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