Animoca Brands’ Yat Siu Sees Altcoins Potentially Outperforming Bitcoin as a Group

• Altcoins as utility drivers: Siu highlights their role in Web3 games, DeFi, and DePIN, positioning them beyond Bitcoin’s reserve asset status.

• Animoca Brands plans a Nasdaq listing via reverse merger in 2025 to offer investors broad exposure to diversified crypto projects.

• Portfolio focus: With investments in 628 companies, primarily gaming (230 projects), plus infrastructure, AI, and DeFi, totaling significant altcoin holdings.

Discover why Animoca Brands’ Yat Siu believes altcoins will outperform Bitcoin collectively. Explore their public listing plans and investment strategy for 2025 crypto gains. Stay ahead in the evolving market.

What Does Yat Siu Predict for Altcoins Outperforming Bitcoin?

Altcoins outperforming Bitcoin is a key forecast from Animoca Brands founder Yat Siu, who envisions the broader crypto space surpassing Bitcoin’s dominance collectively, much like public companies eclipse gold’s value. In a recent interview, Siu emphasized that while Bitcoin serves as a reserve asset akin to gold, altcoins drive practical applications across the ecosystem. This diversified approach positions investors for greater returns without relying on a single asset’s performance.

Siu’s perspective stems from observing market dynamics where no one project will dominate entirely, unlike early internet giants. Animoca Brands aims to capitalize on this by building a portfolio that captures multiple winners in the altcoin space.

How Is Animoca Brands Positioning Itself in the Altcoin Market?

Animoca Brands is strategically investing in a wide array of crypto projects to provide shareholders with exposure to the growing altcoin sector. The company’s portfolio includes 628 investments, with a strong emphasis on gaming-related initiatives numbering 230, alongside expansions into infrastructure, artificial intelligence, and decentralized finance. This diversification allows Animoca to access altcoins at lower valuations than external investors, passing those advantages directly to stakeholders.

According to data from industry reports, the combined market capitalization of altcoins has shown resilience and growth potential, often outpacing Bitcoin during bullish cycles. Siu noted in his interview that altcoins represent real-world utilities, from powering Web3 games to facilitating gas fees and DeFi protocols. Even memecoins, in their classical sense, contribute to this expansive definition. Expert analyses from sources like blockchain research firms support this view, indicating that decentralized physical infrastructure networks (DePIN) could add trillions in value over the coming years.

Animoca’s approach mirrors early 2000s investment opportunities in internet pioneers. Siu explained that just as investors could back multiple leaders like Amazon and Google, Animoca seeks to replicate that in crypto by holding stakes in promising altcoin projects. This strategy mitigates risks associated with Bitcoin’s volatility, which Siu compares to gold’s stability but limited growth compared to equities.

Animoca wants to offer crypto equivalents to early Amazon, Google

All of these applications are actually altcoins, right in the classical definition, even, you know, to a lesser extent, but perhaps even more meaningfully, before, memecoins are also altcoins.

Animoca Brands is eyeing a diversified altcoin treasury strategy. Source: Animoca Brands

Siu compared Animoca’s investment approach to the kind of opportunity investors would have pursued in the early 2000s, the chance to invest across a wide group of the “biggest and most interesting” internet companies, such as Amazon, Google, eBay, and Alibaba. 

“We feel that we’re pretty well positioned for that,” Siu said, adding that the crypto industry probably won’t have a “winner-takes-all” altcoin or project, unlike the early era of the internet. 

Animoca Brands plans to capture some of the crypto winners

He said that Animoca’s portfolio of investments will be large enough to capture some of those winners.

The majority of Animoca Brands’ investment portfolio is in gaming-related projects, with 230 of the 628 companies invested in. There is also a growing amount invested in Infrastructure, artificial intelligence, and decentralized finance (DeFi). 

Siu emphasized that Animoca can invest and gain access to altcoins at much lower levels than outside investors, and they are “passing on that benefit” to shareholders.

It comes just weeks after reports indicated that Animoca Brands is planning a Nasdaq listing next year via reverse merger with the AI-focused public fintech company Currenc Group.

Frequently Asked Questions

What Makes Altcoins Likely to Outperform Bitcoin According to Yat Siu?

Yat Siu argues that altcoins will outperform Bitcoin collectively due to their utility in diverse applications like Web3 gaming, DeFi, and DePIN, contrasting Bitcoin’s role as a reserve asset similar to gold. While Bitcoin holds steady value, the aggregated growth of altcoins mirrors public companies exceeding gold’s market cap, supported by market data showing altcoin sectors expanding rapidly.

How Will Animoca Brands’ Public Listing Benefit Crypto Investors?

Animoca Brands’ planned Nasdaq listing through a reverse merger in 2025 will allow investors to gain broad exposure to altcoins and crypto projects via a diversified portfolio, including gaming and AI initiatives. This structure enables participation in multiple high-potential assets without direct management, offering a straightforward way to tap into the altcoin market’s growth as described by founder Yat Siu.

Key Takeaways

• Altcoins’ Collective Strength: Yat Siu foresees altcoins surpassing Bitcoin as a group, driven by applications in gaming, DeFi, and infrastructure, providing more dynamic returns than Bitcoin’s gold-like stability.
• Diversified Portfolio Strategy: Animoca Brands’ 628 investments, focused on 230 gaming projects plus AI and DeFi, position it to capture multiple crypto winners without a single dominant asset.
• Public Listing Opportunity: The 2025 Nasdaq reverse merger will enable investors to access altcoins at advantageous valuations, passing benefits to shareholders in a maturing market.

Conclusion

Animoca Brands founder Yat Siu’s insights underscore a future where altcoins outperforming Bitcoin becomes reality through collective innovation in Web3, DeFi, and beyond. By positioning the company as a gateway to diversified crypto exposure, Animoca’s upcoming public listing in 2025 promises significant opportunities for investors. As the industry evolves without a winner-takes-all outcome, staying informed on such strategies will be key to navigating the altcoin market’s potential—consider evaluating your portfolio for similar diversified approaches today.