Good Game

Latest Episodes:

Can Polygon’s Chain Aggregation Unify All L2s? | EP 37 Feb 15, 2024

Show notes

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 World

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

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

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

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

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

Can App Rollups Compete with Monolithic Chains? | EP 36 Feb 06, 2024

Show notes

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 Moats

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

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

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

What Will Be the Biggest Crypto Trends in 2024 | EP 35 Jan 25, 2024

Show notes

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 See

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

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

Why Jupiter on Solana will be bigger than Binance with Anatoly and Meow | EP 34 Dec 05, 2023

Show notes

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 conversation

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

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

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

Reminiscences of a Crypto Degen Trader with DCF God | EP 33 Nov 28, 2023

Show notes

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 comments

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

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

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

What Solana Breakpoint Trends Could Revolutionize Crypto? With Kyle Samani | EP 32 Nov 16, 2023

Show notes

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/goodgamepodxyz

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

Why Does Crypto Need Real World Assets to Grow? | EP 31 Oct 24, 2023

Show notes

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 market

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

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

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

Is Friendtech the Uniswap Moment for Social? | EP 30 Sep 26, 2023

Show notes

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/_jaechung

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

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

How Will Lens V2 Impact Decentralized Social Media? | EP 29 Sep 19, 2023

Show notes

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/goodgamepodxyz

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

Is Decentralized Social Media Worth the Effort? | EP 28 Sep 06, 2023

Show notes

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 stack

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

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

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

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