27 Nov 2025
1h 13m

Is the Four-Year Cycle Dead? ft. Yat Siu

Podcast cover

Raoul Pal: The Journey Man

In this episode of The Journey Man, Raoul Pal interviews Yat Siu, delving into the current state and future of the crypto and Web3 ecosystems. Yat shares his macro perspective, highlighting the psychological factors influencing the crypto market, including the impact of political events and the four-year cycle "religion." The conversation explores the potential of tokenization to revolutionize financial literacy and create value around culture, as well as Animoca's broad portfolio and its strategic approach to investing in the space. Yat emphasizes the importance of institutional adoption and the role of tokenization in making businesses AI-readable and accessible to a global audience, while also touching upon the reverse merger with Currency and its potential to drive crypto adoption in emerging markets.

Outlines

Part 1: Market Dynamics and Generational Trading

Part 2: Institutional Influence and Tokenization Potential

Part 3: NFTs, Portfolio Management, and Treasury

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