strategy & operations @animocabrands | views my own
Hong Kong
Joined February 2022
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If you believe that the tokenization of real-world assets is inevitable — just like we do — then today’s unveiling of @NUVAFinance represents a significant step in that direction.
While most have only just started jumping on the RWA narrative, @Figure has been originating natively onchain assets on @provenancefdn since 2018 in stealth mode with over $15B+ TVL.
We couldn’t think of a better partner to do this with and excited for what's to come!
We have formed a strategic partnership with Provenance Blockchain Labs (@ProvLabs) to co-develop NUVA, a vault marketplace that connects real-world asset (RWA) issuers with investors.
@NUVAFinance will be a unified, chain-agnostic vault marketplace that offers a curated set of vaults from leading asset issuers, each with distinct yield strategies and risk profiles.
For more: animocabrands.com/animoca-br…
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Proud of this series with @FTDA_US that is fresh from our recently announced partnership. More initiatives to come over the next few months!
The move onchain is accelerating.
In this four part series, co-authored with @Animocabrands, we map out where the convergence stands and where it could go next.
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Brian Chan retweeted
We are pleased to announce that our subsidiary, Animoca Asset Management (AD) Limited, has received a Financial Services Permission (FSP) by the Financial Services Regulatory Authority of @ADGlobalMarket, the international financial center of Abu Dhabi, capital of the UAE.
The FSP authorizes us to carry out the regulated activity of Managing a Collective Investment Fund in or from the ADGM.
Full announcement: animocabrands.com/announceme…
Brian Chan retweeted
1/ Introducing HOME, NUVA’s flagship vault.
The first ever permissionless DeFi vault that directly holds a portfolio of US mortgage loans.
Monthly fixed policy rate targeting 7.00%, supported by a first-loss buffer.
Loans originated by @Figure and partners.
Live now.
Brian Chan retweeted
2/ Current TVL: ~10M, current vault cap: 12M.
Link to the vault👇
app.nuva.finance/en/vaults?a…
Brian Chan retweeted
LATEST: ⚡️ Franklin Templeton and Animoca Brands have partnered to expand institutional access to tokenized RWAs through NUVA, an Animoca-backed vault marketplace.
ALT Franklin Templeton logo featuring an illustrated portrait of Benjamin Franklin accompanied by the company name in bold letters.
ALT Blue logo of "Animoca Brands" on a white background, featuring stylized text with a circular design element in the top right of the letter 'o'.
Brian Chan retweeted
Wall Street’s $13T securitization industry has just been disrupted. Delighted to partner with @Figure and @animocabrands on HOME, an industry defining 7% fixed yield token. Reach out to @NUVALabs to learn more. Visit @NUVAFinance to get HOME now.
NUVA brings U.S. residential mortgage credit to offshore investors coindesk.com/business/2026/1… via @coindesk
Brian Chan retweeted
📍The afternoon belongs to our ecosystem, from 12:30-17:00 (SGT) onwards.
Animoca Portfolio Day brings @ysiu, @bchan8938, @EvanAuyang, @0xsamt and @tylerdurden88 together with founders, investors and partners from across our portfolio ecosystem.
Bring curiosity, not your laptop. The agentic commerce workshop by @Moca_Network and @hellominds_ will also share a glimpse of what a future streamlined by AI agents will look like.
xitter.twitterapi.xyz/animocabrands/status/2…
4️⃣ Animoca Portfolio Day
Our signature Portfolio Day is back the day before #TOKEN2049.
@ysiu will dive deep into what GTM looks like in an agentic era, and our chief development officer @bchan8938 will cover institutional roadmaps. The afternoon goes deep on agents as economic participants, agentic identity, and tokenized institutional assets, closing with a hands-on agentic commerce workshop. @EvanAuyang, @0xsamt and @tylerdurden88 will also be in the room.
Welcome all investors and strategic partners.
🗓️ Oct 6, 12:30–17:00, AWS East Tower L5
🎟️ Sign up now: luma.com/event/evt-gsU5zPAqY…
Brian Chan retweeted
Heading to #TOKEN2049 🇸🇬?
You won’t want to miss Animoca Portfolio Day on 6 Oct, 2026.
An afternoon on where institutional capital, agentic infrastructure, and 600+ portfolio companies intersect. Catch the keynotes about go-to-market strategy in the agentic era and our institutional roadmap from @ysiu and @EvanAuyang, alongside three insightful panels:
🔹 "Agents as Economic Actors," with Glendon Thaiw (@AWSCloud), Anna Chiu (@reapglobal), and Ethan Wei (@MiniMax_AI), moderated by @0xsamt
🔹 "Agentic Identity and Trust Framework for AI Agents," moderated by @tylerdurden88 (@Moca_Network)
🔹 "Institutional Assets On-Chain," with @anthonymoro111 (@NUVALabs) and Bridget Li (@AssetoFinance), moderated by @bchan8938
You'll leave with plenty of insights (and hopefully some merch)!
Singapore doesn’t do quiet weeks - and neither do we!
@animocabrands Portfolio Day is back in town in exactly one month on October 6th, right before TOKEN2049 🇸🇬,
Founders, investors and a GTM playbook for the agentic era you don't want to miss await: portfolioday.animocabrands.c…
Brian Chan retweeted
Coverage of AI is not scarce. Judgment is. 👀
Introducing The Agentic Age, the inaugural issue of @animocaresearch 's new monthly brief on the agentic economy.
Each issue filters the noise into what actually matters for capital allocators, operators, and builders.
From Issue #01:
1. Model intelligence converges: Frontier intelligence converged; price didn't. Multi-step agent workflows consume up to hundreds of times more tokens than basic prompts. What matters is task cost. Claude Fable 5 and GPT-5.6 Sol sit one index point apart at a 3x cost spread. Model selection is now a procurement question, not a capability question.
2. Compute became the landlord. Oracle cut 30k jobs to fund the US$500B Stargate buildout. Anthropic is paying US$1.25 billion a month to lease Colossus compute, ~US$15bn a year, ahead of its planned IPO. It takes ~300 KPMG-scale Agent 365 deployments to cover one lease. That gap between agent revenue and compute cost is the widest spread in the sector.
3. Open weights dethrone flagships. Moonshot AI’s 2.8T Kimi K3 took #1 on the Frontend Code Arena, beating Claude Fable 5. DeepSeek V4 Pro completes a benchmark task for 4-5 US cents, a 20-80x discount to leading proprietary models. China’s open labs now set both the global price floor and are closing fast on the intelligence gap with Western frontier labs.
4. Minds by Animoca Brands gains momentum. On OpenRouter, Minds now ranks #1 in both Creative and Entertainment; #4 in Productivity. It is just behind Openclaw and Hermes for top productivity AI Agents and also in the top 10 globally. Animoca Brands announced the live pilot of new AI-powered commerce capabilities developed in collaboration with Visa for the platform Minds by Animoca Brands. @animocabrands @Visa @hellominds_
5. Agents & trading strategies. Animoca Brands co-invested $1M in Superior.Trade under the Minds Investment Programme, demonstrating how persistent, permissioned agents execute autonomous trading strategies. @SuperiorTrade_
Cut through the noise and get the full breakdown here👇
research.animocabrands.com/p…
This is the first of a monthly series, and more AI coverage from Animoca Research is coming beyond it. Follow @animocaresearch and subscribe Animoca Research for the next issue and more.
Brian Chan retweeted
Pleased to join forces with GROW Investment Group to bridge Web3 and real‑world assets with compliant wealth management solutions for family offices and advisors in Asia 🤝
cnbc.com/video/2025/12/17/an…
Tomorrow marks a huge milestone for $CHECK and the beginning of a new chapter for @AnichessGame.
Over the past two years, the team has been building with unwavering conviction through the bull and bear. While many gaming projects came and went, the team never stopped building - from launching multiple games, NFTs, to endless partnerships and in-person tournaments. It was never a project built on hype but rather on the fundamental belief in what strategy, gaming, creativity and education can become together.
Launching on @aeroxyz reflects the team's community-first ethos to ensure TGE happens in the most open, transparent, and fair way possible.
Proud of what @jesusislord @NFTom_ETH and the rest of the team has achieved, and I am confident they'll continue to underpromise and overdeliver.
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Brian Chan retweeted
Take your first step into NUVA’s RWA ecosystem by joining the Genesis Pass campaign with @megaphone_hq :
✅ Complete simple missions
✅ Mint your Genesis Pass
✅ Get a multiplier on NUVA points
Running for a limited time only. If you're reading this, you're early to a nu-era in RWAs. ⚡
👉 Join now: app.megaphone.xyz/pages/nuva…
Brian Chan retweeted
Animoca 的长期野心终于显现出来了
昨天就有看到新闻 Animoca Brands 计划通过与 Currenc Group Inc. 的反向收购在纳斯达克上市
预计 2026 年完成，完成后 Animoca 股东将持有新实体约 95% 的股份，这标志着它重返公开市场
之前去过他们在新加坡的几次活动
听 Yat Siu @ysiu 分享未来布局后，我一直在关注他们的动作
在我们看来表面上他们在海投项目，实际上他们的每一步都不是随便做做，一点点在搭建自己的生态
就比如前几天更新了 AIR Shop
这意味着你可以用 $MOCA 直接购物，酒店、机票、日常消费都能用
我一直认为，把链上身份和现实生活连接起来，是区块链落地的重要一步
除了这一则新闻更新之外，还有就是他们这次发的 $MOCA + $CHECK 的活动，我认为是值得关注的
$CHECK 我们都知道是 Animoca 旗下 Anichess 游戏的代币，背书很硬，Magnus Carlsen、Anish Giri 都在
代币用途很广：打比赛、质押升级、内容创作、投票治理
你可以理解为 Checkmate 生态的发动机
将玩家行为和价值真正绑定起来，这和很多只喊概念的 GameFi 完全不一样
我的理解：
$MOCA + $CHECK = 身份层 + 激励层
▪️MOCA 告诉你“你是谁”
▪️CHECK 告诉你“你能做什么、怎么被奖励”
两者慢慢搭起来就是闭环
身份可识别，行为可奖励，价值能落地
整个生态也会逐渐丰富起来
虽然放眼整个 GameFi 赛道不太乐观
很多项目都是一夜爆红、一夜崩塌，甚至没什么跑的出来的GAMEFI
但在Animoca正在搭建的这一个完整、自洽、可落地的 Web3 生态中
MOCA 和 CHECK 是其中最关键的两条线
而这次的重点不是 TGE 或上市本身
而是可以通过这些更新动作，看到一个团队对整个生态的长期思考
这种“身份 + 激励 + 落地”的模式，可能是 GameFi 里少数能撑得下去的路线之一
作为Holder我会继续盯着，随时观察他们的下一步动作的
♟️ Ready to make your move? The $CHECK MocaDrop is here!✨ @AnichessGame
🪙 5,000,000 $CHECK tokens available
⚡ FIXED MODE: Burn minimum 14,000 Staking Power to participate
🗳️ Registration open now👉 mocaverse.xyz/mocadrop/proje…
Brian Chan retweeted
Gonna be a huge week for the Anichess fam, and i'm totally here for it
A free NFT mint to 0.475 ETH is pretty damn rare these days too
Very happy to be an adviser for them and think everyone will continue to be happy with what they have planned 🫡
Brian Chan retweeted
Bullish on .@AnichessGame big crypto mass-onboarding potential with over 600m chess players worldwide, partnership with @chesscom the biggest chess platform in the world with over 200m players as well as endorsement from grandmaster @MagnusCarlsen himself and many others! $CHECK
Cutting through the noise, I see it as a net positive for the space that we’re having these kinds of discussions between respected players in their fields.
However, it's misleading to compare @Figure with those vaporware RWA projects that inflate TVL metrics just to launch high-FDV tokens. Figure didn’t suddenly appear to ride the RWA narrative — it’s been pioneering the use of blockchain for private credit lending since 2018, well before RWAs were even a meta. It is also important not to underestimate the level of due diligence and audit companies must pass to become listed on Nasdaq, a feat that not many crypto companies can match.
On the other hand, @DefiLlama is an OG that has earned the trust of the DeFi community over the years by consistently protecting the integrity of on-chain data. Both perspectives matter: tokenizing RWAs for institutional adoption and efficiency gains versus building permissionless and composable liquidity in DeFi. In fact, @NUVAFinance was created precisely to bridge these worlds — bringing on-chain and permissionless liquidity into institutional-grade, high-quality RWA assets.
At the heart of this discussion is how can we best account for RWAs in a way that respects the merits and legitimacy of different approaches so that we can continue to advance our industry and become mainstream. It would be unfortunate to let this get overshadowed by emotions/fud imo.
We are still too early in crypto (and particularly RWAs) to be pvp-ing. Figure’s IPO is a huge win for our space, and maintaining data integrity is just as critical for the long run.
Congrats to @Figure on its Nasdaq IPO - proof that natively on-chain RWAs, which are proven to be faster, cheaper, and safer, are becoming mainstream.
Extremely excited to soon make these institutional-grade assets accessible to investors everywhere through @NUVAFinance. Stay tuned!
Today, on IPO day, we rang the bell at @Nasdaq, a milestone that marks both progress and possibility.
What began as an idea to reimagine capital markets through blockchain is becoming a reality with money moving faster, cheaper, and transparently. We’re just getting started.
Brian Chan retweeted
International x Korean VCs Night 🍸由 BCi 和 @GemHUB_Protocol 联合举办（9月24日）
我们的副首席运营官 @bchan8938 和投资与战略合作主管 @0xsamt 将代表 @animocabrands 出席这场 VIP 晚宴，与 50 多位来自全球和韩国的顶尖风投机构在首尔进行深度交流。
luma.com/eu7rh14u
Brian Chan retweeted
Stay tuned!
Slowly working our way onto the aggregator's reporting. Figure HELOCs represent the 17th largest crypto asset on CoinGecko. Now we need them to show Provenance Blockchain as the #2 public chain by TVL and capture loan trading volume on Figure Markets - stay tuned!
