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/0xrwu

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 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/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 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/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 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/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 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 Agents

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 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 Predictions

Vitalik’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/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 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 Balance

Raj 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/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 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.fun

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 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 - Optimus

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 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 Thoughts

Five Perspectives on Stablecoins - https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a
Nic Carter Twitter/X: https://x.com/nic__carter

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.