EPISODE · Feb 11, 2026 · 1 MIN
Disruption Is Inevitable: Tokenize or Lose
from alpha un# podcast · host Sri Misra
In this episode, host Sri Misra speaks with Yat Siu of Animoca Brands about why tokenization is becoming a survival strategy not a crypto gimmick. He compares it to earlier waves of disruption: the internet, being searchable, social platforms where opting out wasn’t “principled,” it was fatal.Yat’s sharper claim: the best hedge against AI is to tokenize because AI tools will become broadly accessible, and advantage from “just using AI” will compress. Tokenized assets, identity, and digital property rails may be the real differentiator.Key insights:👉Why “opt-out” strategies lose to disruption👉Tokenization as a competitive necessity👉AI’s advantage compresses as tools commoditize👉The “tokenize or die” thesis for the next few yearsFull episode at: unhashed.co/yatsiu
What this episode covers
In this episode, host Sri Misra speaks with Yat Siu of Animoca Brands about why tokenization is becoming a survival strategy not a crypto gimmick. He compares it to earlier waves of disruption: the internet, being searchable, social platforms where opting out wasn’t “principled,” it was fatal.Yat’s sharper claim: the best hedge against AI is to tokenize because AI tools will become broadly accessible, and advantage from “just using AI” will compress. Tokenized assets, identity, and digital property rails may be the real differentiator.Key insights:👉Why “opt-out” strategies lose to disruption👉Tokenization as a competitive necessity👉AI’s advantage compresses as tools commoditize👉The “tokenize or die” thesis for the next few yearsFull episode at: unhashed.co/yatsiu
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Disruption Is Inevitable: Tokenize or Lose
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