Good Game
@goodgamepodxyz • 8,331 subscribers
No BS insights for crypto founders. By @alliance feat. @lmrankhan & @qwqiao Subscribe: https://t.co/u4X6lczRRX
Videos
All Eyes on AI. Where Does Crypto Fit? | EP 77 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
Good Game40,644 views • 5 days ago
A Brief History of Solana with raj 🖤 Reminder: The Alliance DAO application deadline is Nov. 20 Timestamps: 1:13 Meeting 7:11 Building the Solana Team 10:26 Raj's Superpower 13:42 Persistence & Long-Term Vision 20:19 Early Days of Solana 20:46 Recruiting for Solana 31:21 Lessons on Team Construction 38:54 Founder Archetypes 41:31 Maintaining Motivation 44:03 Work-Life Balance Links ↓
Good Game138,939 views • 1 year ago
NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 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 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓
Good Game52,911 views • 11 months ago
NEW POD | EP 74 🎙️ Trade War & The Markets Timestamps: 0:46 Eric Trump 1:59 Movement Labs 4:37 Regulation in Crypto 8:34 Benefits of Going Public 9:25 OpenAI Tried to Buy Windsurf 12:48 OpenAI as a Super App 14:24 Investment in AI Companies 15:57 AI vs Crypto Startups 17:18 Impact of Crypto's Speculative Nature 19:03 Trade War 25:01 Trade War Strategy Discussion 28:18 Impact of Trade War on Global Relations 30:30 Impact of Trade War on Startups 31:57 Impact of Military Conflict on AI Progress 32:34 China's Dominance in Robotics 36:01 China's Advancements in Solar Energy 38:18 Zora Launch & "Base is for everyone" Token 41:07 What's New in AI? 48:35 OpenAI o3 49:54 Competitive Nature of AI Models 53:50 AI Memory Feature 56:37 Market Discussion 59:34 Market Predictions 1:02:02 Exciting Startups in AI and Crypto 1:03:19 Poof 1:03:38 slop.club 1:05:10 o1.exchange Link ↓
Good Game38,567 views • 1 year ago
NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓
Good Game29,494 views • 1 year ago
NEW POD: The Golden Age of Crypto ft. Imran & qw Reminder: Alliance DAO applications are due Nov. 20 Timestamps: 05:06 AI Coins 06:35 daos.fun 07:31 AI16Z High-level 08:47 Trump Won, What Will Change? 15:10 The US Will Be The Crypto Capital Again 17:51 Time to Pivot to Crypto 19:09 Crowdfunding & Tokenizing 19:59 Crypto Perception & Adoption 21:40 Coinbase $COIN 23:45 Predictions for Tech Stocks 25:15 Reflections on American Politics 31:20 Future Political Predictions 33:23 New Crypto Apps 33:35 Tribe.run 36:14 Defined Mobile App 36:47 $100K into $10M 40:52 The State of NFTs 43:01 End-of-Year Price Predictions 45:40 Ethereum 3.0 46:59 Is ETH Back? 48:19 Vitalik's "From prediction markets to info finance" 48:56 End-of-Year $ETH and $SOL Predictions Links ↓
Good Game26,565 views • 1 year ago
NEW POD | EP 75 🎙️ Launchpad Wars 1:27 Short Term Market Predictions 2:01 Long Term Market Predictions 2:28 Tariffs 5:59 Believe 6:49 How Believe Works 9:24 Dupe 11:02 Crypto GTM for Startups 14:24 Crypto Kickstarter 16:42 Pump and Believe 18:07 Teams Competing with Pump 24:16 Stripe and Stablecoins 31:02 Stripe's AI Shopping Agents 34:01 Future of AI and Crypto in Payments 35:03 Meta and Robinhood's Crypto Ventures 37:59 AI in Education 39:14 Future of the Education System 44:42 AI's Impact on Startups 49:12 Dupe and E-commerce 50:46 Future of Crypto Link ↓
Good Game19,076 views • 1 year ago
NEW POD | EP 72 How Long Will This Bear Market Last? qw & Imran Timestamps: 0:56 State of the Market 3:23 Is Anyone Bullish? 4:08 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 headed? Link ↓
Good Game12,078 views • 1 year ago
NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 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? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓
Good Game11,576 views • 1 year ago
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