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
(05:59) Believe
(06:49) How Believe Works
(09:24) 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
(47:01) Excitement About Crypto in Tech Stack
(49:12) Dupe.com and E-commerce
(50:46) 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.