Yat Siu returns as CEO to guide Animoca Brands to success in the agentic era

Animoca Brands co-founder Yat Siu is taking a more direct role in running the company, becoming CEO from 1th December 2026 while retaining his position as executive chairman.

Group president Evan Auyang, who joined in 2021, will now become a senior advisor to the board. The change puts Siu in charge of daily operations as Animoca increasingly organises its business around AI agents and institutional finance.

For a company best known in gaming for its investments and ownership of businesses such as The Sandbox, the emphasis is striking. In his accompanying shareholder letter, Siu presents a future populated by billions of autonomous agents, with Animoca supplying the products and infrastructure through which they operate.

The strategy brings together three businesses:

  • personal agent platform Minds,
  • institutional digital money and investment products, and
  • Moca Network and AIR, which provide identity, credentials and permissions.

The ambition is to connect agents capable of taking action with the financial infrastructure and verifiable authority needed to transact.

Siu’s argument is that agents could solve one of blockchain’s persistent problems: its difficult user experience. Rather than navigating wallets, gas fees and bridges themselves, users would describe what they want and let software handle execution.

In this context, company’s senior executive team now also comprises Robby Yung (CEO of investments and CEO of The Sandbox), Shaun Kraft (chief financial officer), Minh Do (chief operating officer), Brian Chan (chief development officer), and Jamii Quoc (general counsel).

However, equally significant is what the letter says about Animoca’s long-awaited return to public markets.

Siu confirms the company completed its 2022 and 2023 audited financial statements during 2026 and is working towards clearing its historical reporting backlog during 2027 to support a future relisting.

This sounds like is a timetable for completing preparatory work, rather than a commitment to list in 2027. It suggests the process could extend considerably further into next year, with the eventual listing date still uncertain.

The previous route was more specific. Animoca’s proposed reverse merger with Nasdaq-listed Currenc Group targeted completion in the third quarter of 2026. The companies suspended discussions in September, citing projected closing timelines and evolving market conditions.

For shareholders, the latest letter therefore combines an expansive technological vision with a reminder that the corporate groundwork remains unfinished. A portfolio of more than 600 companies provides connections and potential distribution, but converting that reach into sustainable revenue and timely financial reporting remains the practical challenge.

Siu’s appointment makes him more directly accountable for that conversion. His stated priorities include operational efficiency, disciplined capital allocation and shareholder value alongside product development.

For blockchain gaming, the announcement also illustrates how far Animoca’s centre of gravity has shifted. Games remain part of its ecosystem, but its overarching pitch now concerns ownership and finance across an agent-driven internet. The next test is whether that broader ambition produces a more focused, commercially effective business.

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