CZ Sees Crypto Winter Investments as Long-Term Opportunity
Binance founder Changpeng Zhao has been making waves in the crypto space lately, sharing his thoughts on the current market and recent investments by CZ YZi Labs.
CZ is confident that some of the firm's investments made during the crypto winter could turn out to be its best-performing bets yet. He attributes this potential for strong returns to timing - these positions were built when prices and sentiment were near their lows in early 2026, with Bitcoin having fallen around 47% from its prior peak.
The CZ YZi Labs investments in question include a $52 million round in RoboForce, a physical AI robotics company, as well as other deals in digital asset custodian BitGo and prediction market platform Predict.fun. The firm also led an $8 million pre-seed round for AEON, an AI-agent payments protocol.
CZ's views on the current market are multifaceted, but he believes that the temporary rotation of speculative capital into AI is actually helping filter out short-term opportunists from the crypto space. He thinks that during bull runs, it can be difficult to tell whether a team is building for the long haul or just chasing quick gains.