Yat Siu: Animoca Brands – From NFTs & Blockchain Gaming to the Open Metaverse


When it comes to NFTs and blockchain gaming, very few companies can rival with Animoca Brands’ early conviction, investment thesis and time horizon. They understood early on that community building and network effects are the core pillars for a true paradigm shift in gaming. However, culture and narratives transcend the boundaries of gaming, becoming social phenomena. Animoca’s latest undertaking, the Mocaverse, aims to unite communities in a truly open metaverse.

We were joined by Yat Siu, chairman of Animoca Brands, to discuss the importance of digital culture in our modern-day lives and how NFT ownership unlocks community building in the open metaverse.

Topics covered in this episode:

  • Yat’s background and Animoca Brands’ interest in NFTs
  • Digital culture & narratives
  • Animoca Brands’ investment thesis
  • Blockchain & NFT adoption by Web2 brands
  • Financial inclusion & financial literacy
  • Ownership & play-to-earn gaming: East vs. West
  • NFT use cases & IP rights
  • Interoperability
  • Decentralisation & the value of ownership
  • Mocaverse
  • Long-term vision & the open metaverse

Episode links:

This episode is hosted by Sebastien Couture. Show notes and listening options: epicenter.tv/525

MicroStrategy-Focused ETF Application Filed by YieldMax


YieldMax, which specializes in generating income for investors by selling call options on a single company or exchange-traded fund (ETF), has filed an application with the Securities and Exchange Commission (SEC) to start a fund offering exposure to the share price of software firm MicroStrategy (MSTR), the largest corporate holder …

Weekly Roundup 12/08/23 (JPM vs crypto, Do Kwon extradited, Nubank) (EP.482)


Matt and Nic return for deals and news of the week. In this episode:

  • Chainalysis Geography of Crypto adoption
  • Jamie Dimon comes out against crypto – again
  • Our vote for Time Person of the year
  • The AICPA announces their stablecoin attestation framework
  • Do Kwon is being extradited to the US
  • Nubank is getting into crypto
  • Rep McHenry is retiring

Content mentioned in this episode:

Sponsor notes:

The post Weekly Roundup 12/08/23 (JPM vs crypto, Do Kwon extradited, Nubank) (EP.482) appeared first on On the Brink Podcast.

Blockchain Infrastructure Provider LayerZero Labs Will Have Token in 2024


LayerZero Labs will have a token in the first half of 2024, the provider of blockchain infrastructure said in a Thursday post on X (formerly Twitter). In the post, Vancouver, Canada-based LayerZero noted that its community had been speculating about the creation of a token for months. “We’ve heard the …

Sam Altman’s Worldcoin Launches Community Grants Program


The Worldcoin Foundation, the non-profit behind the biometric digital identification platform Worldcoin, launched of Wave0 Wave0, a community grants program that will initially invest two million Worldcoins (WLD) (about $5 million at the token’s current price) into ecosystem projects based outside the U.S., the organization announced Wednesday.  Worldcoin was co-founded …

Ethereum Virtual Machine Chain Inscriptions Gain Traction, Dominating Polygon Transactions


While Bitcoin inscriptions continue to gain headlines and spur debates, inscriptions on Ethereum Virtual Machine (EVM) chains have gained traction in the past month, particularly on the Polygon network, according to a X thread from Hildobby, a data analyst at crypto-native venture capital firm Dragonfly. Gas fees spent on inscriptions …

Kim Grauer (Chainalysis) on the Geography of Crypto Adoption (EP. 481)


Kim Grauer, director of research at Chainalysis, joins the show to talk about their 2023 Geography of Crypto Adoption report. In this episode:

  • The difficulty of ascertaining reliable illicit finance data for crypto
  • Why Chainalysis started publishing the Geography of Crypto report
  • Why emerging markets dominate in terms of crypto adoption
  • How Chainalysis devised their methodology
  • What the variables in their index mean
  • Potential sources of error or noise in the data
  • How Chainalysis overlays internet traffic data with blockchain data to determine usage on a country by country basis
  • Top countries on the index and changes from prior years
  • Evidence for cryptodollarization
  • What variables correlate with crypto adoption globally
  • Countries with positive year/year growth in crypto adoption

Content mentioned in this episode:


The post Kim Grauer (Chainalysis) on the Geography of Crypto Adoption (EP. 481) appeared first on On the Brink Podcast.

Why Has Bitcoin Rallied More than Ether in 2023?


Bitcoin and ether once rose and fell in near lockstep, but no more. Though the prices of the two largest cryptocurrencies by market value have both climbed in 2023, they have taken somewhat different paths, with BTC skyrocketing 145% year-to-date and ether jumping a still strong but lesser 85% On …

Ruud Smets and Marc de Kloe (Theta Capital) on Blockchain Fund of Funds (EP.480)


Ruud Smets and Marc de Kloe of Theta Capital join the show. In this episode we discuss:

  • Theta’s initial foray into the world of blockchain focused venture funds and hedge funds.
  • The process of educating institutional limited partners on this emerging technology.
  • How the Theta team segments the investable opportunities in the blockchain industry.
  • Views on fund capacity and securing allocations in promising managers.
  • Views on co-investment opportunities and how Theta has approached these opportunities.
  • Promising trends for 2024.
  • The Legends4Legends conference and plans with the event going forward.

To learn more about Theta Capital visit thetacapital.com

The post Ruud Smets and Marc de Kloe (Theta Capital) on Blockchain Fund of Funds (EP.480) appeared first on On the Brink Podcast.