Hot Topics: FarCon, App Layer Value Accrual, & The High FDV Dilemma
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
After the Bitcoin Halving, Will the Runes Protocol Live Up to the Hype?
Not only will April 20 (or 19, depending on which part of the world you are) mark the fourth Bitcoin halving, but also the launch of a new primitive on Bitcoin called Runes Protocol. Charlie Spears, co-founder of Blackspace Media, joined Unchained to talk about all things Runes, which is a messaging protocol that allows for the creation of fungible tokens on Bitcoin. It is designed to fix some of the issues with the BRC-20 token standard, such as inefficiency and proliferation of unspent transaction outputs. Charlie believes that the launch of Runes will increase demand for Bitcoin's blockspace and potentially lead to higher transaction fees. He also discusses the potential for Runes to interact with Bitcoin covenants and layer two solutions.
Celestine Sloths, Alloyed Assets, And Hyperbitcoinization with Sunny Aggarwal
The evolution of the modular thesis doesn't go without saying Osmosis and the Cosmos ecosystem. Being the hub of liquidity for the modular ecosystem assets (TIA, DYM, OSMO), Osmosis plays an important role for the space. In today's interview with co-founder Sunny Aggarwal, we discuss the recent rise of Celestine Sloths and how features like the Skip API allows for seamless cross-chain transactions, enabling users to mint NFTs on Stargaze by swapping currencies through Osmosis in a single transaction. This is a mega leap forward in interchain fluidity and for all of those who minted Sloths, you understand. We then went onto discuss the Mad Scientists collection which has recently gained traction, (Sunny's PFP) and how the tech behind this collection works.We discussed Backbone Labs and the plan to distribute a significant portion of protocol revenues to holders, and whether or not this "real yield" is bullish. Shortly after, we discussed the proposal from Osmosis about alloyed assets. Osmosis has introduced the concept of alloyed assets, which aggregrate various tokens into a unified asset pool to manage liquidity more effectively. This approach not only mitigates risks associated with individual bridge failures but also streamlines asset management across chains, thus simplifying the user experience significantly. But, is it really the best solution? We asked Sunny about the risks associated, some edge cases, and really dug into some areas where we feel they may have fell short... Sunny stepped up to the plate and addressed our concerns as always. Finally, towards the end of the podcast we talked about the hyperbitcoinization of Cosmos with players like Babylon and others. Sunny is pretty excited about this and we talked in-depth about this new phenomenon of bringing BTC to Cosmos and other ecosystems. We really enjoyed this conversation and hope you will too! The Rollup
