Imran and Qiao invited Anil and Yan of Delphi Digital to talk about the top trends in crypto VC.
No BS crypto insights for founders.

Timestamps

(00:00) Intro
(04:31) What's Currently Interesting in Crypto
(07:48) One of the Most Important Lessons Qiao Learned
(09:35) What Verticals Are You Excited About?
(13:38) Soundmap (Pokemon Go for Music)
(14:45) Anil's Music Crypto Experience
(16:20) Music NFTs
(19:09) The Weeknd
(21:45) Gaming
(25:10) AAA Games in Crypto
(25:19) Off The Grid
(27:04) Hytopia
(28:44) "Play to Earn"
(30:24) What is Something That's Very Consensus Today That You Disagree With?
(34:11) "Crypto is really good for 3 types of payment"
(35:36) Micro and Irreversible Payment on Dating Apps
(38:02) Moonwalk Fitness
(40:14) "Prediction markets are gonna fail after the elections"
(43:05) Pop Culture Prediction Market
(49:44) AI in Crypto
(54:04) Which Crypto AI Product Has The Most Traction Today?
(01:00:48) Most Interesting Dataset in Grass Protocol
(01:02:04) Crate
(01:12:42) Censorship Resistance
(01:14:49) Apps that Create New Consumer Behaviors
(01:18:14) DePIN
(01:25:49) Interesting Stats About Gen Z and Gen Alpha

Anil Lulla Twitter/X: https://x.com/anildelphi
Yan Liberman Twitter/X: https://twitter.com/yanliberman

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

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

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.

Imran and Qiao sat down with Nigel Eccles, founder of FanDuel, to talk about the evolution of online speculation, fantasy sports, prediction markets, memecoins, and more.
No BS crypto insights for founders.

Timestamps

(00:00) Intro
(01:32) Crypto in Dating Apps
(04:21) History of Dating Apps
(08:06) The Growth of Prediction Markets
(08:35) The FanDuel Story
(14:28) Polymarket on Large News Publications
(17:50) "The US Wanted to Ban Prediction Markets"
(20:08) What Kind of Prediction Markets Are Allowed in The US?
(21:48) How Qiao Got Into Crypto
(23:41) How Much of Polymarket's Success Has to Do With The Crypto Element?
(24:20) Chargeback (Friendly Fraud)
(29:08) The $STD stream on PUMP
(33:19) EV+ and EV- Players
(39:47) What is The Rake for Trump vs. Harris?
(43:19) "Are there EV+ players on Trump vs. Harris?"
(44:09) Nigel Shorted Michelle Obama
(47:14) Harris Released Her Comprehensive Policy
(55:14) Nigel's View on Fantasy.top
(01:01:00) What Went Wrong with Friendtech
(01:05:54) What Types of Prediction Markets Are We Going to See Now?
(01:12:16) Resolving Markets
(01:23:44) "Is Twitter really right-leaning today?"
(01:25:25) Is Threads Doing Well?
(01:28:36) Nigel: I think memecoins are here to stay
(01:31:46) Qiao: If you're a token launchpad today, would you spend any money to acquire users?
(01:37:47) Imran: I think the next big thing for memecoins is streaming
(01:43:06) Polymarket Can't Compete with FanDuel/DraftKings?
(01:50:22) Nigel's Predictions for Next Year
(01:52:46) Bonding Curves for Prediction Markets
(01:56:24) Nigel Bullish on an Ethereum L2

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

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

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.

Imran and Qiao sat down to discuss how gen z and alpha will shape the future of crypto.
No BS crypto insights for founders.

Timestamps

(00:00) Intro
(00:41) MVP 2nd Trailer
(01:42) Qiao's Bitcoin Nashville Experience
(03:47) The Trump Speech
(04:54) Is Trump's Speech at BTC Nashville Top Signal?
(05:16) Imran's Experience at the ETH ETF Launch Closing Ceremony
(07:59) NYSE and Nasdaq's Technology is Pretty Hardcore
(09:58) Flash Boys
(11:54) "Millenials and Genz have given up on finding fulfillment at work"
(17:53) "Every social network is generational"
(18:47) What Social App Does Gen Alpha Use?
(19:25) "Teenage anxiety, depression, suicide, and ADHD went up to 2 or 3 fold since 2012"
(23:53) Speculation vs. Real-World Use Case
(24:55) Ranking NFT Collections by Generation
(27:52) Wanna Talk About Politics?
(28:39) "On day 1, I will fire Gary Gensler" - Trump
(29:13) Trump is Telling Us What We Want to Hear
(30:04) We Don't Know What Kamala Harris Stands For
(30:42) Is Kamala Harris Anti Crypto?
(32:17) "Whoever owns crypto will likely win the election" - Mark Cuban
(34:35) SEC Moves to Amend Complaint Against Binance
(36:17) Alliance's Dashboard for Crypto Buzzwords
(37:10) Privacy related
(38:15) UX related
(39:04) Consumer related
(40:34) Trading
(41:08) Scaling
(51:52) Yield
(41:59) RWA
(43:45) Ethereum vs. Solana
(49:14) Base is Becoming Ethereum
(52:01) Imran Bearish Ethereum?
(54:08) Ethereum - The Tragedy of Going Decentralized Too Soon
(54:55) There are Signs of War Mode Vitalik
(57:36) An Ecosystem Emerging on Top of Pump
(58:11) Tokenizing License Plates in the Form of NFTs
(59:11) Avalanche Focusing on Boomer Institutions
(01:01:16) Will Base Launch a Token?
(01:01:40) Will Polymarket Launch a Token?
(01:03:03) Polymarket Might Focus on Sports?
(01:04:20) Polls vs. Prediction Market
(01:05:01) Trump vs. Harris on PredicIt
(01:09:37) The 2nd Trailer of MVP

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

Web3 Founders:
Apply to Alliance: https://alliance.xyz
Alliance Twitter: https://twitter.com/alliancedao

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.