Good Game

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 Friend Tech Airdrop
03:21 Friend Tech's Wedge
06:03 The Biggest Problem Friendtech Needs To Solve
12:39 New Behaviors Taking Place Within Friend Tech
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

Spotify: https://spoti.fi/3N675w3
Apple Podcast: https://apple.co/3snLsxU
Website: https://goodgamepod.xyz
Twitter: @goodgamepodxyz