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

Timestamps

(00:00) Intro
(00:42) Welcome to Good Game
(01:37) The Friendtech Drop
(03:21) Friendtech's Another Wedge
(06:03) The Biggest Problem Friendtech Needs To Solve
(12:39) New Behaviors Taking Place Within Friendtech
(13:40) "It's Like V1 All Over Again"
(17:17) Problems Racer Got Into
(18:32) FarCon
(19:26) A Tweet By @0xDesigner
(23:40) Lens vs. Farcaster Daily Active Users
(25:40) Bountycaster
(28:21) Farcaster is Actually Competing with Telegram and TON?
(29:47) FarCon Announcements
(31:28) "Tipping was a Really Good Way to Distribute the DEGEN Token"
(34:36) The Talks About The Base Token at FarCon
(36:30) io.net Lost 75% of its GPUs
(40:48) Stanley Druckenmiller Selling Nvidia Stocks But Buying Nvidia Calls
(41:29) "GPUs Were No Longer The Bottleneck" - Mark Zuckerberg
(42:42) Edge AI
(48:46) "There Will Be Only 5 to 6 Chains That Will Rule Crypto"
(53:42) Infra is Overfunded?
(54:39) Google Paying Apple $20B
(56:09) Apps Turning Into Infra
(58:45) "What Can You Build Today That Will Get You 50,000 Users?"
(59:21) Final Thoughts

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

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

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 Opening

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

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

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 to talk about the Bitcoin Halving, Geopolitics, and Telegram (TON) with special guests: Alexei Zamyatin (BOB) and David Tse (Babylon).
No BS crypto insight for founders.

Timestamps

(00:00) Intro
(01:13) Welcome to Good Game
(02:58) Is The Bull Market Over?
(09:20) Keeping Up With Everything That's Happening
(11:32) NodeMonkes and Bitcoin Puppets Competing for The #1 Spot
(17:55) Imran's Bridging Experience
(21:12) BitVM Fud
(25:14) Welcome Alexei (BOB)
(26:33) What Alexei is Working On
(30:51) What Does Layer 2 Mean for BOB?
(32:41) When Will BOB Launch and What Will Be The Security Assumptions?
(34:49) What Alexei is Excited About
(40:17) How Easy Is It To Support Runes On A Layer 2?
(44:07) One Advice for Somebody That Wants To Build On Bitcoin Today
(49:21) Welcome David (Babylon)
(50:20) What Makes David Excited To Work In The Bitcoin Ecosystem
(52:44) David Talks About Babylon
(55:16) Explaining BitVM
(01:02:33) Thoughts On The Halving
(01:04:59) "Attention Matters Most"
(01:07:56) (TON) Telegram
(01:15:48) The Open Platform (www.top.co)
(01:16:57) OP_CAT Announcement
(01:18:48) Hong Kong ETFs

Alexei Zamyatin Twitter/X: https://x.com/alexeiZamyatin
David Tse Twitter/X: https://x.com/dntse

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

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

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