Why Yat Siu Believes Altcoins Will Surpass Bitcoin

Why Yat Siu Believes Altcoins Will Surpass Bitcoin

In Web3, we find ourselves in an age of digital phantoms, a "click-farm" era where identity is flimsy and easily fabricated. But what if reputation could be real, portable, and valuable? Animoca Brands co-founder Yat Siu returns to explore this very question, detailing a vision for a trust layer built on zero-knowledge proofs.

He reveals plans for a Hong Kong dollar stablecoin, a joint venture with Standard Chartered and HKT awaiting regulatory approval, and unpacks the Mocaverse ecosystem where staking power and airdrops build a verifiable, cross-chain identity. We also explore the future of Web3 gaming, the coming meta shift from GTA 6, and a bold thesis: why the entire altcoin market may one day eclipse Bitcoin.

Tune in to discover how we might build a more trustworthy digital future.

Chapters

00:18 Solving Web3's "Click Fraud" Problem

01:01 Animoca's Plan for a Hong Kong Stablecoin

03:12 Navigating Hong Kong and China's Regulatory Landscape

09:11 The Composability and Promise of Stablecoins

11:09 Introducing the Mocaverse Loyalty SDK

12:56 Building an Interoperable Digital Identity

15:04 The Search for Trust in a Permissionless World

18:34 Data Custody, GDPR, and Self-Sovereignty

21:02 Can Reputation Live Across Multiple Chains?

27:07 The Limits of KYC and Airdrop Farming

28:49 Staking Power and Airdrops as a Form of Credit

40:34 Rumors of a US Listing for Animoca

45:13 The Future of Web3 Gaming and the GTA 6 Effect

56:22 Why Altcoins May One Day Eclipse Bitcoin

Jaksot(325)

Omer Goldberg: The DeFi Exploit That Exposed a Bigger Problem

Omer Goldberg: The DeFi Exploit That Exposed a Bigger Problem

A new DeFi exploit triggered millions in losses, but the deeper story is about risk. In this episode, Omer Goldberg, founder of Chaos Labs, explains how the attack unfolded, why the damage spread acro...

30 Maalis 41min

How the DTCC is Tokenizing $100 Trillions in Assets | Tom Sullivan

How the DTCC is Tokenizing $100 Trillions in Assets | Tom Sullivan

What happens when the institution at the center of U.S. market plumbing starts putting securities onchain?In this episode of The Defiant, Chris Storaker sits down with Tom Sullivan, Managing Director ...

20 Maalis 42min

Will Aave’s New Plan Change DeFi Forever? | Stani Kulechov Explains

Will Aave’s New Plan Change DeFi Forever? | Stani Kulechov Explains

New Podcast with Aave founder Stani Kulechov just dropped: Aave is at a turning point - will the Aave Will Win proposal lead to innovation or chaos? Aave is navigating a pivotal moment with the recent...

13 Maalis 52min

Optimism Is Done With “Ethereum Alignment” — Users Come First

Optimism Is Done With “Ethereum Alignment” — Users Come First

In this episode of The Defiant Podcast, Camila Russo sits down with Jing Wang to discuss how Optimism is evolving and why the debate over what counts as a “real” Ethereum L2 might be missing the point...

6 Maalis 36min

Did L2 Fragment Ethereum? - With Yuval Rooz, CEO of Digital Asset, Co-Founder of Canton

Did L2 Fragment Ethereum? - With Yuval Rooz, CEO of Digital Asset, Co-Founder of Canton

Layer 2 was supposed to scale Ethereum.But what if it fragmented it instead?In this episode, we break down:• Why public chains are “expensive databases”• Why composability is Ethereum’s real value• Wh...

27 Helmi 51min

The Bitcoin Renaissance Legacy : Beyond Digital Gold Ep. 2

The Bitcoin Renaissance Legacy : Beyond Digital Gold Ep. 2

Bitcoin Renaissance or JPEG Hype?In 2023, Bitcoin had what many called a renaissance.NFTs on Bitcoin.BRC-20 tokens.Runes.10x transaction spikes.Fee revenue surging to levels not seen since 2017.And th...

26 Helmi 20min

Why DAO Governance Always Turns Political

Why DAO Governance Always Turns Political

"In a decentralized governance system, it's unavoidable to develop politics."Rune Christensen explains why DAO governance becomes a struggle for resources, how the "iron law of bureaucracy" emerges, a...

20 Helmi 55min

Robinhood’s Crypto Head Johann Kerbrat on Why Public Blockchains Will Win

Robinhood’s Crypto Head Johann Kerbrat on Why Public Blockchains Will Win

Robinhood is opening the testnet for its Arbitrum-based Ethereum Layer 2. In this episode, we sit down with the fintech’s head of crypto, Johann Kerbrat, to discuss the strategic move to build on Ethe...

11 Helmi 41min