Good Game

In this episode, Imran and Qiao delve into the intriguing world of speculative crypto apps and uncover why founders should consider embracing them.No BS crypto insight for founders.Timestamps(00:00) Intro(00:48) Welcome to Good Game(02:13) Imran and Qiao's thoughts on speculation(04:27) Fun facts for people who just came into crypto(07:06) Interesting on-chain experiments in the last few weeks(07:52) CL's "Genesis of Retards Summer" article(12:18) How Qiao got into crypto/bitcoin(15:20) The poor man's bitcoin(16:30) "The harder it makes you laugh the more you want to ape in"(20:01) DeFi summer explained(24:45) BaldCoin(26:59) Nyancoin(27:45) Unibot(29:47) Shitcoin stats(30:46) Things Qiao learned(39:43) The history of crypto gambling(46:49) Moonpay - Stake.us(48:50) The size of the global online gambling market(52:04) Is "speculation" crypto's superpower?(59:11) Why founders should embrace speculationCL Twitter - https://twitter.com/CL207CL's "SCAM SHITCOIN SUPER CYCLE" article - https://www.egirlcapital.com/writings/154108440SATOSHIDice speculation nonsense (Video) - https://www.youtube.com/watch?v=AEjQ1d7bpfUSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 Dan Robinson (Paradigm) and Evgeny Gaevoy (Wintermute) to discuss how UniSwapX and UniSwapV4 will impact DeFi.No BS crypto insight for founders.Timestamps:(00:00) Intro(01:00) Welcome to Good Game(14:13) High-level points that UniswapV4 enables(23:44) Does Uniswap automatically play the liquidity aggregator role?(28:19) Does the current vision of UniswapV4 sound like something that makes you want to provide liquidity more?(29:06) McAMM - Loss vs. Rebalancing(31:13) Early estimate of how much lower the fees will be for contract deployment and swapping(34:13) The current cost of contract deployment on UniswapV3(40:55) Any other interesting DEXs outside of UniSwap?(49:02) What is Uniswap going to look like a few years from now?(44:58) Qiao: Do you ever see Uniswap become an order book many years from now?(47:20) New designs that Evgeny wants to see in the DEX space(50:42) Uniswap launched UniSwapX(56:24) How does a messaging protocol work?(57:39) MEV protection and no cost for failed transactions(01:10:02) Hooks - is it like an app store?(01:11:57) Qiao: Is there anything else in DeFi you guys are excited about?(01:17:01) SummaryDan Robinson Twitter: https://twitter.com/danrobinsonEvgeny Gaevoy Twitter: https://twitter.com/EvgenyGaevoySpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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.

In this round-up, Imran and Qiao delve into the potential impact of real-world assets and consumer applications on the mainstream adoption of crypto.No BS crypto insight for founders. Timestamps:(00:00) Intro(01:25) Welcome to Good Game(06:48) People feeling insecure about speculation(07:50) Compressed NFTs(09:35) What compressed NFTs enabled(13:42) Music NFTs - Sound.xyz(18:11) What happened with Azuki(24:13) Where we are in the NFT space(24:32) NFTfi(28:10) Does perps make sense for NFTs(32:27) Brian Armstrong's announcement(43:20) Thoughts on real-world assets(57:48) What other existing immediate needs do people have now in terms of traditional assets?(01:00:53) Tokenized real estate(01:06:27) Electric Capital's 2023 Developer Report(01:09:56) Some founder common mistakes(01:11:26) "Don't compare yourself to your competitors"(01:12:32) Qiao: I'll tell you which crypto incumbents will be here to stay(01:13:43) Qiao: It's very likely for someone to dethrone Uniswap in 5 to 10 yearsDeveloper report - https://www.developerreport.com/blog/newsletter-20230706Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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, Qiao, and Mohammed invited David again to delve into the world of Zero-knowledge proofs. Join us as we demystify and uncover why they have become increasingly important today. No BS crypto insight for founders. Timestamps(00:00) Intro(00:55) Welcome to Good Game(01:13) What are zero-knowledge proofs? What can they bring to the market?(04:32) The rabbit hole of the Moon math(04:52) An example of ZK proof without the math: The Alibaba Cave(08:52) The Rank-One Constrained System(17:00) Why ZK is interesting now(17:45) Did Web3 or Crypto lead to the development of ZK?(20:03) What's the current state of ZK? What is realistic today?(29:43) Does it make sense to build hardware accelerators for ZK proofs today?(33:04) Some applications that can come out of ZK identity(38:55) ZK-Rollups(45:08) Smart contracts for ZCash, has anyone done it?(53:00) Knowing what we know today, what are actually realistic and practical applications of ZK?David Ma Twitter: https://twitter.com/0xdjmaSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 key trends to watch for in the aftermath of a bear market and where we are currently in this landscape. No BS crypto insight for founders.Timestamps(00:00) Intro(01:04) Welcome to Good Game(01:42) Where are we in the bear market?(03:10) Founders pivoting to AI(04:15) How OpenSea achieved their current status(04:46) Crypto - "Hyper-financialized version of emotions"(05:53) Some things that cause widespread apathy right now(08:03) The regulatory state of crypto today(10:12) The Hong Kong story(15:26) Dubai really trying to embrace crypto(18:03) Europe being supportive of MiCA(19:55) Across the world, only U.S is being extremely hostile to crypto(21:58) Imran's advice on the current regulatory environment(25:06) What are some of the trends right now?(33:26) What does the next bull market look like?(44:15) When will the next bull market come?(52:14) The biggest driving factor(52:44) Could China be the next driver?(55:08) Why do we want to build social networks on the blockchain?(59:08) Qiao investing in Parler(1:03:32) New monetization models for social networks(1:11:31) The Steem story(1:15:18) What current crypto social networks are missing(1:15:59) Nikita Bier's "lizard brains" tweet(1:18:57) Equity not Token(1:20:40) Imran: I'm feeling bullish(1:21:26) Qiao: I feel a very unusual calmnessSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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.

What are Intents? Is it going to be a major breakthrough or it's just another buzzword? Imran, Qiao, and Mohamed invite David Ma to answer these questions and more. No BS crypto insight for founders.Timestamps(00:00) Intro(01:20) Welcome to Good Game(01:47) David Ma introduction(02:28) Qiao: Fun fact about David(03:30) What are Intents?(13:31) Why Intent is a big deal?(18:40) How are Intents constructed?(23:42) Are we rebuilding TradFi now?(25:09) What is SUAVE and Anoma? How do they work?(30:07) There's no such thing as good MEV or bad MEV(39:41) How Anoma is different from SUAVE(41:09) What is threshold encryption?(43:31) The lifecycle of a transparent, shielded, and private Intent in the Anoma architecture(50:06) What is account abstraction and how does it relate to Intents?(54:55) How does account abstruction and intents solve problems on security(59:11) What founders should be thinking about Intents(1:04:45) What specific problem does intent-based architecture solve?Intents are just… - David Ma: https://medium.com/alliancedao/intents-are-just-7deaeb4336beDavid Ma Twitter: https://twitter.com/0xdjmaSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 invite Dan and Kain to discuss oracles and whether DeFi is ready for mainstream adoption.No BS crypto insight for founders.Timestamps:(00:00) Intro(01:19) Welcome to Good Game(07:35) Every builder should read Kain's article(11:16) Do we need oracles?(16:39) How we can potentially solve security by removing oracles(18:52) The case of Mango: Should they go oracle-less?(25:43) When an oracle fails it cascades to the rest of the protocol(34:54) How oracle-less, market force-driven lending platform works(41:41) Are we happy with our current oracle design systems?(43:48) What is the frontrunning problem?(49:27) Why not use Uniswap TWAP?(51:10) Tradeoffs of TWAP oracles(56:35) Do we need governance?(1:06:29) The future of DeFi(1:13:41) Is there more to build in the space we haven't uncovered yet?(1:18:48) Tips and points for the founders on security(1:22:55) Takeaways(1:33:20) What we need to get right is commercializing the products we already haveWhy DeFi is Broken and How to Fix it by Dan Elitzer - https://twitter.com/delitzer/status/1661755779240841222?s=20Synthetix, what comes next, part zero - https://mirror.xyz/kain.eth/EB9DQldVEb0F74-LmrVau6YbjEtr8dsj1qVn6muYuXwSynthetix, what comes next, part one - https://mirror.xyz/kain.eth/xOK_QuPUb63gD0qHsmt-h6JwhjhYCBNGY-n6r9YcyYQDan Elitzer Twitter: https://twitter.com/delitzerKain Warwick Twitter: https://twitter.com/kaiynneSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 and Dmitriy to dive deep into the ongoing battle for modularity supremacy between Cosmos and Ethereum. No BS crypto insight for founders.Timestamps(00:00) Intro(00:59) Welcome to Good Game(01:23) Dmitriy’s background(02:57) The modular thesis(08:23) What does consensus mean in Ethereum(11:15) Data Availability: What does it mean for founders?(20:40) The current landscape for rollups(24:30) What is L3 and why would a developer do an L3 instead of L2 appchain?(30:15) Defining "Atomic Composability" in the context of rollups(32:55) Shared Sequencers: What problems is it trying to solve and how does it solve them?(40:33) Is atomic composability possible using shared sequencers?(45:56) The future of cross-rollup bridges(52:45) Who is running the decentralized sequencers within Astria and Espresso and how does it work?(56:12) Dmitriy’s POV on Cosmos(1:01:22) What pushed DyDx to do their own Cosmos chain(1:07:23) Zaki’s tweet about Cosmos’ social capital(1:08:33) Is Cosmos the inventor of modular architecture?(1:10:28) Interchain vs Mesh security(1:13:13) What is the Cosmos Hub’s role in the Cosmos ecosystem?(1:14:05) Qiao: It’s too early to say that Cosmos is out of the question in terms of gaming(1:16:16) The World Engine by Argus Labs(1:17:49) Cosmos: Bullish, bearish, or neutral?(1:19:45) Qiao’s counterargument to the bearishness toward Cosmos(1:23:01) The differences between Ethereum and Cosmos(1:26:18) Can Cosmos and Ethereum coexist?The World Engine by Agus Labs: https://twitter.com/ArgusLabs_/status/1663261248119767040Mohamed Twitter: https://twitter.com/MohamedFFoudaDmitriy Twitter: https://twitter.com/dberenzonSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 enlist the expertise of Mohammed Fouda and Will Robinson for an in-depth exploration of Solana. No BS crypto insight for founders.Timestamps(00:00) Intro(01:11) Welcome to Good Game(01:56) Will's introduction(02:24) Mohamed’s introduction(03:15) The Solana ecosystem and why layer 2s are bearish(04:13) Solana’s greatest filter for bad VCs(06:17) Solana catalysts(09:26) The gaming side of Solana(10:15) Solana games: Aurory(11:32) Solana games: Star Atlas(13:25) Solana vs Ethereum games(14:50) What kind of a game can Solana support?(18:55) Eclipse & Nitro: Can they do better than the Solana base chain?(19:45) Mohamed’s perspective on Solana VMs and other layer 2s in the ecosystem(20:31) How expensive would it be to fork Solana?(21:04) Is the future going to be layer 2s for everyone?(24:16) Will: Solana produces 800GB of data per day(24:56) Mohamed: Dune Analytics managed to archive massive amounts of Solana data(26:44) Don’t trust, verify!(29:36) Monolithic chain vs. Modular chain(36:20) Layer 2s on Solana will happen permissionlessly if needed(37:06) Vitalik’s “Endgame” blogpost(40:05) Does Solana have to be more censorable to scale long-term?(40:35) How much would it cost to blow up Solana right now?(40:54) Evidence that Solana is not dead(42:20) Solana perceived as the chain for mainstream users(47:11) Founders building on Sui prefer Move(48:05) Chains that still have a fighting chance(52:11) The Solana Phone(55:37) What’s holding the crypto metaverse from taking off(56:17) DeFi on Solana(1:02:09) How Solana will behave in the next 12 monthsAurory: https://aurory.io/Star Atlas: https://staratlas.com/Solana Phone: https://solanamobile.com/Vitalik's Endgame blog post: https://vitalik.ca/general/2021/12/06...Mohamed Twitter: https://twitter.com/MohamedFFoudaWill Twitter: https://twitter.com/DangerWillRobinSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzDISCLAIMER: 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 invite Tensor cofounders Ilja and Richard to discuss about achieving the right product-market fit in crypto.No BS crypto insight for founders.Timestamps(00:00) Intro(00:56) Welcome to Good Game(01:18) Product-market fit has been a common topic(01:59) The battle between Tensor and Magic Eden(02:46) Who is Tensor exactly?(05:02) The most important episode for early-age founders(06:13) Where did "product-market fit" come from?(10:33) Tensor got 15 noes from investors(11:50) Welcome Richard and Ilja(15:17) Richard’s background(16:37) Ilja’s background(17:37) The greatest edge that Tensor has(19:02) How did the Tensor guys ascertain their compatibility as cofounders(23:02) From a Solana hackathon project to Tensor(32:12) Why they decided to build a pro trading product(34:30) How Tensor validated their product(36:42) How Tensor acquired their first 10 to 100 customers(38:41) The cold start problem(42:55) How they created their feedback loop(47:15) What really gets you your product-market fit(48:25) Tensor’s flat traction and lessons learned from several months of pain(52:05) The competitive landscape of Magic Eden and why build on Solana?(56:01) 2 devs, a truckload of coffee, and a wild dream(56:20) Why did they decide to stay lean(58:05) Why it’s important to find product-market fit first(1:02:02) Lessons learned from 50+ rejections from VCs(1:08:19) How they feel about Solana now and in the near future(1:12:04) Qiao’s bullish argument for Solana(1:13:08) Upcoming problems for Ethereum(1:14:14) How did they feel when they achieved product-market fit(1:18:23) Quick recap + lessons learnedRichard Twitter: https://twitter.com/0xrwuIlja Twitter: https://twitter.com/_ilmoiGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyzDISCLAIMER: 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, 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 worldThe Convergence of AI and Web 3Startup Ideas: https://alliance.xyz/ideasMohamed Twitter: @mohamedffoudaGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 specializationMohamed Twitter: @mohamedffoudaGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 🧠@QwQiaoTimestamps(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 debriefHelium Twitter: @heliumAmir's Twitter: @amirhaleemGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 🧠@QwQiaoGood 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 LeaderboardA developer’s guide to the web3 security stackGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 🧠@QwQiaoTimestamps (00:00) Intro (00:49) Welcome to Good Game! (33:17) Imran and Qiao interview Muneeb Ali on Stacks(54:20) Stacks interview debriefMuneeb Ali's Twitter: @muneeb Stacks Twitter: @Stacks Stacks Website: http://stacks.coGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 🧠@QwQiaoArticle referenced in episode: How can PoPW networks winTimestamps (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 nextGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 🧠@QwQiaoQiao's charts from episodeTimestamps(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 @goodgamepodxyDISCLAIMER: 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 - decentralizedLinks mentioned in video:Metavoice's Vatsal Aggarwal's tweet0xKofi's tweetAlliance Request for Startups Good Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 walletsGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 signsAnswer questions from communityLessons learnedNew path forwardTimestamps(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 learnedQiao & Imran's stance on SBF prior to FTX collapseAlliance tweet against SBF & DCCPAGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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) Welcome to Good Game! (01:17) Crypto Kitties and EIP-721: NFTs are born (05:11) OpenSea, the first NFT marketplace, goes through Y Combinator (06:28) Overview of NFTs on Ethereum, Ronin, Solana, Avalanche, Polygon, Reddit, Tezos, and Flow(14:39) The history of Crypto Punks and generative art (19:08) Snowfro launching Art Blocks and Chromie Squiggles (20:45) Why Crypto Punks and Bored Apes are valuable as digital nations (27:00) Bored Apes Yuga Labs acquires Crypto Punks and gives holders IP commercial rights (30:24) What is CC0 Creative Commons licensing for NFTs? (33:02) Monetization of NFTs (36:46) What Azuki is building for their community and the future for NFT communities (40:25) How Nouns DAO works (44:09) The messy governance models of NFTs (47:19) An explanation of gaming NFTs (53:01) An explanation of music NFTs (1:00:55) An explanation of storytelling NFTs (1:03:38) NFT communities are digital nations because they have a treasury (1:04:57) An explanation of metaverse NFTs 1:06:54 Imran's top NFTs (1:08:26) An explanation of Paradigm's Art GobblersGood Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 (00:35) Welcome to Good Game! (02:30) Qiao talks short term macro (12:08) Longterm macro and what will happen to crypto in the next 10 years (26:39) Coinbase's Brian Armstrong vs FTX's Sam Bankman-Fried (28:21) Brian Armstrong's Coinbase story (31:37) Sam Bankman-Fried's story (34:45) How the background and stories of each founder drives divergent product strategies (39:51) How Coinbase's and FTX's divergent product lines inform legal strategy (45:29) Sam Bankman-Fried's stance on DCCPA (Digital Commodities Consumer Protection Act) (48:39) Coinbase's strategy on DCCPA (50:01) Explanation of Cosmos V2's new stack designed to help ATOM token accrue value (53:30) Cosmos V2: Interchain security - validators as a service (56:05) Cosmos V2: Liquid staking - built into SDK (57:14) Cosmos V2: Interchain scheduler - gain more fees (58:09) Cosmos V2: Cross-chain MEV marketplace (59:16) Cosmos V2: Interchain allocator - ecosystem fund (1:01:44) Bullish on Cosmos 1:04:34 Solana's Anatoly says app-specific rollups could make sense on Solana (1:05:56) Conclusion Good Game Podcast: A podcast for crypto natives. Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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 Mysten Labs cofounders Evan Cheng and Sam Blackshear to learn about Sui. In this episode we talk about what they learned at Facebook Libra, what makes Sui different technically, and Sui's go-to-market strategy.Timestamps(00:00) Intro(01:11) Imran and Qiao introduce the interview(15:02) The interview with Evan and Sam starts(15:35) Sam Blackshear's background at Facebook Libra(18:39) Evan Cheng's storied career at Apple and Facebook(24:10) Why do Evan and Sam think that another smart contract platform should be available for the masses?(27:04) What makes Sui different?(37:26) The misconception of Sui around specifying dependencies for parallelization(31:08) What is horizontal scaling?(40:17) What is intra-validator sharding vs Ethereum's inter-validator sharding?(44:45) How does Sui bootstrap its developer community?(50:12) Is Sui only focused on gaming?(52:39) How will the consumer experience be different with Sui?(57:39) What are the top misconceptions around Sui?(1:03:02) Imran and Qiao discuss what they learned after the interviewEvan Cheng's Twitter: @EvanWeb3Sam Blackshear: @b1ackd0gMysten Labs Twitter: @Mysten_LabsGood Game Podcast: A podcast for crypto natives.Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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(00:35) CPI dropped - the "Merge" has become the "Purge"(04:35) The state of Layer 1s and Layer 2s - what's happening?(05:41) Why Imran and Qiao can see the future(07:24) The state of Layer 1s based on Electric Capital's January 2022 report(09:32) What's changed for Ethereum since Electric Capital's report?(11:03) What's changed for Solana since January 2022?(12:02) What's changed for Cosmos since January 2022?(13:42) The war between Layer 2s and side-chains on Ethereum(15:39) Explaining optimistic rollups Optimism and Arbitrum(16:48) Why Arbitrum is winning the mindshare of the developer ecosystem(21:01) Ethereum rollups will be competing with Cosmos for specialization(23:59) Arbitrum dedicated rollups are fragmenting liquidity and user experience(27:32) Why Polygon side-chain has won developer mindshare(31:33) Explaining how Starkware uses zero knowledge proofs to scale(33:29) What are zk-rollups?(34:30) The uphill battle for Starkware(36:10) Why dYdX left Starkware for Cosmos(41:54) Solana vs Sui and Aptos(43:17) Move language attracting developers from Solana to Sui and Aptos(46:50) Aptos more developer-friendly than Sui(49:25) Aptos and Sui are clearly gaining developer adoption momentum over Solana(52:15) Why many Ethereum developers will never move off of Ethereum(58:10) Why Cosmos hasn't had any hype(59:43) Founders are being attracted to Cosmos from launch of Osmosis(1:00:26) App-chain thesis - the rise of application-specific blockchains(1:02:35) Monolithic chains are just fast prototyping testnets for Cosmos(1:04:25) The pain of bridging between Cosmos hubsGood Game Podcast: A podcast for crypto natives.Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyDISCLAIMER: 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.(00:45) Why Qiao shorted Eth and price predictions(04:43) The actual reason behind the Fei protocol unwind(18:22) Everything wrong with the state of crypto governance(20:18) Rise of Sudoswap and its influence on NFT royalty fees(45:00) Screwed-up incentives with token lockup periods(59:34) Mark Zuckerburg and Joe Rogan metaverse podcast interview debriefGood Game Podcast: A podcast for crypto natives.Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyz!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 Khan and Qiao Wang kick off the first episode Good Game podcast by discussing the latest news top of mind.(00:33) How Tornado Cash sanction is a wakeup call to the industry(05:43) As a builder of decentralized software, do you build as an anon?(08:11) If US government bans crypto, which community will fight?(10:19) MakerDAO introducing real world assets centralizes risk(11:51) Should we be building crypto native products for real world users that aren’t crypto native?(15:11) The coolest recent innovation is Coinbase’s MPC wallet(18:16) How the Solana phone is a hardware wallet with phone capabilities(19:41) End state of crypto: every hardware wallet will be a super app(24:44) Ethereum Merge analysis and market predictions(33:30) Eth Proof-of-Work fork will be more irrelevant than ETCGood Game Podcast: A podcast for crypto natives.Find us at goodgamepod.xyz and follow us on Twitter @goodgamepodxyz!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.