Imran and Qiao sat down with Daniel Matuszewski (CMS) and Zaheer Ebtikar (Split Capital) to discuss the current crypto market.
No BS crypto insight for founders.
Timestamps
(00:00) Intro
(00:51) Welcome to Good Game
(03:33) Daniel and Zaheer's Macro View
(06:24) Daniel and Zaheer's Primary Focus
(08:14) Interesting Leading Indicators
(10:53) Zaheer's Eth ETF Approval Estimate
(14:51) The TradFi World Doesn't Care About ETH?
(17:05) Thoughts on Jim Bianco's Theory
(19:42) What Daniel and Zaheer are Trading Right Now
(23:55) Render (RNDR) vs. Bittensor (TAO)
(28:27) What Daniel and Zaheer are Bullish on Recently
(32:46) Is There Organic Activity Happening on Avalanche?
(34:07) Thoughts on Ethena
(38:56) Where are We in The Cycle?
(40:13) The Biggest Bullsh*t Daniel and Zaheer Have Seen in The Industry That They Want to Call Out
(42:46) Crypto Startup Stories: Thunder Terminal
(45:58) Advice For the Average Retail or Crypto Founders Who Has a Full-Time Job
(48:12) How Daniel and Zaheer See The Venture Market Today
(53:09) Trading Ordinals?
(53:21) Any Favorite Projects?
(54:40) Final Thoughts/Comments
Daniel Matuszewski Twitter/X: https://x.com/cmsholdings
Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapital
Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: https://twitter.com/goodgamepodxyz
Web3 Founders:
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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.
