INFRA · GAMEFI
YZi Labs（前身为 Binance Labs）投资的协议和代币。
BTC+7.87%
ETH+8.55%
SOL+13.90%
智能合约平台+9.88%
一层公链+9.75%
工作量证明+9.08%
World Liberty Financial投资组合+5.96%
权益证明+11.02%
SUI · 基础设施 · Layer1 · 板块占比 32.4%
为什么领先：Sui作为高性能Layer 1区块链，凭借Move语言优势与低延迟特性，吸引大量开发者与机构关注。其生态快速扩张，TVL与日活用户持续增长，成为YZi Labs投资组合中的核心基础设施标的。
ENA · 板块占比 15.8%
为什么领先：Ethena通过合成美元USDe创新稳定币模型，结合对冲策略提供稳定收益，吸引DeFi用户。其协议设计独特，流动性深度与用户增长显著，成为YZi Labs投资组合中DeFi领域的关键项目。
CAKE · DeFi · DEX · 板块占比 5.3%
为什么领先：PancakeSwap作为BSC链主导DEX，凭借低Gas费与丰富生态占据去中心化交易市场重要份额。其CAKE代币通过质押与治理机制增强用户粘性，是YZi Labs投资组合中DeFi交易领域的代表。
| # | 代币 | 评级 | |||||
|---|---|---|---|---|---|---|---|
1 | $0.01207 | +444.08% | 0.00% | $12.08M | $41.85K | B | |
2 | $0.04867 | +8.89% | 0.00% | $97.34M | $17.77M | B | |
3 | $0.001736 | +7.33% | 0.00% | $14.29M | $3.27M | B+ | |
4 | $0.00005125 | +5.34% | +4.86% | $50.93M | $303.39K | C | |
5 | $1.23 | +4.63% | -1.54% | $5.07B | $93.11M | B+ | |
6 | $0.05409 | +4.04% | 0.00% | $12.75M | $6.11M | B+ | |
7 | $0.000616 | +3.70% | -2.92% | $39.90M | $1.55M | C | |
8 | $0.00639 | +3.65% | -3.82% | $4.10M | $640.06K | B | |
9 | $0.01069 | +3.38% | +6.36% | $63.53M | $194.01K | C | |
10 | $0.00008269 | +3.25% | 0.00% | $9.21K | $11.90 | C |
YZi Labs投资组合涵盖高性能公链与DeFi龙头，生态协同效应显著
Sui生态TVL与开发者活动持续增长，技术优势巩固市场地位
Ethena合成美元模型创新，稳定币需求上升推动协议价值
PancakeSwap在BSC链保持交易份额领先，CAKE质押收益吸引用户
投资组合整体市值超150亿美元，机构背书增强市场信心
投资组合7日净流出超2.5亿美元，短期资金压力显现
Sui面临Solana等竞品激烈竞争，生态扩张速度可能放缓
Ethena依赖复杂对冲策略，市场波动下存在潜在风险
PancakeSwap受DEX行业整体费率下降影响，盈利能力承压
@sama · 4.5M 粉丝
DevDay livestream in 2 hours. We built some great stuff for you!
@sama · 4.5M 粉丝
Pretty excited for DevDay tomorrow. We have found a new thing.
@CoinDesk · 3.8M 粉丝
JUST IN: A new report from @ChronicleLabs says 70% of tokenized assets can't fully prove what's backing them. Founder @nomos_paradox joins @kateirwin to break down their findings on the transparency gap in real-world asset tokenization, and what it'll take for institutions like BlackRock and BNY Mellon to trust the data. Watch the full conversation on Markets Outlook: 00:00 - Niklas Kunkel Joins Markets Outlook 02:21 - Chronicle's New Report: Tokenization's Hidden Problem 03:50 - $12.3B Exposed: 70% of Tokenized Assets Fail the Test 06:12 - The Five Pillars Every Tokenized Asset Needs 08:18 - How to Achieve Proof of Asset 10:47 - Why Risk Isn't Priced In 12:57 - BlackRock, BNY Mellon and the Road to Real-Time Regulation
@CoinDesk · 3.8M 粉丝
LATEST: California Governor Gavin Newsom signs a law banning state public officials from issuing memecoins. https://t.co/TUAFg3ek6J
@CoinDesk · 3.8M 粉丝
🪟 @fintechfrank says the stalled OpenAI, Anthropic and Aura IPOs are opening a window for crypto to win back investors. He talks the AI-to-crypto rotation at the desk from @kbwofficial. https://t.co/FMBCXdeUDG
@Cointelegraph · 2.9M 粉丝
🔥 JUST IN: ARK's Cathie Wood fires back at Bill Ackman's inflation warning, saying the 10-year Treasury yield is sitting right at its historical median while AI inference costs are collapsing 99.99% a year. https://t.co/hqChHgef3x
AI与区块链融合成为新叙事，币安实验室加大对AI相关项目的投资，如Privasea AI等，拓展投资组合新领域。
全球加密监管趋严，币安实验室投资组合中的多个项目面临合规压力，需调整业务模式以适应监管要求。
Binance Chain完成重大升级，加强与币安实验室投资组合项目的生态整合，提升整体协同效应。
随着市场情绪回暖，币安实验室投资组合中的多个项目开始估值修复，部分项目恢复至崩盘前水平。
FTX崩盘引发加密市场全面震荡，币安实验室投资组合中的多个项目面临估值调整和市场信心考验。
NFT和GameFi叙事兴起，币安实验室加大对相关领域项目的投资，如My Neighbor Alice、Alien Worlds等，扩展投资组合多样性。
DeFi夏季爆发，币安实验室投资的多个DeFi协议如PancakeSwap、Venus等获得显著增长，推动板块关注度上升。
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