Rewiring Capitalism: Yat Siu on Why Web3 Is Bigger Than Crypto | Co-Founder of Animoca Brands

About this episode

What if companies reinvested 10% of their profits into startups to strengthen their ecosystem?

In this episode of the VNTR Podcast, we talk to Yat Siu, co-founder and executive chairman of Animoca Brands — the company behind 570+ Web3 investments, from The Sandbox to Polygon and OpenSea. Animoca is a mission-driven operator investing off its own balance sheet to accelerate digital property rights and the open metaverse.

🎧 Tune in for an unfiltered take on what it takes to survive and scale in the age of AI — from someone who’s seen hundreds try

What you’ll learn

• Why Web3 is an economic reset
• What makes Animoca radically different from classic VC
• The rise of crypto-native M&A, token liquidity, and venture studios
• How AI agents will use crypto, earn tokens — and maybe create their own
• Why investing should be part of every company’s core DNA

Chapters

1. 00:00Intro
2. 01:04Welcome Yat Siu
3. 05:08How Yat Siu’s Early Life Shaped His Web3 Vision
4. 15:31Why Web3 Fails Without Permissionless Networks
5. 21:04Every Company Should Reinvest 10% of Profits Into the Ecosystem
6. 27:23Inside Animoca’s Investment Process: AI, Thesis-Driven Bets & Speed
7. 29:04Bear Markets Filter Out the Noise
8. 30:05Portfolio Power Over Prestige
9. 32:08Early Acquisitions, Long-Term Vision
10. 34:55Betting on Education and Identity
11. 39:14What the Metaverse Really Means
12. 42:28AI Agents, Tokens & the New Power Economy
13. 46:46Discipline Over Balance: Yat Siu on Health, Focus, and Writing
14. 51:16No Afterlife, No Forever — Just Purpose That Keeps You Alive