Yoni Assia

Ch.01 · AI-native trading  ·  Yoni reveals his OpenClaw AI agent 'can trade 12 prediction markets, 27 perpetual markets, buy tokenised assets, and swap 50,000 token types' out of the box — DeFi as the native home for agentic finance. Connect: $UM-Radar maps this to the agent-commerce + x402 thesis.

Ch.02 · $400T tokenisation  ·  "A $400 trillion opportunity" — real-world assets, stocks, bonds, collectibles and real estate moving on-chain. The old rails (T+1/T+2, voice bonds, COBOL mainframes) are being rewritten into 24/7 trustless global standards.

Ch.03 · Bitcoin as digital gold  ·  Bitcoin is the "digital version of gold": gold ~$30T vs BTC ~$2T → a 10-15x addressable runway. BTC to gold parity thesis; $250,000 BTC by 2030 (personal view).

Ch.04 · eToro listed (Nasdaq: ETOR)  ·  Built eToro for 18 years before the 2025 Nasdaq listing. Q2 2026 +77% revenue, 4th straight beat, 24/7 markets for oil/gold/silver, SpaceX IPO price-then-listing playbook.

Ch.05 · SpaceX case study  ·  Prediction markets priced SpaceX before the real IPO → eToro offered the price pre-listing and an 80% allocation; first-day Friday listing then 24/7 weekend trading. Crypto rails are importing into capital markets.

Ch.06 · Currency devaluation hedge  ·  Average fiat currency lifespan ~30 years; GBP lost ~99.5% over 320 years; USD purchasing power down ~90% in 60-70 years. Stablecoins (USDT/USDC ~$250B) = the crypto-native dollar on 24/7 rails.

Ch.07 · Growing wallet → Zengo + DeFi  ·  eToro acquired Zengo for non-custodial custody; tokenised Tesla/stock into D5/on-chain lending; prediction markets, perpetuals, swaps, lending native to the wallet.

Ch.08 · AI retail alpha  ·  'Biggest risk is being out of the market.' Retail using frontier-model AI agents (Grok/Opus/GPT) with a holistic customer view can out-hedge the best funds. 300 agents at eToro.