$GENIUS - did the research. here’s what actually convinced CZ’s family office to write the check and have CZ personally advise:
1. the “onchain Binance” thesis
direct quote from Armaan Kalsi, CEO of Genius:
“aligning with YZi Labs means we have the industry’s most thorough and well-resourced backer taking a meaningful swing at creating an ‘onchain’ Binance, while focusing on what makes CEXs better than DEXs right now: privacy”
2. the “transparency bug”
as DEX volume grows, pro traders hit a structural wall: every large position alerts the entire market before execution. you lose alpha just by trying to move size. CEXs don’t have this problem. DEXs can’t fix it. Genius can
3. Ghost Orders (MPC privacy)
Genius splits trades across ephemeral wallet clusters using Multi-Party Computation. funding links stay confidential to the public but remain cryptographically auditable. non-custodial throughout, users never give up keys. this is structurally more private than both CEXs AND DEXs
4. the founder signal
@ellazhang516, Head of @yzilabs , on meeting the founder at NYC Builder Bunker during a @BNBCHAIN MVB:
“he has the distinct traits of a founder who’s going to win: sharp, logical, and articulate”
5. the execution + privacy thesis
Alex Odagiu, Investment Partner at YZi Labs:
“the next phase of DeFi is about execution and privacy. Genius is building a unified, high-performance trading layer that delivers deep liquidity, fast routing, and privacy-enabled execution, allowing professional and power users to operate on-chain with the same efficiency and discretion they expect in traditional markets”
the bottom line
YZi isn’t backing another perp DEX. they’re backing the interface layer that could eat centralized exchanges by offering everything CEXs offer (speed, liquidity, privacy) while remaining fully non-custodial
and at $60M circulating mcap, the market hasn’t priced any of this in yet
source: yzilabs.com
*Disclaimer:This content aims to enrich readers’ information. Rare Bitcoin collects this information from various relevant sources and is not influenced by outside parties. Note that an asset’s past performance does not determine its projected future performance. Crypto trading activities have high risk and volatility, always do your own research and use cold cash before investing. All activities of buying and selling bitcoin and other crypto asset investments are the responsibility of the reader. Thank You - Rare Bitcoin Team -