Folgen
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Imran and Qiao sat down to discuss the trade war and the markets.
No BS crypto insights for founders.Timestamps
(00:00:00) Intro
(00:00:46) Eric Trump
(00:01:59) Movement Labs
(00:04:37) Regulation in Crypto
(00:08:34) Benefits of Going Public
(00:09:25) OpenAI Tried to Buy Windsurf
(00:12:48) OpenAI as a Super App
(00:14:24) Investment in AI Companies
(00:15:57) AI vs Crypto Startups
(00:17:18) Impact of Crypto's Speculative Nature
(00:19:03) Trade War
(00:25:01) Trade War Strategy Discussion
(00:28:18) Impact of Trade War on Global Relations
(00:30:30) Impact of Trade War on Startups
(00:31:57) Impact of Military Conflict on AI Progress
(00:32:34) China's Dominance in Robotics
(00:36:01) China's Advancements in Solar Energy
(00:38:18) Zora Launch & "Base is for everyone" Token
(00:41:07) What's New in AI?
(00:48:35) OpenAI o3
(00:49:54) Competitive Nature of AI Models
(00:53:50) AI Memory Feature
(00:56:37) Market Discussion
(00:59:34) Market Predictions
(01:02:02) Exciting Startups in AI and Crypto
(01:03:19) Poof.new
(01:03:38) Slop.club
(01:05:10) 01 ExchangeSpotify: 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 how AI and Robotics steal Crypto's thunder.
No BS crypto insights for founders.Timestamps
(00:00) Intro
(00:47) The Only Narrative in Crypto Right Now
(01:41) Competitive Landscape in Crypto
(04:50) Robinhood's Future Plans
(11:42) Future of Crypto Innovation
(12:00) Noise (noise.xyz)
(13:15) Circle IPO
(16:51) USDC vs USDT
(18:00) Predictions for Circle's Future
(18:49) Circle & CCTP
(20:07) Kraken Acquiring NinjaTrader
(21:19) Where Are We in The Market?
(26:28) China, US and Global Markets
(32:46) Manus vs. Gemini
(34:45) Sesame AI
(35:40) Will Google Have The Best AI?
(38:24) AI Investment and Valuation
(40:08) AI Coding
(44:26) AI in Startup Development and Innovation
(44:47) Poof.new
(46:57) Niche Apps and Micro Unicorns
(49:34) Young Founders & Education
(50:47) "Google/Harvard doesn't give you status" - Nikita Bier
(52:36) Alpha School - AI-Powered Private School
(55:52) AI Doctors
(01:01:11) AI Replacing Jr. Jobs
(01:02:51) Parenting and Teaching Agency
(01:06:18) Tailoring Education to Children's Interests
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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Fehlende Folgen?
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Imran and Qiao discuss how long this bear market will last.
No BS crypto insights for founders.Timestamps
(00:56) State of the Market?
(03:23) Is Anyone Bullish?
(04:08) Tariffs & the Economy
(10:09) Crypto Sentiment Divergence
(13:18) Ethena and Ondo Launching Their Own Layer 1
(15:55) Regulation and Counterparty Risk
(18:28) Tokenizing Coin on Base
(19:49) Stablecoins
(20:41) Robinhood & Kalshi
(22:12) State of AI
(22:25) Manus AI
(26:02) China vs. US AI Video Models
(28:55) Localized LLMs & Privacy
(29:44) Apple Intelligence & Privacy Issues
(32:02) Using Localized LLMs
(32:51) Global Paranoia About Privacy
(34:14) Vibe Coding
(39:53) Tokenizing Startups and Equity
(42:49) BYD's New 1,000kw EV Charging Technology
(45:42) Robotics
(49:48) Crypto and Robotics
(53:23) AI and Robotics in the Workforce
(54:26) "Where are we and where are we headed?"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 discuss the current state and direction of crypto.
No BS crypto insights for founders.Timestamps
(00:00:00) Intro
(00:00:46) $LIBRA
(00:06:23) 4 Use Cases of Crypto
(00:08:17) The End Goal for Payments
(00:09:54) DePIN and Energy
(00:12:12) Simplicity of Crypto
(00:13:18) Crypto is Finance
(00:14:43) “Web 3.0” is a Lie?
(00:15:43) The Biggest Risk for Ethereum
(00:16:16) Qiao on DeFi
(00:18:19) Crypto AI Builders Pivoting Straight to AI
(00:19:47) AI in Education
(00:27:25) AI for Ad Creation
(00:29:32) AI for Building dApps
(00:31:51) Personalized Apps
(00:32:49) "The Future is Personalization"
(00:34:07) "Lazy People Will Get F**ked by AI"
(00:35:08) AI in Gaming and Video Generation
(00:36:54) NFTs Comeback with AI?
(00:42:21) Verticalized Science AI
(00:47:23) Builders Outside of Crypto are Welcome in Alliance
(00:48:52) Startups Solving Capital Markets Problem
(00:54:59) Criticizing Trump's Token Launch
(00:59:19) "Crypto Twitter is imploding"
(01:00:51) Reminiscing Good Times in Crypto
(01:02:27) Promising Crypto Startups
(01:04:15) AI Arms Race
(01:06:26) Impact of AI on Startups
(01:12:11) AI in B2B
(01:15:52) Are Memecoins Dead?
(01:16:11) Market Analysis
(01:18:48) End of the Cycle or 1 More Pump?
(01:20:13) Reflection on Early Crypto Ideals
(01:21:05) Cypherpunk IdeologiesSpotify: 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, together with Ilja and Richard (Tensor, Vector) sat down to chat about consumer crypto and more.
No BS crypto insights for founders.Timestamps
(00:00:00) Intro
(00:00:57) Market Analysis
(00:03:37) SBR is happening - David Bailey
(00:05:22) Sovereign Wealth Fund
(00:08:25) Government Impact on the Economy
(00:09:46) "I'm glad Powell didn't cut" - Trump
(00:13:39) DeepSeek
(00:14:59) AI in Crypto Startups
(00:15:47) AI Adoption and Future Predictions
(00:19:38) Vine
(00:23:19) App Tokens as Advertising Dollars
(00:24:29) Future of Tokens in Startups
(00:25:22) JellyJelly
(00:26:45) "Clout" and "Tribe"
(00:28:02) Richard and Ilja (Tensor)
(00:28:17) Consensus Ideas and Vector's Direction
(00:30:48) Photon
(00:32:12) vector.fun
(00:34:31) Vine vs. JellyJelly
(00:36:44) Tokens as Go-to-Market Strategy
(00:41:16) Tokenizing the World
(00:43:23) Two Classes of Tokenization
(00:44:54) Memecoins and Attention Assets
(00:47:25) How Big is Vector Now?
(00:49:24) Where to Find and Test Vector
(00:49:59) Funny Tweet About Tesla's Earnings
(00:52:17) Qiao's Annual Experiment
(00:56:05) Shift of Developers from Ethereum to Solana
(00:57:33) User Archetypes on Different Chains
(00:59:46) The Final Form of Blockchain Technology
(01:05:50) Coinbase's Strategy
(01:12:53) Coinbase's Potential Issues
(01:13:55) Vitalik's Shift in Community Engagement
(01:15:26) "Blast should have been Hyperliquid"Ilja Moisejevs Twitter/X: https://x.com/_ilmoi
Richard Wu Twitter/X: https://x.com/0xrwuSpotify: 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 crypto’s mainstream moment.
No BS crypto insights for founders.Timestamps
(00:00) Intro
(01:13) Where Are We in This Cycle?
(01:47) Bullish or Bearish?
(04:01) Current Market Signals
(05:14) Taking Some Chips Off the Table
(06:12) Will the AI Meta Come Back?
(08:35) "Everyone is competing for attention"
(14:22) DeFi and Crypto Community Issues
(15:22) $Trump
(17:13) Celeb Tokens
(19:05) Finding the Right Model for Celeb Tokens
(20:13) Going back to Trump...
(23:20) Ethereum Foundation Drama
(26:11) Ethereum vs Solana
(28:58) Milady Vitalik
(30:24) "A lot of people rage quit this weekend"
(32:31) Phantom's Recent Round and Moonshot's Success
(33:43) "Let's end this pod on a high note..."
(34:27) The Original Ideals of Crypto
(36:48) What Does Your Portfolio Look Like Today?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 are back to discuss the state of the crypto market this Q1.
No BS crypto insights for founders.Timestamps
(00:00:00) Intro
(00:00:54) Imran's New Look
(00:02:24) Winter Break Activities
(00:03:26) Reflections on the New Era of Crypto
(00:04:24) DeepSeek
(00:09:30) The AI Agent Craze
(00:10:59) "Are we near the end of the AI meta?"
(00:16:50) AI Impact and Adoption
(00:19:23) AI in Daily Life
(00:23:52) 1999 Style Bubble in AI Stocks
(00:25:15) Where Are We in this Cycle?
(00:26:29) Key Risk Factors
(00:32:02) "I find this AI meta uninspiring"
(00:34:34) "Pump.fun is now a startup launchpad"
(00:35:46) AI Meta Compared to DeFi Summer
(00:39:48) Decentralized Compute
(00:41:52) What is Glow?
(00:42:32) Energy DePIN
(00:44:29) Predictions for the Year
(00:44:41) "Trends actually matter now"
(00:45:26) Trends We're Seeing Right Now
(00:46:13) What’s Next
(00:47:56) Crowdfunding and Coordination in Crypto
(00:48:52) Stablecoins and Neobanks
(00:53:41) Influence of AI Agents
(00:57:49) AI Agent Meta and Social Tokens
(01:00:16) Market Predictions
(01:00:43) "AI agent meta killed the meme token meta"
(01:02:58) "How would you construct your portfolio?"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 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!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 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 AgentsSpotify: 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 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 PredictionsVitalik’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/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 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 BalanceRaj 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/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 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.funSpotify: 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 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 - OptimusSpotify: 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 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 ThoughtsFive Perspectives on Stablecoins - https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a
Nic Carter Twitter/X: https://x.com/nic__carterSpotify: 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 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/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 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 AlphaAnil Lulla Twitter/X: https://x.com/anildelphi
Yan Liberman Twitter/X: https://twitter.com/yanlibermanSpotify: 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 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 L2Spotify: 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 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 MVPSpotify: 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 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/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 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 NightSpotify: 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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