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Imran and Qiao sat down to talk about the Bitcoin Halving, Geopolitics, and Telegram (TON) with special guests: Alexei Zamyatin (BOB) and David Tse (Babylon).
No BS crypto insight for founders.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 ETFsAlexei Zamyatin Twitter/X: https://x.com/alexeiZamyatin
David Tse Twitter/X: https://x.com/dntseSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Pacman to share lessons he learned while building Blur and Blast.
No BS crypto insight for founders.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 BlurPacman 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Saknas det avsnitt?
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Imran and Qiao sat down to discuss the current hot topics such as Solana Congestion, Bitcoin Runes, Echo, and Ethena.
No BS crypto insight for founders.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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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In this Roundup for March, Imran and Qiao discuss Memecoins, BlackRock, L3s, and other trends.
No BS crypto insight for founders.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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao sat down with Daniel Matuszewski (CMS) and Zaheer Ebtikar (Split Capital) to discuss the current crypto market.
No BS crypto insight for founders.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/CommentsDaniel Matuszewski Twitter/X: https://x.com/cmsholdings
Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapitalSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Mert Mumtaz (Helius Labs) to discuss Ethereum, Firedancer, Solana L2s, and more.
No BS crypto insight for founders.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 EthereumMert Mumtaz Twitter/X: https://twitter.com/0xMert_
Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao sat down to talk about the current market trends such as Memecoins, Blast L2, SocialFi, and more.
No BS crypto insight for founders.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 DegenSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao sat down to discuss 5 trends that are shaping the Bull Run and more.
No BS crypto insight for founders.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
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao invited Luca Netz to share his founder journey upon acquiring Pudgy Penguins.
No BS crypto insight for founders.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 LearnedLuca 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao invited Meow, Richard Wu, and Ilja Moisejevs, founders of Jupiter and Tensor to share founder lessons and talk about what's happening on Solana.
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/_ilmoiSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao invited Sandeep Nailwal and Mihalio Bjelic (Polygon) to discuss whether the Polygon's Chain Aggregation can unify all L2s.
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 WorldAggregated 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/MihailoBjelicSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Julian Koh to discuss App Rollups and if they can compete with Monolithic Chains.
No BS crypto insight for founders.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 MoatsJulian 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao discuss everything happening in crypto and the biggest trends in 2024.
No BS crypto insight for founders.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 SeeSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao invited Anatoly and Meow to discuss why Jupiter on Solana will be bigger than Binance.
No BS crypto insight for founders.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 conversationAnatoly Twitter - https://x.com/aeyakovenko
Meow Twitter - https://x.com/weremeowSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on DCF God to talk about all things degen.
No BS crypto insight for founders.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 commentsDCF 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Kyle Samani to discuss Solana Breakpoint trends that could revolutionize crypto.
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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Scott Lewis to discuss the growing trend of tokenizing real world assets.
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 marketScott 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao bring on Aric and Jae to discuss whether Friend.tech is the Uniswap moment for social.
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/_jaechungSpotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao invited Stani Kulechov to discuss how Lens V2 will impact decentralized social media.
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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
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Imran and Qiao sit down with Dan Romero, the founder of Farcaster and Warpcast, for a deep dive into the world of decentralized social media.
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 stackDan 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/goodgamepodxyzWeb3 Founders:
Apply to Alliance: https://alliance.xyz/
Alliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.
- Visa fler
