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yoni assia

T2 · manager / operator

Co-founded eToro in 2007 with his brother Ronen, growing it to a social investment platform with over 35 million users and $1 trillion in facilitated volume. Early Bitcoin investor (from ~$5-10) and blockchain pioneer who co-authored papers with Vitalik Buterin pre-Ethereum. Served in elite IDF intelligence unit.

2 calls·2 names·100% bull·last heard 7 months ago·Generating Alpha Podcast
track recordleaderboard →
hit rate
0%
avg alpha
-8.4pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$BTCBitcoinposition

Assia declares Bitcoin inevitable 24/7 financial layer driving capital markets on-chain

Bitcoin and blockchain technology will become the shared 24/7 ledger for all finance, forcing traditional capital markets to transition on-chain and tokenize all assets.

Generating Alpha Podcast2026-02episode →
2ndmedium conviction
$DOGEDogecoinposition

Assia rethinks memecoins as community coins after Dogecoin surge post-Elon SNL

Memecoins like Dogecoin are not jokes but community coins that gain legitimacy when influential figures join their communities, representing a new form of capital formation.

Generating Alpha Podcast2026-02episode →

most discussed · click a bar to filter

  • $DOGE
  • $BTC

recurring themes

  • Asset Tokenization1
  • Fintech1
  • AI Agents1
  • Demographics1
2 total
$DOGE
···
Dogecoin
MEDyoni assia·Generating Alpha Podcast·7 months ago·Episode 49: Yoni Assia - Co-Founder and CEO of eToro· position
Assia rethinks memecoins as community coins after Dogecoin surge post-Elon SNL
Memecoins like Dogecoin are not jokes but community coins that gain legitimacy when influential figures join their communities, representing a new form of capital formation.
"We were lucky. We added Doge a week before Elon went on Saturday Night Live because at the beginning I said like why would I add an asset which is a joke and then I realized cross…"
33:55
$BTC
···
Bitcoin
HIGHyoni assia·Generating Alpha Podcast·7 months ago·Episode 49: Yoni Assia - Co-Founder and CEO of eToro· position
Assia declares Bitcoin inevitable 24/7 financial layer driving capital markets on-chain
Bitcoin and blockchain technology will become the shared 24/7 ledger for all finance, forcing traditional capital markets to transition on-chain and tokenize all assets.
"And I'm a very big believer in Bitcoin and blockchain technology. But I think the fact that people are coming to trade even sort of the thousand coin and the 5,000 coin, the 10,00…"
36:08
9
Asset Tokenizationtailwind
All investable assets will tokenize onto 24/7 blockchain rails within 10-20 years
The entire $100-400 trillion of investable assets (real estate, bonds, stocks) will inevitably migrate from legacy T+2 settlement to 24/7 blockchain-based infrastructure, and fintechs that build for this first will capture the audience.
8
Fintechtailwind
Generational wealth transfer will shift $100T to product-led fintechs from legacy institutions
As $100 trillion transfers from older to younger generations, financial products will be redefined from mutual funds/ETFs to apps, forcing legacy institutions with poor customer experience to lose share to product-led fintech companies.
8
AI Agentstailwind
AI agents will become autonomous financial advisors executing complex on-chain strategies
AI agents with memory and personality will evolve into personal financial advisors that can open wallets, bridge assets, discover strategies, and execute trades autonomously, dramatically accelerating financial participation.
7
Demographicstailwind
Gen Z's higher risk appetite fuels memecoin and prediction market growth as financial education
Younger generations have structurally higher risk tolerance, treating high-risk crypto assets as financial education and participation rather than gambling, driving growth in memecoins, creator coins, and prediction markets.