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According to the disclosure by Family Office New Intelligence, data service provider FINTRX tracking shows that in August, family offices participated in a total of 109 transactions, with the total disclosed financing amount reaching 16.9 billion USD. Among these, follow-on financing rounds, where family offices continued to invest in companies they already hold, accounted for 27% of the transaction count. This indicates that, compared to continuing to invest in existing projects, family offices are more active in seeking and investing in new projects. The most active institution in August was a16z Perennial.a16z Perennial was established in 2022 and is a joint family office under the venture capital firm Andreessen Horowitz, providing wealth management and investment services for its core partners Marc Andreessen and Ben Horowitz, as well as the entrepreneurs they support. As of the end of 2025, a16z Perennial manages approximately 2.74 billion USD in regulated assets. In August, a16z Perennial participated in a total of 17 transactions, ranking first; the total disclosed scale of the related financing rounds reached approximately 10.45 billion USD.Ranking second is YZi Labs, founded by Binance founder Changpeng Zhao. YZi Labs manages over 10 billion USD in assets globally, with investment coverage including Web3, artificial intelligence, and healthcare, and invests in startups at various stages of development. In August, YZi Labs participated in 10 transactions, second only to a16z Perennial; however, the total scale of the financing rounds involved in these transactions was 42.1 million USD, largely appearing in large financing rounds of several hundred million or even several billion USD.It should be noted that the amounts mentioned above refer to the total financing scale of all investors in the related financing rounds, rather than the actual investment amount of the family offices themselves. Due to the strong privacy of family office investments, it is usually difficult to obtain the specific investment amount of a single family office in each transaction.

According to Be In Crypto, Binance founder Zhao Changpeng recently stated that YZi Labs' investments over the past few months will become the highest return layout, as they invested in cryptocurrency prices close to the lows of the bear market.YZi Labs has disclosed seven investments in 2026: in January, they invested in the on-chain trading terminal Genius and the digital asset custodian BitGo; in March, they led a $52 million investment in RoboForce and invested $1 million in the venture project Atlas Scout; in April, they made an additional investment in the prediction market Predict.fun; in May, they led an $8 million seed round investment in the AI agent payment settlement layer AEON; in August, they invested in the cross-chain fixed-rate lending platform TermMax.Zhao Changpeng believes that the influx of funds into AI is eliminating short-term cryptocurrency teams, and the return of AI funds to digital assets has already begun. Bitcoin has rebounded after a 47% drop from its peak, but it is still far below the October high.

On-chain financial privacy infrastructure Primus announced that it has received investment from YZi Labs to support its ongoing work in on-chain financial privacy infrastructure. Primus also thanks YZi Labs and EASYResidency for their investment, support, and trust.Primus Confidential Vault is now live on the BNB Chain, providing private asset transfer and yield features for on-chain finance through FHE.

The fixed-rate lending protocol TermMax (parent company Term Structure Labs) announced a strategic investment from YZi Labs, with the amount undisclosed. TermMax is a selected project in the YZi Labs incubation program EASY Residency for the third quarter. The protocol has raised over $8 million in total financing, with previous investors including lead investor Cumberland DRW from the 2023 seed round, as well as HashKey Capital, Decima Fund, Longling Capital, MZ Web3 Fund, and other institutions.The TermMax mainnet is set to launch in April 2025 and is currently deployed on 10 EVM-compatible chains, operating 60 fixed-rate markets and 40 strategy vaults, with a total locked value of tens of millions of dollars and over 1.5 million registered wallets. The protocol achieves fixed-rate lending by splitting debt into three tradable tokens: FT (zero-coupon bonds), XT (interest and option value), and GT (leverage position certificates), with settlement using physical delivery.Its token $TMX completed its TGE on August 25, with trading on the first day across platforms such as Binance Alpha, Kraken, Bitget, MEXC, and KuCoin. It is reported that TermMax will subsequently advance in three directions: on-chain yield curves, interest and options markets for tokenized stocks, and the institutional financing platform TermPrime.

Cryptocurrency financial and tax solutions provider FinTax announced the completion of its seed round financing, led by YZi Labs, with participation from Amber, Hash House, Pundi AI, Waverider International, and Nexus Holdings, resulting in a post-investment valuation of $40 million. Previous round investors include Victory Courage, BGIN, Tools Factory, and individual investor Fan Chao.In recent years, YZi Labs has been continuously investing in stablecoins, RWA, payment, and institutional-level digital asset infrastructure. Leveraging FinTax's expertise in on-chain data processing, crypto accounting, cross-jurisdictional tax practices, and crypto asset financial auditing, both parties will explore long-term ecological collaboration around institutional-level financial and tax infrastructure, compliance standards, and emerging scenarios such as stablecoins, RWA, and payments.Following this round of financing, FinTax will accelerate the scaling of its five product lines, expanding its business from the Asia-Pacific and North American markets to Europe and the Middle East, and deepening the application of AI in complex financial and tax scenarios. FinTax will continue to promote the dual iteration of blockchain and legal systems across dozens of jurisdictions, enabling on-chain economic activities to connect with the real-world financial and tax systems.

Alloco was founded by a team with a quantitative background, and the core team has over $1 billion in institutional asset management experience. The platform packages institutional-level trading strategies into on-chain fund products, covering hedge fund strategies, thematic asset baskets, and tokenized Pre-IPO products, with the first batch of products set to launch soon.This round of funding will be used for product development, compliance framework construction, and market expansion.

YZi Labs announced that its flagship incubation program EASY Residency has selected 24 early-stage companies for its fourth season, with each receiving an investment of $500,000. This season lasts for 10 weeks, starting online and then bringing founders together in Bhutan. The focus this season is on the next generation of global financial infrastructure, covering areas such as stablecoin payments, on-chain foreign exchange, institutional-grade market infrastructure, privacy, credit, and AI-native execution.The themes of the selected teams include stablecoin payments and cross-border settlement, on-chain foreign exchange and credit and new banking, institutional-grade liquidity and market making, digital asset privacy compliance and financial operations, AI agents and automated execution, on-chain financial consumption and enterprise interfaces, as well as AI-native security and creator infrastructure. YZi Labs manages assets exceeding $10 billion, with a portfolio covering over 300 projects in fields such as Web3, AI, and biotechnology.

CryptoQuant analyst Darkfost posted on the X platform, stating that there are clear signs of recovery in the altcoin market recently, and the market structure is changing. The "altcoin season" may have entered an early stage. Data shows that the total market capitalization of altcoins increased by about $215 billion in just three days, with a rise of over 24%, pushing the total market capitalization of altcoins back above $1 trillion. Darkfost pointed out that in this round of increase, small and medium-cap altcoins performed the strongest. Due to their lower circulating market capitalization, these assets are more sensitive to capital inflows and also have higher bidirectional volatility risks.From the data on the Binance platform, the signals of recovery in the altcoin market have further strengthened. Since November last year, about 80% to 85% of altcoins have been below the 200-day moving average (200-DMA), while currently, 56% of the altcoins listed on Binance have regained this key technical indicator, indicating that the market may be entering a new cyclical phase. Darkfost believes that this trend reversal is related to several positive signals for cryptocurrencies recently released by Trump. Trump stated that the U.S. will "massively purchase Bitcoin" and urged Congress to push the passage of the CLARITY Act, while also claiming that his administration has ended the previous unfriendly policies towards the cryptocurrency industry.Related remarks have boosted market sentiment, and against a backdrop of low trading volume and reduced selling pressure, a large amount of capital has begun to flow into the altcoin market, driving multiple sectors to rise simultaneously. Darkfost stated that based on historical experience, the current widespread increase in altcoins is usually seen as an important signal for the early start of altcoin season. However, he also warned that the market has entered an overbought area in the short term, and investors should be cautious of a phase adjustment. If the overall upward momentum continues, new investment opportunities may still arise.

The crypto investment firm YZi Labs announced the launch of EASY Residency Season 5, a 10-week acceleration program for early-stage innovative projects, which includes 5 weeks of online phase and 5 weeks of offline residency in Thailand, culminating in a Demo Day. Accommodation, meals, and workspace are fully covered, allowing founders to focus on building.Priority investment directions include programmable capital and on-chain markets, stablecoin payment infrastructure, computing and trusted agent systems, embodied AI, emerging AI interfaces, and AI × Bio. Selected projects can receive up to $500,000 in investment (including a $150,000 SAFE for 5% equity and an additional $350,000 unlimited SAFE), with the opportunity to secure up to $2 million in additional investment. The application deadline is September 13 at 23:59 (GMT-7).

The predictive market analysis platform Polysights announced the completion of a $1.5 million financing round, with investors including YZi Labs S3, Maven 11 Capital, Varys Capital, Contribution Capital, and Edge Ventures.Polysights is building an automated and intelligent infrastructure for predictive markets. According to reports, Polysights is based on artificial intelligence technology and is aimed at individual traders and various institutions, enabling wallet-associated cluster screening, market anomaly detection, and the ability to analyze various trading strategies in predictive markets.

BNB Financial Company CEA Industries announced a cooperation agreement with YZi Labs, and both parties will jointly promote the adjustment of the BNC governance structure. According to the agreement, Ella Zhang, Alex Odagiu, and Matthew Roszak have been appointed as company directors, and both parties will jointly select an independent director with experience in digital assets, capital markets, and governance of listed companies.At the same time, the board of directors will establish a CEO selection committee, with YZi Labs partner Alex Odagiu serving as interim president until a new CEO is appointed. As part of the agreement, YZi Labs will terminate the previous consent solicitation and withdraw related requests. CEA Industries stated that this move will help strengthen corporate governance and enhance its ability to execute long-term strategies around the BNB ecosystem.

Renaiss, a liquidity infrastructure for real-world collectibles, announced the completion of a $1.5 million seed round financing, led by YZi Labs, with participation from Gate Ventures, Hash Global, XIN Family, and Redline Labs. Angel investors come from Mask Network, Far East Group, Logoman, Hoopi, and Legit App.Built on the BNB Chain, Renaiss aims to connect third-party vaults, card shops, and custody nodes through Renaiss Vault OS, and uses Renaiss.XYZ as the application layer for users to access the on-chain collectibles market. It provides verifiable custody, standardized settlement, and on-chain liquidity for physical collectibles, eliminating friction in verification, custody, pricing, and cross-border transactions. Collectibles verified through custody can complete ownership transfers on-chain and circulate globally without trust and permission.The funds from this round will be used to expand the vault network, enhance product integration with the Renaiss SDK ecosystem, expand collectible categories, drive global market expansion, and support DeFi integration and AI Agent-related infrastructure development.It is reported that Renaiss has been selected for the third season of the YZi Labs incubation program EASY Residency and has won the 2025 Binance Blockchain Week Dubai Demo Night award, while ranking first in the RWA category on the BNB Chain. Since the Beta launch in November 2025, the Renaiss platform has achieved a turnover of over $20 million, with more than 260,000 users.

The AI native oracle Cournot Protocol, invested by YZi Labs, has officially integrated with 42, an event market backed by institutions such as Dragonfly and Coinbase Ventures, becoming its official AI native oracle. Cournot will provide continuous monitoring, evidence endorsement assessment, and a transparent analysis workflow driven by Cournot's "reasoning proof" framework.As the event trading platform expands into sectors such as sports, politics, creator economy, and crypto-native events, building a market adjudication mechanism is becoming a core challenge in the infrastructure domain. Unlike traditional data feed oracles, Cournot continuously tracks external dynamics, aggregates multi-source evidence for cross-examination, and analyzes the settlement conditions of various markets, generating an auditable reasoning chain while outputting adjudication results.The recent integration of the prediction market Myriad Markets by Cournot reflects the macro trend of the industry migrating towards "AI-assisted settlement" infrastructure. Cournot's core capabilities will gradually expand from empowering prediction markets to areas such as Agentic Commerce, complex RWA, card games, and parametric insurance. More and more platforms are realizing that complex real-world outcomes are often not adjudicated by a single API or a price feed, which is precisely why they are beginning to seek new types of oracles.

According to The Block, CryptoQuant's research director Julio Moreno stated that the bottom for Bitcoin may be around $53,600, which is the current realized price and has historically marked the bottom of bear markets multiple times. Currently, Bitcoin is trading at approximately $62,150, about 9% higher than that level. However, demand conditions remain weak. CryptoQuant estimates that total demand decreased by 652,000 BTC last week, marking the largest single-week decline since January 2022. The 30-day ETF demand growth has dropped to -74,000 BTC, the weakest level since the ETF was launched. Meanwhile, the realized losses over the past 30 days amount to 187,000 BTC, significantly lower than the 400,000 BTC when it first fell below $60,000 in February and the 1.2 million BTC during the FTX collapse in November 2022, indicating that a capitulation-style sell-off has not yet been reached. Moreno stated that while the price level may suggest a bottom is near, a bull market requires a recovery in demand, which has not yet been reflected in the data. Until total demand stabilizes, ETF capital flows recover, and realized losses reach capitulation peaks, the current price should be viewed as a candidate for valuation bottom rather than a confirmed cycle bottom.

According to 10x Research analysis, the Ethereum options market has seen an unusually large volume of put option buying, with contract flows at strike prices of $1800 and $1900 being about five times the normal levels.The institution believes that while Ethereum is cheap today, cheap does not equate to a buying opportunity. Fundamentals ultimately determine price, and marketing narratives can only sustain deviations for a limited time; eventually, reality will re-establish dominance.