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The Wolf Of All Streets

Bitcoin's Next Buyer Isn't Human - Yat Siu

32 min28 juni 2026

Yat Siu of Animoca Brands lays out his provocative thesis that AI agents — not humans — will drive the next crypto bull run, creating hundreds of billions of autonomous wallets transacting on chain through microtransactions that only blockchain can support. He reveals Animoca's new agentic platform HelloMinds.ai, explains why altcoin tokens will become the commodities of the AI economy while L1 chains risk becoming commoditized like telcos, warns that dollar stablecoins are already "colonizing" foreign economies and forcing governments to react, shares how a simple grocery price agent exposed a 75% spread saving $500-700 per month, argues that NFTs are quietly coming back as status symbols that AI agents themselves will purchase for identity, and announces a $10 million fund for builders creating agentic AI on their platform.

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