TSB: Yat Siu Predicts 100B AI Agents
Speakers
Mikl Thunderpop
— Crypto Influencer
Gareth Jenkinson
— Host & Head of Multimedia, The Block
Yat Siu
— Chairman, Animoca Brands
Summary
The show covers crypto news, a market pulse segment with Mikl Thunderpop, and a hot seat interview with Yat Siu. Mikl presents bullish calls on Bitcoin and altcoins (ETH, SOL, DEX tokens) based on on-chain accumulation and regulatory catalysts. Yat Siu discusses the Humanity Protocol hack, digital asset treasury company evolution, tokenization of traditional assets, and his thesis that 100 billion AI agents will require blockchain-based wallets and autonomy.
- Crypto market news: US Bitcoin ETFs see first inflows in 10 days, JP Morgan warns on Strategy's Bitcoin sale risk, Robinhood pushes tokenization, Ono tokenizes IVV ETF and Micron stock, Humanity Protocol pivots after hack.
- Mikl Thunderpop believes Bitcoin has likely bottomed, citing record whale accumulation at $59k and alignment of regulatory/political catalysts.
- He is bullish on altcoins, noting Ethereum's strong weekly candle vs Bitcoin and momentum in Solana and DEX tokens like Jupiter, Jito, Uniswap.
- Mikl expects altcoins to outperform Bitcoin in the short term and says his fund is fully allocated.
- Yat Siu comments on the Humanity Protocol exploit, noting it was a North Korean hack and that the team is handling crisis well.
- On digital asset treasury companies, Yat Siu says the concept must evolve into operating businesses, highlighting Alpha Compute's pivot to AI compute revenue.
- Yat Siu argues that tokenization of traditional securities is cannibalizing crypto attention but that eventually crypto assets with real utility will outperform.
- He predicts 100 billion AI agents, each needing a wallet for autonomy, which will drive blockchain microtransactions and transform the advertising economy.
Ideas
Bitcoin ready to rally, accumulation supports upside.
Bitcoin has likely bottomed and is poised to rally. On-chain data shows record whale accumulation at $59k. The confluence of Kevin Warsh's inflation outlook, Trump's crypto cheerleading, Senator Lummis signaling imminent Clarity Act approval, and no new lows since February despite negative events suggests the market is being manipulated for a final window before going up. He does not see what could bring markets down further.
Altcoins poised to outperform Bitcoin short-term.
Altcoins are set to outperform Bitcoin in the near term. Ethereum's strongest weekly candle vs BTC since August, DeFi momentum, and DEX tokens (Jupiter, JTO, Uniswap) waking up signal the altcoin market awakening. He is fully allocated, with a portfolio skewed towards AI, but also holding Solana and Ethereum. He believes altcoin upside will be large in the coming period.
