Berkshire-Style BNB Treasury Aims to Reshape Digital Capital Markets

YZi Labs, a venture firm overseeing over $10 billion in assets, has partnered with B Strategy to develop a U.S.-listed BNB treasury company with a target of raising $1 billion. This initiative is positioned to serve as a capital vehicle for the BNB ecosystem, drawing comparisons to Warren Buffett’s Berkshire Hathaway due to its long-term investment strategy. The company will use the proceeds to support core technology development and foster ecosystem growth on the BNB Chain, which already leads in daily transaction volume and ranks among the top decentralized application (dapp) platforms [1].

The new company will be backed by YZi Labs, which rebranded from Binance Labs earlier in 2025. Ella Zhang, YZi Labs’ head, emphasized the role of BNB in shaping the next generation of capital markets, citing its growing integration into stablecoin infrastructure and real-world asset adoption. B Strategy, which was co-founded by former Bitmain executives, will manage the treasury company using a “maximize BNB-per-share” strategy. The firm aims to provide institutional-grade execution and transparency to global investors, with a particular focus on bridging U.S. and Asia-Pacific markets [1].

According to a separate announcement by B Strategy, the company plans to structure its BNB treasury similarly to 10X Capital, which in July 2025 raised $250 million with YZi Labs’ support. B Strategy plans to use a U.S.-listed company as a vehicle for a private placement, with the injected capital being used to purchase BNB. The firm’s leadership, including Leon Lu and Max Hua, emphasized the importance of disciplined treasury management, transparent reporting, and institutional-grade custody to attract both retail and institutional investors [2].

The BNB token, currently the fourth-largest cryptocurrency by market capitalization at $120.3 billion, has gained traction as a reserve asset among companies seeking exposure to Binance’s ecosystem. Recent examples include CEA Industries, whose shares surged 550% after announcing a BNB treasury, and BMB Network, which oversubscribed its $500 million funding round. The growing interest in BNB reflects its utility in transaction fees, staking, and governance across the Binance platform [2].

In a related development, USD.AI—developed by Permian Labs—has introduced a stablecoin protocol on Arbitrum that uses GPU collateral to provide rapid financing to AI startups. The protocol offers two tokens: USDai, a USD-pegged stablecoin, and sUSDai, which is tied to AI compute assets. By leveraging tokenized GPU collateral, USD.AI can approve AI startup loans in a fraction of the time required by traditional lenders [4].

As B Strategy and YZi Labs continue to expand the BNB ecosystem’s reach, USD.AI’s AI-focused financial infrastructure further underscores the convergence of blockchain and artificial intelligence. These developments highlight the increasing diversification of blockchain-based financial tools and the potential for cross-ecosystem collaboration.

Source:

[1] B Strategy to Launch $1 Billion U.S.-Listed BNB Treasury Company with YZi Labs' Support (https://www.prnewswire.com/news-releases/b-strategy-to-launch-1-billion-us-listed-bnb-treasury-company-with-yzi-labs-support-302537384.html)

[2] Binance's CZ family office backs another BNB treasury launch in the U.S. (https://cointelegraph.com/news/binance-cz-family-office-bnb-treasury-launch-us)

[3] USD.AI - airdrop.io (https://airdrop.io/airdrop/usd.ai)

[4] USDAI Live Price Chart, Market Cap & News Today (https://www.coingecko.com/en/coins/usdai)