Animoca Brands has invested in nearly every major name in Web3 — from The Sandbox and Dapper Labs to Polygon, Magic Eden, and OpenSea. But this conversation with CEO Robby Yung isn’t about portfolio highlights. It’s about why they’re still building.

With over $6 billion in assets and three decades in tech, Robby joins Mark and Jeremy to Think on Paper about the future of digital property rights, chain-agnostic identity, and why decentralized infrastructure might still be Web3’s most overlooked unlock.

This episode cuts through the noise. No hype. No Veo3. Just a real conversation about what comes after the speculation — and what Web3 needs to get right before the next cycle begins.

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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/