189 | Yat Siu on memes, AI agents and TON

[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."