Good Game

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.