If the hype vanished tomorrow, what would Web3 still need?”
Animoca Brands backs almost every household name in Web3—from The Sandbox to Dapper Labs, Polygon, and OpenSea.
But CEO Robby Yung isn’t here to flex a portfolio; he’s here to explain why they’re still building when the market cycles out of euphoria.
In this Thinking on Paper conversation, Robby, Mark, and Jeremy dig into:
Digital property rights that survive chain upgrades and token crashes.
A chain-agnostic identity layer—why you won’t need twelve wallets in five years.
The unsexy piece missing in most roadmaps: decentralised infrastructure that scales.
“Speculation comes and goes, but permissionless ownership is the unlock that never leaves.”
Skip the buzzwords. No vaporware. Just a candid look at what Web3 must get right before the next cycle begins.
Please enjoy the show. And share with the friend who keeps asking, “What’s next after NFTs?”
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Chapters
(00:00) Introduction Disruptors & Curious Minds
(01:06) Hello Robby And Animoca Brands
(01:24) Lesson From 30 Years In Technology
(06:25) Stablecoin Transaction Volume V Visa
(11:18) Audience Infrastructure and Bi-Directional Value Exchange
(15:56) The Evolution of Web3 Gaming
(22:13) Investment Strategies in the Web3 Landscape
(24:08) The Zed Run Case Study
(27:21) User Acquisition in Web3: The Ongoing Struggle
(31:19) Sustaining Attention in DAOs
(32:10) What Is The Mocha Network and Mocha ID
(45:34) Decentralized Identity
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Links
Thinking On Paper: www.thinkingonpaper.xyz
Instagram: /https://www.instagram.com/thinkingonpaperpodcast/
Animoca - https://www.animocabrands.com/
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