Apr 03 2024 73 mins 23
In this Roundup for March, Imran and Qiao discuss Memecoins, BlackRock, L3s, and other trends.
No BS crypto insight for founders.
Timestamps
(00:00) Intro
(00:56) Welcome to Good Game
(01:31) The Good Game Rebrand
(02:35) BlackRock Recently Launched Their Tokenized Fund
(03:38) Let's Look Through What BlackRock Would See
(05:13) The Impact of BlackRock's Tokenized Fund
(08:55) What is The Future of Ethereum?
(11:35) What is the Role of a Layer 1?
(12:52) Let's Talk About Proto-Danksharding Fees
(15:45) The Debates Between Eth Maxis and Sol Maxis
(17:50) "Ethereum is Really Behind Solana"
(19:08) "We Might Have to Talk About Layer 3s"
(19:35) The DEGEN Token on Farcaster
(25:19) Qiao: When I first heard the term "Layer 3" I was extremely annoyed
(28:16) Why is Coinbase's Smart Wallet Interesting?
(29:45) Seraphim's (@MacroMate8) Tweet
(31:09) What If Every App is Built on Layer 3 10 Years From Now?
(33:28) Layer 3 Can Be an EVM
(35:09) The Best Index Bet on Base
(36:30) We're Seeing a Lot of Memecoins Launch on Base Now
(37:32) Could There Be Two Retail Chains? Base & Solana?
(38:39) The Munchables Hack
(40:29) Farcaster $1 Billion Valuation
(41:52) Thoughts on Emad Mushtaq's Pivot To Decentralized AI
(45:16) Qiao: I've been dunking on AI crypto for the last few months
(47:58) Imran: This is why I like Memecoins
(51:24) Are We Actually in a Memecoin Supercycle?
(53:23) Imran Tells a Funny Cardano Story
(55:39) 25 Years for SBF?
(56:34) New Segment: Mailbag - Answering Listener Questions
(57:05) What's Our Take on Ordinals?
(58:19) NFTs As an Asset Class
(01:00:33) What Would Be The Future of NFTs?
(01:03:32) Is Retail Really In?
(01:08:06) "All Roads Lead to Ansem"
(01:11:03) "There are too many coins in this cycle"
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DISCLAIMER: 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.
