Good Game

Hot Topics: FarCon, App Layer Value Accrual, & The High FDV Dilemma | EP 49

May 8, 2024

Imran and Qiao discuss hot topics in the crypto space including FarCon, app layer value accrual, the high FDV dilemma, Farcon event dynamics, Lens vs. Forecaster growth trajectories, FARCAS protocol for financial apps, tipping tokens in decentralized networks, GPU challenges affecting token value, edge AI monetization, and app value accrual evolution in the crypto space.

01:03:37

Creator website

Episode guests

Qiao

Imran

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Focus on utility tokens in social apps like PUMP for mainstream adoption.

Front Tech's unique tokenomic structure challenges traditional paradigms and brings value.

Shift towards consumer-centric tokens and app success stories as drivers of market evolution.

Deep dives

The Shift Towards Social Apps and Mainstream Use Cases

The podcast emphasizes the industry's movement towards finding mainstream use cases, particularly in social applications like PUMP and the potential for social factors to become mainstream.

Introduction

2min

Revolutionizing Crypto Distribution with Front-Tech

17min

Exploring the FarCon Community Dynamics and Protocols

2min

Comparing Success and Strategy: Lens vs. Warp Cast

8min

Exploring FARCAS Protocol and Client Diversity in Social Finance Transition

4min

Evolution of Tipping Tokens in Decentralized Networks

5min

Challenges in GPU Availability and Token Value

6min

Exploring Edge AI, Crypto Monetization, and Market Dynamics in the Crypto Space

21min

Imran and Qiao discuss hot topics such as the FarCon event, app layer value accrual, the high FDV dilemma, and more.
No BS crypto insights for founders.

Timestamps

(00:00) Intro
(00:42) Welcome to Good Game
(01:37) The Friendtech Drop
(03:21) Friendtech's Another Wedge
(06:03) The Biggest Problem Friendtech Needs To Solve
(12:39) New Behaviors Taking Place Within Friendtech
(13:40) "It's Like V1 All Over Again"
(17:17) Problems Racer Got Into
(18:32) FarCon
(19:26) A Tweet By @0xDesigner
(23:40) Lens vs. Farcaster Daily Active Users
(25:40) Bountycaster
(28:21) Farcaster is Actually Competing with Telegram and TON?
(29:47) FarCon Announcements
(31:28) "Tipping was a Really Good Way to Distribute the DEGEN Token"
(34:36) The Talks About The Base Token at FarCon
(36:30) io.net Lost 75% of its GPUs
(40:48) Stanley Druckenmiller Selling Nvidia Stocks But Buying Nvidia Calls
(41:29) "GPUs Were No Longer The Bottleneck" - Mark Zuckerberg
(42:42) Edge AI
(48:46) "There Will Be Only 5 to 6 Chains That Will Rule Crypto"
(53:42) Infra is Overfunded?
(54:39) Google Paying Apple $20B
(56:09) Apps Turning Into Infra
(58:45) "What Can You Build Today That Will Get You 50,000 Users?"
(59:21) Final Thoughts

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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.

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Good Game

Hot Topics: FarCon, App Layer Value Accrual, & The High FDV Dilemma | EP 49

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

The Shift Towards Social Apps and Mainstream Use Cases

Discussion on Innovations and Experiments in Crypto

Front Tech's Unique Tokenomics and Impact on Market Dynamics

The Future Landscape of Crypto Apps and Infrastructure

Challenges and Opportunities in Crypto Investment

Remember Everything You Learn from Podcasts