Good Game

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2024 Review and 2025 Market Predictions | EP 67 Dec 13, 2024

Show notes

Imran and Qiao sat down to review the year of 2024 and share 2025 market predictions.
No BS crypto insights for founders.

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!

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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.

State of The Crypto Market | AI, Memes, and Majors | EP 66 Nov 27, 2024

Show notes

Imran and Qiao discuss the current state of the crypto market.
No BS crypto insights for founders.

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:
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The Golden Age of Crypto | EP 65 Nov 15, 2024

Show notes

Imran and Qiao sat down to discuss the golden age of crypto.
No BS crypto insights for founders.

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

A Brief History of Solana with Raj Gokal | EP 64 Nov 12, 2024

Show notes

Imran sat down with Raj to talk about the history of Solana.
No BS crypto insights for founders.

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

How an AI Became a Crypto Millionaire | EP 63 Oct 24, 2024

Show notes

Imran and Qiao sat down to discuss how an AI became a crypto millionaire.
No BS crypto insights for founders.

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

Q4 State of the Crypto Market | EP 62 Oct 11, 2024

Show notes

Imran and Qiao sat down to talk about the current state of the crypto market.
No BS crypto insights for founders.

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

Choke Point 2.0 & Stablecoin Adoption with Nic Carter | EP 61 Sep 26, 2024

Show notes

Imran and Qiao sat with Nic Carter to discuss stablecoin adoption and Operation Chokepoint 2.0.
No BS crypto insights for founders.

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

Token2049 Recap: Crypto Product Trends | EP 60 Sep 22, 2024

Show notes

Imran and Qiao sat down to talk about crypto product trends at Token2049.
No BS crypto insights for founders.

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

Top Trends in Crypto VC with Delphi Digital | EP 59 Aug 27, 2024

Show notes

Imran and Qiao invited Anil and Yan of Delphi Digital to talk about the top trends in crypto VC.
No BS crypto insights for founders.

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

The Evolution of Online Speculation & Prediction Markets with the Founder of FanDuel | EP 58 Aug 23, 2024

Show notes

Imran and Qiao sat down with Nigel Eccles, founder of FanDuel, to talk about the evolution of online speculation, fantasy sports, prediction markets, memecoins, and more.
No BS crypto insights for founders.

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

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