CZ Claims the Boundary Between Web3 and Traditional Finance Will Disappear
CZ, the founder of Binance, stated during a Binance Online live stream that the boundary between Web3 and traditional finance will gradually disappear in the future. He emphasized that blockchain is merely a foundational technology for the financial industry, similar to how e-commerce is fundamentally a business activity and should not be viewed in isolation.
This trend is already evident, with a continuous increase in market demand for blockchain technology. CZ prefers to invest in the "shovel" infrastructure for AI, including data centers, power, and computing systems, while also focusing on the development of robotics technology.
Market Mechanism: CZ and the Binance ecosystem continue to lay out blockchain and AI infrastructure, driven by events that merge Web3 with traditional finance and the demand for AI computing investments. Funds are flowing into data centers, power, customized computing, and blockchain projects; Binance, YZi Labs, and related infrastructure companies stand to benefit, while pure AI application layer projects and narratives separating from traditional finance face pressure.
Source: Public Information
ABAB AI Insight
CZ has shifted Binance's strategic focus towards compliance and integration with traditional finance since his release from prison in 2024. His views during this live stream continue to promote the long-term path of blockchain as a foundational technology for finance. He has publicly stated multiple times in 2025 that crypto should not be seen as an independent track but as infrastructure, and relevant investments are being made through Binance Labs and YZi Labs.
In terms of capital allocation, YZi Labs maintains 70-80% of its resources in crypto and blockchain while allocating a small portion to AI infrastructure (data centers, power, computing). The motivation is to capture the long-term growth dividends of AI through a "shovel" strategy while avoiding direct competition with NVIDIA in the application layer, waiting for customized computing and robotics technology to mature.
Similar cases include a16z shifting from pure crypto to an AI + crypto cross-layout, and traditional financial institutions (like BlackRock) using blockchain for RWA. The current crypto industry is at a critical stage of transitioning from the Web3 narrative to "financial technology infrastructure."
Structural Judgment: This fundamentally belongs to an industry chain reconstruction driven by technological substitution. The integration of blockchain as a foundational technology with AI infrastructure will shift pricing power from independent Web3 projects to general infrastructure serving traditional finance and AI computing. The mechanism is that users and institutions care only about efficiency, cost, and compliance, rather than technical labels, forcing capital to shift from "storytelling" to providing actual computing power, electricity, and on-chain financial tools.
ABAB News · Cognitive Law
The more foundational the technology, the easier it is to be absorbed by traditional finance.
Those who sell shovels live longer than those who mine gold.
On the day the boundaries disappear, the narrative dies first, and the infrastructure profits later.