Good Game

Imran and Qiao are back to discuss the return of the bull market, the Zcash thesis, whether AI is actually an extinction risk, and more.No BS crypto insights for founders.(00:00) Intro(02:17) We're back!(04:11) Where Are We in the Cycle?(05:24) Retail Speculation and Launchpad Wars(06:24) The Tokenized Stocks Race(08:05) Crypto Alchemy: Pairing Memes with Stock Tokens(09:49) The AMC and Vlad Drama(11:37) Robinhood vs Solana vs Base(13:39) Coinbase's App and Culture Problems(15:52) Why Robinhood Is Winning(17:16) The Four Chains and Where Hyperliquid Fits(18:14) Hyperliquid's Revenue Decline(19:45) The "Verticals Will Win" Thesis(21:39) Hyperliquid's Competitors(24:10) Zcash: The AI/Privacy Thesis(27:20) Zcash vs Monero(28:18) Zcash: A Bitcoin That Can Change(31:40) Zcash's Origin Story(32:53) Solana's Embrace of Zcash(34:19) Zcash Price Targets(37:38) On-Chain Front Ends as the New Browsers(40:50) The Mag 7 Durability(43:14) Why P/E Ratios Don't Work in Crypto(46:00) Social Layers on Trading Apps(47:58) Could Facebook Build a Trading App?(48:52) Grok, Muse, and AI Agents in Daily Life(51:54) Computer Use as a Step-Function Change(54:52) Jobs, Doom Narratives, and Regulatory Capture(56:13) The Dario Manifesto(57:32) Ranking the Tech Leaders: Zuck, Elon, Sam, Dario(01:00:16) Qiao's Marvel Analogy(01:03:07) AI Agents "Escaping" Sandboxes(01:05:02) The 10% Doom Probability(01:07:49) Have We Created Consciousness?(01:08:32) You Can't Do Pure SaaS Anymore(01:09:46) AI-Native CRM(01:11:27) Compute as a New Asset Class(01:14:12) New Data Center Form Factors(01:15:39) "Energy is the Biggest Bottleneck"(01:16:42) Bringing Energy On-Chain and Chip Brokerages(01:18:55) Batteries, Solar, and Energy Arbitrage(01:21:11) Nvidia Chips as Collateral(01:22:43) Nvidia's Customers Building Their Own Chips(01:26:20) Microsoft's Closed-Loop Strategy(01:27:29) Chinese Open-Source Models and Regulatory Pushback(01:29:08) Imran and Qiao's BagsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 chat about the current state of the crypto market.No BS crypto insights for founders.(00:00) Intro(01:05) We’re Back(02:25) Where Are We In This Cycle?(04:31) AI and Stock Market(06:27) AI Bubble(10:15) Energy Consumption and Production(16:34) China and US Innovation(17:44) Aster(18:52) Hyperliquid and Aster Competition(22:48) Proxy Wars in Crypto(26:33) Future of Crypto Exchanges(27:32) Binance vs Solana(32:59) Moats in Crypto(33:43) Crypto Lending(35:25) TradFi Banking and Crypto Custody(36:48) Social Aspect in Crypto(38:09) AI Glasses and Social Media(45:05) Waymo and Robo Taxis(49:10) Prediction Markets(50:54) Kalshi and PolyMarket Competition(55:27) Convergence of Speculative Markets(57:35) twocents.social(59:00) Overheard(01:02:08) DATs(01:05:26) Stripe and Stablecoins(01:07:10) Genius Act and New Stablecoins(01:07:43) Stablecoin as a Micropayment(01:11:23) Pump and Streaming(01:14:53) Apps to Watch(01:17:12) Stablecoin Growth(01:19:11) Stablecoin Startups in Different Regions(01:20:05) Novel Ideas for Startups(01:24:03) Wen Cycle Top?Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 launchpad wars, market reversal, Trump Tariff Pause, the AI Arms Race, and more.No BS crypto insights for founders.Timestamps(00:00) Intro(01:27) Short Term Market Predictions(02:01) Long Term Market Predictions(02:28) Tariffs(05:38) Believe(06:28) How Believe Works(09:03) Dupe(10:41) Crypto GTM for Startups(14:03) Crypto Kickstarter(16:21) Pump and Believe(17:46) Teams Competing with Pump(23:55) Stripe and Stablecoins(30:41) Stripe's AI Shopping Agents(33:40) Future of AI and Crypto in Payments(34:42) Meta and Robinhood's Crypto Ventures(37:38) AI in Education(38:53) Future of the Education System(44:21) AI's Impact on Startups(46:40) Excitement About Crypto in Tech Stack(48:51) Dupe.com and E-commerce(50:25) Future of CryptoSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 trade war and the markets.No BS crypto insights for founders.Timestamps(00:00:00) Intro(00:00:46) Eric Trump(00:01:59) Movement Labs(00:04:37) Regulation in Crypto(00:08:34) Benefits of Going Public(00:09:25) OpenAI Tried to Buy Windsurf(00:12:48) OpenAI as a Super App(00:14:24) Investment in AI Companies(00:15:57) AI vs Crypto Startups(00:17:18) Impact of Crypto's Speculative Nature(00:19:03) Trade War(00:25:01) Trade War Strategy Discussion(00:28:18) Impact of Trade War on Global Relations(00:30:30) Impact of Trade War on Startups(00:31:57) Impact of Military Conflict on AI Progress(00:32:34) China's Dominance in Robotics(00:36:01) China's Advancements in Solar Energy(00:38:18) Zora Launch & "Base is for everyone" Token(00:41:07) What's New in AI?(00:48:35) OpenAI o3(00:49:54) Competitive Nature of AI Models(00:53:50) AI Memory Feature(00:56:37) Market Discussion(00:59:34) Market Predictions(01:02:02) Exciting Startups in AI and Crypto(01:03:19) Poof.new(01:03:38) Slop.club(01:05:10) 01 ExchangeSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 AI and Robotics steal Crypto's thunder.No BS crypto insights for founders.Timestamps(00:00) Intro(00:47) The Only Narrative in Crypto Right Now(01:41) Competitive Landscape in Crypto(04:50) Robinhood's Future Plans(11:42) Future of Crypto Innovation(12:00) Noise (noise.xyz)(13:15) Circle IPO(16:51) USDC vs USDT(18:00) Predictions for Circle's Future(18:49) Circle & CCTP(20:07) Kraken Acquiring NinjaTrader(21:19) Where Are We in The Market?(26:28) China, US and Global Markets(32:46) Manus vs. Gemini(34:45) Sesame AI(35:40) Will Google Have The Best AI?(38:24) AI Investment and Valuation(40:08) AI Coding(44:26) AI in Startup Development and Innovation(44:47) Poof.new(46:57) Niche Apps and Micro Unicorns(49:34) Young Founders & Education(50:47) "Google/Harvard doesn't give you status" - Nikita Bier(52:36) Alpha School - AI-Powered Private School(55:52) AI Doctors(01:01:11) AI Replacing Jr. Jobs(01:02:51) Parenting and Teaching Agency(01:06:18) Tailoring Education to Children's InterestsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 how long this bear market will last.No BS crypto insights for founders.Timestamps(00:56) State of the Market?(03:23) Is Anyone Bullish?(04:08) Tariffs & the Economy(10:09) Crypto Sentiment Divergence(13:18) Ethena and Ondo Launching Their Own Layer 1(15:55) Regulation and Counterparty Risk(18:28) Tokenizing Coin on Base(19:49) Stablecoins(20:41) Robinhood & Kalshi(22:12) State of AI(22:25) Manus AI(26:02) China vs. US AI Video Models(28:55) Localized LLMs & Privacy(29:44) Apple Intelligence & Privacy Issues(32:02) Using Localized LLMs(32:51) Global Paranoia About Privacy(34:14) Vibe Coding(39:53) Tokenizing Startups and Equity(42:49) BYD's New 1,000kw EV Charging Technology(45:42) Robotics(49:48) Crypto and Robotics(53:23) AI and Robotics in the Workforce(54:26) "Where are we and where are we headed?"Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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 current state and direction of crypto.No BS crypto insights for founders.Timestamps(00:00:00) Intro(00:00:46) $LIBRA(00:06:23) 4 Use Cases of Crypto(00:08:17) The End Goal for Payments(00:09:54) DePIN and Energy(00:12:12) Simplicity of Crypto(00:13:18) Crypto is Finance(00:14:43) “Web 3.0” is a Lie?(00:15:43) The Biggest Risk for Ethereum(00:16:16) Qiao on DeFi(00:18:19) Crypto AI Builders Pivoting Straight to AI(00:19:47) AI in Education(00:27:25) AI for Ad Creation(00:29:32) AI for Building dApps(00:31:51) Personalized Apps(00:32:49) "The Future is Personalization"(00:34:07) "Lazy People Will Get F**ked by AI"(00:35:08) AI in Gaming and Video Generation(00:36:54) NFTs Comeback with AI?(00:42:21) Verticalized Science AI(00:47:23) Builders Outside of Crypto are Welcome in Alliance(00:48:52) Startups Solving Capital Markets Problem(00:54:59) Criticizing Trump's Token Launch(00:59:19) "Crypto Twitter is imploding"(01:00:51) Reminiscing Good Times in Crypto(01:02:27) Promising Crypto Startups(01:04:15) AI Arms Race(01:06:26) Impact of AI on Startups(01:12:11) AI in B2B(01:15:52) Are Memecoins Dead?(01:16:11) Market Analysis(01:18:48) End of the Cycle or 1 More Pump?(01:20:13) Reflection on Early Crypto Ideals(01:21:05) Cypherpunk IdeologiesSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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, 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/_ilmoiRichard Wu Twitter/X: https://x.com/0xrwuSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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.