"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