As 2024 comes to a close, Binance Labs reflected on the investment achievements of the past year in a post on X, looking forward to 2025, emphasizing continued focus on infrastructure and long-term value, and ongoing efforts to drive innovation in the crypto industry.
2024 Investment Results Review
This year, Binance Labs has invested in 46 projects globally, of which 14 projects are from the MVB program focusing on the BNB chain or cross-chain incubation programs, and an additional 32 projects come from direct investments. The investment distribution between infrastructure and application layers is 50:50, demonstrating a balanced development strategy under a long-term vision.
Investment sector distribution is as follows:
10 Decentralized Finance (DeFi)
7 Artificial Intelligence (AI)
7 Bitcoin Ecosystem (BTC Ecosystem)
4 Restaking
3 Gaming
2 ZK Technologies
2 Real World Asset Tokenization (RWA)
2 Consumer Apps
In addition, other investments cover infrastructure sectors (such as security, wallets, chain abstraction technologies), as well as some emerging tracks, such as the Move ecosystem and decentralized science (DeSci).
In terms of ecosystem distribution, Binance Labs has maintained a broad layout in Telegram, Solana, Ethereum, and major Ethereum L2s, and has made strategic investments in emerging ecosystems (such as Berachain, Monad, Initia) and mature ecosystems (such as Stacks, Celestia, and Bittensor). According to statistics, about 20% of the investments come from the BNB chain ecosystem, mainly achieved through the MVB program.
2025 Outlook: Year of the Wood Snake, Innovation and Growth
Binance Labs emphasizes that 2025 is the Year of the Wood Snake, and since the wood element symbolizes growth and creativity, Binance Labs predicts it will be a year filled with innovation and breakthroughs, with several key points to watch.
1. Regulatory environment tends towards optimism
The new U.S. government, especially President Donald Trump’s supportive stance towards the crypto industry, is expected to create a more favorable regulatory environment, helping to attract more institutional investors and advancing the maturity of the entire industry.
2. Key investment areas
Cryptocurrency/Blockchain
Artificial Intelligence (AI)
Biotech
Binance Labs is full of expectations for the innovative applications generated by the intersection of these three major fields, especially in the combination of AI technology and blockchain technology.
3. Underperforming sectors may revive
Some areas that underperformed in 2024, such as Gaming, ZK Technologies, and privacy solutions, are expected to experience a revival in 2025. As these technologies gradually transition from the development phase to practical application, new use cases will gradually emerge.
4. Existing narratives will continue to grow
Decentralized Science (DeSci), Real World Asset Tokenization (RWAs)/Stablecoins, and AI Agents are expected to maintain a strong growth trend and are likely to unlock more potential value.
CZ Returns to the Investment Arena
On the other hand, Binance Labs also stated in the tweet that after the return of Binance founder Changpeng Zhao (CZ), he will devote a lot of time to industry investments, personally connecting with existing and emerging entrepreneurs, and participating in a personalized manner to help quality teams move towards long-term development. At the same time, Binance Labs hinted in the tweet that it will soon undergo a rebranding.
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