EnHeng嗯哼.Ai|Dec 06, 2025 00:17
I am honored to have been invited to participate in the @ yzilabs Q2 Entrepreneur and Project List Demo Day these days. Suddenly, I have a strong feeling that the so-called era acceleration really has a traceable history
Before, I was just a student running around, seeing projects one by one. But this time, I saw three huge trends of crypto, AI, and biotechnology rushing forward simultaneously in the same room, which allowed me to truly see the acceleration of structural power at the same time for the first time
The combination of EASY Residency Season 2 Cohort this season has a very clear signal: institutions are not holding on to a single track, but rather to the bottom of the detention era. YziLabs is a fund that manages billions of dollars and aims to follow global development trends
Among so many projects, let me first talk about four directions that I personally feel the most and believe will have great significance and market participation in the future. Not only is the technology itself impressive, but more importantly, they have captured the three fundamental forces that can truly change the industry: scale, inclusiveness, and industrial level finance
@Predictdotfun: Event assets have truly entered the financial era. It does not simply make predictions, but rather assetizes and financializes events, allowing them to lend, hedge, combine, and even earn interest like DeFi, using them as structured financial products. More importantly, the founder @ dingalingtos, a former Binance employee, and @ PancakeSwap founding team, have received a lot of attention no matter how much they are used
@FingerDanceAI: AI provides real-time sign language translation, enabling 70 million deaf people to communicate without barriers for the first time. I was really stunned when I saw their presentation, and at that moment I suddenly understood why CZ and their team kept saying that AI is a technology that must be universally accessible. The significance of this project is enormous, as it benefits deaf and mute people for life
@Hertzflow_xyz: The migration of commodities and derivatives onto the blockchain, with a volume tens or even hundreds of times larger than the spot market. The founder @ thecryptoskanda brings his own disk and traffic, connecting the underlying logic of traditional markets and enabling the blockchain to carry real large capital flows
@Helpdotfun: On chain charity infrastructure, which is an on chain charity infrastructure that makes public welfare transparent, auditable, and traceable. Because blockchain itself is transparent, it is very suitable for charity and prevents fraudulent donations
The ability of AI has entered the world from text, with comprehensive improvements in model computing power, spatial understanding, and embodied capabilities. AI is no longer just generating content, but is beginning to take over industry processes, the physical world, and public services. Capital sees the certainty of industrial level implementation
Biotechnology has officially entered the era of computing, and traditional drug development has low efficiency and high costs, while AI participation has led to an order of magnitude increase. For capital, this is a life science that can be engineered and is one of the most certain future industries
To understand the investment logic of this season, it is necessary to see the structural changes happening in the global technology landscape. The United States has formed an overwhelming lead in AI, and OpenAI, Anthropic, Meta, and Google are pushing the underlying capabilities of AI to a new dimension, no longer just models, but intelligent systems, which directly drive the explosion of application layers such as spatial intelligence, video generation, and robotics
Europe continues to lead in biotechnology, with gene therapy, cell engineering, and drug delivery systems breaking through. AI intervention has shortened the research and development cycle from years to months or even weeks. Biotech enters the era of computability, capital cannot miss it
Asia and the Middle East are rapidly innovating in cryptocurrency infrastructure, with policy promotion and industry demand in areas such as stablecoins, cross-border settlements, on chain finance, and BTCfi. The speed of on chain applications in Asia is unmatched by other regions
These three forces overlapped, resulting in a rare outcome: AI, crypto, and biotechnology resonated for the first time at the same time
The projects invested by YZi Labs this season happen to stand at the intersection of three main lines: AI empowering reality, blockchain responsible for property rights confirmation and financialization, and biotechnology providing the strongest industrial demand
This is a signal from the global capital landscape
I record the projects I see, which can be considered as leaving a growth coordinate for myself now
one ️⃣ Market Prediction: Moving from Speculative Tools to Turning Events into Assets
The three projects @ 42space @ Bentodotfun @ creditdotfun this time have given me a very direct cognitive upgrade: predicting the market is no longer about winning or losing, but also about financial forms.
@The essence of what 42space does is that events can be engineered, priced, and molded into assets. By issuing event assets through bond curves, prices automatically change with market participation and flow freely like memes. For the first time, it made me realize that events are not information, but assets
@Bentodotfun solves the most difficult point: the entrance. Transform the arguments and disputes on Telegram and X into lightweight predictions ranging from one to ten dollars, allowing ordinary people to participate in the future for the first time with a low threshold
Predict that the market will become a global sentiment index. Sports, elections, macro, and technological trends will all leave their own price curves on the chain
two ️⃣ AI: From Writing to Understanding Space and the World
When I first entered the industry, AI was only proficient in writing. But the development over the past few months, coupled with the Demo Day presentation, has allowed me to see for the first time that AI is truly beginning to enter the real world
4D Labs: Empower AI with a "spatial brain" that understands the three-dimensional world, knowing the relationships, positions, and structures between objects. Future embodied AI, robots, and digital twins all require such underlying models
Manifolds: Upgrade videos from 2D to 3D, controllable, and physically consistent. At that moment, I suddenly realized: virtual humans NPC、 E-commerce product display and game scene generation will rely on this ability for future underlying materials
Trellis Robotics: Putting AI into Dangerous Environments. Soft robots can penetrate spaces that humans cannot enter to perform detection tasks, and safety standards for energy, industry, and chemical industries will change due to them.
AI is getting closer to humans and closer to the real world
three ️⃣ Biotechnology x AI: The era of computerization in life sciences begins
To be honest, as a college student, I used to be completely unfamiliar with biotechnology. But after Advent and the founders of Neomera finished speaking, I realized for the first time why the world's top capital is all in this direction
Advent: Overcoming the most difficult AAV delivery problem in gene therapy. AI has compressed the experimental cycle that originally required several months into a few weeks, making gene therapy a technology that can be engineered for the first time, rather than relying on trial and error time
Neomera BioLab: Combining real laboratory data with AI models to significantly improve research and development efficiency. In the future, one billion chronic pain patients may no longer need to rely on addictive drugs and have safer alternative solutions
As biological data becomes extremely important, the data ownership capability of blockchain will be even more critical than we imagine today
four ️⃣ On chain finance and infrastructure projects: @ allscaleio
@frontrunpro AgriDynamics @Hertzflow_xyz
@Meleemon @ helpdotfun BTCfi Direction: @ SatsTerminal, @ usdat21
@Allscaleio: A stablecoin enterprise financial operating system that uses stablecoins to solve cross-border payments and settlements. Enterprise finance will become the largest increment of US dollars on the chain
@Frontrunpro: a professional trading wallet that is being upgraded from an asset management tool to an on chain trading workbench, directly serving high-value traders and improving on chain trading efficiency
AgriDynamics: Agricultural robots. Automated crop harvesting is a key requirement for global food security, and the entry of robots into agriculture will change the artificial structure of agriculture
@Meleemon: Skill based competitive games combined with stablecoin betting allow Web2 users to access on chain assets in the most natural way, which is an important direction for growth entry
@SatsTerminal: BTC Liquidity Center, Unifying Bitcoin and EVM Chain Ecology
@USDAT21: Bitcoin Credit Backed Revenue Asset, Structuring BTC Credit into Transparent Revenue
Looking back at the entire combination, my deepest feeling is that this is not a seasonal project, but the appearance of an era. Events will be assetized, AI will step out of the screen and enter the world, and life sciences will be computerized
For institutions, this is a window to occupy the technology stack of the next decade in advance. For builders, this is a rare moment to catch up with the intersection of the times. For myself, this is the first time I have truly seen the structure of the industry and era from the project level
You will find one thing: the times are accelerating, and we are standing in the center of the acceleration point
YziLabs team: @ ellazhang516 @ cyodyssey @ 0xRickyW @ cathyIncubates @ yunna025 And intern @ cz-binance
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