Animoca Brands is positioning itself as a gateway for investors to access the broader altcoin market. Founder Yat Siu revealed that the company plans to go public next year through a reverse merger. They plan to do this all while focusing on altcoins as the growth engine of the crypto industry.
⚡️ NEW: Animoca Brands founder Yat Siu bets on altcoins outperforming Bitcoin as company prepares for IPO to expose investors to broader crypto market. pic.twitter.com/Trq4BUDVnB
— Cointelegraph (@Cointelegraph) November 27, 2025
Altcoins Over Bitcoin? Why Animoca Thinks So
In a press conference, Siu explained that while Bitcoin serves as a reserve asset, altcoins provide actual utility across Web3 games, decentralized finance (DeFi), decentralized physical infrastructure networks (DePIN), and gas payments. He believes that collectively, altcoins are poised to outperform Bitcoin in the long term.
“We don’t join crypto just to hold Bitcoin; it’s primarily a reserve. The real growth lies in altcoins and their utility,” Siu said.
He compared Bitcoin to gold, noting that while no single company matches gold’s market capitalization, all public companies combined are roughly five to six times its size. Similarly, altcoins collectively hold more growth potential than Bitcoin alone.
Also Read: Bitcoin Price Prediction
Diversified Altcoin Treasury Strategy
Animoca plans to offer a diversified portfolio of altcoins, likened to early investment opportunities in Amazon, Google, eBay, and Alibaba. “We feel that we’re well-positioned to capture the biggest and most interesting crypto projects,” Siu added. Unlike the early internet era, he predicts no “winner-takes-all” scenario in the crypto market-multiple projects will flourish.
Their altcoin strategy spans:
- 230+ gaming projects (largest category)
- Infrastructure tokens
- DeFi altcoins
- AI and DePIN projects
This positions the company at multiple layers of the Web3 stack. With access to early-stage token allocations, Animoca can accumulate altcoins at lower levels, passing potential upside to shareholders.
Siu argues the future crypto landscape won’t be winner-takes-all; instead, multiple altcoins will thrive across sectors, an idea aligned with the increasing popularity of altcoin index charts and diversified altcoin baskets.
IPO Plans Amid Altcoin Rebound
Animoca Brands aims to list on Nasdaq next year through a reverse merger with AI-focused fintech firm Currenc Group. The company is using the current altcoin market rebound and post-liquidation recovery to showcase the growth potential of altcoins to prospective investors.
The company aims to position itself as the easiest gateway for institutional buyers to gain diversified exposure to altcoins on the rise.
Analyst View: Altcoins May Be Entering Their Strongest Cycle Yet
Crypto analyst Michaël van de Poppe shared a widely circulated chart showing that altcoins may have reached their “cycle bottom,” aligning with historical business cycle patterns. According to him, this phase marks the end of the altcoin bear market, not the bull market:
“This is the best visual representation of this cycle. It’s not the end of the bull market. It’s the end of the bear market for altcoins. Current opportunities are massive one-time financial opportunities.”
This is the best visual representation of this cycle.
It’s not the end of the bull market.
It’s the end of the bear market for #Altcoins.
I keep saying that those current opportunities are massive financial opportunities that will only be granted one time in your lifetime.… pic.twitter.com/1YM4gW5sqQ
— Michaël van de Poppe (@CryptoMichNL) November 26, 2025
He noted that previous cycle lows (2012, 2016, 2020) produced major altcoin rallies, and that the ETF era creates a higher structural floor for Bitcoin, allowing altcoins to outperform as risk appetite returns.
This sentiment supports Animoca’s thesis that altcoins are entering a new growth phase, driven by utility across gaming, DeFi, and Web3.
Also read: When Will the Crypto Market Bull Run Begin in 2025?
Conclusion
Altcoins are regaining momentum, while Bitcoin stays stable. Animoca’s strategy gives investors early access to potential crypto winners. Its portfolio spans gaming, infrastructure, and DeFi. This makes the company a key player in the growing altcoin ecosystem. Its bet is simple: as altcoins rebound, recover, and gain dominance, Animoca wants to become the leading institutional bridge to the altcoin ecosystem.
