YZi Labs(@yzilabs):For DeFi builders, payments are the entry point to a much larger financial system: Payments → user growth → network effects → capital retention → liquidity → financing. As the system evolves, so does the source of power: first distribution, then liquidity, and ultimately capital allocation. The winners will be those with an edge difficult to commoditize - whether in regulation, distribution, risk management, user quality, institutional access, or product design. Insights from @Stanford Professor @ruizhejia at the @EASYResidency workshop.

YZi Labs

@yzilabs

YZi Labs invests in ventures at every stage, prioritizing those with solid fundamentals in Web3, AI, and biotech.

Joined February 2018

384 Following 755.7K Followers

YZi Labs@yzilabs

2026.08.04 04:10

For DeFi builders, payments are the entry point to a much larger financial system: Payments → user growth → network effects → capital retention → liquidity → financing. As the system evolves, so does the source of power: first distribution, then liquidity, and ultimately capital allocation. The winners will be those with an edge difficult to commoditize - whether in regulation, distribution, risk management, user quality, institutional access, or product design. Insights from @Stanford Professor @ruizhejia at the @EASYResidency workshop.