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 Alpha

Anil Lulla Twitter/X: https://x.com/anildelphi
Yan Liberman Twitter/X: https://twitter.com/yanliberman

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 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 L2

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 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 MVP

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 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/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 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 Night

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 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) 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.

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 Coins

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 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 Hyperliquid

Keone Hon Twitter/X: https://x.com/keoneHD

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.