Good Game

Latest Episodes:

The Bitcoin Halving, Jeopolitics, Telegram (TON), and Special Guests | EP 47 Apr 18, 2024

Show notes

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 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.

Founder Lessons Learned While Building Blur and Blast with Pacman | EP 46 Apr 12, 2024

Show notes

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 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

Hot Topics: Solana Congestion, Bitcoin Runes, Echo, and Ethena | EP 45 Apr 10, 2024

Show notes

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/goodgamepodxyz

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

March Roundup: Memecoins, BlackRock, L3s, and Other Trends | EP 44 Apr 03, 2024

Show notes

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/goodgamepodxyz

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

Crypto Market Outlook with CMS & Split Capital | EP 43 Mar 21, 2024

Show notes

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/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

Mert Steelmans Ethereum, Unpacks Firedancer, and Talks Solana L2s | EP 42 Mar 19, 2024

Show notes

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 Ethereum

Mert 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/goodgamepodxyz

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

Market Trends: Memecoins, Blast L2, and SocialFi | EP 41 Mar 14, 2024

Show notes

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 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

February Roundup: Five Trends Shaping the Bull Run | EP 40 Mar 05, 2024

Show notes

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/goodgamepodxyz

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

Luca Netz's Pudgy Penguins Founder Journey | EP 39 Feb 27, 2024

Show notes

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 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

Founder Lessons with The Jupiter and Tensor Teams | EP 38 Feb 21, 2024

Show notes

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/_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

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