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Investment Analysis of #YZILabs (formerly Binance Labs) in Q4 2025: Where the Venture Giant Is Placing Its Bets

The activity of YZi Labs (formerly Binance Labs) has traditionally served as a barometer of trends in the crypto industry. Its investment portfolio for Q4 2025 reveals the strategic priorities of one of the most influential venture funds in the blockchain space. This analysis highlights the key directions the fund is betting on and helps explain its logic in building the ecosystem of the future.

Investment Allocation by Sector

Based on an analysis of 11 investment deals, four key focus areas stand out:

Finance and DeFi (5 projects):

Better Payment Network (Seed, Oct 15) – payment solutions
Temple (Seed, Oct 16) – financial services
Standard Money (Strategic, Nov 3) – decentralized finance
AllScale (Incubation, Dec 3 and Seed, Dec 8) – scalable financial solutions

Prediction Markets (2 projects):

predict fun (Incubation, Dec 2)
Probable (Incubation, Dec 16)

Blockchain Infrastructure and Services (3 projects):

APRO (Strategic, Oct 21) – blockchain services
Sign (Strategic, Oct 21) – infrastructure
Funes (Founding, Nov 6) – blockchain services

Education (1 project):

Open Campus (Strategic, Oct 20)

Key Investment Trends
1. Strategic Focus on Financial Infrastructure

45% of investments are directed toward the financial sector, indicating a systemic approach to building Web3 financial infrastructure. Notably, the fund invests both in core payment solutions (Better Payment Network) and in more complex financial structures (AllScale, Standard Money). This demonstrates a “full-cycle” strategy—from basic transactions to sophisticated financial instruments.

2. Double Bets on High-Potential Areas

The fund applies a “duplication” strategy in the most promising sectors:
Two deals with AllScale (incubation and seed rounds) signal a strong interest in scalable financial solutions.Two projects in the prediction markets segment (predict fun and Probable) reflect confidence in the growth of this vertical.

3. Balance Between Infrastructure and Applications

YZi Labs maintains a balanced portfolio: 27% of investments go into infrastructure projects (Sign, APRO, Funes), creating a foundation for application-layer development in other sectors. This approach resembles building “roads and bridges” before developing “cities.”

4. Long-Term Investment in Education
Including the educational project Open Campus in the portfolio shows an understanding of the importance of human capital development for the sustainable growth of the entire ecosystem.

Investment Round Characteristics
The analysis highlights YZi Labs’ strategic flexibility.

By round type:

Incubation: 3 projects (27%)
Seed rounds: 4 projects (36%)
Strategic rounds: 4 projects (36%)Founding round: 1 project (9%)

By timing:
October: 5 deals (45%)November: 2 deals (18%)December: 4 deals (36%)

Conclusions and Takeaways

Where YZi Labs Is Placing Its Bets:
Scalable Financial Ecosystem

The primary bet is on building a comprehensive Web3 financial infrastructure capable of competing with traditional systems. Projects like AllScale (which received double funding) and Standard Money could become the backbone of the next generation of DeFi.
Information Markets as a New Asset Class

Investments in two prediction market projects indicate a belief that forecasting markets will become a meaningful part of the crypto economy, combining finance, data, and social interaction.
Foundational Infrastructure

Support for blockchain services and infrastructure solutions reflects an understanding that application growth requires a robust technological foundation.
Ecosystem Approach

YZi Labs is not merely building a portfolio of isolated projects, but a connected ecosystem in which infrastructure supports financial applications, and educational initiatives ensure a steady influx of users and developers.
• Early and multiple bets — The fund is actively involved at early stages (incubation, seed) and, in promising areas, places several bets in parallel, diversifying risk.

• Horizontal and vertical integration — Investments span multiple layers of the technology stack (from infrastructure to applications) and adjacent sectors (finance, education, prediction markets).

• Long-term vision — The inclusion of an education-focused project highlights an orientation toward sustainable, multi-year ecosystem development rather than short-term financial returns.

The investment activity of YZi Labs in Q4 2025 reflects a mature, systematic approach to building a blockchain ecosystem. Instead of chasing short-term trends, the fund is constructing a balanced portfolio that combines infrastructure projects, financial innovation, and educational initiatives. This strategy aims to create a resilient, multi-layered ecosystem capable of becoming the foundation for the next stage of Web3 development.