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CZ said YZi Labs' investments made over the past few months could become some of the firm's strongest performers, framing the timing as deliberate. The Binance founder pointed to the crypto market's position near recent lows as the reason a countercyclical bet now should outperform later.
Why it matters
YZi Labs is the family office managing wealth for CZ and Binance co-founder Yi He, with more than $10 billion in assets. Its publicly disclosed 2026 deal flow is unusually thematic: robotics (RoboForce), AI payments, prediction markets (Predict.fun), digital-asset custody (BitGo), and fixed-rate lending (TermMax). For a venture book that size to publicly argue its recent vintages are likely to outperform is a thesis statement, not a portfolio update.
Market impact
The publicly cited deals include a $52 million lead in RoboForce in March, a pre-listing investment in BitGo, an additional round in Predict.fun, an $8 million pre-seed in AEON in May, and an August investment in fixed-rate lending protocol TermMax. CZ did not disclose actual returns, so the call is forward-looking. If the thesis holds, it would mark another countercyclical-vintage win for a crypto-native family office that has consistently written checks when public sentiment was at its worst.
Frequently asked questions
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What is YZi Labs?
YZi Labs is a family office managing wealth for Binance founder CZ and co-founder Yi He, with more than $10 billion in assets under management.
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What specific investments did CZ cite as winter-cycle bets?
CZ pointed to a $52 million lead in RoboForce in March, a pre-listing investment in BitGo, an additional round in Predict.fun, an $8 million pre-seed in AEON in May, and an August investment in TermMax.
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Why does CZ think these deals will outperform?
He argues the deals were made when crypto prices were near recent market lows, framing countercyclical timing as the edge that should compound into outsized returns later.
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Has YZi Labs disclosed returns on these investments?
No. CZ did not share actual return figures, so the call is a forward-looking thesis rather than a track-record claim.
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How broad is YZi Labs' 2026 deal flow?
Publicly disclosed 2026 investments span robotics, AI payments, prediction markets, digital-asset custody and fixed-rate lending, an unusually thematic spread for a single fund.
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