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Why altcoins will be bigger than Bitcoin, with Yat Siu, Co-founder of Animoca Brands
Yat Siu, Animoca Brands co-founder and Executive Chairman, at publication
Yat Siu explains the relationship he sees between digital property rights, participation in markets and the investment thesis behind Animoca Brands. The conversation considers gaming, culture and data as parts of an on-chain economy. It also explores his views on ownership and access to capital. The claim in the title is the guest's forecast, not an established comparison of future asset-market sizes.
In this conversation
- Digital property rights
- Gaming, culture and data
- Ownership and market participation
Listen on the original episode page →
Watch the conversation on YouTube →
Chapters
- 00:52 — From Checkpoint Charlie to Web3: Yat Siu grew up crossing between East and West Berlin. He explains how seeing “scarcity vs. abundance” side-by-side shaped his belief that property rights are the foundation of freedom.
- 05:16 — The problem with modern capitalism: Why real estate, compound earnings, and the stock market have become impossible for most people and how QE destroyed the savings mechanism.
- 13:06 — John Locke’s labor theory in the digital age: Why your data and ideas are the new “apples you plucked” and why Big Tech is essentially enslaving creators.
- 30:59 — The Altcoin Thesis: Why Animoca views itself as a leveraged bet on the altcoin market, and why Yat believes the collective market cap of altcoins will eventually surpass Bitcoin’s “digital gold” status.
- 36:30 — From NFTs to digital identity to stablecoins: Why Animoca invests across every layer of tokenization.
- 44:47 — The vision for the next 5-10 years: Why tokenization will make everyone financially literate.