1/ Ella opened with YZi Labs’ core principle of enduring value: Resilience.
🧱 Independent Foundation
No external LPs — free from short-term pressure.
📊 Proven Long-Termism
347 investments, 59 exits, 12.5× MOIC across cycles.
💡Impact First
Built by founders, for founders, with founders.
YZi Labs backs builders obsessed with solving real, long-term problems of humanity.
2/ Ella framed human progress through the lens of scaling forces:
⚙️ Industrial Revolution: scaling physical power.
Steam engine → electricity → assembly line
🧠 AI & Information Age: scaling intelligence.
The first computer → Turing Test → Deep Blue → GPT-3
🔗Decentralization Era: scaling trust & coordination.
Information access → digital publishing → democratized ownership
Each era expanded humanity’s capacity to create, connect, and evolve.
3/ Ella outlined Web3’s next evolution:
From a niche, retail-driven space to a global, utility-first infrastructure layer.
1️⃣ Stablecoins → Mainstream money rails
2️⃣ RWAs → Credit & legal infra on-chain
3️⃣ ETFs, index funds, DATs→ Corporate treasuries in code
4️⃣ DeFi → Structured yield & derivatives
5️⃣ AI × Web3 → Agents that transact autonomously
It’s no longer just about launching new tokens, but about building trustless infrastructure for the exponential growth of global economy.
Nov 6, 2025 · 10:45 AM UTC
4/ She shared one key bridge between Web3 and the real-world economy: DAT.
The on-chain evolution of corporate treasuries.
BNB leads this transformation:
💰 15–20% native holding yield
🌍 Active use cases across DeFi, AI & RWAs
🔥 Structurally deflationary through dual-burn
📈 #1 in DEX Volume & ranks top for user activities
A compounding network where real usage drives structural value accrual.
5/ @jingx777 explored how AI and Web3 are converging into a machine economy.
→ AI brings intelligence and automation
→ Web3 brings decentralization and trust
→ Together they form verifiable intelligence
Protocols like X402 enable wallet-to-API micropayments – the foundation for agent-to-agent economies.
6/ Jing also highlighted biotech’s acceleration powered by AI and blockchain.
→ AI transforms diagnostics and drug discovery.
→ Blockchain unlocks decentralized biobanks and research DAOs.
Imagine:
🧬 AI Predictive Analytics for Patient Outcomes
🤝 Decentralized Biobanking
💊 Decentralized Health Data for AI Training
It makes science automated, transparent, and incentive-aligned.
