Imran, Qiao, and Mohamed Fouda deep dive into the convergence of Web3 and AI.
No BS crypto insight for founders.

Timestamps 
(00:00) Intro 
(00:42) Welcome to Good Game! 
(01:34) Fouda and Qiao’s backgrounds in AI 
(06:13) ChatGPT is creating 10x developers 
(09:42) A vision for decentralized AI 
(24:57) Drake AI music controversy 
(34:15) Sam Altman's Worldcoin proving human identity 
(41:14) How drawbacks of AI can be solved by crypto 
(48:38) AI Agents can be the future of crypto 
(1:02:56) Identity war is coming in a post AI world

The Convergence of AI and Web 3
Startup Ideas: https://alliance.xyz/ideas

Mohamed Twitter: @mohamedffouda

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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 bring on Mohamed Fouda to talk L2s.

No BS crypto insight for founders.

Timestamps
(00:00) Intro
(00:34) Welcome to Good Game! 
(00:48) Welcome Mohamed Fouda 
(03:01) What is a rollup? 
(08:51) Difference between optimistic rollups and ZK rollups 
(09:24) Optimistic rollup explained 
(10:29) ZK rollup explained 
(11:09) Validium explained 
(13:21) The different Zero Knowledge proving systems 
(17:41) Why choose zk-STARK or zk-Snarks? 
(20:26) What is a trusted setup? 
(21:25) What is a ZK circuit? 24:24 What happens during a ZK rollup transaction 
(29:33) Current state of ZK rollups and tradeoffs they're making 
(32:24) TVL growth of Arbitrum, Optimism, zkSync Era, Polygon zkEVM 
(38:00) How Solana out-executed its competitors 
(40:59) What is recursion? 
(44:34) What is EVM compatibility? 
(48:14) Comparing L2 fees 
(50:58) Why Solana is cheaper 
(53:10) What AllianceDAO is seeing in developer activity 
(56:13) What is Rollups as a Service? 
(58:49) How do new founders choose? 
(1:02:45) What is a sequencer? 
(1:08:37) What is data availability? 
(1:14:27) Future vision of ZK rollup specialization

Mohamed Twitter: @mohamedffouda

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

Top signal for crypto natives. 
🧠@lmrankhan 🧠@QwQiao

Timestamps
(00:00) Intro 
(00:38) Welcome to Good Game! 
(02:14) Welcome Amir Haleem, CEO & Founder of Helium 
(04:18) Helium's founding story 
(08:11) Finding product market fit 
(15:38) Hardware iteration challenges 
(20:37) How Helium turned to crypto 
(25:04) Distributing the hardware 
(29:05) What caused Helium to succeed 
(31:05) Laying off team through pivot 
(34:53) Token design insights 
(45:29) How the hotspot network works 
(51:20) How far is Helium from ideal decentralized state 
(52:40) Why Helium is moving to Solana 
(58:52) A network of networks 
(1:02:35) Imrian and Qiao's interview debrief

Helium Twitter: @helium
Amir's Twitter: @amirhaleem

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

Top signal for crypto natives. 
🧠@lmrankhan 🧠@QwQiao

Good Gamers, we want to learn more about you! Fill out this survey and let us know what you want to hear from us.

Timestamps
(00:00) Intro
(00:49) Welcome to Good Game! 
(02:16) Blockchain is a Dark Forest 
(05:29) Mt Gox hack 
(09:48) The DAO hack 1
(2:54) The vulnerability stack 
(16:41) Mango markets oracle manipulation 
(22:37) Beanstalk flash loan governance attack 
(27:13) Smart contracts and protocol logic vulnerabilities 
(28:58) The reentrancy attack explained 
(31:19) Bridges have weak security assumptions 
(32:49) Binance BNB bridge hack 
(34:53) Vitalik's argument on bridge security 
(38:17) Harmony bridge hack 
(39:21) Don't trust bridges with wrapped assets 
(40:29) Ranking bridges on trust 
(43:51) Axie Infinity phishing scam 
(48:29) Coinbase Web3 Security Report 
(49:13) Kevin Rose phishing attack 
(51:20) How consumers can keep assets safe 
(59:20) Developer recommendations 

Links mentioned in episode:

• Rekt Leaderboard
• A developer’s guide to the web3 security stack

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

Top signal for crypto natives. 
🧠@lmrankhan 🧠@QwQiao

Timestamps 
(00:00) Intro 
(00:49) Welcome to Good Game! 
(33:17) Imran and Qiao interview Muneeb Ali on Stacks
(54:20) Stacks interview debrief

Muneeb Ali's Twitter: @muneeb 
Stacks Twitter: @Stacks 
Stacks Website: http://stacks.co

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

Top signal for crypto natives. 
🧠@lmrankhan 🧠@QwQiao

Article referenced in episode: How can PoPW networks win

Timestamps 
(00:00) Intro 
(00:44) Welcome to Good Game! 
(01:42) Proof of physical work will bring the 3rd wave of crypto adoption 
(02:51) Why gaming and social networks are not the next crypto wave 
(14:39) Proof of physical work introduces a new behavior 
(16:31) What is proof of physical work? 
(17:33) Proof of physical work enables infrastructure deployment at speed 
(22:30) The story of Helium and how it works 
(30:22) Where does demand come from? 
(36:40) The hardware strategy 
(39:15) Why tokens in proof of physical work? 
(47:24) Lessons we can learn for future founders 
(53:15) Cost benefit is insane vs existing infrastructure 
(54:20) Areas we're excited about next

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

Top signal for crypto natives. 
🧠@lmrankhan 🧠@QwQiao

Qiao's charts from episode

Timestamps
(00:00) Intro 
(01:18) Welcome to Good Game! 
(04:06) 80% of DeFi has already been built 
(09:29) Uniswap 
(15:58) Curve 
(21:53) Stablecoins 
(26:27) Aave 
(33:14) Derivatives 
(43:53) Real World Assets 
(50:58) Options 
(55:29) Structured Products 
(57:19) Undercollateralized Lending 
(59:40) What is future of DeFi
 

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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 what's on their minds in the crypto landscape.

Timestamps
(00:00) Intro
(00:29) Welcome to Good Game!
(01:41) Why crypto data is such an important pain point
(03:42) 2017 data landscape and Messari missing out on on-chain data
(06:16) Why Dune analytics and why crypto data
(11:13) Nansen's data strategy
(13:18) A lot of space for verticalized crypto data startups
(15:40) How important is decentralization in data?
(17:55) The four layers of crypto data landscape include data sources
(18:36) What are data warehouses or data lakes
(21:46) What is the monetization strategy for Web3
(26:34) A summary of where the data opportunities are
(29:21) Metavoice's Vatsal Aggarwal's tweet on data pain points
(31:36) 0xKofi's tweet on getting raw on-chain data is solved
(34:03) How back propagation led to the rise of AI
(36:40) Qiao realizes how powerful ChatGPT was
(40:35) The intersection between Crypto and AI is a massive opportunity
(42:57) How AI can have a meaningful impact on security
(45:43) Using natural language to have AI output smart contract code
(47:21) Using AI to interact with the blockchain for you
(50:19) OpenAI burning $3MM per day or $1B a year
(52:00) The first social network or game will be built for bots
(56:02) AI is run and trained on localized device - decentralized

Links mentioned in video:

• Metavoice's Vatsal Aggarwal's tweet
• 0xKofi's tweet
• Alliance Request for Startups
   

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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 what's on their minds in the crypto landscape. 

 Timestamps 
(00:00) Intro
(00:43) Welcome to Good Game! 
(01:17) Why do crypto wallets matter? 
(04:06) How wallet UX evolved over time 1
(03:36) Metamask wallet strategy 
(24:02) Brave wallet strategy 
(32:02) Backpack wallet strategy 
(35:16) Opensea, Magic Eden, Uniswap all launching wallets 
(39:39) Wallets will be verticalized and localized 
(46:54) Account abstraction wallets 10x user experience 
(56:53) Multi-party computation wallets solves security issues 
(1:00:34) The future of crypto wallets

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.

We have had founders, investors and contributors that have been affected by the FTX collapse. 

In this episode Imran and Qiao discuss:

• Early warning signs
• Answer questions from community
• Lessons learned
• New path forward

Timestamps
(00:00) Intro 
(01:25) The first to paid back were the decentralized protocols 
(02:55) The rise of Alameda 
(06:29) Launching Solana-based decentralized exchange Serum 
(10:58) What were FTX's assets and liabilities? 
(12:49) Crashing of 3AC got Alameda in a deep hole 
(14:32) The $10B balance sheet hole breakdown 
(18:16) Acquiring Voyager and Blockfi fill their hole 
(20:19) $1B-$5B of crypto funds custodied on FTX 
(22:44) 70% of all trading activity on FTX were institutions 
(24:41) Do regulators understand the difference between DeFi and CeFi? 
(27:28) Is Serum being forked? 
(28:09) Why didn't VCs catch FTX through due diligence?
(32:36) Qiao explaining the leaked private group chat on Alameda 
(35:20) ​Will Crypto VCs continue to prefer tokens over equity? 
(37:45) What were people saying about Sam and FTX behind the scenes? 
(47:00) If you're a Solana project, what do you do? 
(53:00) Paradigm backing FTX was surprising? 
(54:24) Healthiest approach to CEX regulation 
(1:02:29) 12-week Digital dollar experiment launch 
(1:03:37) Thoughts about the Solana DeFi state 
(1:05:28) Who is the frontrunner for non kyc perps? 
(1:07:28) What FTX collapse means for crypto outlook 
(1:11:09) How bad is the contagion? 
(1:15:45) Lessons learned

Qiao & Imran's stance on SBF prior to FTX collapse
Alliance tweet against SBF & DCCPA

Good Game Podcast: A podcast for crypto natives. 
Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxy

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.