Interesting observation: when discussing metaverses, people often imagine some virtual world where humans wander in avatars. But Yat Siu from Animoca sees it quite differently. In his opinion, the true future is not places, but agents. And not just a few thousand, but about 100 billion AI agents.

Does that sound ambitious? Yes, but if you look closer, there is logic to it. Metaverses are evolving not toward beautiful 3D spaces, but toward functional ecosystems where autonomous agents perform tasks, interact with each other and with users. This is no longer about graphics and visualization.

Yat Siu insists that industry investments and attention should shift from visual content to infrastructure for AI. Metaverses as a concept are not disappearing, but transforming. Instead of games and social platforms, we will get complex systems where AI agents manage assets, trade, create content, and solve problems in real time.

Such a shift in focus makes sense: if computing power and AI become the foundation of the economy, then metaverses as just beautiful virtual worlds lose relevance. What these systems can do—automation, scalability, intelligence—comes to the forefront.

Yat Siu’s vision sharply differs from how many still perceive metaverses. But if he’s right, investors should rethink where to direct capital. This could be one of those paradigm shifts that redefine entire sectors in the crypto industry.