CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast
Joined May 2010
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"The issue is it wasn't built for humans."
Yat Siu (@ysiu) co-founded @animocabrands. Started building NFT infrastructure when CryptoKitties melted Ethereum. Made the AI crypto argument years before anyone listened.
The man who has spent a decade selling crypto to retail now thinks the next customer won't be retail at all.
"There's going to be more agents than humans. The entire internet is going to be swarmed by agents."
We cover:
Why AI agents, not humans, become the actual customer crypto was built for
The infrastructure that has to exist before agents can transact at machine speed
Why every consumer app breaks when agents replace browsing (the Tinder example)
How meme coins pulled focus from the builders who actually mattered
Why tokens become the commodity layer for compute, energy, and attention
The orchestration layer thesis, where real development is happening now
Why the metaverse isn't dead, it's just coming to us through agents
What retail should actually be holding right now
Thanks to Yat for coming on @new_era_finance.
TIMESTAMPS:
00:00 - Intro
02:00 - Crypto Is Trump's 10th Child
07:30 - Meme Coins Were The Wrong Distraction
12:00 - The Customer Was Never You
17:30 - Code Is Law For Agents
22:00 - More Agents Than Humans
27:00 - The End Of Websites
32:00 - Why On-Chain Growth Stalled
36:00 - What Retail Should Actually Hold
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Trump says Iran peace deal is signed on Sunday.
If that happens:
- Oil to continue to fall and peak is in.
- Equities to rally.
- Yields to fall substantially in Japan and the US.
- #Bitcoin breaking upwards with positive ETF inflow.
- Yields coming down --> $ETH/BTC goes back up and DeFi starts to surge strongly.
Liquidity will pour back into risk-on assets as liquidity will seek for an opportunity and after SpaceX IPO was done, most likely this will go towards crypto.
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Decentralized AI is a strong narrative to have.
Two of my anchors in my portfolio remain to be $NEAR and $TAO.
The latter has been running up already, and I think it's just a matter of time until $NEAR starts to pick up momentum and gets towards the recent highs again, as it's the ideal product in a scenario where the governments ban other countries from using a product.
It doesn't matter if it's temporary or not, a government shouldn't do this.
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It's not a coincidence that we're seeing $TAO move up with 40% on the day that governments step in to prevent regular users outside of the USA to use Claude Fable 5.
The demand for decentralized AI intensifies, as governments should never be allowed to step in to do this.
Now, if this is a big topic right now.
Imagine what will happen if this topic spreads out regarding our financial system.
It will not only be about AI, but about sovereign money, about financial products, everything should be decentralized and be run on blockchain.
Crypto is far from dead. The need for it is bigger than ever, and today is a showcase for that.
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I'm positioning myself fully risk-on into #Altcoins.
The portfolio stands at $79,000.
Total invested amount $170,000.
Yes, it's down a lot, and the markets have been terrible, but it doesn't mean that you can't take risk.
The thing with altcoins is that the markets can turn so fast that it's quite easily going back into profits if you choose the right altcoins for your portfolio.
Do we trade the same with our fund?
Of course not.
The fund is down just 3% in the last year vs. Bitcoin being down 40% and altcoins being down 80%.
Capital defense is the most important part within managing funds for others, in the sense that we have decided to allocate more in recent weeks into our base assets, but overall, focused on volatility trading and playing defensive.
There will be times to be aggressive and then, the returns will be very positive for everyone.
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Everyone wants lower prices on #Bitcoin and forget that we’re already trading at a massive bargain.
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The $TAO chart is phenomenal.
It's such a strong bounce, which then makes a strong weekly and monthly candle.
It identifies a higher low on multiple timeframes, as it has held a crucial support level.
In that aspect, I think it's on edge to continue to rally to $500 rather than stall here.
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This recent correction has caused the markets to give a massive bullish divergence on multiple timeframes.
An example is $W.
It's hitting a double bullish divergence on the 3D timeframe, indicating that we're close to the low or at the low.
Some #Altcoins are already waking up and signaling upwards momentum, and then, the trend all of a sudden changes in favor of holding those assets.
For an asset like $W, it could mean a run of 100-200% in the Summer.
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"The issue isn't that we haven't built great technology. The issue is it wasn't built for humans."
Yat Siu (@ysiu) co-founded @animocabrands and spent a decade trying to bring crypto to the masses. Now he is saying the quiet part out loud: the mass adoption everyone is waiting for might never come. Because the technology was never meant for us.
The lines that stuck with us:
"The entire industry has focused too much on things like meme coins. But crypto and AI are probably the most important relation ever because they need each other."
"Code is their natural language. For agents it is law. For humans, someone steals a Bitcoin and we need to go to the government."
"There's going to be more agents than humans. The entire internet is going to be swarmed by agents."
"In a future where agents are going to be transacting mostly with each other and with other platforms, it's all going to happen on chain."
Crypto was not built for humans. It was built for what comes next.
Full episode below.
"The issue is it wasn't built for humans."
Yat Siu (@ysiu) co-founded @animocabrands. Started building NFT infrastructure when CryptoKitties melted Ethereum. Made the AI crypto argument years before anyone listened.
The man who has spent a decade selling crypto to retail now thinks the next customer won't be retail at all.
"There's going to be more agents than humans. The entire internet is going to be swarmed by agents."
We cover:
Why AI agents, not humans, become the actual customer crypto was built for
The infrastructure that has to exist before agents can transact at machine speed
Why every consumer app breaks when agents replace browsing (the Tinder example)
How meme coins pulled focus from the builders who actually mattered
Why tokens become the commodity layer for compute, energy, and attention
The orchestration layer thesis, where real development is happening now
Why the metaverse isn't dead, it's just coming to us through agents
What retail should actually be holding right now
Thanks to Yat for coming on @new_era_finance.
TIMESTAMPS:
00:00 - Intro
02:00 - Crypto Is Trump's 10th Child
07:30 - Meme Coins Were The Wrong Distraction
12:00 - The Customer Was Never You
17:30 - Code Is Law For Agents
22:00 - More Agents Than Humans
27:00 - The End Of Websites
32:00 - Why On-Chain Growth Stalled
36:00 - What Retail Should Actually Hold
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This is a phenomenal area to be building a position into #Bitcoin.
I think that we'll see some news coming in from the markets that there's a deal between US <> Iran and Bitcoin breaking back in the range above $65,000.
That would trigger a lot of strength to the altcoin markets and probably cause the Yields to fall --> DeFi to wake up.
It's the best time to accumulate a position in $BTC.
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Michaël van de Poppe retweeted
Yes, this happened today.
The next episode is with @saylor and goes live Tuesday.
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"Perps on stocks will be significantly larger than crypto."
I've discussed tokenized assets with Ian de Bode from @OndoFinance on @new_era_finance.
It's fascinating.
The carry trade on crypto is tapped out. But nobody has cracked it on stocks yet. The market that figures this out unlocks something bigger than all of #Crypto combined.
Who gets there first?
Listen to the episode with @iandebode here.
"Tokenized assets are exploding in value."
Ian de Bode is President @OndoFinance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years.
The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready.
"You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready."
We cover:
Why tokenized assets exploded from $1B to $15B and aren't slowing down
How every crypto exchange became a stock broker overnight
Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter)
How every token is backed 1:1 with daily third-party attestations
Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7
How hedge fund leverage loops and carry trades come to DeFi
Why perps on stocks could become a bigger market than all of crypto
The road to markets that never close and who moves first
What the Genius Act and Clarity Act actually signal
Thanks to @iandebode for coming on @new_era_finance.
TIMESTAMPS:
00:00 - Intro
00:50 - Tokenized Assets Explode To $15 Billion
02:40 - Where The Demand Comes From
04:30 - Native Tokenization vs Permissionless Wrappers
07:20 - How Every Token Is Backed
10:00 - Using Tokenized Stocks In DeFi
13:30 - Leverage, Collateral & Capital Efficiency
17:00 - Perps On Stocks: Bigger Than Crypto
21:00 - The Road To 24/7 Markets
24:30 - Genius Act, Clarity Act & What's Next
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Get up to 8% in Deposit Match on @okx.
I'm very pleased to share a phenomenal campaign from our partners at OKX.
I'm daytrading actively on the platform, and they have recently launched X-Perps, enabling me to trade on #Altcoins with leverage again.
All of the daytrades on $NEAR will be done there.
Now, from today, until July 13th, you can get a big deposit match if you start trading on OKX.
It's important, as from July 1st, the deadline for MiCA comes in place and that requires you to be going to a MiCA compliant exchange if you want to trade crypto.
That's why I've picked OKX.
Make sure to join now and:
- Deposit $10-10,000 --> get 5% Deposit Match
- Deposit $10,001-100,000 --> get 6% Deposit Match
- Deposit $100,001-500,000 --> get 8% Deposit Match
The deposit match can be up to $40,000 in USDC!
The payments for this will be spread out in 52 weeks, but this is such a phenomenal bonus in these market conditions.
Make sure to sign up here and start trading today:
my.okx.com/campaigns/switch-…
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$NEAR is stuck in a range here, and I think that we'll start to see a clear direction when Bitcoin moves.
If Bitcoin moves upwards = sign of strength for the entire markets = liquidity moves back into the assets which have shown strength prior to the entire correction of Bitcoin = $NEAR, $HYPE, $ZEC, $WLD, $ONDO will start to shine again.
I'm remaining fully allocated into this position as I assume we'll start to see a lot of momentum once the markets turn back upwards.
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Yields are coming down, Oil is coming down.
All of these signs are positive for #Crypto as an asset class to be turning the tables.
Probably we'll see a clear direction happening when #Bitcoin breaks $65,000, but overall, a peace deal in the Middle-East has a positive impact on all markets including crypto.
Very likely it will mark a strong run on Bitcoin overall, resulting into the end of the bear market to be very close.
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The markets are unchanged on #Bitcoin.
Still no clear breakout above the crucial $64,000-65,000 area.
That's required to get momentum back in the markets, and given that the SpaceX IPO is today, it's highly unlikely we'll see it happen straight from the open.
Other than that, if lower timeframes hold higher lows and ground here and there's finally a resolution in the Middle-East, I think we're in for a very strong green week upcoming week and very likely will start to see liquidity flow back into these markets.
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I'm not worried about my #Altcoin portfolio at all.
This entire correction hasn't been connected to them, it's a Bitcoin focused one and when that consolidates, I assume we'll start to see strength flowing back into them.
Really looking forward to be trading them, for now, simply holding it.
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Michaël van de Poppe retweeted
Jun 11
Forget Bitcoin. Time for football. Watching @BafanaBafana vs Mexico in the FIFA World Cup opener!
@CryptoMichNL
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