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 Bags
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 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/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 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 Crypto
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 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 Exchange
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 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 Interests
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.