NEW POD | EP 76 ποΈ
Q4 State of The Crypto Market
ft. @lmrankhan & @QwQiao
1:05 Weβre Back
2:25 Where Are We In This Cycle?
4:31 AI and Stock Market
6:27 AI Bubble
10:15 Energy Consumption and Production
16:34 China and US Innovation
17:44 Aster
18:52 Hyperliquid and Aster Competition
22:48 Proxy Wars in Crypto
26:33 Future of Crypto Exchanges
27:32 Binance vs Solana
32:59 Moats in Crypto
33:43 Crypto Lending
35:25 TradFi Banking and Crypto Custody
36:48 Social Aspect in Crypto
38:09 AI Glasses and Social Media
45:05 Waymo and Robo Taxis
49:10 Prediction Markets
50:54 Kalshi and PolyMarket Competition
55:27 Convergence of Speculative Markets
57:35 https://t.co/RO3J0KCCN0
59:00 Overheard
1:02:08 DATs
1:05:26 Stripe and Stablecoins
1:07:10 Genius Act and New Stablecoins
1:07:43 Stablecoin as a Micropayment
1:11:23 Pump and Streaming
1:14:53 Apps to Watch
1:17:12 Stablecoin Growth
1:19:11 Stablecoin Startups in Different Regions
1:20:05 Novel Ideas for Startups
1:24:03 Wen Cycle Top?
Link β
NEW POD | EP 76 ποΈ
Q4 State of The Crypto Market
ft. @lmrankhan & @QwQiao
1:05 Weβre Back
2:25 Where Are We In This Cycle?
4:31 AI and Stock Market
6:27 AI Bubble
10:15 Energy Consumption and Production
16:34 China and US Innovation
17:44 Aster
18:52 Hyperliquid and Aster Competition
22:48 Proxy Wars in Crypto
26:33 Future of Crypto Exchanges
27:32 Binance vs Solana
32:59 Moats in Crypto
33:43 Crypto Lending
35:25 TradFi Banking and Crypto Custody
36:48 Social Aspect in Crypto
38:09 AI Glasses and Social Media
45:05 Waymo and Robo Taxis
49:10 Prediction Markets
50:54 Kalshi and PolyMarket Competition
55:27 Convergence of Speculative Markets
57:35 https://t.co/RO3J0KCCN0
59:00 Overheard
1:02:08 DATs
1:05:26 Stripe and Stablecoins
1:07:10 Genius Act and New Stablecoins
1:07:43 Stablecoin as a Micropayment
1:11:23 Pump and Streaming
1:14:53 Apps to Watch
1:17:12 Stablecoin Growth
1:19:11 Stablecoin Startups in Different Regions
1:20:05 Novel Ideas for Startups
1:24:03 Wen Cycle Top?
Link β
1/ Introducing the MVP Hackathon by Alliance
Take your idea to MVP in two weeks.
The Grand Prize?
Immediate admission into the next Alliance Accelerator cohort (ALL13).
Apply by May 15th: https://t.co/PROeHkcaKU
why listening to @goodgamepodxyz as a podcast is one of the best investments:
we donβt jump on the bandwagon, we discuss trends months to a year before they take place:
oct 22: sui
dec 22: wallet war
jan 23: crypto x ai
feb 23: depin/helium
feb 23: ordinals & btc l2
may 23: solana
aug 23: embracing speculation
sept 23: farcaster
oct 23: rwa/ondo
gg