August 18, 2026, 11:59AM EDT

Yat Siu Predicts 100B AI Agents

Yat Siu, Chairman, Animoca Brands

Back to The Starting Block

Episode 3 of The Starting Block, hosted by The Block's Gareth Jenkinson, was broadcasted live with Animoca Brands Chairman Yat Siu.



Animoca Brands Chairman Yat Siu joins Gareth Jenkinson on The Starting Block to discuss the 100 billion AI agent prediction, digital asset treasury companies and the evolution of DATs, and the future of blockchain as the backbone of an agentic economy. MN Fund & MN Capital Found & CIO Michaël van de Poppe also joined Gareth for the day's Market Pulse, where he discussed record Bitcoin whale accumulation near $59K, the altcoin outlook ahead of the Clarity Act, and MiCA's impact on exchanges in Europe.

OUTLINE
03:18 - Show Intro & Headlines
03:36 - Bitcoin ETF Inflows Return
06:29 - JP Morgan on Strategy Risk
07:21 - Robinhood & RWA Push
08:05 - Ondo Tokenizes BlackRock ETF
08:57 - Humanity Protocol Hack Update
10:05 - Irish Bitcoin Seizure
10:56 - Digital Ruble Rollout
15:51 - Market Pulse: Whale Accumulation
21:26 - Altcoin Outlook & MiCA
28:42 - Hot Seat: Humanity Protocol Fallout
51:26 - 100 Billion AI Agents Thesis

Guest links:
Yat Siu - https://x.com/ysiu
Animoca Brands - https://x.com/animocabrands
Michaël van de Poppe - https://x.com/CryptoMichNL
MN Fund & MN Capital - https://x.com/MNFund_

Host links:
Gareth Jenkinson - https://x.com/gazza_jenks
The Block - https://x.com/TheBlockCo
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