(00:00) Intro
(01:05) We’re Back
(02:25) Where Are We In This Cycle?
(04:31) AI and Stock Market
(06:27) AI Bubble
(10:15) Energy Consumption and Production
(16:34) China and US Innovation
(17:44) Aster
(18:52) Hyperliquid and Aster Competition
(22:48) Proxy Wars in Crypto
(26:33) Future of Crypto Exchanges
(27:32) Binance vs Solana
(32:59) Moats in Crypto
(33:43) Crypto Lending
(35:25) TradFi Banking and Crypto Custody
(36:48) Social Aspect in Crypto
(38:09) AI Glasses and Social Media
(45:05) Waymo and Robo Taxis
(49:10) Prediction Markets
(50:54) Kalshi and PolyMarket Competition
(55:27) Convergence of Speculative Markets
(57:35) twocents.social
(59:00) Overheard
(01:02:08) DATs
(01:05:26) Stripe and Stablecoins
(01:07:10) Genius Act and New Stablecoins
(01:07:43) Stablecoin as a Micropayment
(01:11:23) Pump and Streaming
(01:14:53) Apps to Watch
(01:17:12) Stablecoin Growth
(01:19:11) Stablecoin Startups in Different Regions
(01:20:05) Novel Ideas for Startups
(01:24:03) Wen Cycle Top?

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:27) Short Term Market Predictions
(02:01) Long Term Market Predictions
(02:28) Tariffs
(05:38) Believe
(06:28) How Believe Works
(09:03) Dupe
(10:41) Crypto GTM for Startups
(14:03) Crypto Kickstarter
(16:21) Pump and Believe
(17:46) Teams Competing with Pump
(23:55) Stripe and Stablecoins
(30:41) Stripe's AI Shopping Agents
(33:40) Future of AI and Crypto in Payments
(34:42) Meta and Robinhood's Crypto Ventures
(37:38) AI in Education
(38:53) Future of the Education System
(44:21) AI's Impact on Startups
(46:40) Excitement About Crypto in Tech Stack
(48:51) Dupe.com and E-commerce
(50:25) Future of Crypto

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00:00) Intro
(00:00:46) Eric Trump
(00:01:59) Movement Labs
(00:04:37) Regulation in Crypto
(00:08:34) Benefits of Going Public
(00:09:25) OpenAI Tried to Buy Windsurf
(00:12:48) OpenAI as a Super App
(00:14:24) Investment in AI Companies
(00:15:57) AI vs Crypto Startups
(00:17:18) Impact of Crypto's Speculative Nature
(00:19:03) Trade War
(00:25:01) Trade War Strategy Discussion
(00:28:18) Impact of Trade War on Global Relations
(00:30:30) Impact of Trade War on Startups
(00:31:57) Impact of Military Conflict on AI Progress
(00:32:34) China's Dominance in Robotics
(00:36:01) China's Advancements in Solar Energy
(00:38:18) Zora Launch & "Base is for everyone" Token
(00:41:07) What's New in AI?
(00:48:35) OpenAI o3
(00:49:54) Competitive Nature of AI Models
(00:53:50) AI Memory Feature
(00:56:37) Market Discussion
(00:59:34) Market Predictions
(01:02:02) Exciting Startups in AI and Crypto
(01:03:19) Poof.new
(01:03:38) Slop.club
(01:05:10) 01 Exchange

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:47) The Only Narrative in Crypto Right Now
(01:41) Competitive Landscape in Crypto
(04:50) Robinhood's Future Plans
(11:42) Future of Crypto Innovation
(12:00) Noise (noise.xyz)
(13:15) Circle IPO
(16:51) USDC vs USDT
(18:00) Predictions for Circle's Future
(18:49) Circle & CCTP
(20:07) Kraken Acquiring NinjaTrader
(21:19) Where Are We in The Market?
(26:28) China, US and Global Markets
(32:46) Manus vs. Gemini
(34:45) Sesame AI
(35:40) Will Google Have The Best AI?
(38:24) AI Investment and Valuation
(40:08) AI Coding
(44:26) AI in Startup Development and Innovation
(44:47) Poof.new
(46:57) Niche Apps and Micro Unicorns
(49:34) Young Founders & Education
(50:47) "Google/Harvard doesn't give you status" - Nikita Bier
(52:36) Alpha School - AI-Powered Private School
(55:52) AI Doctors
(01:01:11) AI Replacing Jr. Jobs
(01:02:51) Parenting and Teaching Agency
(01:06:18) Tailoring Education to Children's Interests
Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:56) State of the Market?
(03:23) Is Anyone Bullish?
(04:08) Tariffs & the Economy
(10:09) Crypto Sentiment Divergence
(13:18) Ethena and Ondo Launching Their Own Layer 1
(15:55) Regulation and Counterparty Risk
(18:28) Tokenizing Coin on Base
(19:49) Stablecoins
(20:41) Robinhood & Kalshi
(22:12) State of AI
(22:25) Manus AI
(26:02) China vs. US AI Video Models
(28:55) Localized LLMs & Privacy
(29:44) Apple Intelligence & Privacy Issues
(32:02) Using Localized LLMs
(32:51) Global Paranoia About Privacy
(34:14) Vibe Coding
(39:53) Tokenizing Startups and Equity
(42:49) BYD's New 1,000kw EV Charging Technology
(45:42) Robotics
(49:48) Crypto and Robotics
(53:23) AI and Robotics in the Workforce
(54:26) "Where are we and where are we headed?"

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00:00) Intro
(00:00:46) $LIBRA
(00:06:23) 4 Use Cases of Crypto
(00:08:17) The End Goal for Payments
(00:09:54) DePIN and Energy
(00:12:12) Simplicity of Crypto
(00:13:18) Crypto is Finance
(00:14:43) “Web 3.0” is a Lie?
(00:15:43) The Biggest Risk for Ethereum
(00:16:16) Qiao on DeFi
(00:18:19) Crypto AI Builders Pivoting Straight to AI
(00:19:47) AI in Education
(00:27:25) AI for Ad Creation
(00:29:32) AI for Building dApps
(00:31:51) Personalized Apps
(00:32:49) "The Future is Personalization"
(00:34:07) "Lazy People Will Get F**ked by AI"
(00:35:08) AI in Gaming and Video Generation
(00:36:54) NFTs Comeback with AI?
(00:42:21) Verticalized Science AI
(00:47:23) Builders Outside of Crypto are Welcome in Alliance
(00:48:52) Startups Solving Capital Markets Problem
(00:54:59) Criticizing Trump's Token Launch
(00:59:19) "Crypto Twitter is imploding"
(01:00:51) Reminiscing Good Times in Crypto
(01:02:27) Promising Crypto Startups
(01:04:15) AI Arms Race
(01:06:26) Impact of AI on Startups
(01:12:11) AI in B2B
(01:15:52) Are Memecoins Dead?
(01:16:11) Market Analysis
(01:18:48) End of the Cycle or 1 More Pump?
(01:20:13) Reflection on Early Crypto Ideals
(01:21:05) Cypherpunk Ideologies

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00:00) Intro
(00:00:57) Market Analysis
(00:03:37) SBR is happening - David Bailey
(00:05:22) Sovereign Wealth Fund
(00:08:25) Government Impact on the Economy
(00:09:46) "I'm glad Powell didn't cut" - Trump
(00:13:39) DeepSeek
(00:14:59) AI in Crypto Startups
(00:15:47) AI Adoption and Future Predictions
(00:19:38) Vine
(00:23:19) App Tokens as Advertising Dollars
(00:24:29) Future of Tokens in Startups
(00:25:22) JellyJelly
(00:26:45) "Clout" and "Tribe"
(00:28:02) Richard and Ilja (Tensor)
(00:28:17) Consensus Ideas and Vector's Direction
(00:30:48) Photon
(00:32:12) vector.fun
(00:34:31) Vine vs. JellyJelly
(00:36:44) Tokens as Go-to-Market Strategy
(00:41:16) Tokenizing the World
(00:43:23) Two Classes of Tokenization
(00:44:54) Memecoins and Attention Assets
(00:47:25) How Big is Vector Now?
(00:49:24) Where to Find and Test Vector
(00:49:59) Funny Tweet About Tesla's Earnings
(00:52:17) Qiao's Annual Experiment
(00:56:05) Shift of Developers from Ethereum to Solana
(00:57:33) User Archetypes on Different Chains
(00:59:46) The Final Form of Blockchain Technology
(01:05:50) Coinbase's Strategy
(01:12:53) Coinbase's Potential Issues
(01:13:55) Vitalik's Shift in Community Engagement
(01:15:26) "Blast should have been Hyperliquid"

Ilja Moisejevs Twitter/X: https://x.com/_ilmoi
Richard Wu Twitter/X: https://x.com/0xrwu

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:13) Where Are We in This Cycle?
(01:47) Bullish or Bearish?
(04:01) Current Market Signals
(05:14) Taking Some Chips Off the Table
(06:12) Will the AI Meta Come Back?
(08:35) "Everyone is competing for attention"
(14:22) DeFi and Crypto Community Issues
(15:22) $Trump
(17:13) Celeb Tokens
(19:05) Finding the Right Model for Celeb Tokens
(20:13) Going back to Trump...
(23:20) Ethereum Foundation Drama
(26:11) Ethereum vs Solana
(28:58) Milady Vitalik
(30:24) "A lot of people rage quit this weekend"
(32:31) Phantom's Recent Round and Moonshot's Success
(33:43) "Let's end this pod on a high note..."
(34:27) The Original Ideals of Crypto
(36:48) What Does Your Portfolio Look Like Today?

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00:00) Intro
(00:00:54) Imran's New Look
(00:02:24) Winter Break Activities
(00:03:26) Reflections on the New Era of Crypto
(00:04:24) DeepSeek
(00:09:30) The AI Agent Craze
(00:10:59) "Are we near the end of the AI meta?"
(00:16:50) AI Impact and Adoption
(00:19:23) AI in Daily Life
(00:23:52) 1999 Style Bubble in AI Stocks
(00:25:15) Where Are We in this Cycle?
(00:26:29) Key Risk Factors
(00:32:02) "I find this AI meta uninspiring"
(00:34:34) "Pump.fun is now a startup launchpad"
(00:35:46) AI Meta Compared to DeFi Summer
(00:39:48) Decentralized Compute
(00:41:52) What is Glow?
(00:42:32) Energy DePIN
(00:44:29) Predictions for the Year
(00:44:41) "Trends actually matter now"
(00:45:26) Trends We're Seeing Right Now
(00:46:13) What’s Next
(00:47:56) Crowdfunding and Coordination in Crypto
(00:48:52) Stablecoins and Neobanks
(00:53:41) Influence of AI Agents
(00:57:49) AI Agent Meta and Social Tokens
(01:00:16) Market Predictions
(01:00:43) "AI agent meta killed the meme token meta"
(01:02:58) "How would you construct your portfolio?"

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00:00) Intro
(00:01:39) 2024 Review
(00:02:09) 1st half of the year?
(00:02:50) Review of Past GG Episodes
(00:03:09) "Biggest Crypto Trends in 2024"
(00:04:28) dogwifhat
(00:06:05) AI Taking Mindshare Away from Crypto Twitter
(00:08:32) Stablecoins
(00:13:19) Tokenization of Real-World Assets
(00:16:30) Thesis for RWA and Global Audience
(00:18:23) "Current State of Ethereum"
(00:19:11) Pudgy Penguins
(00:19:47) SocialFi and Pump
(00:20:33) ETH ETF Prediction
(00:22:38) App Rollups vs. Monolithic Chains
(00:24:35) "What L1 launch are you most excited about next?"
(00:26:08) Polygon Chain Aggregation
(00:29:14) Jupiter and Solana Discussion
(00:30:02) February Roundup: Five Trends Shaping the Bull Run
(00:30:36) Bittensor
(00:31:31) Hyperliquid
(00:32:24) Discussion on Consensus and Layer One
(00:34:31) Farcaster and Frames
(00:35:15) The Biggest "Ask" from Builders
(00:39:06) Memecoins, Blast, and SocialFi
(00:39:42) HarryPotterObamaSonic10Inu
(00:40:49) Bitcoin Puppets
(00:41:40) "I almost bought a Chillguy hoodie"
(00:43:26) March Roundup: Memecoins. Blackrock, and L3s
(00:44:02) Solana Congestion, Bitcoin Runes, Echo, and Ethena
(00:45:21) Base and Solana Competing for The AI Meta
(00:48:37) The Bitcoin Halving - Is The Bull Market Over?
(00:49:13) Geopolitical Impact on Crypto
(00:50:23) Telegram (TON)
(00:52:29) April Roundup: Eigenlayer, SocialFi Summer, and Outflows
(00:54:37) The High FDV Dilemma
(00:57:18) "Hyperliquid is what Blast should have been"
(00:58:49) Celeb Tokens
(00:58:52) Where's Mother Iggy Right Now?
(01:00:08) "A lot of things in crypto are early"
(01:01:48) Mid-Year Review and Predictions For The Rest of 2024
(01:02:37) Some Onlyfans Girls Using AI Chatbots
(01:05:55) Nikita Bier's Contrarian View on AI
(01:07:17) The Latest Grok Update on X
(01:08:38) Google Engineer Saying AI Chatbot Has Become Sentient
(01:09:26) The Discovery of Hawk Tuah
(01:10:02) Pudgy Layer 2
(01:10:25) Trump's Assassination Attempt
(01:10:48) Future of ICOs and Venture Capital
(01:12:26) Decentralized Science
(01:13:35) Tokenizing Content
(01:14:41) ICO Meta
(01:15:39) Gen Z and Alpha Shaping Crypto
(01:17:22) Imran's Heartbreaking BTC Story
(01:18:28) The Most Underrated Episode - Online Speculation with Nigel (Fanduel)
(01:19:14) Imran Bet on Tyson vs. Paul Fight
(01:19:54) A Prediction Market Trying To Solve Misinformation
(01:22:54) Role of Market in Spreading Truth
(01:24:59) Top Trends in Crypto VC with Delphi Digital
(01:25:06) Delphi Digital Predicted Off The Grid's Success
(01:25:46) Token2049 Recap
(01:27:15) "Cybertruck is the best investment I made in the last 5 years"
(01:27:56) Rating Ourselves for The Year 2024
(01:28:38) Qiao's Most Important Prediction Last Year
(01:30:06) 2025 Price Predictions
(01:31:13) "Trump claims credit for Bitcoin hitting $100k"
(01:32:06) 2 Types of Bitcoin Strategic Reserve
(01:35:02) Predictions for Solana and Ethereum in 2025
(01:36:45) Solana ETF?
(01:37:18) AI Meta Predictions
(01:37:57) Phases of AI Meta
(01:38:52) New Market Trends and Predictions
(01:40:52) Happy New Year!

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:56) AI Crypto and GOAT
(06:38) Ai16Z
(06:57) Zerebro
(14:09) The Next Wave of Internet Companies
(16:40) AI Agents as DePIN Projects
(18:18) AI Agents and Social Apps
(20:30) AI Agents and Creator Tokens
(22:52) Where Should We Go with AI Crypto?
(28:19) AI Enterprise and AI Consumer
(31:23) "Do You Feel That This Cycle Is Different?"
(36:03) Chill Guy and the TikTok Meta
(43:02) Onboarding New Users to Crypto
(44:12) "I Don't Know How to Play This Cycle Anymore"
(44:35) Brazil's Bitcoin National Reserve
(45:54) Crypto Twitter vs. TikTok
(47:49) CryptoPunks Pumped a Little Bit
(48:41) "This Is the Last Bitcoin Cycle"
(49:31) Tokenizing Everything
(51:48) Doge
(53:09) The Comeback Story for Ethereum
(55:12) Corporate Chains
(58:02) Blormmy
(59:54) Bitcoin Supercycle
(01:00:23) Saylor's Bitcoin Liquidation Price
(01:02:16) Scottie Pippen Says He Met Satoshi
(01:03:50) Saylor's Trauma
(01:05:38) Ai16Z FUD
(01:06:44) Contenders for "The Bitcoin of AI Agents"
(01:07:41) Individual AI Agents

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(02:41) "Peanut is the result of how Trump won"
(05:06) AI Coins
(06:35) "DAOS.fun could be the next meta"
(07:31) AI16Z High-level
(08:47) Trump Won, What Will Change?
(12:31) The Vibe Shift
(15:10) The US Will Be The Crypto Capital Again
(17:51) "There's never been a better time to pivot to crypto"
(19:09) Crowdfunding & Tokenizing New Things
(19:59) Crypto Perception and Adoption
(21:40) Coinbase
(23:45) Predictions for Tech Stocks
(24:15) Inflation and Commodity Investments
(25:15) Reflections on American Politics
(27:22) Hope for a New America
(31:20) Future Political Predictions
(33:23) New Favorite Crypto Apps/Products
(33:35) Tribe.run
(36:14) "Defined" Mobile App
(36:47) Turning 100K into 10 Million
(40:42) NFTs and their Communities
(42:52) End-of-Year Price Predictions
(45:31) Ethereum 3.0
(46:50) Is ETH Back?
(48:09) Vitalik's Article - "From prediction markets to info finance"
(48:46) End-of-Year ETH and Solana Predictions

Vitalik’s Article - https://vitalik.eth.limo/general/2024/11/09/infofinance.html

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:13) Meeting Anatoly and Founding Solana
(07:11) Building the Solana Team
(10:26) Raj's Superpower
(13:42) Persistence & Long-Term Vision
(19:23) "There's always another motivation you can find"
(20:19) Early Days of Solana
(20:46) Recruiting for Solana
(28:49) Persistence in Capitalism and Crypto
(31:21) Lessons on Team Construction
(36:29) The Importance of Team Composition
(38:54) Hiring Founder Archetypes
(41:31) Maintaining Motivation
(42:28) The Vision of Solana
(44:03) Importance of Work-Life Balance

Raj Gokal Twitter/X: https://x.com/rajgokal

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:19) Paul Tudor Jones on Bitcoin & Gold
(02:06) Druckenmiller on Inflation
(04:36) Election Scenarios and Market Predictions
(09:04) New AI Meme Narrative - $GOAT
(11:20) The Importance of Narrative and Lore
(18:11) Terminal of Fun
(20:43) Using AI to Work More Efficiently
(22:53) AI and Vehicle Automation
(26:07) On Truth Terminal
(27:23) AI and Startup Investment
(29:18) AI and Crypto Applications
(30:57) AI Crypto Apps We Would Like To See
(34:18) Bridge Acquisition by Stripe
(40:48) The Impact of Bridge Acquisition
(45:15) Understanding the Stablecoin Stack
(47:45) Future of Stablecoins
(49:51) PayPal & Venmo Crypto Integration
(51:48) Stablecoin Startup Strategy
(55:28) Fraud and Compliance in On/Off Ramps
(58:52) Competitive Landscape of On/Off Ramps
(01:01:40) The Launch of Pump Advanced
(01:09:01) DAOS.fun

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:43) The New Main Character: Murad
(02:55) Murad's Tactics
(08:57) Bullish 2025?
(10:14) Bittensor
(11:06) Kamala On Crypto?
(13:01) Price of Bitcoin Under Each Candidate
(15:14) BTC vs. ALTs vs. Memecoins
(18:24) Where Are We in This Cycle?
(19:20) Moonshot & Coinbase Wallet App Store Rank
(21:13) DexScreener UX
(25:31) Good Tech Needs Good Distribution
(27:10) Imran's Cybertruck
(29:07) Rumor - CEXs to Require FDV Limit?
(33:07) "Startups need less and less money over time"
(39:34) The Benefits of Competition
(41:38) Shitcoin Talk
(43:45) Qiao's Stock Portfolio
(44:47) "Nvidia is the only real startup in AI"
(46:01) o1-preview
(50:00) What The AI Coding Co-pilots Do Under The Hood
(53:42) Tesla's Self-Driving Capabilities
(55:34) Crypto Startups Building Robot Models
(56:11) Tesla Bot - Optimus

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:10) Nic Carter’s Fights
(03:19) Operation Chokepoint 2.0
(09:38) SBV
(21:57) Who's Really Behind of All This?
(24:51) What's The Real Threat?
(25:43) Scenarios That Could Happen Post-Election
(27:21) How Nic Sees Banking Infra
(31:45) Innovation Pushed Outside of the US
(37:18) Stablecoin Report
(44:30) Surprising Survey Results
(48:32) India's Low Stablecoin Penetration
(49:41) Stablecoin Report cont.
(53:28) Different Causes for Stablecoin Adoption
(55:35) Banks Running to Provide Support for Stablecoins
(56:48) Where Are the Assets that Underlies USDT?
(58:04) USDT vs. USDC
(01:00:50) Stablecoin Adoption Among 18-24-Year-Olds
(01:02:46) Cross-Border Payments
(01:04:43) Small and Medium-Sized Businesses
(01:09:30) Crypto Trading Related vs. Payment Related Percentage on Stablecoins
(01:12:09) Five Perspectives on Stablecoins
(01:17:30) Products/Startups Nic Would Like to See Use Stablecoins
(01:21:52) Final Thoughts

Five Perspectives on Stablecoins - https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a
Nic Carter Twitter/X: https://x.com/nic__carter

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:52) We're at Token2049!
(02:07) Interesting Trends in Token2049
(03:36) Are We Hitting a Ceiling in Terms of Ideas?
(05:22) PayFi - Huma
(09:28) Session - Send Messages, Not Metadata
(12:53) Bio.xyz - Molecule
(15:18) Bluetooth and WiFi Direct Messaging
(16:57) "It seems like we're going back to the original vision"
(17:14) "Crypto attracted the wrong people"
(18:46) Anyone.io - Decentralized TOR
(20:16) Decentralized VPNs
(25:09) US is Still the Biggest Country for Developers
(26:26) Japan Being One of the Top Countries for ETHGlobal
(28:54) The Largest Hackathon ETHGlobal Has Ever Done
(31:33) Vitalik's Song
(32:38) What We Feel About the Market Today
(37:22) NVidia's Competition
(41:56) "China is a shitshow right now"
(45:43) "The 21st century is Asia's century"
(46:17) Why has China Gone Up Much Faster Than India?

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(04:31) What's Currently Interesting in Crypto
(07:48) One of the Most Important Lessons Qiao Learned
(09:35) What Verticals Are You Excited About?
(13:38) Soundmap (Pokemon Go for Music)
(14:45) Anil's Music Crypto Experience
(16:20) Music NFTs
(19:09) The Weeknd
(21:45) Gaming
(25:10) AAA Games in Crypto
(25:19) Off The Grid
(27:04) Hytopia
(28:44) "Play to Earn"
(30:24) What is Something That's Very Consensus Today That You Disagree With?
(34:11) "Crypto is really good for 3 types of payment"
(35:36) Micro and Irreversible Payment on Dating Apps
(38:02) Moonwalk Fitness
(40:14) "Prediction markets are gonna fail after the elections"
(43:05) Pop Culture Prediction Market
(49:44) AI in Crypto
(54:04) Which Crypto AI Product Has The Most Traction Today?
(01:00:48) Most Interesting Dataset in Grass Protocol
(01:02:04) Crate
(01:12:42) Censorship Resistance
(01:14:49) Apps that Create New Consumer Behaviors
(01:18:14) DePIN
(01:25:49) Interesting Stats About Gen Z and Gen Alpha

Anil Lulla Twitter/X: https://x.com/anildelphi
Yan Liberman Twitter/X: https://twitter.com/yanliberman

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:32) Crypto in Dating Apps
(04:21) History of Dating Apps
(08:06) The Growth of Prediction Markets
(08:35) The FanDuel Story
(14:28) Polymarket on Large News Publications
(17:50) "The US Wanted to Ban Prediction Markets"
(20:08) What Kind of Prediction Markets Are Allowed in The US?
(21:48) How Qiao Got Into Crypto
(23:41) How Much of Polymarket's Success Has to Do With The Crypto Element?
(24:20) Chargeback (Friendly Fraud)
(29:08) The $STD stream on PUMP
(33:19) EV+ and EV- Players
(39:47) What is The Rake for Trump vs. Harris?
(43:19) "Are there EV+ players on Trump vs. Harris?"
(44:09) Nigel Shorted Michelle Obama
(47:14) Harris Released Her Comprehensive Policy
(55:14) Nigel's View on Fantasy.top
(01:01:00) What Went Wrong with Friendtech
(01:05:54) What Types of Prediction Markets Are We Going to See Now?
(01:12:16) Resolving Markets
(01:23:44) "Is Twitter really right-leaning today?"
(01:25:25) Is Threads Doing Well?
(01:28:36) Nigel: I think memecoins are here to stay
(01:31:46) Qiao: If you're a token launchpad today, would you spend any money to acquire users?
(01:37:47) Imran: I think the next big thing for memecoins is streaming
(01:43:06) Polymarket Can't Compete with FanDuel/DraftKings?
(01:50:22) Nigel's Predictions for Next Year
(01:52:46) Bonding Curves for Prediction Markets
(01:56:24) Nigel Bullish on an Ethereum L2

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:41) MVP 2nd Trailer
(01:42) Qiao's Bitcoin Nashville Experience
(03:47) The Trump Speech
(04:54) Is Trump's Speech at BTC Nashville Top Signal?
(05:16) Imran's Experience at the ETH ETF Launch Closing Ceremony
(07:59) NYSE and Nasdaq's Technology is Pretty Hardcore
(09:58) Flash Boys
(11:54) "Millenials and Genz have given up on finding fulfillment at work"
(17:53) "Every social network is generational"
(18:47) What Social App Does Gen Alpha Use?
(19:25) "Teenage anxiety, depression, suicide, and ADHD went up to 2 or 3 fold since 2012"
(23:53) Speculation vs. Real-World Use Case
(24:55) Ranking NFT Collections by Generation
(27:52) Wanna Talk About Politics?
(28:39) "On day 1, I will fire Gary Gensler" - Trump
(29:13) Trump is Telling Us What We Want to Hear
(30:04) We Don't Know What Kamala Harris Stands For
(30:42) Is Kamala Harris Anti Crypto?
(32:17) "Whoever owns crypto will likely win the election" - Mark Cuban
(34:35) SEC Moves to Amend Complaint Against Binance
(36:17) Alliance's Dashboard for Crypto Buzzwords
(37:10) Privacy related
(38:15) UX related
(39:04) Consumer related
(40:34) Trading
(41:08) Scaling
(51:52) Yield
(41:59) RWA
(43:45) Ethereum vs. Solana
(49:14) Base is Becoming Ethereum
(52:01) Imran Bearish Ethereum?
(54:08) Ethereum - The Tragedy of Going Decentralized Too Soon
(54:55) There are Signs of War Mode Vitalik
(57:36) An Ecosystem Emerging on Top of Pump
(58:11) Tokenizing License Plates in the Form of NFTs
(59:11) Avalanche Focusing on Boomer Institutions
(01:01:16) Will Base Launch a Token?
(01:01:40) Will Polymarket Launch a Token?
(01:03:03) Polymarket Might Focus on Sports?
(01:04:20) Polls vs. Prediction Market
(01:05:01) Trump vs. Harris on PredicIt
(01:09:37) The 2nd Trailer of MVP

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:49) Trump Assassination Attempt and Market Impact
(04:12) JD Vance's Background and Crypto Involvement
(08:25) Silicon Valley's Political Shift
(10:16) Trump's Influence on Tech and Crypto
(15:32) Future of ICOs and Venture Capital
(20:27) Token Projects and Market Dynamics
(21:21) Degen Layer 3 Announcement
(24:10) The Blast Transition
(28:11) Ethereum's Role and Layer 2s
(29:57) Potential for Apps to Have Their Own Chains
(33:17) Farcaster and Developer Alignment
(35:38) Growth of Alternative Tech and Kick Streaming Platform
(41:56) Political Bias in AI Platforms
(42:46) Comparing AI Tools: ChatGPT vs. Claude
(44:27) Onchain Games & Autonomous Worlds
(50:33) Crypto On/Off-Ramp Case Study
(58:28) State of zkEVMs
(01:07:03) ZK vs. FHE & TEE
(01:16:27) "Prioritizing simplicity helps build for every human" - Worldcoin
(01:20:10) DeFi Coins
(01:24:31) Moonshot.money
(01:27:37) "Hey, should I buy JD Vance?"
(01:29:17) "DEX Screener is the Blockfolio of this cycle"
(01:30:29) Ending the Episode with “Many Men (Wish Death)”

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:56) "Lots have happened in crypto (not really)"
(01:45) The Old vs. The New
(04:15) "Today everyone is so jaded"
(06:40) "Let's talk about something that makes us feel optimistic"
(07:45) Shitcoiners and Infra People
(09:43) Qiao's Interesting Chart
(11:36) Pudgy Layer 2
(16:01) Blast's Token Launch Last Week
(17:42) "Everyone's fighting for the same customers"
(19:13) This Might be the New Meta
(21:05) Bitcoin and Ordinals
(22:55) DeFi
(23:29) The Most Interesting Thing About DeFi Right Now
(28:08) Jill Boden
(31:52) Where We Are in the Market
(32:35) "Every startup needs to have an in-house influencer"
(35:45) Polymarket Hit $100M in Volume
(37:41) The Debate Night

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:22) Welcome to Good Game
(01:48) Where Are We Going Next?
(02:38) Andrew Kang's Eth ETF Analysis
(07:15) "We had a lot of good news and the market couldn't go up"
(10:19) "We're running out of good news"
(10:36) Rate Cuts, Short-Term Bearish?
(12:09) Rate Cuts May Not Even Happen?
(12:55) "One of the most absurd statistics I've ever seen in my life"
(14:37) Another Nvidia FUD
(15:24) "We can't go up on good news"
(16:31) The Launch of Blast
(18:29) Overview/Summary of The 1st Half of The Year
(18:47) Speculation, The Good and Bad
(20:33) Market Fatigue in Meme Coins
(24:16) Yugalabs' Offshoot NFT
(25:12) CBB Decided Not to Market Make on Blur Anymore
(27:03) Will the NFTs Come Back?
(28:44) Pudgy Penguins' Presence Across Social Media
(32:15) Decentralizing Disney
(36:48) DeFi and Layer 2s Overview for The 1st Half of the Year
(43:46) AI Crypto
(44:52) AI Crypto Projects Qiao is Excited About Today
(51:59) Crate
(53:26) AI Video
(54:34) AI Girlfriends
(57:51) Impact of Social Media on Mental Health
(01:01:32) AI Characters on Chain
(01:03:04) Some OnlyFans Girls Using AI Chatbots
(01:07:15) Financial Nihilism in Crypto
(01:09:41) Stablecoins and Global Impact
(01:19:49) Real-World Assets
(01:26:19) Regulatory Environment and SEC Approvals
(01:26:43) Trump in a Bitcoin Event in Miami
(01:27:03) ETFs and SEC Commissioners
(01:29:48) Consumer Apps and Market Trends
(01:39:45) TON
(01:48:04) Some of The Meme Coins May Not Come Back
(01:49:40) Qiao Discovering Hawk Tuah
(01:51:15) Predictions for the Future
(01:54:31) Airdrop Meta
(01:57:33) Industrial Farming
(02:01:04) Predictions on Airdrops and Solana
(02:05:37) DePIN Projects
(02:05:58) Helium Network
(02:13:22) Other DePIN Ideas
(02:16:15) Gaming

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps
(00:00) Intro
(01:09) Jim Cramer Interviewing Gary Gensler
(02:23) What's on Imran's Mind
(02:43) Celebrity Coins
(09:14) Calling Out the Bad Actors
(10:05) Why Weren't People Angry at Trump NFTs?
(14:22) "People are angry because Ansem is on the other side"
(15:15) "Ansem's Angels is a meme, right?"
(18:22) Pump Got Hacked
(21:10) What is a Good Celebrity Coin Design?
(24:18) Circle.tech
(30:52) Solana Token Extension
(32:27) A New Trend on Tiktok
(34:17) Could Creator Tokens be Extended to All Creators in YouTube/Tiktok?
(36:22) Music Tokens - Crate
(39:12) Hot Takes on Twitter About Celebrity Coins

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:02) "Every brand now will have an intern"
(02:46) The Shift in The Flow of Customer Acquisition Now
(07:16) "Aside from memes, what was crucial upon building the hype around Monad?"
(10:10) The Interesting Growth Strategy of Monad
(15:01) What's with Giving CL Credit Card Details?
(16:12) Diving Deep into Monad
(21:21) The Trade-off Between Building Monad as a Layer 1 vs Layer 2
(26:14) How Easy is it to Port Over an App to Monad?
(32:23) "Do you see any layer 2 that can compete with Monad?"
(33:33) Can Monad Compete with Solana, Aptos, and Sui in Terms of Performance?
(34:07) Monolithic or Modular?
(37:21) The Idea Behind the Monad Characters/Memes
(46:26) Most Important Areas of Optimization
(51:17) "The whole parallel EVM is kind of a meme"
(52:47) Does Sui and Aptos Use Asynchronous Execution?
(54:42) When Mainnet?
(55:07) How Monad Would Think About Incentive Systems?
(57:51) Ranking Ethereum Layer 2s in Terms of Performance
(01:03:01) The Intern's Favorite Meme Template
(01:04:38) Thoughts About Hyperliquid

Keone Hon Twitter/X: https://x.com/keoneHD

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(02:06) DEGEN is Still Up a Lot?
(04:09) Solana Crossroads in Istanbul
(06:19) The Boxing Match
(08:08) What Drew Ansem Into Crypto
(10:42) Who Were Ansem's Role Models Back Then?
(12:21) How Ansem Knew that Solana Was Going to Come Back
(19:16) Who is The Next Runner-up?
(22:38) The Hyperliquid Announcement
(25:30) “Fantasy can easily become a layer 2”
(26:08) How Much Did Ansem Make From SocialFi?
(27:47) "I wish Friendtech expanded V1 into the normies instead of building V2"
(29:40) Diving Into The Recent Drama
(33:06) How Ansem Spend His Day
(34:48) Macro Trends Ansem is Following
(38:56) ETH ETC, Down Only or Up Only?
(43:49) Is There Any Layer 2 Today That Offers a UX as Good as Solana’s?
(45:03) Mega ETH
(46:11) Vitalik's Prophecy About ZK Rollups Being the Endgame for ETH
(48:34) Anything Interesting in Runes?
(49:59) Still Bullish on Wizard and PUPS?
(51:34) Is Ansem Bullish on the Bitcoin Ecosystem in General?
(52:38) Anything Else in Crypto Ansem is Excited About?
(56:27) Ansem's WIF War Story
(01:03:20) Talking About Stuff Outside of Crypto
(01:05:08) "What kinds of apps will be built on Solana with Firedancer's high throughput?"
(01:07:07) Hybrid NFT
(01:09:03) “Ask him about the night in Miami where I sold him on Hybrids"
(01:09:37) "Thoughts around charity on crypto?"
(01:11:20) Final Thoughts

Ansem Twitter/X: https://twitter.com/blknoiz06

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:05) Welcome to Good Game
(01:56) Innovation in Product Development
(04:34) What They Built Before Fantasy
(06:17) Mikado and Kipit Applied Twice to Alliance Before
(07:54) How Qiao Noticed Fantasy
(08:56) Mistakes From Their Previous Product
(10:09) What They Do Differently with Fantasy
(13:48) "The Market Could Be Wrong Too"
(14:19) Embracing Speculation
(18:25) Shift in Crypto Perception
(20:32) "I feel Like nobody really cares about consumer either"
(21:59) Explaining Fantasy to Normies
(22:37) How Does Fantasy Expand From Twitter?
(25:46) Is Fantasy Worried About Getting Deplatformed By Twitter?(26:57) Fantasy's Scoring System
(30:41) PageRank
(32:34) Fantasy Expanding to Different Ecosystems
(37:10) Fantasy's Current Goal
(38:26) "You have to make users rich early on if you want to have a sticky product"
(40:34) What Kipit and Mikado Think of Friendtech
(42:33) "Fantasy is what Friendtech should have been"
(44:02) Thoughts on Friendtech's Current Form
(48:48) The Best Aspect of Fantasy
(50:22) The Inflation for Cards
(54:34) "The new meta is gonna be Fantasy is now deflationary"
(57:16) Qiao: Every consumer product that I loved can be described in one sentence
(01:00:26) Questions From Crypto Twitter
(01:00:39) "How do you transition well from serving segment A crypto customer to a more mass market non-crypto customer?"
(01:02:09) Would Fantasy Ever Do Their Own Rollup?
(01:03:04) "What does Fantasy look like post points/(potential) airdrop?"
(01:04:33) "When $fan token?"
(01:05:40) Final Thoughts
(01:05:58) Who's Who?

Kipit Twitter/X: https://twitter.com/0xkipit
Mikado Twitter/X: https://twitter.com/0xMikado

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:42) Welcome to Good Game
(01:37) The Friendtech Drop
(03:21) Friendtech's Another Wedge
(06:03) The Biggest Problem Friendtech Needs To Solve
(12:39) New Behaviors Taking Place Within Friendtech
(13:40) "It's Like V1 All Over Again"
(17:17) Problems Racer Got Into
(18:32) FarCon
(19:26) A Tweet By @0xDesigner
(23:40) Lens vs. Farcaster Daily Active Users
(25:40) Bountycaster
(28:21) Farcaster is Actually Competing with Telegram and TON?
(29:47) FarCon Announcements
(31:28) "Tipping was a Really Good Way to Distribute the DEGEN Token"
(34:36) The Talks About The Base Token at FarCon
(36:30) io.net Lost 75% of its GPUs
(40:48) Stanley Druckenmiller Selling Nvidia Stocks But Buying Nvidia Calls
(41:29) "GPUs Were No Longer The Bottleneck" - Mark Zuckerberg
(42:42) Edge AI
(48:46) "There Will Be Only 5 to 6 Chains That Will Rule Crypto"
(53:42) Infra is Overfunded?
(54:39) Google Paying Apple $20B
(56:09) Apps Turning Into Infra
(58:45) "What Can You Build Today That Will Get You 50,000 Users?"
(59:21) Final Thoughts

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders: 
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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:08) Live Fantasy Pack Opening
(02:41) Introducing MVP (Minimum Viable Product)
(04:44) Welcome to Good Game
(04:47) Is it Over?
(06:12) Why it's Over
(07:21) How Do We Think The Market Is Going to Playout
(10:01) BlackRock's On-Chain Fund Hits $375M
(13:40) "People Don't Care About The Non-Speculative Stuff"
(15:05) Qiao's Analogy Between Bitcoin ETF and RWAs
(17:13) "Everyone on Twitter is Saying We're Halfway Through The Market"
(18:58) Crypto Assets Qiao is Most Excited About
(21:59) The Future of Memecoins
(22:16) The Number of Memecoins Created on Pump
(23:51) The Whistleblower
(28:11) Crypto Music
(32:52) Crypto Startup Stories: Crate
(35:36) We Should Change The "Memecoin" Terminology
(38:47) "Everything is Going to Be Tokenized"
(40:05) Solana Congestion Has Gone Away
(40:46) Firedance Coming Out Soon
(41:17) Monad, Berachain, and TON
(43:23) MegaETH
(46:44) What is The Right Fee Structure?
(48:17) Qiao Shares an Important Lesson From a Book (Chip War)
(51:54) TON
(54:41) "Stickers are The New Whitepapers"
(56:39) The Polymarket "Retardio" Incident
(59:08) Web2 Sports Betting Websites are Losing Market Share to Memecoins
(01:01:13) Kyle Samani's Tweet About Memecoins
(01:03:00) EigenLayer FUD
(01:12:46) Fantasy Launched on Mainnet
(01:15:38) Qiao's Current Mental Model for Selecting Founders
(01:16:48) Live Fantasy Pack Opening

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:13) Welcome to Good Game
(02:58) Is The Bull Market Over?
(09:20) Keeping Up With Everything That's Happening
(11:32) NodeMonkes and Bitcoin Puppets Competing for The #1 Spot
(17:55) Imran's Bridging Experience
(21:12) BitVM Fud
(25:14) Welcome Alexei (BOB)
(26:33) What Alexei is Working On
(30:51) What Does Layer 2 Mean for BOB?
(32:41) When Will BOB Launch and What Will Be The Security Assumptions?
(34:49) What Alexei is Excited About
(40:17) How Easy Is It To Support Runes On A Layer 2?
(44:07) One Advice for Somebody That Wants To Build On Bitcoin Today
(49:21) Welcome David (Babylon)
(50:20) What Makes David Excited To Work In The Bitcoin Ecosystem
(52:44) David Talks About Babylon
(55:16) Explaining BitVM
(01:02:33) Thoughts On The Halving
(01:04:59) "Attention Matters Most"
(01:07:56) (TON) Telegram
(01:15:48) The Open Platform (www.top.co)
(01:16:57) OP_CAT Announcement
(01:18:48) Hong Kong ETFs

Alexei Zamyatin Twitter/X: https://x.com/alexeiZamyatin
David Tse Twitter/X: https://x.com/dntse

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:44) Welcome to Good Game
(01:09) Learning More About Blur
(01:56) Pacman's Thoughts About OpenSea's Strategy
(05:22) Balancing Trading and Collecting with Blur
(08:24) The Good and The Bad of The Points System
(11:19) The Convergence of NFTs and Tokens
(14:18) Are 404s Here to Stay?
(15:30) Memecoins vs. NFTs
(19:20) Fostering Innovation in Layer 2s
(25:15) Memecoins Didn't Take Off on Blast... What Happened?
(27:57) Other Interesting Applications That Only Exist on Blast
(31:27) The Blast Security Breach
(34:39) "Blast Should Roll Back The Chain"
(38:23) Audit Tips for Founders Launching a New Protocol
(41:22) Crypto Startup Stories: Top Fantasy
(44:48) Rapid Fire Questions
(44:54) Thoughts on Ordinals
(45:56) The Points Meta: Temporary or Longterm?
(48:14) Predicting the Future of Layer 2
(49:31) Thoughts on Layer 3s
(50:15) Top 3 Insights That Led to The Success of Blast
(53:14) Upcoming Milestones
(54:28) The Future of Blast and Blur

Pacman Twitter/X: https://x.com/PacmanBlur

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:39) Welcome to Good Game
(01:12) Qiao Tried to Ape In To Some Runes
(01:26) What Are Runes?
(02:55) How Do You Receive RSICs?
(04:00) Do RSICs Come with a JPEG?
(06:12) What Runes and RSICs?
(07:20) Other BTC L2s That Want to Offer Support For Runes
(08:07) When Will BTC L2s Launch?
(09:26) Design Trade-offs For Runes
(12:47) Runes Competing With Bitcoin L2s?
(14:30) Who are the Runes Accounts on Twitter?
(16:56) How Runes Will Play Out Alongside Bitcoin L2s
(21:07) Game of Blocks (GOB)
(23:11) The Bitcoin Renaissance
(26:24) Qiao Shares A Funny Story
(32:22) Critiques From Our Last Episode
(33:49) Solana Congestion
(40:02) Are We Biased Towards Solana?
(43:23) Crypto Startup Stories: Fig Investments
(46:00) Ethena
(56:16) Echo by Cobie
(01:05:22) The ETA for The Solana Patch

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:56) Welcome to Good Game
(01:31) The Good Game Rebrand
(02:35) BlackRock Recently Launched Their Tokenized Fund
(03:38) Let's Look Through What BlackRock Would See
(05:13) The Impact of BlackRock's Tokenized Fund
(08:55) What is The Future of Ethereum?
(11:35) What is the Role of a Layer 1?
(12:52) Let's Talk About Proto-Danksharding Fees
(15:45) The Debates Between Eth Maxis and Sol Maxis
(17:50) "Ethereum is Really Behind Solana"
(19:08) "We Might Have to Talk About Layer 3s"
(19:35) The DEGEN Token on Farcaster
(25:19) Qiao: When I first heard the term "Layer 3" I was extremely annoyed
(28:16) Why is Coinbase's Smart Wallet Interesting?
(29:45) Seraphim's (@MacroMate8) Tweet
(31:09) What If Every App is Built on Layer 3 10 Years From Now?
(33:28) Layer 3 Can Be an EVM
(35:09) The Best Index Bet on Base
(36:30) We're Seeing a Lot of Memecoins Launch on Base Now
(37:32) Could There Be Two Retail Chains? Base & Solana?
(38:39) The Munchables Hack
(40:29) Farcaster $1 Billion Valuation
(41:52) Thoughts on Emad Mushtaq's Pivot To Decentralized AI
(45:16) Qiao: I've been dunking on AI crypto for the last few months
(47:58) Imran: This is why I like Memecoins
(51:24) Are We Actually in a Memecoin Supercycle?
(53:23) Imran Tells a Funny Cardano Story
(55:39) 25 Years for SBF?
(56:34) New Segment: Mailbag - Answering Listener Questions
(57:05) What's Our Take on Ordinals?
(58:19) NFTs As an Asset Class
(01:00:33) What Would Be The Future of NFTs?
(01:03:32) Is Retail Really In?
(01:08:06) "All Roads Lead to Ansem"
(01:11:03) "There are too many coins in this cycle"

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:51) Welcome to Good Game
(03:33) Daniel and Zaheer's Macro View
(06:24) Daniel and Zaheer's Primary Focus
(08:14) Interesting Leading Indicators
(10:53) Zaheer's Eth ETF Approval Estimate
(14:51) The TradFi World Doesn't Care About ETH?
(17:05) Thoughts on Jim Bianco's Theory
(19:42) What Daniel and Zaheer are Trading Right Now
(23:55) Render (RNDR) vs. Bittensor (TAO)
(28:27) What Daniel and Zaheer are Bullish on Recently
(32:46) Is There Organic Activity Happening on Avalanche?
(34:07) Thoughts on Ethena
(38:56) Where are We in The Cycle?
(40:13) The Biggest Bullsh*t Daniel and Zaheer Have Seen in The Industry That They Want to Call Out
(42:46) Crypto Startup Stories: Thunder Terminal
(45:58) Advice For the Average Retail or Crypto Founders Who Has a Full-Time Job
(48:12) How Daniel and Zaheer See The Venture Market Today
(53:09) Trading Ordinals?
(53:21) Any Favorite Projects?
(54:40) Final Thoughts/Comments

Daniel Matuszewski Twitter/X: https://x.com/cmsholdings
Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapital

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:17) Welcome to Good Game
(03:05) Mert Steelmanning Ethereum
(08:44) Mert's Solana Prediction
(10:54) Mert's Estimate on Firedancer's Timeline and Throughput Improvement
(15:12) Thoughts on a Narrative Regarding Consumer Apps
(17:02) Thoughts on What's Happening in The Layer 3 World
(20:38) Layer 2 on Solana?
(29:22) "There Are Other Ways to Decentralize"
(30:18) Mert's Decentralizing Approach
(31:55) MEV Comparison Between Ethereum and Solana
(35:34) Calling Out The BS Mert Had Seen Recently
(39:47) "The Whole Modular Narrative is Getting Out of Control"
(40:47) Could There Be a World Where Solana Turns Out To Be in Ethereum’s Position?
(43:42) The Two Hottest Narratives Right Now in Crypto
(50:48) Mert's Favorite Apps on Ethereum

Mert Mumtaz Twitter/X: https://twitter.com/0xMert_

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
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Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:56) Welcome to Good Game
(01:24) Memecoins Becoming Very Consensus
(04:11) “There's a Culture Shift”
(08:28) Shitcoins Imran is Following Right Now
(11:28) Tremp and Boden
(17:47) Qiao: I Really Like the Idea of Trading Personal Tokens
(20:24) The Blue-Chip Memecoins
(23:30) A Tweet That Lost Imran a Lot of Followers
(25:55) This Cycle is Unlike Any Other Cycle
(26:34) Why Imran is Still Very Bullish on HarryPotterObamaSonic10Inu
(27:21) Bitcoin Puppets
(30:29) Why Memecoins Are Taking Off on Solana
(34:02) Base God (TYBG)
(35:31) "Crypto is Going to Lead Culture Moving Forward"
(39:20) Could Layer 2 Have Its Own Geo-based Chain?
(42:07) Things on SocialFi Imran is Excited About
(43:21) What Friend.tech V2 is About
(46:08) Crypto Startup Stories: Pump.fun
(54:28) Do You Think Friend.tech 2 Will Launch on Blast?
(55:13) Let's Talk About The Blast Launch
(56:51) Unique Apps Built on Blast: Baseline Protocol
(01:02:43) Solana is Retail, Blast is Degen

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:50) Welcome to Good Game
(02:05) Let's Start with ERC-404s
(07:39) Some ERC-404 Criticisms
(09:39) DN-404 vs ERC-404
(10:16) CGAR Launching a NFT Marketplace
(11:35) Wasabi Launching Their Own ERC-404 Marketplace
(15:26) Why Imran is so Bullish on 404s in General
(16:34) Let's Discuss ETFs
(23:14) ETH Will Get The ETF Soon
(24:34) Gary Gensler Got Hacked and Trump Potentially Becoming The President
(32:27) Farcaster Went From 20k to 100k Daily Active Users
(39:41) Some Things Frames Are Not Good For
(46:36) “Why Are You Really On Farcaster?”
(48:08) Phantom Flipped Coinbase
(51:33) Let's Talk About TAO (Bitensor)
(57:01) Why Decentralized Compute?
(59:46) Decentralized GPUs
(01:02:45) WIF Screwed Up
(01:03:45) Why Imran is So Bullish on WIF
(01:04:40) "The Metas Have Increased 10x and I Can't Keep Up"
(01:12:24) "We're Heading Into a Very Dystopian World"
(01:13:53) Twitter/X Integrating Gambling
(01:14:25) New NFTs Becoming Widely Adopted
(01:14:53) Let's Talk About DeFi
(01:18:54) A Lot of Solana Founders Feel Threatened By Jupiter
(01:20:18) Qiao: I've Slightly Changed My Mind About Aptos and Sui
(01:24:01) Hyperliquid is Doing Something Very Noble

Spotify: https://spoti.fi/3N675w3
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Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:37) Welcome to Good Game
(01:05) Pudgy Penguins' Walmart Expansion
(03:09) There's No Other Collections That Do What Pudgy Penguins Does
(04:21) The History of Pudgy Penguins
(06:13) Pudgy Penguins' IP Worth Today
(09:01) What's The End Game?
(11:19) How Do You Compete with Someone Like Disney?
(12:19) Thoughts on The Recent Controversy About Yuga Labs
(15:15) Let's Bring on Luca
(16:53) The Acquisition of Pudgy Penguins
(23:29) Why Pudgy Penguins is The Most Universal Brand?
(26:32) What Was Actually Acquired?
(26:55) Which Asset is The Most Valuable?
(31:12) Is Minting Additional Collections Net Dilutive?
(34:51) The Current Battle Pudgy Penguins is in Today
(36:58) Thoughts on ERC or DN404
(38:47) The Most Important Project Milestone of Pudgy Penguins
(41:21) How to Build an Organic Community Within Tribal Chains
(43:27) The Rationale Behind the Strategy of Focusing on a Single IP
(46:32) Can Luca Steelman CryptoPunks?
(49:37) Luca's Favorite Art Collection
(50:10) Thoughts on OpenSea vs. Magic Eden
(54:46) Luca's Thoughts on Yugalabs Having Their Own Marketplace with Magic Eden
(55:39) Luca Not Very Bullish on Blur?
(56:56) Luca's Thoughts on Blur Farmers
(01:00:07) Is Luca Bullish Ordinals?
(01:02:06) Luca's Favorite Collection on Solana
(01:02:35) Luca's Top Ethereum Picks
(01:04:31) Fun Exercise: 1 Word For Each Collection
(01:05:06) Thoughts on Mochimons
(01:05:53) Luca's Thoughts on NFT DeFi
(01:06:31) Luca's Go-to DeFi Protocol for NFT
(01:06:49) Crypto Startup Stories: Wasabi
(01:07:39) Wasabi and MetaStreet
(01:07:52) Yuga Labs Launching Their Own Chain with Arbitrum
(01:09:29) When Will Pudgy Penguins Going To Win The Battle and Become Number 1
(01:10:06) Final Words
(01:10:26) What We Learned

Luca Netz Twitter/X: https://x.com/LucaNetz

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(01:05) Welcome to Good Game
(01:44) Thoughts on the Points Meta
(06:00) Is the Points Meta Here to Stay?
(08:09) Incentives in Crypto Never Goes Away
(09:10) Out of All Copy Pasta in the History of Crypto, Only One Worked
(21:31) How Do We Make Trading NFTs More Efficient
(25:08) Finding Your Wedge
(27:22) New Segment: Crypto Startup Stories
(33:11) "When Jupiter NFTs?"
(37:21) Where is the NFT Space Going?
(47:07) Does Tensor Feel Threatened by Aptos and Sui?
(50:10) Some Reasons Why Ethereum Would Beat Solana
(01:01:34) Solana Token Extensions
(01:04:09) Solana Firedancer - When and How Much Faster?
(01:09:34) Why Polkadot and Cardano Didn't Take Off
(01:13:02) Is Crypto Still Going To Be Tribal 10 Years From Now?
(01:15:48) Thoughts on Blur Launching Blast
(01:19:41) What is The Future of Jupiter and Tensor?
(01:24:25) Stablecoin Skyrocketing in Countries that Don't Have Financial Rails
(01:29:59) When Jupiter/Tensor Token?
(01:30:55) Why Shill Alliance?

Meow Twitter/X: https://x.com/weremeow
Richard Wu Twitter/X: https://x.com/0xrwu
Ilja Moisejevs Twitter/X: https://x.com/_ilmoi

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:45) Welcome To Good Game
(02:02) Things We're Excited To Talk About With Sandeep And Mihailo (Polygon)
(05:27) Quick Note On The Vitalik's End Game
(09:18) Sandeep And Mihailo (Polygon) Introduction
(11:08) Addressing Fud Surrounding Polygon's Impact And Partnerships
(19:43) Addressing Misconceptions And Branding Challenges In Polygon's Journey
(22:17) People Say Polygon Has Too Many Narratives And Always Jumps On To The Latest Narratives
(24:32) Exploring Polygon's Parallel Evm And Aggregation Layer
(32:27) Transitioning Perspectives
(36:02) The Token Rebrand
(39:55) The Reason Behind The Layoff
(46:17) Final Words
(46:58) Putting Aside The FUDs And Narratives
(49:50) Wrap Up
(52:00) Partnership Vs. Competition
(55:02) There Is A Disconnect Of Information
(57:05) How Polygon Moved From Proof Of State To A ZK Validium
(58:54) Polygon's Move To Parallelization
(59:49) Founder Anecdotes That Imran Learned
(01:01:05) Polygon Laid Off 20% Of Their Staff
(01:02:25) Polygon Could Have Continued To Compete With Optimism And Arbitrum
(01:04:35) Twitter Narrative Is So Different From The Real World

Aggregated Blockchains: A New Thesis - https://polygon.technology/blog/aggregated-blockchains-a-new-thesis

Sandeep Nailwal Twitter/X: https://x.com/sandeepnailwal
Mihailo Bjelic Twitter/X: https://x.com/MihailoBjelic

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(01:21) Welcome to Good Game
(04:16) Outside Perspective on Building on App Rollups
(05:11) Ethereum vs Solana on Twitter
(09:30) Let's Bring on Julian
(11:44) Navigating app rollouts, partnerships, and token airdrops in the crypto space
(15:50) Crypto Ecosystem Strategies
(17:51) Lessons from DeFi Protocols and the Strategic Move to Conduit
(19:51) The Strategic Shift to App Rollups: Founder's Journey and Design Decisions
(24:52) Optimizing Costs and Enhancing User Experience
(27:03) Why did Aevo Start using Celestia as their Data Availability Layer?
(30:48) When Eigen on Aevo?
(41:40) The Hardest Part of Building New Exchange
(48:51) What other Products is Aevo Looking At?
(54:35) Doubling Down on What You’re Good at
(58:18) Points Fatigue
(01:01:19) Normie Marketing
(01:07:31) Lessons to Crypto Founders
(01:13:23) Saving Nearly 100% Cost Using Celestia
(01:15:20 ) We Need Fit Vitalik Back
(01:16:03) Ethereum Needs a Memcoin
(01:17:12) Julian Being Very Bullish Solana But Staying on Ethereum
(01:19:48) Centralized vs. Decentralized On-Chain Perps
(01:21 57) Discussing Moats

Julian Koh Twitter - https://x.com/juliankoh

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:47) Welcome to Good Game
(01:09) Qiao's top-of-mind topics
(02:38) dogwifhat (WIF)
(06:28) Qiao's Analysis of the Popular Meme Coins
(11:04) People are Now Actually Using Stablecoins
(15:55) Timing is Important
(18:29) Tokenization of Real-World Assets and Diversification
(22:19) Exploring Collectibles and Crypto Trends
(28:30) Alliance Application Data Breakdown
(33:31) Why Qiao is Very Bullish on Base
(41:05) The Current State of Ethereum
(47:13) Potential of Celestia and Bitcoin Demand
(51:34) The Bitcoin Ecosystem
(54:20) How Painful Buying BRC20 Tokens is
(57:43) NFTs and Memecoins as Lifestyle Brands
(58:44) Pudgy Penguins
(01:05:40) Monthly Active Developers by Developer Type
(01:06:33) What are we excited about ETH ETF
(01:08:44) ETH ETF Prediction
(01:09:01) Taking a Step Back to Appreciate Where We Are
(01:10:00) FriendTech Messed Up
(01:12:40) What Should a Social-Fi App Look Like
(01:14:38) The Ends Justify the Memes
(01:15:29) Social-Fi Will Be Big
(01:16:40) BRC-20 and BTC Will Stay Big
(01:17:46) The NFT Trifecta and Down WIF it
(01:19:22) Solana Will be #1 in DEX and NFT VOL in 2024
(01:20:21) Easy Predictions
(01:20:52) WIF Price Prediction
(01:21:18) Pudgy Penguins Prediction
(01:21:40) BTC Price Prediction
(01:21:59) Stuck in the 4-year Cycle Mindset
(01:22:45) What Startups Would You Like to See

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:36) Welcome to Good Game
(01:07) Who is Meow and what is Jupiter?
(02:01) How we met Meow
(03:14) Let's bring on Anatoly and Meow
(03:19) Notes and updates about Solana
(05:22) Anatoly's Idea about being able to disrupt the New York Stock Exchange and Nasdaq
(09:58) Technical abilities that Solana has
(14:04) Why is it better to build a Nasdaq or NYC on Solana VS on an Ethereum Layer 2
(14:56) The one massive advantage of a decentralized system
(17:18) What is different about the Layer 2
(21:35) Is Compulsivity really important?
(23:56) What is The Most Important Application of Compulsivity?
(24:54) Why people use Uniswap for Ethereum and Jupiter for Solana
(28:32) Hotspots programs for Anatoly and how that scales over time
(38:14) Is this something Ethereum could adapt
(39:28) Understanding How to Leverage EVM
(41:23) Qiao's opinion about the difference between Solana and Ethereum's DNA
(43:43) If Anatoly believes Solana won't experience Layer 2, what is his opinion?
(46:00) Anatoly's definition of layer 2
(48:48) Types of applications that are only possible for Solana that they're excited about
(57:26) Where do they see the space going against Uniswap?
(01:01:47) Insight about Ethereum being instituted in Solana
(01:05:08) Anatoly's feeling about where Solana is today
(01:07:02) Areas that Solana can improve on
(01:08:32) Final thoughts
(01:10:40) Learnings from the conversation

Anatoly Twitter - https://x.com/aeyakovenko
Meow Twitter - https://x.com/weremeow

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:59) Welcome to Good Game
(01:08) Who is DCF God?
(02:34) Is there a massive blindspot towards the degen world?
(09:11) Welcome DCF God
(09:13) DCF God's avatar
(12:01) What is the Degen community like and the types of it
(14:04) Prisma
(15:23) Curve-Convex Flywheel - Why it was a good bet at the time
(19:17) Insights on how to find projects and what to look for
(24:36) What are the typical audit companies you want to see
(27:36) Which reputable founder would you put your trust in?
(30:32) The importance of calling out the things that should be called out
(40:21) How DCF God funds responded with Aragon
(47:17) Insights about the current market
(50:19) ETH price target for 2025
(57:21) Things we learned
(01:06:13) Final comments

DCF God Twitter - https://x.com/dcfgod

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps:

(00:00) Intro
(00:57) Welcome to Good Game
(02:12) The excitement about Jupiter
(06:04) Tarun's local fee market
(09:41) Other areas Kyle is excited about with Breakpoint
(16:10) How important it is for Solana to stay focused on scaling
(27:20) Could Ethereum start to enshrine more of the things that they're giving out to the public?
(32:30) The speculative apps space from Kyle's lens
(34:44) Investing on Unlonely
(41:20) Should crypto payments be consumer-led?
(49:28) Why speculation is a superpower for crypto?
(57:00) Crypto enables more social activity with speculation
(01:00:15) Qiao's view on Filecoin
(01:04:00) What is an application that can only be built on Filecoin?

Kyle Samani Twitter: https://x.com/KyleSamani

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:51) Welcome to Good Game
(01:15) What we are going to talk about today
(01:54) Real world assets gaining traction in DeFi
(03:26) Rapid growth of RWAs in Maker and other protocols
(04:29) Stablecoins settling over $11 trillion on chain
(06:32) Interesting data points about stablecoin usage
(08:41) Factors contributing to the success of crypto payment startups
(09:47) Challenges faced by early attempts at crypto payments
(11:18) Commercialization of real world asset utility through startups
(12:36) Importance of understanding demand before tokenizing assets
(14:25) Tokenizing treasury bills as a potential asset class
(20:24) Potential tokenization of collectibles like Pokemon and Magic: The Gathering cards
(22:26) Appreciation of collectible cards and nostalgia driving demand
(23:44) Nikita Bier's tweet on belief in crypto and global events
(24:10) Potential demand for tokenized gold.
(25:52) Tokenized carbon credits and their potential on-chain.
(27:49) Tokenizing assets without a liquid secondary market.
(29:01) Composability of RWAs with DeFi protocols.
(31:21) MakerDAO's plan to create a new brand and extending capital base into real-world assets.
(35:50) Let's bring on Scott Lewis
(37:43) Lack of strong thesis on why tokenizing assets makes sense
(38:24) Scott's background
(41:25) Scott's interest in real world assets due to solving important problems
(41:43) Tokenizing assets provides open liquidity and transparency
(44:39) KYC/AML requirements vary for different issuers and money markets
(45:20) Real world assets in DeFi are a hybrid of centralized and decentralized
(46:59) Gabriel Shapiro's tweet - 3 types of RWAs that exist
(48:29) Scott's role as a builder of infrastructure for real world assets
(48:42) Discussion about representing builders
(49:48) The difference between tokenizing stocks and US Treasuries
(51:05) Excitement about tokenizing specific asset classes
(54:24) Question about the demand for on-chain T-bills
(55:45) Underground trading groups and interest rates as a tailwind for DeFi
(57:28) Discussion on the demand for traditional assets in DeFi
(59:55) Bullish or bearish on tokenizing real estate?
(01:00:11) Uncertainty about tokenizing precious metals and collectibles
(01:00:29) Pokemon cards and Magic: The Gathering cards discussed
(01:02:05) Speculators vs end collectors in the collectibles market
(01:02:46) Making access to real world assets easier
(01:05:38) Debate on the importance of real world assets in crypto
(01:08:36) Demand and cost efficiencies driving real world asset tokenization
(01:12:01) The next asset class that is most likely to get tokenized and succeed on-chain
(01:13:31) Music NFTs and their potential in the market

Scott Lewis Twitter: https://x.com/scott_lew_is

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:46) Welcome to Good Game
(00:58) Aric and Jae's background
(04:03) How did they feel about Friend.tech when it first launched?
(14:45) Why Friend.tech is so exciting?
(20:29) Is Friend.tech really a social network?
(26:44) Why do we think (3,3) can actually be a guarded ponzi?
(31:22) Could this be a start to an on-chain reputation system that could interact with DeFi?
(34:14) What could be built on Friend.tech?
(40:19) What is Friend.tech going to build natively and what is going to be left open to DeFi?
(43:49) How big of a problem this immutable bonding curve is
(47:23) Friend.tech vs. Worldcoin
(48:45) Things that could be built on Friend.tech using your identity
(51:45) How Friend.tech onboarding can be improved even further?
(54:35) The security scare
(59:49) When will they enable 2FA?
(01:01:23) What does it take for funds that have LPs money and not prop money to get onboarded?
(01:02:44) Could Friend.tech build a desktop app?
(01:03:51) 0xngmi's tweet regarding an attack vector
(01:05:17) A cool thing about Friend.tech
(01:06:29) Meta perspective -- Is this always going to be speculative driven? Are they building a habit?
(01:17:05) Are our Friend.tech keys securities?
(01:20:42) Forks -- Bullish or bearish?
(01:27:53) What do we want to see built on Friend.tech?

Aric Chang Twitter: https://twitter.com/a_chang888
Jae Chung Twitter: https://twitter.com/_jaechung

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(01:14) Welcome to GoodGame
(01:29) It seems like the next era of crypto is going to be decentralized social
(02:38) Key differences between decentralized social and DeFi
(06:42) Qiao: Social is the single most interesting area that's happening in crypto right now
(07:39) What we would like to learn from Lens and Stani
(09:48) Let's bring on Stani
(11:31) What is Lens?
(14:24) Lens didn't have a client app when it launched?
(18:26) The biggest difference between Lens and others (e.g. Farcaster)
(26:00) What's new with Lens v2?
(33:08) Everything is on-chain on Lens v1, how about v2?
(37:20) Is Momoka based on existing availability layer?
(44:52) The follow function
(50:17) Stani's thoughts on Friend.tech
(52:02) You can build Friend.tech on Lens v2, right?
(53:16) What does Stani think about RWAs? Does AAVE want to do anything in that area?
(54:00) What's the most obvious asset to be tokenized next and get adopted in DeFi?
(1:03:03) How did AAVE found its first 100 users?
(1:05:09) How big of a role did AAVE token play in terms of growth?
(1:05:57) Any major pivots from AAVE?
(1:09:03) Stani's thoughts about point system and speculation
(1:10:46) Is Lens thinking about airdrop, speculative points, etc?
(1:11:36) Stani's final comments/thoughts
(1:12:13) Outro / Debrief
(1:12:26) Points that stood out to Qiao
(1:13:58) One of the Lens v2 features Imran is excited about
(1:17:22) Monetization of the value chain
(1:20:27) Which app would be easy for normies to get onboarded to?

Stani Kulechov Twitter: https://twitter.com/StaniKulechov

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:38) Welcome to Good Game
(03:33) Imran's experience with Friend.tech so far
(04:46) Start of the interview with Dan
(05:15) Quick background on Dan
(05:34) What is decentralized social media and why is it important?
(07:21) An example of being deplatformed
(13:28) Who decides if a user is going to get banned by the rest of the network?
(19:28) Is there any client that can rival Warpcast today?
(20:31) The technical implementation of Farcaster
(32:48) Why move to OP stack?
(37:12) Why choose OP mainnet instead of launching your own chain?
(40:45) Qiao: What do you think of Friend.tech?
(45:20) How about Lens?
(49:18) Comparing Farcaster and Lens from a user's POV
(55:03) Imran: How do you view incentivized usage?
(58:51) Imran: Where do you see Warpcast/Farcast go to get the average normie to switch from Twitter to Warpcast?
(01:03:28) How do we think about Twitter-like scale?
(01:08:42) Dan's advice for founders
(01:10:00) Dan's #1 lesson he learned from building Farcaster
(01:11:53) Imran and Qiao's learnings
(01:15:02) Qiao interviewed Farcaster users
(01:32:02) The move to OP stack

Dan Romero Twitter: https://twitter.com/dwr

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

Web3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedao

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:53) Welcome to Good Game
(01:23) Will's background on the history of games
(01:57) How Will got into crypto
(04:14) What are on-chain games?
(08:35) Which game has the longest shelf life?
(09:47) The importance of balancing games' meta
(10:43) What is DOTA
(12:15) Is CryptoKitties a game?
(13:03) What is the definition of a fully on-chain game?
(16:26) Can Counter-Strike be a fully on-chain game?
(19:32) Can Civilization be a fully on-chain game?
(21:54) Why do we want to put games fully on-chain?
(26:09) What is Dark Forest? | Game modding
(39:06) How would Warcraft III look like on-chain?
(42:08) A DeFi analogy by Qiao
(45:30) The definition of "games" people don't often think about
(48:41) Financialization
(52:11) "Speculation" in gaming | Words3 on-chain game
(55:46) What makes people scared of fully on-chain games in the future?
(01:00:27) What's the TPS needed to build an on-chain game?
(01:10:14) What kind of games can we actually build today?
(01:14:48) What are the other major constraints on building on-chain games?
(01:17:21) MUD (Multi-User Dungeon)
(01:22:49) Jared from Subway (sandwich attacker) behavior in games?
(01:29:04) Are there any fun games today?
(01:29:13) The logic behind Primodium Game
(01:32:33) We already have a fully on-chain game and that's DeFi
(01:33:56) Any attack vectors on on-chain gaming?
(01:36:39) Final thoughts

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(00:48) Welcome to Good Game
(02:13) Imran and Qiao's thoughts on speculation
(04:27) Fun facts for people who just came into crypto
(07:06) Interesting on-chain experiments in the last few weeks
(07:52) CL's "Genesis of Retards Summer" article
(12:18) How Qiao got into crypto/bitcoin
(15:20) The poor man's bitcoin
(16:30) "The harder it makes you laugh the more you want to ape in"
(20:01) DeFi summer explained
(24:45) BaldCoin
(26:59) Nyancoin
(27:45) Unibot
(29:47) Shitcoin stats
(30:46) Things Qiao learned
(39:43) The history of crypto gambling
(46:49) Moonpay - Stake.us
(48:50) The size of the global online gambling market
(52:04) Is "speculation" crypto's superpower?
(59:11) Why founders should embrace speculation

CL Twitter - https://twitter.com/CL207
CL's "SCAM SHITCOIN SUPER CYCLE" article - https://www.egirlcapital.com/writings/154108440

SATOSHIDice speculation nonsense (Video) - https://www.youtube.com/watch?v=AEjQ1d7bpfU

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps:

(00:00) Intro
(01:00) Welcome to Good Game
(14:13) High-level points that UniswapV4 enables
(23:44) Does Uniswap automatically play the liquidity aggregator role?
(28:19) Does the current vision of UniswapV4 sound like something that makes you want to provide liquidity more?
(29:06) McAMM - Loss vs. Rebalancing
(31:13) Early estimate of how much lower the fees will be for contract deployment and swapping
(34:13) The current cost of contract deployment on UniswapV3
(40:55) Any other interesting DEXs outside of UniSwap?
(49:02) What is Uniswap going to look like a few years from now?
(44:58) Qiao: Do you ever see Uniswap become an order book many years from now?
(47:20) New designs that Evgeny wants to see in the DEX space
(50:42) Uniswap launched UniSwapX
(56:24) How does a messaging protocol work?
(57:39) MEV protection and no cost for failed transactions
(01:10:02) Hooks - is it like an app store?
(01:11:57) Qiao: Is there anything else in DeFi you guys are excited about?
(01:17:01) Summary

Dan Robinson Twitter: https://twitter.com/danrobinson
Evgeny Gaevoy Twitter: https://twitter.com/EvgenyGaevoy

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps:

(00:00) Intro
(01:25) Welcome to Good Game
(06:48) People feeling insecure about speculation
(07:50) Compressed NFTs
(09:35) What compressed NFTs enabled
(13:42) Music NFTs - Sound.xyz
(18:11) What happened with Azuki
(24:13) Where we are in the NFT space
(24:32) NFTfi
(28:10) Does perps make sense for NFTs
(32:27) Brian Armstrong's announcement
(43:20) Thoughts on real-world assets
(57:48) What other existing immediate needs do people have now in terms of traditional assets?
(01:00:53) Tokenized real estate
(01:06:27) Electric Capital's 2023 Developer Report
(01:09:56) Some founder common mistakes
(01:11:26) "Don't compare yourself to your competitors"
(01:12:32) Qiao: I'll tell you which crypto incumbents will be here to stay
(01:13:43) Qiao: It's very likely for someone to dethrone Uniswap in 5 to 10 years

Developer report - https://www.developerreport.com/blog/newsletter-20230706

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps

(00:00) Intro
(00:55) Welcome to Good Game
(01:13) What are zero-knowledge proofs? What can they bring to the market?
(04:32) The rabbit hole of the Moon math
(04:52) An example of ZK proof without the math: The Alibaba Cave
(08:52) The Rank-One Constrained System
(17:00) Why ZK is interesting now
(17:45) Did Web3 or Crypto lead to the development of ZK?
(20:03) What's the current state of ZK? What is realistic today?
(29:43) Does it make sense to build hardware accelerators for ZK proofs today?
(33:04) Some applications that can come out of ZK identity
(38:55) ZK-Rollups
(45:08) Smart contracts for ZCash, has anyone done it?
(53:00) Knowing what we know today, what are actually realistic and practical applications of ZK?

David Ma Twitter: https://twitter.com/0xdjma

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
 

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(01:04) Welcome to Good Game
(01:42) Where are we in the bear market?
(03:10) Founders pivoting to AI
(04:15) How OpenSea achieved their current status
(04:46) Crypto - "Hyper-financialized version of emotions"
(05:53) Some things that cause widespread apathy right now
(08:03) The regulatory state of crypto today
(10:12) The Hong Kong story
(15:26) Dubai really trying to embrace crypto
(18:03) Europe being supportive of MiCA
(19:55) Across the world, only U.S is being extremely hostile to crypto
(21:58) Imran's advice on the current regulatory environment
(25:06) What are some of the trends right now?
(33:26) What does the next bull market look like?
(44:15) When will the next bull market come?
(52:14) The biggest driving factor
(52:44) Could China be the next driver?
(55:08) Why do we want to build social networks on the blockchain?
(59:08) Qiao investing in Parler
(1:03:32) New monetization models for social networks
(1:11:31) The Steem story
(1:15:18) What current crypto social networks are missing
(1:15:59) Nikita Bier's "lizard brains" tweet
(1:18:57) Equity not Token
(1:20:40) Imran: I'm feeling bullish
(1:21:26) Qiao: I feel a very unusual calmness

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps

(00:00) Intro
(01:20) Welcome to Good Game
(01:47) David Ma introduction
(02:28) Qiao: Fun fact about David
(03:30) What are Intents?
(13:31) Why Intent is a big deal?
(18:40) How are Intents constructed?
(23:42) Are we rebuilding TradFi now?
(25:09) What is SUAVE and Anoma? How do they work?
(30:07) There's no such thing as good MEV or bad MEV
(39:41) How Anoma is different from SUAVE
(41:09) What is threshold encryption?
(43:31) The lifecycle of a transparent, shielded, and private Intent in the Anoma architecture
(50:06) What is account abstraction and how does it relate to Intents?
(54:55) How does account abstruction and intents solve problems on security
(59:11) What founders should be thinking about Intents
(1:04:45) What specific problem does intent-based architecture solve?

Intents are just… - David Ma: https://medium.com/alliancedao/intents-are-just-7deaeb4336be
David Ma Twitter: https://twitter.com/0xdjma

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps:

(00:00) Intro
(01:19) Welcome to Good Game
(07:35) Every builder should read Kain's article
(11:16) Do we need oracles?
(16:39) How we can potentially solve security by removing oracles
(18:52) The case of Mango: Should they go oracle-less?
(25:43) When an oracle fails it cascades to the rest of the protocol
(34:54) How oracle-less, market force-driven lending platform works
(41:41) Are we happy with our current oracle design systems?
(43:48) What is the frontrunning problem?
(49:27) Why not use Uniswap TWAP?
(51:10) Tradeoffs of TWAP oracles
(56:35) Do we need governance?
(1:06:29) The future of DeFi
(1:13:41) Is there more to build in the space we haven't uncovered yet?
(1:18:48) Tips and points for the founders on security
(1:22:55) Takeaways
(1:33:20) What we need to get right is commercializing the products we already have

Why DeFi is Broken and How to Fix it by Dan Elitzer - https://twitter.com/delitzer/status/1661755779240841222?s=20
Synthetix, what comes next, part zero - https://mirror.xyz/kain.eth/EB9DQldVEb0F74-LmrVau6YbjEtr8dsj1qVn6muYuXw
Synthetix, what comes next, part one - https://mirror.xyz/kain.eth/xOK_QuPUb63gD0qHsmt-h6JwhjhYCBNGY-n6r9YcyYQ

Dan Elitzer Twitter: https://twitter.com/delitzer
Kain Warwick Twitter: https://twitter.com/kaiynne

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps
(00:00) Intro
(00:59) Welcome to Good Game
(01:23) Dmitriy’s background
(02:57) The modular thesis
(08:23) What does consensus mean in Ethereum
(11:15) Data Availability: What does it mean for founders?
(20:40) The current landscape for rollups
(24:30) What is L3 and why would a developer do an L3 instead of L2 appchain?
(30:15) Defining "Atomic Composability" in the context of rollups
(32:55) Shared Sequencers: What problems is it trying to solve and how does it solve them?
(40:33) Is atomic composability possible using shared sequencers?
(45:56) The future of cross-rollup bridges
(52:45) Who is running the decentralized sequencers within Astria and Espresso and how does it work?
(56:12) Dmitriy’s POV on Cosmos
(1:01:22) What pushed DyDx to do their own Cosmos chain
(1:07:23) Zaki’s tweet about Cosmos’ social capital
(1:08:33) Is Cosmos the inventor of modular architecture?
(1:10:28) Interchain vs Mesh security
(1:13:13) What is the Cosmos Hub’s role in the Cosmos ecosystem?
(1:14:05) Qiao: It’s too early to say that Cosmos is out of the question in terms of gaming
(1:16:16) The World Engine by Argus Labs
(1:17:49) Cosmos: Bullish, bearish, or neutral?
(1:19:45) Qiao’s counterargument to the bearishness toward Cosmos
(1:23:01) The differences between Ethereum and Cosmos
(1:26:18) Can Cosmos and Ethereum coexist?

The World Engine by Agus Labs: https://twitter.com/ArgusLabs_/status/1663261248119767040

Mohamed Twitter: https://twitter.com/MohamedFFouda
Dmitriy Twitter: https://twitter.com/dberenzon

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps
(00:00) Intro
(01:11) Welcome to Good Game
(01:56) Will's introduction
(02:24) Mohamed’s introduction
(03:15) The Solana ecosystem and why layer 2s are bearish
(04:13) Solana’s greatest filter for bad VCs
(06:17) Solana catalysts
(09:26) The gaming side of Solana
(10:15) Solana games: Aurory
(11:32) Solana games: Star Atlas
(13:25) Solana vs Ethereum games
(14:50) What kind of a game can Solana support?
(18:55) Eclipse & Nitro: Can they do better than the Solana base chain?
(19:45) Mohamed’s perspective on Solana VMs and other layer 2s in the ecosystem
(20:31) How expensive would it be to fork Solana?
(21:04) Is the future going to be layer 2s for everyone?
(24:16) Will: Solana produces 800GB of data per day
(24:56) Mohamed: Dune Analytics managed to archive massive amounts of Solana data
(26:44) Don’t trust, verify!
(29:36) Monolithic chain vs. Modular chain
(36:20) Layer 2s on Solana will happen permissionlessly if needed
(37:06) Vitalik’s “Endgame” blogpost
(40:05) Does Solana have to be more censorable to scale long-term?
(40:35) How much would it cost to blow up Solana right now?
(40:54) Evidence that Solana is not dead
(42:20) Solana perceived as the chain for mainstream users
(47:11) Founders building on Sui prefer Move
(48:05) Chains that still have a fighting chance
(52:11) The Solana Phone
(55:37) What’s holding the crypto metaverse from taking off
(56:17) DeFi on Solana
(1:02:09) How Solana will behave in the next 12 months

Aurory: https://aurory.io/
Star Atlas: https://staratlas.com/
Solana Phone: https://solanamobile.com/
Vitalik's Endgame blog post: https://vitalik.ca/general/2021/12/06...

Mohamed Twitter: https://twitter.com/MohamedFFouda
Will Twitter: https://twitter.com/DangerWillRobin

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps
(00:00) Intro
(00:56) Welcome to Good Game
(01:18) Product-market fit has been a common topic
(01:59) The battle between Tensor and Magic Eden
(02:46) Who is Tensor exactly?
(05:02) The most important episode for early-age founders
(06:13) Where did "product-market fit" come from?
(10:33) Tensor got 15 noes from investors
(11:50) Welcome Richard and Ilja
(15:17) Richard’s background
(16:37) Ilja’s background
(17:37) The greatest edge that Tensor has
(19:02) How did the Tensor guys ascertain their compatibility as cofounders
(23:02) From a Solana hackathon project to Tensor
(32:12) Why they decided to build a pro trading product
(34:30) How Tensor validated their product
(36:42) How Tensor acquired their first 10 to 100 customers
(38:41) The cold start problem
(42:55) How they created their feedback loop
(47:15) What really gets you your product-market fit
(48:25) Tensor’s flat traction and lessons learned from several months of pain
(52:05) The competitive landscape of Magic Eden and why build on Solana?
(56:01) 2 devs, a truckload of coffee, and a wild dream
(56:20) Why did they decide to stay lean
(58:05) Why it’s important to find product-market fit first
(1:02:02) Lessons learned from 50+ rejections from VCs
(1:08:19) How they feel about Solana now and in the near future
(1:12:04) Qiao’s bullish argument for Solana
(1:13:08) Upcoming problems for Ethereum
(1:14:14) How did they feel when they achieved product-market fit
(1:18:23) Quick recap + lessons learned

Richard Twitter: https://twitter.com/0xrwu
Ilja Twitter: https://twitter.com/_ilmoi

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyz

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps 
(00:00) Intro 
(00:42) Welcome to Good Game! 
(01:34) Fouda and Qiao’s backgrounds in AI 
(06:13) ChatGPT is creating 10x developers 
(09:42) A vision for decentralized AI 
(24:57) Drake AI music controversy 
(34:15) Sam Altman's Worldcoin proving human identity 
(41:14) How drawbacks of AI can be solved by crypto 
(48:38) AI Agents can be the future of crypto 
(1:02:56) Identity war is coming in a post AI world

The Convergence of AI and Web 3
Startup Ideas: https://alliance.xyz/ideas

Mohamed Twitter: @mohamedffouda

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

No BS crypto insight for founders.

Timestamps
(00:00) Intro
(00:34) Welcome to Good Game! 
(00:48) Welcome Mohamed Fouda 
(03:01) What is a rollup? 
(08:51) Difference between optimistic rollups and ZK rollups 
(09:24) Optimistic rollup explained 
(10:29) ZK rollup explained 
(11:09) Validium explained 
(13:21) The different Zero Knowledge proving systems 
(17:41) Why choose zk-STARK or zk-Snarks? 
(20:26) What is a trusted setup? 
(21:25) What is a ZK circuit? 24:24 What happens during a ZK rollup transaction 
(29:33) Current state of ZK rollups and tradeoffs they're making 
(32:24) TVL growth of Arbitrum, Optimism, zkSync Era, Polygon zkEVM 
(38:00) How Solana out-executed its competitors 
(40:59) What is recursion? 
(44:34) What is EVM compatibility? 
(48:14) Comparing L2 fees 
(50:58) Why Solana is cheaper 
(53:10) What AllianceDAO is seeing in developer activity 
(56:13) What is Rollups as a Service? 
(58:49) How do new founders choose? 
(1:02:45) What is a sequencer? 
(1:08:37) What is data availability? 
(1:14:27) Future vision of ZK rollup specialization

Mohamed Twitter: @mohamedffouda

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps
(00:00) Intro 
(00:38) Welcome to Good Game! 
(02:14) Welcome Amir Haleem, CEO & Founder of Helium 
(04:18) Helium's founding story 
(08:11) Finding product market fit 
(15:38) Hardware iteration challenges 
(20:37) How Helium turned to crypto 
(25:04) Distributing the hardware 
(29:05) What caused Helium to succeed 
(31:05) Laying off team through pivot 
(34:53) Token design insights 
(45:29) How the hotspot network works 
(51:20) How far is Helium from ideal decentralized state 
(52:40) Why Helium is moving to Solana 
(58:52) A network of networks 
(1:02:35) Imrian and Qiao's interview debrief

Helium Twitter: @helium
Amir's Twitter: @amirhaleem

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Good Gamers, we want to learn more about you! Fill out this survey and let us know what you want to hear from us.

Timestamps
(00:00) Intro
(00:49) Welcome to Good Game! 
(02:16) Blockchain is a Dark Forest 
(05:29) Mt Gox hack 
(09:48) The DAO hack 1
(2:54) The vulnerability stack 
(16:41) Mango markets oracle manipulation 
(22:37) Beanstalk flash loan governance attack 
(27:13) Smart contracts and protocol logic vulnerabilities 
(28:58) The reentrancy attack explained 
(31:19) Bridges have weak security assumptions 
(32:49) Binance BNB bridge hack 
(34:53) Vitalik's argument on bridge security 
(38:17) Harmony bridge hack 
(39:21) Don't trust bridges with wrapped assets 
(40:29) Ranking bridges on trust 
(43:51) Axie Infinity phishing scam 
(48:29) Coinbase Web3 Security Report 
(49:13) Kevin Rose phishing attack 
(51:20) How consumers can keep assets safe 
(59:20) Developer recommendations 

Links mentioned in episode:

• Rekt Leaderboard
• A developer’s guide to the web3 security stack

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps 
(00:00) Intro 
(00:49) Welcome to Good Game! 
(33:17) Imran and Qiao interview Muneeb Ali on Stacks
(54:20) Stacks interview debrief

Muneeb Ali's Twitter: @muneeb 
Stacks Twitter: @Stacks 
Stacks Website: http://stacks.co

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Article referenced in episode: How can PoPW networks win

Timestamps 
(00:00) Intro 
(00:44) Welcome to Good Game! 
(01:42) Proof of physical work will bring the 3rd wave of crypto adoption 
(02:51) Why gaming and social networks are not the next crypto wave 
(14:39) Proof of physical work introduces a new behavior 
(16:31) What is proof of physical work? 
(17:33) Proof of physical work enables infrastructure deployment at speed 
(22:30) The story of Helium and how it works 
(30:22) Where does demand come from? 
(36:40) The hardware strategy 
(39:15) Why tokens in proof of physical work? 
(47:24) Lessons we can learn for future founders 
(53:15) Cost benefit is insane vs existing infrastructure 
(54:20) Areas we're excited about next

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Qiao's charts from episode

Timestamps
(00:00) Intro 
(01:18) Welcome to Good Game! 
(04:06) 80% of DeFi has already been built 
(09:29) Uniswap 
(15:58) Curve 
(21:53) Stablecoins 
(26:27) Aave 
(33:14) Derivatives 
(43:53) Real World Assets 
(50:58) Options 
(55:29) Structured Products 
(57:19) Undercollateralized Lending 
(59:40) What is future of DeFi
 

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps
(00:00) Intro
(00:29) Welcome to Good Game!
(01:41) Why crypto data is such an important pain point
(03:42) 2017 data landscape and Messari missing out on on-chain data
(06:16) Why Dune analytics and why crypto data
(11:13) Nansen's data strategy
(13:18) A lot of space for verticalized crypto data startups
(15:40) How important is decentralization in data?
(17:55) The four layers of crypto data landscape include data sources
(18:36) What are data warehouses or data lakes
(21:46) What is the monetization strategy for Web3
(26:34) A summary of where the data opportunities are
(29:21) Metavoice's Vatsal Aggarwal's tweet on data pain points
(31:36) 0xKofi's tweet on getting raw on-chain data is solved
(34:03) How back propagation led to the rise of AI
(36:40) Qiao realizes how powerful ChatGPT was
(40:35) The intersection between Crypto and AI is a massive opportunity
(42:57) How AI can have a meaningful impact on security
(45:43) Using natural language to have AI output smart contract code
(47:21) Using AI to interact with the blockchain for you
(50:19) OpenAI burning $3MM per day or $1B a year
(52:00) The first social network or game will be built for bots
(56:02) AI is run and trained on localized device - decentralized

Links mentioned in video:

• Metavoice's Vatsal Aggarwal's tweet
• 0xKofi's tweet
• Alliance Request for Startups
   

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

 Timestamps 
(00:00) Intro
(00:43) Welcome to Good Game! 
(01:17) Why do crypto wallets matter? 
(04:06) How wallet UX evolved over time 1
(03:36) Metamask wallet strategy 
(24:02) Brave wallet strategy 
(32:02) Backpack wallet strategy 
(35:16) Opensea, Magic Eden, Uniswap all launching wallets 
(39:39) Wallets will be verticalized and localized 
(46:54) Account abstraction wallets 10x user experience 
(56:53) Multi-party computation wallets solves security issues 
(1:00:34) The future of crypto wallets

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

In this episode Imran and Qiao discuss:

• Early warning signs
• Answer questions from community
• Lessons learned
• New path forward

Timestamps
(00:00) Intro 
(01:25) The first to paid back were the decentralized protocols 
(02:55) The rise of Alameda 
(06:29) Launching Solana-based decentralized exchange Serum 
(10:58) What were FTX's assets and liabilities? 
(12:49) Crashing of 3AC got Alameda in a deep hole 
(14:32) The $10B balance sheet hole breakdown 
(18:16) Acquiring Voyager and Blockfi fill their hole 
(20:19) $1B-$5B of crypto funds custodied on FTX 
(22:44) 70% of all trading activity on FTX were institutions 
(24:41) Do regulators understand the difference between DeFi and CeFi? 
(27:28) Is Serum being forked? 
(28:09) Why didn't VCs catch FTX through due diligence?
(32:36) Qiao explaining the leaked private group chat on Alameda 
(35:20) ​Will Crypto VCs continue to prefer tokens over equity? 
(37:45) What were people saying about Sam and FTX behind the scenes? 
(47:00) If you're a Solana project, what do you do? 
(53:00) Paradigm backing FTX was surprising? 
(54:24) Healthiest approach to CEX regulation 
(1:02:29) 12-week Digital dollar experiment launch 
(1:03:37) Thoughts about the Solana DeFi state 
(1:05:28) Who is the frontrunner for non kyc perps? 
(1:07:28) What FTX collapse means for crypto outlook 
(1:11:09) How bad is the contagion? 
(1:15:45) Lessons learned

Qiao & Imran's stance on SBF prior to FTX collapse
Alliance tweet against SBF & DCCPA

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

 Timestamps 
(00:00) Welcome to Good Game! 
(01:17) Crypto Kitties and EIP-721: NFTs are born 
(05:11) OpenSea, the first NFT marketplace, goes through Y Combinator 
(06:28) Overview of NFTs on Ethereum, Ronin, Solana, Avalanche, Polygon, Reddit, Tezos, and Flow
(14:39) The history of Crypto Punks and generative art 
(19:08) Snowfro launching Art Blocks and Chromie Squiggles 
(20:45) Why Crypto Punks and Bored Apes are valuable as digital nations 
(27:00) Bored Apes Yuga Labs acquires Crypto Punks and gives holders IP commercial rights 
(30:24) What is CC0 Creative Commons licensing for NFTs? 
(33:02) Monetization of NFTs 
(36:46) What Azuki is building for their community and the future for NFT communities 
(40:25) How Nouns DAO works 
(44:09) The messy governance models of NFTs 
(47:19) An explanation of gaming NFTs 
(53:01) An explanation of music NFTs 
(1:00:55) An explanation of storytelling NFTs 
(1:03:38) NFT communities are digital nations because they have a treasury 
(1:04:57) An explanation of metaverse NFTs 1:06:54 Imran's top NFTs 
(1:08:26) An explanation of Paradigm's Art Gobblers

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps 
(00:00) Intro 
(00:35) Welcome to Good Game! 
(02:30) Qiao talks short term macro 
(12:08) Longterm macro and what will happen to crypto in the next 10 years 
(26:39) Coinbase's Brian Armstrong vs FTX's Sam Bankman-Fried 
(28:21) Brian Armstrong's Coinbase story 
(31:37) Sam Bankman-Fried's story 
(34:45) How the background and stories of each founder drives divergent product strategies 
(39:51) How Coinbase's and FTX's divergent product lines inform legal strategy 
(45:29) Sam Bankman-Fried's stance on DCCPA (Digital Commodities Consumer Protection Act) 
(48:39) Coinbase's strategy on DCCPA 
(50:01) Explanation of Cosmos V2's new stack designed to help ATOM token accrue value 
(53:30) Cosmos V2: Interchain security - validators as a service 
(56:05) Cosmos V2: Liquid staking - built into SDK 
(57:14) Cosmos V2: Interchain scheduler - gain more fees 
(58:09) Cosmos V2: Cross-chain MEV marketplace 
(59:16) Cosmos V2: Interchain allocator - ecosystem fund 
(1:01:44) Bullish on Cosmos 1:04:34 Solana's Anatoly says app-specific rollups could make sense on Solana 
(1:05:56) Conclusion 

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps
(00:00) Intro
(01:11) Imran and Qiao introduce the interview
(15:02) The interview with Evan and Sam starts
(15:35) Sam Blackshear's background at Facebook Libra
(18:39) Evan Cheng's storied career at Apple and Facebook
(24:10) Why do Evan and Sam think that another smart contract platform should be available for the masses?
(27:04) What makes Sui different?
(37:26) The misconception of Sui around specifying dependencies for parallelization
(31:08) What is horizontal scaling?
(40:17) What is intra-validator sharding vs Ethereum's inter-validator sharding?
(44:45) How does Sui bootstrap its developer community?
(50:12) Is Sui only focused on gaming?
(52:39) How will the consumer experience be different with Sui?
(57:39) What are the top misconceptions around Sui?
(1:03:02) Imran and Qiao discuss what they learned after the interview

Evan Cheng's Twitter: @EvanWeb3
Sam Blackshear: @b1ackd0g
Mysten Labs Twitter: @Mysten_Labs

Good Game Podcast: A podcast for crypto natives.
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

Timestamps
(00:00) Intro
(00:35) CPI dropped - the "Merge" has become the "Purge"
(04:35) The state of Layer 1s and Layer 2s - what's happening?
(05:41) Why Imran and Qiao can see the future
(07:24) The state of Layer 1s based on Electric Capital's January 2022 report
(09:32) What's changed for Ethereum since Electric Capital's report?
(11:03) What's changed for Solana since January 2022?
(12:02) What's changed for Cosmos since January 2022?
(13:42) The war between Layer 2s and side-chains on Ethereum
(15:39) Explaining optimistic rollups Optimism and Arbitrum
(16:48) Why Arbitrum is winning the mindshare of the developer ecosystem
(21:01) Ethereum rollups will be competing with Cosmos for specialization
(23:59) Arbitrum dedicated rollups are fragmenting liquidity and user experience
(27:32) Why Polygon side-chain has won developer mindshare
(31:33) Explaining how Starkware uses zero knowledge proofs to scale
(33:29) What are zk-rollups?
(34:30) The uphill battle for Starkware
(36:10) Why dYdX left Starkware for Cosmos
(41:54) Solana vs Sui and Aptos
(43:17) Move language attracting developers from Solana to Sui and Aptos
(46:50) Aptos more developer-friendly than Sui
(49:25) Aptos and Sui are clearly gaining developer adoption momentum over Solana
(52:15) Why many Ethereum developers will never move off of Ethereum
(58:10) Why Cosmos hasn't had any hype
(59:43) Founders are being attracted to Cosmos from launch of Osmosis
(1:00:26) App-chain thesis - the rise of application-specific blockchains
(1:02:35) Monolithic chains are just fast prototyping testnets for Cosmos
(1:04:25) The pain of bridging between Cosmos hubs

Good Game Podcast: A podcast for crypto natives.
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

(00:45) Why Qiao shorted Eth and price predictions
(04:43) The actual reason behind the Fei protocol unwind
(18:22) Everything wrong with the state of crypto governance
(20:18) Rise of Sudoswap and its influence on NFT royalty fees
(45:00) Screwed-up incentives with token lockup periods
(59:34) Mark Zuckerburg and Joe Rogan metaverse podcast interview debrief

Good Game Podcast: A podcast for crypto natives.
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyz!

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

(00:33) How Tornado Cash sanction is a wakeup call to the industry
(05:43) As a builder of decentralized software, do you build as an anon?
(08:11) If US government bans crypto, which community will fight?
(10:19) MakerDAO introducing real world assets centralizes risk
(11:51) Should we be building crypto native products for real world users that aren’t crypto native?
(15:11) The coolest recent innovation is Coinbase’s MPC wallet
(18:16) How the Solana phone is a hardware wallet with phone capabilities
(19:41) End state of crypto: every hardware wallet will be a super app
(24:44) Ethereum Merge analysis and market predictions
(33:30) Eth Proof-of-Work fork will be more irrelevant than ETC

Good Game Podcast: A podcast for crypto natives.
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyz!

DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.