Good Game

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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.htmlSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/rajgokalSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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-5bc20076270aNic Carter Twitter/X: https://x.com/nic__carterSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/anildelphiYan Liberman Twitter/X: https://twitter.com/yanlibermanSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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) GamingSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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 CoinsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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 HyperliquidKeone Hon Twitter/X: https://x.com/keoneHDSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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 ThoughtsAnsem Twitter/X: https://twitter.com/blknoiz06Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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/0xkipitMikado Twitter/X: https://twitter.com/0xMikadoSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.

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 ThoughtsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders: Apply to Alliance: https://alliance.xyzAlliance 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.

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 OpeningSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance 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.