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  • An Inside Look at Fantasy Top, Fantasy Sports for Content Creators
    May 23 2024

    Imran and Qiao sat down with Kipit and Mikado to share an inside look at Fantasy Top.
    No BS crypto insights for founders.

    Timestamps

    (00:00) Intro
    (01:05) Welcome to Good Game
    (01:56) Innovation in Product Development
    (04:34) What They Built Before Fantasy
    (06:17) Mikado and Kipit Applied Twice to Alliance Before
    (07:54) How Qiao Noticed Fantasy
    (08:56) Mistakes From Their Previous Product
    (10:09) What They Do Differently with Fantasy
    (13:48) "The Market Could Be Wrong Too"
    (14:19) Embracing Speculation
    (18:25) Shift in Crypto Perception
    (20:32) "I feel Like nobody really cares about consumer either"
    (21:59) Explaining Fantasy to Normies
    (22:37) How Does Fantasy Expand From Twitter?
    (25:46) Is Fantasy Worried About Getting Deplatformed By Twitter?(26:57) Fantasy's Scoring System
    (30:41) PageRank
    (32:34) Fantasy Expanding to Different Ecosystems
    (37:10) Fantasy's Current Goal
    (38:26) "You have to make users rich early on if you want to have a sticky product"
    (40:34) What Kipit and Mikado Think of Friendtech
    (42:33) "Fantasy is what Friendtech should have been"
    (44:02) Thoughts on Friendtech's Current Form
    (48:48) The Best Aspect of Fantasy
    (50:22) The Inflation for Cards
    (54:34) "The new meta is gonna be Fantasy is now deflationary"
    (57:16) Qiao: Every consumer product that I loved can be described in one sentence
    (01:00:26) Questions From Crypto Twitter
    (01:00:39) "How do you transition well from serving segment A crypto customer to a more mass market non-crypto customer?"
    (01:02:09) Would Fantasy Ever Do Their Own Rollup?
    (01:03:04) "What does Fantasy look like post points/(potential) airdrop?"
    (01:04:33) "When $fan token?"
    (01:05:40) Final Thoughts
    (01:05:58) Who's Who?

    Kipit Twitter/X: https://twitter.com/0xkipit
    Mikado Twitter/X: https://twitter.com/0xMikado

    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.

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    1 Std. und 7 Min.
  • Hot Topics: FarCon, App Layer Value Accrual, & The High FDV Dilemma
    May 8 2024

    Imran and Qiao discuss hot topics such as the FarCon event, app layer value accrual, the high FDV dilemma, and more.
    No BS crypto insights for founders.

    Timestamps

    (00:00) Intro
    (00:42) Welcome to Good Game
    (01:37) The Friendtech Drop
    (03:21) Friendtech's Another Wedge
    (06:03) The Biggest Problem Friendtech Needs To Solve
    (12:39) New Behaviors Taking Place Within Friendtech
    (13:40) "It's Like V1 All Over Again"
    (17:17) Problems Racer Got Into
    (18:32) FarCon
    (19:26) A Tweet By @0xDesigner
    (23:40) Lens vs. Farcaster Daily Active Users
    (25:40) Bountycaster
    (28:21) Farcaster is Actually Competing with Telegram and TON?
    (29:47) FarCon Announcements
    (31:28) "Tipping was a Really Good Way to Distribute the DEGEN Token"
    (34:36) The Talks About The Base Token at FarCon
    (36:30) io.net Lost 75% of its GPUs
    (40:48) Stanley Druckenmiller Selling Nvidia Stocks But Buying Nvidia Calls
    (41:29) "GPUs Were No Longer The Bottleneck" - Mark Zuckerberg
    (42:42) Edge AI
    (48:46) "There Will Be Only 5 to 6 Chains That Will Rule Crypto"
    (53:42) Infra is Overfunded?
    (54:39) Google Paying Apple $20B
    (56:09) Apps Turning Into Infra
    (58:45) "What Can You Build Today That Will Get You 50,000 Users?"
    (59:21) Final Thoughts

    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.

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    1 Std. und 4 Min.
  • April Roundup: Is it over? EigenLayer, SocialFi Summer, and Outflows
    May 3 2024

    Imran and Qiao sat down for this April Roundup to talk about the current state of the crypto market, EigenLayer, SocialFi Summer, Outflows, and more.
    No BS crypto insights for founders.

    Timestamps

    (00:00) Intro
    (00:08) Live Fantasy Pack Opening
    (02:41) Introducing MVP (Minimum Viable Product)
    (04:44) Welcome to Good Game
    (04:47) Is it Over?
    (06:12) Why it's Over
    (07:21) How Do We Think The Market Is Going to Playout
    (10:01) BlackRock's On-Chain Fund Hits $375M
    (13:40) "People Don't Care About The Non-Speculative Stuff"
    (15:05) Qiao's Analogy Between Bitcoin ETF and RWAs
    (17:13) "Everyone on Twitter is Saying We're Halfway Through The Market"
    (18:58) Crypto Assets Qiao is Most Excited About
    (21:59) The Future of Memecoins
    (22:16) The Number of Memecoins Created on Pump
    (23:51) The Whistleblower
    (28:11) Crypto Music
    (32:52) Crypto Startup Stories: Crate
    (35:36) We Should Change The "Memecoin" Terminology
    (38:47) "Everything is Going to Be Tokenized"
    (40:05) Solana Congestion Has Gone Away
    (40:46) Firedance Coming Out Soon
    (41:17) Monad, Berachain, and TON
    (43:23) MegaETH
    (46:44) What is The Right Fee Structure?
    (48:17) Qiao Shares an Important Lesson From a Book (Chip War)
    (51:54) TON
    (54:41) "Stickers are The New Whitepapers"
    (56:39) The Polymarket "Retardio" Incident
    (59:08) Web2 Sports Betting Websites are Losing Market Share to Memecoins
    (01:01:13) Kyle Samani's Tweet About Memecoins
    (01:03:00) EigenLayer FUD
    (01:12:46) Fantasy Launched on Mainnet
    (01:15:38) Qiao's Current Mental Model for Selecting Founders
    (01:16:48) Live Fantasy Pack Opening

    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.

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    1 Std. und 19 Min.
  • The Bitcoin Halving, Jeopolitics, Telegram (TON), and Special Guests
    Apr 18 2024

    Imran and Qiao sat down to talk about the Bitcoin Halving, Geopolitics, and Telegram (TON) with special guests: Alexei Zamyatin (BOB) and David Tse (Babylon).
    No BS crypto insight for founders.

    Timestamps

    (00:00) Intro
    (01:13) Welcome to Good Game
    (02:58) Is The Bull Market Over?
    (09:20) Keeping Up With Everything That's Happening
    (11:32) NodeMonkes and Bitcoin Puppets Competing for The #1 Spot
    (17:55) Imran's Bridging Experience
    (21:12) BitVM Fud
    (25:14) Welcome Alexei (BOB)
    (26:33) What Alexei is Working On
    (30:51) What Does Layer 2 Mean for BOB?
    (32:41) When Will BOB Launch and What Will Be The Security Assumptions?
    (34:49) What Alexei is Excited About
    (40:17) How Easy Is It To Support Runes On A Layer 2?
    (44:07) One Advice for Somebody That Wants To Build On Bitcoin Today
    (49:21) Welcome David (Babylon)
    (50:20) What Makes David Excited To Work In The Bitcoin Ecosystem
    (52:44) David Talks About Babylon
    (55:16) Explaining BitVM
    (01:02:33) Thoughts On The Halving
    (01:04:59) "Attention Matters Most"
    (01:07:56) (TON) Telegram
    (01:15:48) The Open Platform (www.top.co)
    (01:16:57) OP_CAT Announcement
    (01:18:48) Hong Kong ETFs

    Alexei Zamyatin Twitter/X: https://x.com/alexeiZamyatin
    David Tse Twitter/X: https://x.com/dntse

    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.

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    1 Std. und 24 Min.
  • Founder Lessons Learned While Building Blur and Blast with Pacman
    Apr 12 2024

    Imran and Qiao bring on Pacman to share lessons he learned while building Blur and Blast.
    No BS crypto insight for founders.

    Timestamps

    (00:00) Intro
    (00:44) Welcome to Good Game
    (01:09) Learning More About Blur
    (01:56) Pacman's Thoughts About OpenSea's Strategy
    (05:22) Balancing Trading and Collecting with Blur
    (08:24) The Good and The Bad of The Points System
    (11:19) The Convergence of NFTs and Tokens
    (14:18) Are 404s Here to Stay?
    (15:30) Memecoins vs. NFTs
    (19:20) Fostering Innovation in Layer 2s
    (25:15) Memecoins Didn't Take Off on Blast... What Happened?
    (27:57) Other Interesting Applications That Only Exist on Blast
    (31:27) The Blast Security Breach
    (34:39) "Blast Should Roll Back The Chain"
    (38:23) Audit Tips for Founders Launching a New Protocol
    (41:22) Crypto Startup Stories: Top Fantasy
    (44:48) Rapid Fire Questions
    (44:54) Thoughts on Ordinals
    (45:56) The Points Meta: Temporary or Longterm?
    (48:14) Predicting the Future of Layer 2
    (49:31) Thoughts on Layer 3s
    (50:15) Top 3 Insights That Led to The Success of Blast
    (53:14) Upcoming Milestones
    (54:28) The Future of Blast and Blur

    Pacman Twitter/X: https://x.com/PacmanBlur

    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.

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    57 Min.
  • Hot Topics: Solana Congestion, Bitcoin Runes, Echo, and Ethena
    Apr 10 2024

    Imran and Qiao sat down to discuss the current hot topics such as Solana Congestion, Bitcoin Runes, Echo, and Ethena.
    No BS crypto insight for founders.

    Timestamps

    (00:00) Intro
    (00:39) Welcome to Good Game
    (01:12) Qiao Tried to Ape In To Some Runes
    (01:26) What Are Runes?
    (02:55) How Do You Receive RSICs?
    (04:00) Do RSICs Come with a JPEG?
    (06:12) What Runes and RSICs?
    (07:20) Other BTC L2s That Want to Offer Support For Runes
    (08:07) When Will BTC L2s Launch?
    (09:26) Design Trade-offs For Runes
    (12:47) Runes Competing With Bitcoin L2s?
    (14:30) Who are the Runes Accounts on Twitter?
    (16:56) How Runes Will Play Out Alongside Bitcoin L2s
    (21:07) Game of Blocks (GOB)
    (23:11) The Bitcoin Renaissance
    (26:24) Qiao Shares A Funny Story
    (32:22) Critiques From Our Last Episode
    (33:49) Solana Congestion
    (40:02) Are We Biased Towards Solana?
    (43:23) Crypto Startup Stories: Fig Investments
    (46:00) Ethena
    (56:16) Echo by Cobie
    (01:05:22) The ETA for The Solana Patch

    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.

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    1 Std. und 6 Min.
  • March Roundup: Memecoins, BlackRock, L3s, and Other Trends
    Apr 3 2024

    In this Roundup for March, Imran and Qiao discuss Memecoins, BlackRock, L3s, and other trends.
    No BS crypto insight for founders.

    Timestamps

    (00:00) Intro
    (00:56) Welcome to Good Game
    (01:31) The Good Game Rebrand
    (02:35) BlackRock Recently Launched Their Tokenized Fund
    (03:38) Let's Look Through What BlackRock Would See
    (05:13) The Impact of BlackRock's Tokenized Fund
    (08:55) What is The Future of Ethereum?
    (11:35) What is the Role of a Layer 1?
    (12:52) Let's Talk About Proto-Danksharding Fees
    (15:45) The Debates Between Eth Maxis and Sol Maxis
    (17:50) "Ethereum is Really Behind Solana"
    (19:08) "We Might Have to Talk About Layer 3s"
    (19:35) The DEGEN Token on Farcaster
    (25:19) Qiao: When I first heard the term "Layer 3" I was extremely annoyed
    (28:16) Why is Coinbase's Smart Wallet Interesting?
    (29:45) Seraphim's (@MacroMate8) Tweet
    (31:09) What If Every App is Built on Layer 3 10 Years From Now?
    (33:28) Layer 3 Can Be an EVM
    (35:09) The Best Index Bet on Base
    (36:30) We're Seeing a Lot of Memecoins Launch on Base Now
    (37:32) Could There Be Two Retail Chains? Base & Solana?
    (38:39) The Munchables Hack
    (40:29) Farcaster $1 Billion Valuation
    (41:52) Thoughts on Emad Mushtaq's Pivot To Decentralized AI
    (45:16) Qiao: I've been dunking on AI crypto for the last few months
    (47:58) Imran: This is why I like Memecoins
    (51:24) Are We Actually in a Memecoin Supercycle?
    (53:23) Imran Tells a Funny Cardano Story
    (55:39) 25 Years for SBF?
    (56:34) New Segment: Mailbag - Answering Listener Questions
    (57:05) What's Our Take on Ordinals?
    (58:19) NFTs As an Asset Class
    (01:00:33) What Would Be The Future of NFTs?
    (01:03:32) Is Retail Really In?
    (01:08:06) "All Roads Lead to Ansem"
    (01:11:03) "There are too many coins in this cycle"

    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.

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    1 Std. und 13 Min.
  • Crypto Market Outlook with CMS & Split Capital
    Mar 21 2024

    Imran and Qiao sat down with Daniel Matuszewski (CMS) and Zaheer Ebtikar (Split Capital) to discuss the current crypto market.
    No BS crypto insight for founders.

    Timestamps

    (00:00) Intro
    (00:51) Welcome to Good Game
    (03:33) Daniel and Zaheer's Macro View
    (06:24) Daniel and Zaheer's Primary Focus
    (08:14) Interesting Leading Indicators
    (10:53) Zaheer's Eth ETF Approval Estimate
    (14:51) The TradFi World Doesn't Care About ETH?
    (17:05) Thoughts on Jim Bianco's Theory
    (19:42) What Daniel and Zaheer are Trading Right Now
    (23:55) Render (RNDR) vs. Bittensor (TAO)
    (28:27) What Daniel and Zaheer are Bullish on Recently
    (32:46) Is There Organic Activity Happening on Avalanche?
    (34:07) Thoughts on Ethena
    (38:56) Where are We in The Cycle?
    (40:13) The Biggest Bullsh*t Daniel and Zaheer Have Seen in The Industry That They Want to Call Out
    (42:46) Crypto Startup Stories: Thunder Terminal
    (45:58) Advice For the Average Retail or Crypto Founders Who Has a Full-Time Job
    (48:12) How Daniel and Zaheer See The Venture Market Today
    (53:09) Trading Ordinals?
    (53:21) Any Favorite Projects?
    (54:40) Final Thoughts/Comments

    Daniel Matuszewski Twitter/X: https://x.com/cmsholdings
    Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapital

    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.

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    58 Min.