Good Game

Latest Episodes:

How Gen Z & Alpha Will Shape The Future of Crypto | EP 57 Aug 02, 2024

Show notes

Imran and Qiao sat down to discuss how gen z and alpha will shape the future of crypto.
No BS crypto insights for founders.

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.

Trump Assassination Attempt & The Future of Memecoins & Crypto VC Markets | EP 56 Jul 19, 2024

Show notes

Imran and Qiao are back to talk about the attempted assassination of Donald Trump, the future of memecoins, and crypto VC markets.
No BS crypto insights for founders.

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

Roundup: Market Exhaustion, Prediction Markets, & Pudgy L2 | EP 55 Jul 03, 2024

Show notes

Imran and Qiao sat down to talk about market exhaustion, prediction markets, and Pudgy L2.
No BS crypto insights for founders.

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

Mid-Year Review & Predictions for the Rest of 2024 | EP 54 Jun 26, 2024

Show notes

Imran and Qiao review the first half of 2024 and share predictions for the rest of the year.
No BS crypto insights for founders.

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

Celebcoins: The Endgame Satoshi Envisioned | EP 53 Jun 12, 2024

Show notes

Imran and Qiao sat down to discuss Celebrity Coins.
No BS crypto insights for founders.

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

10x Devs & 10x Growth Leads with Monad's Keone and Intern | EP 52 Jun 05, 2024

Show notes

Imran and Qiao sat down with Monad’s Keone Hon and Intern to deep dive into Monad and discuss Devs & Growth Leads.
No BS crypto insights for founders.

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

State of the Crypto Market with Ansem | EP 51 May 28, 2024

Show notes

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

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

An Inside Look at Fantasy Top, Fantasy Sports for Content Creators | EP 50 May 23, 2024

Show notes

Imran and Qiao sat down with Kipit and Mikado to share an inside look at Fantasy Top.
No BS crypto insights for founders.

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

Hot Topics: FarCon, App Layer Value Accrual, & The High FDV Dilemma | EP 49 May 08, 2024

Show notes

Imran and Qiao discuss hot topics such as the FarCon event, app layer value accrual, the high FDV dilemma, and more.
No BS crypto insights for founders.

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
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

April Roundup: Is it over? EigenLayer, SocialFi Summer, and Outflows | EP 48 May 03, 2024

Show notes

Imran and Qiao sat down for this April Roundup to talk about the current state of the crypto market, EigenLayer, SocialFi Summer, Outflows, and more.
No BS crypto insights for founders.

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

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