!
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Crypto has finally reached three things at once: regulatory clarity, enterprise adoption, and AI as a catalyst.
At The Convergence summit, @veradittakit sat down with YZi Labs’ @odagius to unpack the macro shift:
→ The Genius Act gave stablecoins clarity
→ The new administration gave crypto companies more freedom to operate
→ Institutions are experimenting with stablecoins at scale
"Now is the time for crypto's legitimacy to ride the wave of AI... and have both of them enhance each other."
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.@veradittakit (Managing Partner, @PanteraCapital) and @odagius (Partner, @yzilabs) at The Convergence Summit on where industries are intersecting:
→ TradFi × DeFi
Tokenization: ~$30B+ in real-world assets (private credit, commodities, and more) are already on-chain, with trillions more to follow.
→ AI × Blockchain
a) Trading: AI analyzing the trillions flowing on-chain to power smarter wealth management, with agents eventually trading on users' behalf.
b) Identity: as generative AI makes fakes trivial, "proof of humanity" becomes the layer that lets agents securely act for real users.
Two bold calls from the panel:
→ Paul: agent-driven trading will eclipse human trading. Agents themselves become a new digital asset class.
→ Alex: 1 billion agents on @BNBCHAIN within 3 years.
The economy where humans set the intent, and agents execute the reality is officially coming.
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GM ☀️Our EASY Residency S3 Demo Day wrapped at Computer History Museum!
Some core sectors this cohort was built around:
→ Next-gen market structures & consumer surfaces for on-chain finance
→ AI agents, vertical AI, and verifiable intelligence
→ Tokenized RWAs and new asset classes
→ Event-Driven Derivatives & Skill Markets
→ Privacy-centric compliance layers...
Demo Day pitches dropping on @EASYResidency. Follow to listen 🎧
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"Super exponential is rapid growth accelerating." — @CathieDWood at YZi Labs The Convergence Summit
Cathie named AI as the biggest catalyst across every innovation platform, and orbital data center as the biggest growth surprise of 2025.
Just as @elonmusk redefined autonomous driving with @Tesla, @SpaceX is now redefining where the world's compute lives.
She believes data centers in space will be 20–25% cheaper than terrestrial ones by 2035 — with fewer regulatory hurdles and 24/7 unshielded solar power.
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.@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.
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.@KiteVC was an early backer of Zoom and Canva. At the YZi Labs Convergence Summit, @ellazhang516 asked Bill what he saw in those founders before the consensus.
Bill's answer: "Companies are piles of people united by culture. And in the word 'culture' is the word 'cult.' I'm looking for founders who can be the cult leader — someone who gets people to follow them on their mission."
Mission-driven teams deliver incredible output that money can't buy.
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"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.
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“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.
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.@veradittakit (Managing Partner, @PanteraCapital) and @odagius (Partner, @yzilabs) at The Convergence Summit on where industries are intersecting:
→ TradFi × DeFi
Tokenization: ~$30B+ in real-world assets (private credit, commodities, and more) are already on-chain, with trillions more to follow.
→ AI × Blockchain
a) Trading: AI analyzing the trillions flowing on-chain to power smarter wealth management, with agents eventually trading on users' behalf.
b) Identity: as generative AI makes fakes trivial, "proof of humanity" becomes the layer that lets agents securely act for real users.
Two bold calls from the panel:
→ Paul: agent-driven trading will eclipse human trading. Agents themselves become a new digital asset class.
→ Alex: 1 billion agents on @BNBCHAIN within 3 years.
The economy where humans set the intent, and agents execute the reality is officially coming.
Show more
.@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.
Show more
Live from The Convergence at the Computer History Museum 📍
YZi Labs brought together founders, researchers, and investors for an afternoon exploring what happens when AI converges with frontier tech.
We've heard from @cz_binance, @KiteVC, and some of the sharpest minds shaping the next decade.
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Ella Zhang @ellazhang516, Managing Partner & Head of YZi Labs, will join Danosch Zahedi, CEO of @TheBlockGlobal, in 10 minutes on Binance Live to discuss the convergence of blockchain, AI, and the next wave of frontier tech.
Tune in live 🎧 👇
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...and we are LIVE 🫵
Live from The Convergence at the Computer History Museum 📍
YZi Labs brought together founders, researchers, and investors for an afternoon exploring what happens when AI converges with frontier tech.
We've heard from @cz_binance, @KiteVC, and some of the sharpest minds shaping the next decade.
Show more
Excited for “The Brain: Beyond Chatbots to Autonomous Agents” panel today at 3:10pm We’ll dive into what comes after chatbots: memory, reasoning, orchestration, infrastructure, governance, and specialized agents operating in the real world. Amazing lineup
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Today’s Physical AI panel lineup at 2:20pm is astonishing — incredibly excited for this discussion. We’re joined by Lucy Shi @lucy_x_shi lead of YAY Robot, Hi Robot, and co-lead of multiple world model efforts, Marcel Torne @marceltornev lead of pi-mem
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What is YZi Labs investing in right now?
Find out at The Convergence Summit — where we’re putting our thesis on stage.
📅 May 12
📍 Computer History Museum, Mountain View, CA
👇 RSVP Now.
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Institutional capital spent years studying the 4-year cycle. Now they're acting on it.
Slow in. Slower out -- as long-term holders by design.
Catch @cz_binance @CathieDWood on the @ARKInvest podcast discussing the shift and what it could mean for the market.
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CZ built @Binance into the world’s largest crypto exchange.
Now he’s explaining what he sees next for crypto, stablecoins, AI, and global finance.
New FYI with @CathieDWood + @cz_binance and @LorenzoARK.
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.@cz_binance on podcast with @CathieDWood @LorenzoARK: "Wall Street and crypto should just be one industry."
Key moments:
→ Binance's 320M users are demanding high-quality real-world assets
→ Tokenization is unlocking gold, oil, and equities for crypto-native investors
→ Geopolitical volatility is making 24/7 global markets a feature
→ In 2015, TradFi giants were crypto's loudest skeptics; now they're building on it
The convergence is here.
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CZ built @Binance into the world’s largest crypto exchange.
Now he’s explaining what he sees next for crypto, stablecoins, AI, and global finance.
New FYI with @CathieDWood + @cz_binance and @LorenzoARK.
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👇 The speakers lineup:
@cz_binance, Founder of Binance & YZi Labs (remote)
@CathieDWood, Founder & CEO, ARK Invest (remote)
@KiteVC, Cofounder & Chairman, Treasury Data; early investor in Zoom, Canva
@veradittakit, Managing Partner, Pantera Capital
@du_yilun, Assistant Professor, Harvard University
@omri_drory, General Partner, NFX Capital; Founder, Renewal Bio
@ellazhang516, Managing Partner, YZi Labs
@JaneSparking, General Partner, YZi Labs
@odagius, Investment Partner, YZi Labs
@jingx777, Investment Director (AI), YZi Labs
@DZhang50, LLM Lead & Founding Member, Ricursive Intelligence
@sunfanyun, Founder & CEO, Moonlake AI
@RonghuiGu, Professor of Computer Science, Columbia University; Co-Founder & CEO, CertiK
@RuizheJia, Assistant Professor, Stanford University
@KiraRadinsky, Co-Founder & CTO, Diagnostic Robotics
@JiquanNgiam, Founder & CEO, Mint MCP
@kysonkai2, Founder & CEO, VideoTutor
@YuRebeccaMiao, PhD, Co-Founder & CEO, Neomera Labs
Leo Ma, Founder & CEO, @roboforce_ai
Dr. Qian Xiang, Professor, Stanford University; Founder,
Elvy Yao, Co-Founder & CEO, Trellis Robotics
Zhaojian Li, Co-Founder & President, AgriDynamics
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For a decade, AI, Web3, and Bio have scaled as parallel frontiers, but that era is ending.
The defining companies of the next cycle will be born in the seams.
→ AI needs Web3 for economic sovereignty.
→ Web3 needs AI to abstract the protocol layer.
→ Bio needs both to break the data bottleneck and move at the speed of software.
YZi Labs is investing across these verticals - and betting on a unified stack.
Join us as we put the thesis on stage at The Convergence Summit.
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.@Stanford Professor @RuizheJia at @EASYResidency:
Why is everyone racing to solve payments first?
Because it’s the fastest way to own the user relationship. Once users put liquidity into your infrastructure, they don’t leave. Then you can offer lending, investing, trade finance — everything.
Payment is the beachhead. The real battle starts after.
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.@Stanford Professor @RuizheJia at @EASYResidency workshop:
"Stablecoin-based payments can be one of the biggest shifts in financial infrastructure (esp in fragmented markets). Everyone has to think about who’s going to win the payment world — and what the killer apps on top will be."
Alipay and WeChat Pay proved the playbook: own the payment layer, and you become the entry point for savings, lending, investing, and everything.
For many regions, stablecoins are the next version of that story.
We’re still early.
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