Why Yat Siu Believes Altcoins Will Surpass Bitcoin
The Defiant21 Loka 2025

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

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