Launchpad Wars, Market Reversal, Trump Tariff Pause, and The State of AI | EP 75
Imran and Qiao sat down to discuss launchpad wars, market reversal, Trump Tariff Pause, the AI Arms Race, and more.No BS crypto insights for founders.Timestamps(00:00) Intro(01:27) Short Term Market Predictions(02:01) Long Term Market Predictions(02:28) Tariffs(05:38) Believe(06:28) How Believe Works(09:03) Dupe(10:41) Crypto GTM for Startups(14:03) Crypto Kickstarter(16:21) Pump and Believe(17:46) Teams Competing with Pump(23:55) Stripe and Stablecoins(30:41) Stripe's AI Shopping Agents(33:40) Future of AI and Crypto in Payments(34:42) Meta and Robinhood's Crypto Ventures(37:38) AI in Education(38:53) Future of the Education System(44:21) AI's Impact on Startups(46:40) Excitement About Crypto in Tech Stack(48:51) Dupe.com and E-commerce(50:25) Future of CryptoSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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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51:59
Trade War & The Markets | EP 74
Imran and Qiao sat down to discuss the trade war and the markets.No BS crypto insights for founders.Timestamps(00:00:00) Intro(00:00:46) Eric Trump(00:01:59) Movement Labs(00:04:37) Regulation in Crypto(00:08:34) Benefits of Going Public(00:09:25) OpenAI Tried to Buy Windsurf(00:12:48) OpenAI as a Super App(00:14:24) Investment in AI Companies(00:15:57) AI vs Crypto Startups(00:17:18) Impact of Crypto's Speculative Nature(00:19:03) Trade War(00:25:01) Trade War Strategy Discussion(00:28:18) Impact of Trade War on Global Relations(00:30:30) Impact of Trade War on Startups(00:31:57) Impact of Military Conflict on AI Progress(00:32:34) China's Dominance in Robotics(00:36:01) China's Advancements in Solar Energy(00:38:18) Zora Launch & "Base is for everyone" Token(00:41:07) What's New in AI?(00:48:35) OpenAI o3(00:49:54) Competitive Nature of AI Models(00:53:50) AI Memory Feature(00:56:37) Market Discussion(00:59:34) Market Predictions(01:02:02) Exciting Startups in AI and Crypto(01:03:19) Poof.new(01:03:38) Slop.club(01:05:10) 01 ExchangeSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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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1:06:47
AI & Robotics Stealing Crypto's Thunder? | EP 73
Imran and Qiao sat down to discuss how AI and Robotics steal Crypto's thunder.No BS crypto insights for founders.Timestamps(00:00) Intro(00:47) The Only Narrative in Crypto Right Now(01:41) Competitive Landscape in Crypto(04:50) Robinhood's Future Plans(11:42) Future of Crypto Innovation(12:00) Noise (noise.xyz)(13:15) Circle IPO(16:51) USDC vs USDT(18:00) Predictions for Circle's Future(18:49) Circle & CCTP(20:07) Kraken Acquiring NinjaTrader(21:19) Where Are We in The Market?(26:28) China, US and Global Markets(32:46) Manus vs. Gemini(34:45) Sesame AI(35:40) Will Google Have The Best AI?(38:24) AI Investment and Valuation(40:08) AI Coding(44:26) AI in Startup Development and Innovation(44:47) Poof.new(46:57) Niche Apps and Micro Unicorns(49:34) Young Founders & Education(50:47) "Google/Harvard doesn't give you status" - Nikita Bier(52:36) Alpha School - AI-Powered Private School(55:52) AI Doctors(01:01:11) AI Replacing Jr. Jobs(01:02:51) Parenting and Teaching Agency(01:06:18) Tailoring Education to Children's InterestsSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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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1:07:11
How Long Will This Bear Market Last? | EP 72
Imran and Qiao discuss how long this bear market will last.No BS crypto insights for founders.Timestamps(00:56) State of the Market?(03:23) Is Anyone Bullish?(04:08) Tariffs & the Economy(10:09) Crypto Sentiment Divergence(13:18) Ethena and Ondo Launching Their Own Layer 1(15:55) Regulation and Counterparty Risk(18:28) Tokenizing Coin on Base(19:49) Stablecoins(20:41) Robinhood & Kalshi(22:12) State of AI(22:25) Manus AI(26:02) China vs. US AI Video Models(28:55) Localized LLMs & Privacy(29:44) Apple Intelligence & Privacy Issues(32:02) Using Localized LLMs(32:51) Global Paranoia About Privacy(34:14) Vibe Coding(39:53) Tokenizing Startups and Equity(42:49) BYD's New 1,000kw EV Charging Technology(45:42) Robotics(49:48) Crypto and Robotics(53:23) AI and Robotics in the Workforce(54:26) "Where are we and where are we headed?"Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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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59:46
Where Does Crypto Go From Here? | EP 71
Imran and Qiao sat down to discuss the current state and direction of crypto.No BS crypto insights for founders.Timestamps(00:00:00) Intro(00:00:46) $LIBRA(00:06:23) 4 Use Cases of Crypto(00:08:17) The End Goal for Payments(00:09:54) DePIN and Energy(00:12:12) Simplicity of Crypto(00:13:18) Crypto is Finance(00:14:43) “Web 3.0” is a Lie?(00:15:43) The Biggest Risk for Ethereum(00:16:16) Qiao on DeFi(00:18:19) Crypto AI Builders Pivoting Straight to AI(00:19:47) AI in Education(00:27:25) AI for Ad Creation(00:29:32) AI for Building dApps(00:31:51) Personalized Apps(00:32:49) "The Future is Personalization"(00:34:07) "Lazy People Will Get F**ked by AI"(00:35:08) AI in Gaming and Video Generation(00:36:54) NFTs Comeback with AI?(00:42:21) Verticalized Science AI(00:47:23) Builders Outside of Crypto are Welcome in Alliance(00:48:52) Startups Solving Capital Markets Problem(00:54:59) Criticizing Trump's Token Launch(00:59:19) "Crypto Twitter is imploding"(01:00:51) Reminiscing Good Times in Crypto(01:02:27) Promising Crypto Startups(01:04:15) AI Arms Race(01:06:26) Impact of AI on Startups(01:12:11) AI in B2B(01:15:52) Are Memecoins Dead?(01:16:11) Market Analysis(01:18:48) End of the Cycle or 1 More Pump?(01:20:13) Reflection on Early Crypto Ideals(01:21:05) Cypherpunk IdeologiesSpotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: 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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