Top Binance Labs and YZi Labs Portfolio Projects in 2026: 10 Names to Know

7 mins mins

Top Binance Labs and YZi Labs Portfolio Projects in 2026: 10 Names to Know

Updated July 9, 2026

Quick Answer

If you want the short version, the historical Binance Labs and current YZi Labs names still worth understanding in 2026 include Polygon, Injective, Ethena, Trust Wallet, SafePal, Vana, Sign, Tensorplex, Aspecta, and USD.AI.

One important update first: Binance Labs rebranded to YZi Labs in January 2025. So in 2026, a “Binance Labs portfolio” article is really a historical-and-editorial portfolio map, not a page about a current operating brand unchanged from earlier cycles.

Editorial placeholder visual for a Binance Labs to YZi Labs portfolio comparison page — Featured-image placeholder for a Binance Labs portfolio page. Replace with a custom visual showing the historical Binance Labs brand and the current YZi Labs framing before publication.

Why This List Should Be Framed as a Portfolio Map

VC portfolio pages become low quality when they are written like token watchlists.

A better frame is:

what category the project belongs to
why that investment mattered
what it says about the firm’s thesis
what remains unproven

How We Chose These Portfolio Names

These projects were chosen because they are either explicitly named by YZi Labs as notable portfolio examples or supported by direct YZi Labs investment announcements after the rebrand.

The list is designed to show category breadth:

scaling and L1 infrastructure
interoperability
trading infrastructure
structured DeFi
newer AI-adjacent platform bets

Quick Comparison

Project	Main category	Why it matters in the portfolio	Main trade-off
Polygon	scaling infrastructure	shows early large-platform infrastructure exposure	mature brand does not reflect current frontier alone
Injective	trading infrastructure	exchange and derivatives theme	sector competition remains high
Ethena	structured yield / synthetic-dollar category	shows newer DeFi product interest	category is complex and risk-sensitive
Trust Wallet	wallet / user gateway	reflects distribution and self-custody focus	mature product, not a frontier bet
SafePal	wallet / custody access	shows practical user-onboarding thesis	hardware and app-wallet markets are competitive
Vana	AI data infrastructure	clear example of post-rebrand AI expansion	still an emerging category
Sign	token distribution infra	shows interest in credential and distribution rails	token-distribution infra is still niche for some readers
Tensorplex	decentralized AI infrastructure	reflects decentralized-AI thesis directly	early-stage AI crypto remains execution-heavy
Aspecta	price discovery and alpha-asset infra	shows broader capital-markets tooling interest	product category is still specialized
USD.AI	AI infrastructure finance	shows the portfolio extending into AI-linked financial rails	AI-finance convergence is still early

1. Polygon

Polygon remains one of the most recognizable historical portfolio names because it represents an early and highly visible scaling-infrastructure bet.

Its inclusion matters less as a “hidden gem” and more as proof of what kind of infrastructure thesis the portfolio backed early.

Source note: YZi Labs says notable portfolios include Polygon, Injective, Ethena, Trustwallet, and Safepal in its BitGo announcement and Web3 frontiers post.

2. Injective

Injective helps represent the trading-infrastructure side of the portfolio and remains relevant to readers tracking exchange and derivatives-oriented blockchain products.

3. Ethena

Ethena matters because it signals a willingness to back more complex structured-yield or synthetic-dollar style products rather than only base infrastructure.

4. Trust Wallet

Trust Wallet remains important because a venture map built around the Binance Labs lineage should also reflect gateway products that helped onboard retail users into self-custody.

5. SafePal

SafePal belongs here for similar reasons: it reflects the thesis that user access, self-custody, and practical wallet infrastructure mattered alongside chain and DeFi investments.

6. Vana

Vana belongs here because YZi Labs framed it as its first AI investment after the rebrand, making it one of the clearest markers of the portfolio’s expanded mandate.

Source note: YZi Labs, “Invests in Vana to Unlock AI’s Next Frontier: User-Owned Data”: https://www.yzilabs.com/blog/yzi-labs-invests-in-vana-to-unlock-ais-next-frontier-user-owned-data

7. Sign

Sign matters because YZi Labs explicitly framed it as token-distribution and credential-verification infrastructure, which is a useful category bridge between venture-backed rails and mass onboarding.

Source note: YZi Labs, “Invests in Sign to Supercharge Global Token Distribution to Humans and AI agents”: https://www.yzilabs.com/blog/yzi-labs-invests-in-sign-to-supercharge-global-token-distribution-to-humans-and-ai-agents

8. Tensorplex

Tensorplex belongs here because it gives the page a direct decentralized-AI infrastructure example backed by a standalone YZi Labs investment announcement.

Source note: YZi Labs, “Invests in Tensorplex Labs to Supercharge the Development of Decentralized AI”: https://www.yzilabs.com/blog/yzi-labs-invests-in-tensorplex-labs-to-supercharge-the-development-of-decentralized-ai

9. Aspecta

Aspecta matters because it shows the portfolio stretching into price discovery, lifecycle liquidity, and verification infrastructure around illiquid or pre-TGE assets.

Source note: YZi Labs, “Invests in Aspecta to Pioneer Universal Price Discovery Infra for Trillion Illiquid Assets”: https://www.yzilabs.com/blog/yzi-labs-invests-in-aspecta-to-pioneer-universal-price-discovery-infra-for-trillion-illiquid-assets

10. USD.AI

USD.AI rounds out the list because it reflects YZi Labs’ newer interest in financial rails tied directly to AI infrastructure demand.

Source note: YZi Labs, “Invests in USD.AI to Back the Yield-Bearing Stablecoin for Scaling AI Infrastructure”: https://www.yzilabs.com/blog/yzi-labs-invests-in-usd-ai-to-back-the-yield-bearing-stablecoin-for-scaling-ai-infrastructure

Which Type of Portfolio Name Fits Different Readers?

If you only want a quick way to read the list:

start with Polygon, Injective, and Ethena for the core Web3 venture thesis
look at Trust Wallet and SafePal for gateway and self-custody product exposure
look at Vana, Sign, Tensorplex, Aspecta, and USD.AI for the later YZi Labs expansion into AI and newer infrastructure rails

What This Page Should Not Be Used For

This page should not be used as a shortcut for token selection.

VC portfolio affiliation can help readers understand:

where venture conviction went
which themes were strategically important
how crypto investment priorities changed over time

But it does not replace product diligence, tokenomics review, or market timing analysis.

What This Portfolio Actually Tells You

The most useful takeaway is not which token may outperform.

It is that the portfolio historically leaned into:

core infrastructure
trading rails
user gateways and wallets
token-distribution and capital-markets tooling
later expansion into AI-adjacent bets

FAQ

Is Binance Labs still called Binance Labs in 2026?

No. The unit was rebranded to YZi Labs in January 2025.

Why still use the phrase “Binance Labs portfolio”?

Because many readers still search for the historical brand, and the older investment footprint is still what they are trying to understand.

Are these projects all current YZi Labs investments?

Not necessarily in the same phase or context. This article is best read as a historical-and-current portfolio map shaped by the original Binance Labs lineage and later YZi Labs evolution.

Should I treat VC backing as an investment thesis by itself?

No. VC backing can signal quality or network access, but it does not replace product analysis, token structure analysis, or market timing judgment.

Final Takeaway

The top Binance Labs portfolio projects in 2026 are best understood as a venture thesis map, not a token watchlist.

Polygon, Injective, Ethena, Trust Wallet, SafePal, Vana, Sign, Tensorplex, Aspecta, and USD.AI help show how the portfolio evolved from crypto infrastructure into a broader Web3 and AI investment scope.

References

YZi Labs: https://www.yzilabs.com/
YZi Labs rebrand and portfolio context: https://www.yzilabs.com/
YZi Labs, notable portfolios mention in BitGo announcement: https://www.yzilabs.com/blog/yzi-labs-announces-strategic-investment-in-bitgos-ipo-as-digital-asset-custody-giant-debuts-on-nyse
YZi Labs, notable portfolios mention in EASY Residency thesis post: https://www.yzilabs.com/blog/eight-web3-frontiers-easy-residency-s3-is-hunting-for
Polygon: https://polygon.technology/
Injective: https://injective.com/
Ethena: https://www.ethena.fi/
Trust Wallet: https://trustwallet.com/
SafePal: https://www.safepal.com/
Vana investment post: https://www.yzilabs.com/blog/yzi-labs-invests-in-vana-to-unlock-ais-next-frontier-user-owned-data
Sign investment post: https://www.yzilabs.com/blog/yzi-labs-invests-in-sign-to-supercharge-global-token-distribution-to-humans-and-ai-agents
Tensorplex investment post: https://www.yzilabs.com/blog/yzi-labs-invests-in-tensorplex-labs-to-supercharge-the-development-of-decentralized-ai
Aspecta investment post: https://www.yzilabs.com/blog/yzi-labs-invests-in-aspecta-to-pioneer-universal-price-discovery-infra-for-trillion-illiquid-assets
USD.AI investment post: https://www.yzilabs.com/blog/yzi-labs-invests-in-usd-ai-to-back-the-yield-bearing-stablecoin-for-scaling-ai-infrastructure

Internal Link Opportunities

LayerZero page: https://coincu.com/top-bridge-projects-on-layerzero/
market makers page if refreshed
custody or ETF explainer where relevant

Media Plan

Featured image:

timeline-style visual showing Binance Labs branding, YZi Labs rebrand, and category buckets such as infra, DeFi, and AI

Suggested inline media:

YZi Labs homepage capture
LayerZero or Aptos homepage capture
portfolio-thesis diagram showing category allocation

Caption direction:

emphasize portfolio thesis evolution rather than token hype

Disclosure

This article is for informational purposes only and does not constitute investment advice. Venture portfolio affiliation does not guarantee product success, token performance, or future adoption.