YZi Labs Powers $1B BNB Treasury to Bridge U.S. and Global Crypto Markets

Binance co-founder Changpeng Zhao’s family office, YZi Labs, is supporting the launch of a $1 billion U.S.-listed BNB treasury company by B Strategy, a digital asset investment firm. This initiative is modeled after 10X Capital's earlier success, which secured $250 million to build a BNB treasury with YZi Labs’ backing. B Strategy aims to serve as a bridge between the U.S. and Asian markets, leveraging its Asia-Pacific footprint in Hong Kong, ASEAN, and the Middle East to access liquidity and market intelligence. The company will focus on holding and managing BNB as a core strategic asset, with plans to actively foster ecosystem growth through investments in core technology, grants for innovative projects, and community initiatives. The treasury firm is led by former Bitmain executives and co-founders of Metalpha, including Leon Lu and Max Hua, who bring extensive experience in both traditional finance and crypto markets. YZi Labs, formerly Binance Labs, manages over $10 billion in assets and is led by Ella Zhang, who emphasized the growing institutional recognition of BNB in long-term investment strategies.

The launch of this BNB-focused treasury is part of a broader trend of companies adopting BNB as a reserve asset. Notably, CEA Industries and BMB Network have previously launched BNB treasuries, with CEA Industries experiencing a 550% stock surge. BNB, the native token of the Binance ecosystem, is currently the fourth-largest crypto token by market capitalization, valued at $120.3 billion. It plays a central role in Binance’s ecosystem, facilitating transaction fees, staking, and governance. According to recent data, Zhao holds approximately 64% of the entire BNB supply, underscoring his influence in the token’s market dynamics. The B Strategy initiative is expected to contribute to the growing adoption of BNB in both institutional and retail investment strategies, potentially reinforcing its position as a key asset in the digital economy. The company’s structure will include independently verified holdings, best-in-class custody solutions, and transparent reporting, aligning with industry standards for institutional-grade asset management.

The initiative reflects a strategic effort to bring institutional-grade exposure to BNB, drawing comparisons to Warren Buffett’s Berkshire Hathaway due to its emphasis on long-term asset management and ecosystem development. B Strategy’s leadership emphasized the importance of transparent governance and industrial-grade operational discipline, citing their experience in managing large-scale crypto and traditional financial portfolios. The company aims to offer a seamless bridge between the BNB ecosystem and global investors, particularly those seeking diversified exposure to digital assets. According to Leon Lu, the firm’s founder, the U.S.-listed vehicle will pursue a "maximize BNB-per-share" strategy, combining crypto-native expertise with institutional-grade execution. This approach is intended to attract both institutional and retail investors by aligning with conventional financial practices while leveraging the innovative potential of the BNB Chain.

The BNB token has shown significant volatility in recent days, declining over 2% in the 24-hour period following the announcement of B Strategy’s initiative. Despite the new treasury plan, BNB fell below the 14-day Exponential Moving Average (EMA), with the Relative Strength Index indicating a downtrend and bearish momentum. Analysts attribute the recent dip to whale sales and broader market corrections rather than structural shifts in BNB’s demand. However, the token’s fundamentals remain strong, with the BNB Chain processing 12.5 million transactions per day and ranking second in decentralized application (dApp) and project activity. The development of the BNB treasury aligns with ongoing efforts to integrate the token into long-term investment strategies, particularly as institutional interest in digital assets continues to grow. The success of this initiative could further stabilize BNB’s market position and contribute to its adoption as a strategic reserve asset across global markets.

The launch of the BNB-focused treasury company highlights the increasing convergence between traditional and crypto finance, as more firms explore ways to incorporate digital assets into their investment portfolios. B Strategy’s approach—leveraging a U.S.-listed vehicle to manage BNB—demonstrates a structured, institutional-level approach to digital asset management, potentially setting a precedent for future crypto treasury models. The firm’s leadership has emphasized the importance of cross-border collaboration, particularly in accessing Asian liquidity pools and distribution channels, which are expected to enhance the treasury’s operational efficiency. The initiative also aligns with broader trends in the crypto market, where the demand for transparent, well-governed investment vehicles is growing. As the BNB ecosystem continues to expand, the integration of institutional-grade treasury strategies could further solidify its role as a foundational asset in the evolving digital economy. The finalization of the B Strategy treasury is expected to occur in the coming weeks, with details on the capital raise and investor participation to be announced.

In summary, the launch of a $1 billion BNB treasury by B Strategy, backed by YZi Labs, represents a significant step in the institutionalization of digital asset management. This initiative is expected to strengthen BNB’s role as a key asset in the Binance ecosystem while providing global investors with a structured way to participate in the token’s growth. The collaboration between B Strategy and YZi Labs underscores the growing institutional interest in BNB and the broader crypto market, as more companies seek to integrate digital assets into their investment strategies. As the crypto landscape continues to evolve, the success of this initiative could influence future trends in digital asset treasury management, reinforcing BNB’s position in the global financial ecosystem.

Source: [1] Binance's CZ family office backs another BNB treasury (https://cointelegraph.com/news/binance-cz-family-office-bnb-treasury-launch-us) [2] 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) [3] BNB-Focused Treasury Firm B Strategy looks to Raise $1 (https://www.coindesk.com/markets/2025/08/25/bnb-focused-u-s-treasury-company-to-launch-with-backing-from-binance-founders-and-former-bitmain-cfo) [4] B Strategy unveils $1 billion BNB treasury plan with YZi (https://www.mitrade.com/insights/news/live-news/article-3-1067913-20250826)