189 | Yat Siu on memes, AI agents and TON

Blockchain Gaming World

Jon Jordan talks to Animoca Brands' chairman Yat Siu about the rise of memecoins, the value of Telegram and TON as a distribution platform, and how AI agents could shake everything up.

• [3:56] What's the state of memecoins in 2025?
• [6:28] "We are narrative, story-telling people - money, democracy, politics are all stories."
• [8:32] "The part that makes me a bit negative about memes is they are being abused by snipers."
• [11:02] Is PENGU a pure memecoin? Can a memecoin gain utility?
• [13:18] Will institutions buy memecoins? There will be memecoin ETFs. But this need narrative.
• [16:45] "Telegram is still the most powerful distribution platform."
• [20:50] "TON means that Telegram will survive
• [22:52] Ronin demonstrates the power of community as Axie was joined by Pixels.
• [23:22] "In web3, they came for the money but stayed for the social."
• [27:01] 'AI agents can now create tokens and pay humans to do things for it.'
• [28:31] How Yat deals with vampire agent IP attacks such AImonica and an AI Yat agent.
• [29:25] AI agents will make it easier for humans to interact with blockchains and wallets.
• [31:54] Yat's attitude to the AImonica AI agent project.
• [34:47] What's next for Mocaverse and the MOCA token?
• [36:15] Reputation systems don't have to just be for humans, but can be for AI agents too.
• [37:22] How blockchains and reputation can help student loans.
• [38:07] Why Animoca isn't as focused on building and investing games as it once was.
• [38:51] "We think NFTs are going to have a pretty big comeback in 2025."