Founder Yat Siu Says Broad Altcoin Exposure Could Outperform Bitcoin Over Time
Animoca Brands is positioning itself as a gateway for investors seeking broad altcoin exposure, ahead of the company’s planned public listing through a reverse merger next year. Founder Yat Siu said the company’s strategy is built on the belief that the wider altcoin ecosystem holds significantly greater upside potential than Bitcoin alone.
A Diversified Bet on Crypto’s Next Growth Phase
Speaking in a recent interview, Siu argued that the future of digital assets will not resemble the early internet era, where a handful of companies dominated global markets. Instead, crypto’s evolution will be spread across hundreds of utility-driven projects — many of which will be powered by altcoins.
He emphasized that Bitcoin serves primarily as a reserve asset, while the bulk of crypto’s real usage, from decentralized finance to gaming economies, is anchored in altcoin infrastructure.
Why Animoca Is Expanding Its Exposure
Siu said that altcoins collectively are positioned to outperform Bitcoin, comparing the dynamic to gold versus global public companies. While no single firm exceeds gold’s market size, all companies combined are many times larger:
“Altcoins, over the largest space, are going to outperform Bitcoin as a collective.”
Animoca Brands is eyeing a diversified altcoin strategy. : Animoca Brands
He added that Animoca’s investment philosophy mirrors the opportunity investors had in the early 2000s — the chance to build exposure across many emerging technology giants rather than betting on just one.
“The industry isn’t going to have a ‘winner-takes-all’ outcome. Applications from Web3 games to gas fees and DeFi all run on altcoins.”
Spreading Across Web3, DeFi, AI and Gaming
Animoca Brands has built one of the largest investment portfolios in the sector, with 628 companies backed to date. Gaming remains the firm’s biggest category, accounting for 230 investments, followed by strategic stakes in infrastructure, AI, and decentralized finance.
Siu noted that Animoca often gains access to tokens at earlier and lower valuations than most investors, saying the company is “passing on that benefit” to future shareholders once it goes public.
The company is preparing for a Nasdaq listing via a reverse merger with fintech firm Currenc Group, a move expected to give investors direct exposure to the firm’s expanding crypto treasury strategy.
With the altcoin market continuing to broaden, Animoca Brands aims to capture upside from multiple sectors rather than relying on a single dominant chain or project. Siu believes this diversified approach positions the company at the center of the next major wave of blockchain innovation.
As the firm moves toward its IPO, its portfolio strategy reflects a clear message: crypto’s growth will be driven by an ecosystem — not a single asset.
Disclaimer
This content is for informational purposes only and does not constitute financial, investment, or legal advice. Cryptocurrency trading involves risk and may result in financial loss.
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