Why Yat Siu Believes Altcoins Will Surpass Bitcoin

In Web3, we find ourselves in an age of digital phantoms, a "click-farm" era where identity is flimsy and easily fabricated. But what if reputation could be real, portable, and valuable? Animoca Brands co-founder Yat Siu returns to explore this very question, detailing a vision for a trust layer built on zero-knowledge proofs.He reveals plans for a Hong Kong dollar stablecoin, a joint venture with Standard Chartered and HKT awaiting regulatory approval, and unpacks the Mocaverse ecosystem where staking power and airdrops build a verifiable, cross-chain identity. We also explore the future of Web3 gaming, the coming meta shift from GTA 6, and a bold thesis: why the entire altcoin market may one day eclipse Bitcoin.Tune in to discover how we might build a more trustworthy digital future.Chapters00:18 Solving Web3's "Click Fraud" Problem01:01 Animoca's Plan for a Hong Kong Stablecoin03:12 Navigating Hong Kong and China's Regulatory Landscape09:11 The Composability and Promise of Stablecoins11:09 Introducing the Mocaverse Loyalty SDK12:56 Building an Interoperable Digital Identity15:04 The Search for Trust in a Permissionless World18:34 Data Custody, GDPR, and Self-Sovereignty21:02 Can Reputation Live Across Multiple Chains?27:07 The Limits of KYC and Airdrop Farming28:49 Staking Power and Airdrops as a Form of Credit40:34 Rumors of a US Listing for Animoca45:13 The Future of Web3 Gaming and the GTA 6 Effect56:22 Why Altcoins May One Day Eclipse Bitcoin

In this episode of The Defiant Podcast, Vinny sits down with Ahmad Shadid—former quant trader turned founder—who redirected the 2022 GPU crunch into a decentralized GPU network and now leads a bold push toward “sovereign superintelligence”: an AI CEO framework that can govern, fund, and scale itself transparently. We unpack vibe coding (building with AI at 20x speed), how zero-knowledge proofs and decentralized networks could reshape AI, and why security must keep pace in a world moving faster than audits. We talk leadership, the democratization of software, and the next wave of founders shipping products in days—not months.We discuss:How vibe coding empowers anyone to ship working demos fastWhere AI CEOs make sense—and where humans still matterWhy Web3 UX, wallets, and cross-chain could leap forwardThe real bottleneck: security and audits in a 20x build worldPractical risks for builders and consumers—and how to stay safeChapters00:00 The internet-magnitude moment for building01:13 Sovereign superintelligence and AI CEO01:38 Vibe coding: ship 20x faster01:53 Speed vs. security: the new bottleneck03:03 From GPU crunch to GPU networks03:22 Why AI + Web3 will drive the decade06:51 Will AI replace “managers” or leaders?09:53 Vibe coding explained—anyone can build14:05 Tools outpace human code reading16:30 Building an AI-first product workflow21:13 Build fast, but build safely32:00 Toward decentralized AI-managed organizations37:34 What’s driving the vibe coding wave39:58 Democratization vs. industry gatekeeping42:45 Anyone can start—opportunities everywhere

Avalanche says it can finally square the circle: sub‑second finality, a large decentralized validator set, and thousands of sovereign L1s connected through native messaging for shared liquidity.In the genesis episode of our new ECOSYSTEMS podcast, Camila Russo and guest cohost Luigi D’Onorio DeMeo of Ava Labs unpack the Avalanche story—from Team Rocket’s probabilistic consensus and the stadium sampling intuition, to today’s “city of chains” (C‑Chain liquidity hub, P/X chains, and customizable L1s). We discuss:How random sampling achieves speed and safety/liveness guaranteesCustomization without fragmentation via inter-chain messaging (ICM)L1 vs L2 trade-offs: shared security vs shared risk, costs, and interoperabilityEnterprise paths (FIFA, Toyota, fintechs), privacy options, and Ava Cloud’s “L1 in minutes”Decentralization in practice: validator counts, Nakamoto coefficient, and hardware accessibilityWhat real adoption looks like for payments, DeFi, and emerging marketsIf Avalanche is right, it has the chance to make finance programmable at scale. If not, we add to the L1 graveyard.

Crypto’s next chapter isn’t a shinier coin—it’s invisible rails. In this episode, we sit down with Aryan Sheikhalian, Research Lead at CMT Digital, to unpack the shift from “crypto as an asset” to crypto as infrastructure: 24/7 markets, instant clearing and settlement, and new structured products that couldn’t exist before. We talk about tokenized equities (wrappers vs. native tokenization and why dividends/governance matter), how identity layers and ZK proofs unlock mainstream distribution through banks and fintechs, and where regulation is pushing builders toward partnerships and licensed rails.Chapters00:00 Hook: crypto as infrastructure, not asset01:15 Guest intro and research focus02:06 Incentives, psychology, and mechanism design04:03 ICO lessons, maturity, and red flags07:09 CMT Digital’s thesis and “strictly better”10:27 Tokenized equities drivers and demand13:40 Wrappers vs native: dividends, governance16:06 Fintech rails, velocity, cost efficiency18:26 Banks, distribution, and competitive incentives20:29 New assets: GPUs, data, energy tokens23:23 Identity layers and ZK proofs for scale25:55 State of crypto VC and fund trends27:51 Overlooked sectors: DePIN and decentralized data31:26 Prediction markets and resolution design34:18 Regulation, licenses, and partnerships39:45 Market outlook: TVL, stables, volatility42:45 Founder advice: conviction and user focus

In this episode of The Defiant Podcast, we sit down with Paul Veradittakit, Managing Partner at Pantera Capital, to discuss the explosive growth of Solana, the future of stablecoins, and the evolution of digital asset treasury companies. Paul shares insights on Pantera's $1.2 billion Solana fund, the role of institutional capital in this crypto cycle, and why he believes Solana is poised to outperform Bitcoin and Ethereum. Tune in for a look into the next wave of blockchain innovation, from payments to gaming and beyond.Chapters00:00 - Introduction to stablecoins as a practical store of value01:00 - Guest introduction: Paul Veradittakit of Pantera Capital01:37 - Pantera’s $1.2 billion Solana fund: Why Solana?02:36 - Evolution of digital asset treasury companies04:13 - Pantera’s bullish stance on Solana: Technology and adoption06:03 - Investment strategies for single-asset treasury companies08:30 - Managing Solana in Helios: Staking, DeFi, and M&A10:35 - Addressing Solana’s decentralization and downtime concerns12:22 - Meme coins and their role in Solana’s ecosystem18:18 - Stablecoins: A growing demand in Latin America20:01 - Future use cases for Solana: Payments, AI, and Deepin23:00 - The rise of specialized blockchains for vertical use cases26:17 - Stablecoins as a payments hub: Key players to watch28:14 - Altcoins’ potential to outperform Bitcoin in this cycle33:15 - Crypto gaming: The underestimated vertical35:37 - Closing thoughts: Solana’s future and Pantera’s vision

In this episode of The Defiant Podcast, we sit down with Ben Nadareski, CEO and Co-Founder of Solstice Labs, to explore DeFi on Solana and why it’s becoming a magnet for institutional adoption. Ben shares how Solstice Labs is pioneering permissionless, institutional-grade yield strategies and launching the US token, a fully collateralized stablecoin designed to unlock new levels of trust and scalability in DeFi.We dive into Solana’s unique advantages—speed, low costs, and composability—and how it’s shaking off its “meme chain” reputation to emerge as a serious contender in the blockchain space. Ben also addresses the challenges of scaling trust in crypto, the rise of yield-bearing stablecoins, and how DeFi is empowering users in emerging markets.We also tackle: How can Solana maintain its edge in a crowded blockchain market? What’s being done to address past network outages? And how can regulation strike the right balance between protecting users and fostering innovation?Chapters00:00 – Scaling Trust in Crypto00:22 – Solana’s DeFi Momentum01:16 – Why Solana Stands Out03:43 – From Meme Chain to DeFi Leader05:57 – The Rise of Yield-Bearing Stablecoins08:01 – Regulation and Trust in DeFi12:45 – Solstice Labs and the US Token18:19 – DeFi’s Role in Emerging Markets25:13 – The Future of DeFi on Solana33:08 – Building a Transparent and Scalable DeFi Ecosystem

In this episode of The Defiant Podcast, we sit down with Eli Ben-Sasson, co-founder and CEO of StarkWare, to explore how StarkNet is revolutionizing blockchain scalability with ZK proofs. From Bitcoin staking to the creation of an "integrity web," Eli shares groundbreaking insights into the future of decentralized finance, Bitcoin's execution layer, and the role of StarkNet in shaping the blockchain ecosystem. Tune in to discover how StarkNet is leading the charge in decentralization, scalability, and innovation.Chapters00:00 – Introduction to Eli Ben-Sasson & StarkWare00:24 – StarkNet’s mission: Scaling blockchain with ZK proofs01:30 – StarkWare’s achievements: $8B valuation & global impact03:22 – BTC Phi: Bitcoin staking & $100M incentive program07:05 – How Bitcoin staking works on StarkNet17:11 – StarkNet as Bitcoin’s execution layer: The vision27:21 – Verifying Bitcoin headers in milliseconds: A breakthrough41:02 – StarkNet’s role in the "integrity web"49:51 – Why corporate chains won’t work in crypto51:53 – Closing thoughts: Decentralization, scale, and the future

In this episode of The Defiant Podcast, we sit down with Eli Ben-Sasson, co-founder and CEO of StarkWare, to explore how StarkNet is revolutionizing blockchain scalability with ZK proofs. From Bitcoin staking to the creation of an "integrity web," Eli shares groundbreaking insights into the future of decentralized finance, Bitcoin's execution layer, and the role of StarkNet in shaping the blockchain ecosystem. Tune in to discover how StarkNet is leading the charge in decentralization, scalability, and innovation.Chapters00:00 – Introduction to Eli Ben-Sasson & StarkWare00:24 – StarkNet’s mission: Scaling blockchain with ZK proofs01:30 – StarkWare’s achievements: $8B valuation & global impact03:22 – BTC Phi: Bitcoin staking & $100M incentive program07:05 – How Bitcoin staking works on StarkNet17:11 – StarkNet as Bitcoin’s execution layer: The vision27:21 – Verifying Bitcoin headers in milliseconds: A breakthrough41:02 – StarkNet’s role in the "integrity web"49:51 – Why corporate chains won’t work in crypto51:53 – Closing thoughts: Decentralization, scale, and the future

Why did Game Square, the Jerry Jones-backed media powerhouse, bet $100 million on Ethereum instead of Bitcoin? In this episode of The DeFiant Podcast, Vinny sits down with crypto pioneer Ryan Zurrer to explore the strategy behind this bold move. Ryan, who co-wrote the MakerDAO whitepaper and now leads Dialectic, shares why Ethereum dominates 5 out of 6 real-world crypto use cases, from stablecoins to DeFi, and how it’s emerging as the financial substrate of the future. Learn how Game Square is leveraging Ethereum’s programmability to earn yields of up to 14% and why this strategy could set a new standard for corporate crypto adoption.The conversation dives deep into the evolution of DeFi, the lessons learned from past crypto cycles, and the importance of decentralization and fair launches in building sustainable ecosystems. Ryan also shares insights into Dialectic’s automated DeFi machine, which uses hyper-diversification and risk-adjusted strategies to maximize returns.Chapters00:00 - Litmus Test for Crypto Projects00:28 - MakerDAO and Stablecoin Innovation01:23 - Game Square’s $100M Ethereum Bet02:32 - Ethereum’s Real-World Dominance05:09 - Dialectic’s DeFi Machine06:12 - Compounding Yields with Ethereum10:01 - Lessons from Crypto History16:01 - The Evolution of Crypto Governance28:02 - Polkadot’s Interoperability Vision40:00 - Ethereum as the Corporate Crypto Blueprint

In this episode of The Defiant Podcast, Paul Faecks, CEO of Plasma Chain, discusses the platform’s approach to stablecoin payments and its potential to reshape global financial infrastructure. From gasless USD transfers to a $2 billion liquidity launch, Paul explains how Plasma Chain plans to compete with established players like Tron and Ethereum while focusing on emerging markets and decentralization. The conversation also touches on regulatory challenges, partnerships with Tether and Binance, and the broader future of stablecoins.Chapters:00:00 – The role of DeFi in stablecoin chains00:30 – Why subsidizing gasless transfers makes sense00:58 – Meet Paul Faecks and Plasma Chain01:26 – From poker to crypto: Paul’s journey02:28 – The vision behind Plasma and Tether’s involvement03:00 – Stablecoins as a $1 trillion market opportunity05:21 – Plasma’s technical innovations: Gasless USD transfers07:19 – Why USDt is prioritized on Plasma09:22 – Building a sustainable DeFi ecosystem12:31 – $2 billion in stablecoin liquidity at launch15:22 – Navigating regulations and the Genius Act19:22 – The future of stablecoin payments globally21:02 – Emerging markets as the biggest opportunity26:23 – Plasma’s path to decentralization39:02 – Launch timeline and ecosystem readiness