Imran and Qiao review the first half of 2024 and share predictions for the rest of the year.
No BS crypto insights for founders.
Timestamps
(00:00) Intro
(01:22) Welcome to Good Game
(01:48) Where Are We Going Next?
(02:38) Andrew Kang's Eth ETF Analysis
(07:15) "We had a lot of good news and the market couldn't go up"
(10:19) "We're running out of good news"
(10:36) Rate Cuts, Short-Term Bearish?
(12:09) Rate Cuts May Not Even Happen?
(12:55) "One of the most absurd statistics I've ever seen in my life"
(14:37) Another Nvidia FUD
(15:24) "We can't go up on good news"
(16:31) The Launch of Blast
(18:29) Overview/Summary of The 1st Half of The Year
(18:47) Speculation, The Good and Bad
(20:33) Market Fatigue in Meme Coins
(24:16) Yugalabs' Offshoot NFT
(25:12) CBB Decided Not to Market Make on Blur Anymore
(27:03) Will the NFTs Come Back?
(28:44) Pudgy Penguins' Presence Across Social Media
(32:15) Decentralizing Disney
(36:48) DeFi and Layer 2s Overview for The 1st Half of the Year
(43:46) AI Crypto
(44:52) AI Crypto Projects Qiao is Excited About Today
(51:59) Crate
(53:26) AI Video
(54:34) AI Girlfriends
(57:51) Impact of Social Media on Mental Health
(01:01:32) AI Characters on Chain
(01:03:04) Some OnlyFans Girls Using AI Chatbots
(01:07:15) Financial Nihilism in Crypto
(01:09:41) Stablecoins and Global Impact
(01:19:49) Real-World Assets
(01:26:19) Regulatory Environment and SEC Approvals
(01:26:43) Trump in a Bitcoin Event in Miami
(01:27:03) ETFs and SEC Commissioners
(01:29:48) Consumer Apps and Market Trends
(01:39:45) TON
(01:48:04) Some of The Meme Coins May Not Come Back
(01:49:40) Qiao Discovering Hawk Tuah
(01:51:15) Predictions for the Future
(01:54:31) Airdrop Meta
(01:57:33) Industrial Farming
(02:01:04) Predictions on Airdrops and Solana
(02:05:37) DePIN Projects
(02:05:58) Helium Network
(02:13:22) Other DePIN Ideas
(02:16:15) Gaming
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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.
