Binance Labs is gearing up for a major rebrand. CEO CZ has been very active again; he’s now highly involved in the investment side of things. He wants to invest only in those projects that make much sense in the long term. Binance Labs continued its growth path by extending the sphere of activity beyond primary market deals into secondary market liquidity, OTC, among others.
Binance Labs is also looking to 2025 with big plans, and the company hopes it can keep supporting founders with their long-term vision. However, in 2024, they made huge investments and supported 46 projects. The team split these evenly between infrastructure and applications, allocating 50% to each.
The 46 include investments in DeFi, AI, the BTC ecosystem, gaming, ZK tech, and much more. The MVB program focused on the BNB chain, which is a key driver of investment and is responsible for 14 of those investments.
The portfolio of Binance Labs ranges from well-known ecosystems such as Telegram, Solana, and Ethereum to up-and-coming ones like Berachain and Monad. About 20% of investments came from the BNB ecosystem.
Binance Labs focus on crypto, AI, and Biotech in 2025
Looking ahead to 2025, Binance Labs expects the crypto space to continue to thrive under the incoming Trump administration. A friendly regulatory shift will likely fire up institutional investment and support further growth of the industry.
Most attention would flow to the crypto/blockchain, AI, and bio-tech categories in 2025. Innovations at their cross are foreseen to be at the forefront. Additionally, Binance Labs expects further transitions to real-world use cases for the hyped-to-date underperforming sectors, such as gaming, ZK technologies, and privacy solutions.
The relatively more established sectors are DeSci, RWAs/Stablecoins, and AI agents, which might continue gaining traction and unleashing more breakthroughs in the next few years. Nevertheless, with CZ now back and a new investment strategy, Binance Labs is bracing up for an interesting year ahead.