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
19:57 Token Projects and Market Dynamics
23:01 Layer 3 Issues and Blast Transition
26:06 Ethereum's Role and Layer 2s
31:07 Potential for Apps to Have Their Own Chains
33:07 Stablecoins and Blockchain Economics
35:39 Farcaster and Developer Alignment
37:03 Growth of Alternative Tech and Kick Streaming Platform
39:19 Political Bias in AI Platforms
42:58 Comparing AI Tools: ChatGPT vs. Claude
44:37 On-Chain Games, Speculation, and Autonomous Worlds
49:00 Crypto VCs and ICOs
50:30 JD Vance's Political Impact
52:00 Venture Capital in Crypto
54:12 Future of Ethereum
56:30 JD Vance's Portfolio Holdings
59:10 Peter Thiel's Mentorship of JD Vance
01:01:20 Millennials' Economic Struggles
01:03:00 Silicon Valley's Political Leanings Shift
01:05:10 Elon Musk's Impact on Twitter
01:07:30 Controversial Laws and Public Reactions
01:10:00 Trump and Tech Sector's Political Shift
01:12:00 Trump as a Role Model
01:14:00 JD Vance and Utility Tokens
01:16:00 Trump's Impact on Crypto
01:18:00 Future of ICOs and Venture Capital
01:20:00 Liquid Funds and Meme Coins
01:22:00 Token Projects' Conservative Approach
01:24:00 Layer 3 Issues
01:26:00 Blast and Layer 2 Transition
01:28:00 Ethereum and Layer 2s
01:30:00 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/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.

Trump Assassination Attempt & The Future of Memecoins & Crypto VC Markets

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 Nvdia 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 Gaming

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.

Mid-Year Review & Predictions for the Rest of 2024

Imran and Qiao invited Meow, Richard Wu, and Ilja Moisejevs, founders of Jupiter and Tensor to share founder lessons and talk about what's happening on Solana. 
No BS crypto insight for founders.

Timestamps

00:00 Intro
01:05 Welcome to Good Game
01:44 Thoughts on the Points Meta
06:00 Is the Points Meta Here to Stay?
08:09 Incentives in Crypto Never Goes Away
09:10 Out of All Copy Pasta in the History of Crypto, Only One Worked
21:31 How Do We Make Trading NFTs More Efficient
25:08 Finding Your Wedge
27:22 New Segment: Crypto Startup Stories
33:11 "When Jupiter NFTs?"
37:21 Where is the NFT Space Going?
47:07 Does Tensor Feel Threatened by Aptos and Sui?
50:10 Some Reasons Why Ethereum Would Beat Solana
01:01:34 Solana Token Extensions
01:04:09 Solana Firedancer - When and How Much Faster?
01:09:34 Why Polkadot and Cardano Didn't Take Off
01:13:02 Is Crypto Still Going To Be Tribal 10 Years From Now?
01:15:48 Thoughts on Blur Launching Blast
01:19:41 What is The Future of Jupiter and Tensor?
01:24:25 Stablecoin Skyrocketing in Countries that Don't Have Financial Rails
01:29:59 When Jupiter/Tensor Token?
1:30:55 Why Shill Alliance?

Meow Twitter/X: https://x.com/weremeow
Richard Wu Twitter/X: https://x.com/0xrwu
Ilja Moisejevs Twitter/X: https://x.com/_ilmoi

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

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

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

Founder Lessons with The Jupiter and Tensor Teams

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

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.

Why Does Crypto Need Real World Assets to Grow?

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

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.

How Will Lens V2 Impact Decentralized Social Media?

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

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.

Is Decentralized Social Media Worth the Effort?

Imran and Qiao brought on Will Robinson to discuss fully on-chain games, the current state of it, why people want to put games on-chain, and more.
No BS crypto insight for founders.

Timestamps

00:00 Intro
00:53 Welcome to Good Game
01:23 Will's background on the history of games
01:57 How Will got into crypto
04:14 What are on-chain games?
08:35 Which game has the longest shelf life?
09:47 The importance of balancing games' meta
10:43 What is DOTA
12:15 Is CryptoKitties a game?
13:03 What is the definition of a fully on-chain game?
16:26 Can Counter-Strike be a fully on-chain game?
19:32 Can Civilization be a fully on-chain game?
21:54 Why do we want to put games fully on-chain?
26:09 What is Dark Forest? | Game modding
39:06 How would Warcraft III look like on-chain?
42:08 A DeFi analogy by Qiao
45:30 The definition of "games" people don't often think about
48:41 Financialization
52:11 "Speculation" in gaming | Words3 on-chain game
55:46 What makes people scared of fully on-chain games in the future? 
01:00:27 What's the TPS needed to build an on-chain game?
01:10:14 What kind of games can we actually build today?
01:14:48 What are the other major constraints on building on-chain games?
01:17:21 MUD (Multi-User Dungeon)
01:22:49 Jared from Subway (sandwich attacker) behavior in games?
01:29:04 Are there any fun games today?
01:29:13 The logic behind Primodium Game
01:32:33 We already have a fully on-chain game and that's DeFi
01:33:56 Any attack vectors on on-chain gaming?
01:36:39 Final thoughts

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

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.