
Crypto Macro, Coinbase's Brian Armstrong vs FTX's Sam Bankman-Fried, Bullish Case for Cosmos | EP 5
About this episode
Imran and Qiao discuss what's on their minds in the crypto landscape.
Timestamps
(00:00) Intro
(00:35) Welcome to Good Game!
(02:30) Qiao talks short term macro
(12:08) Longterm macro and what will happen to crypto in the next 10 years
(26:39) Coinbase's Brian Armstrong vs FTX's Sam Bankman-Fried
(28:21) Brian Armstrong's Coinbase story
(31:37) Sam Bankman-Fried's story
(34:45) How the background and stories of each founder drives divergent product strategies
(39:51) How Coinbase's and FTX's divergent product lines inform legal strategy
(45:29) Sam Bankman-Fried's stance on DCCPA (Digital Commodities Consumer Protection Act)
(48:39) Coinbase's strategy on DCCPA
(50:01) Explanation of Cosmos V2's new stack designed to help ATOM token accrue value
(53:30) Cosmos V2: Interchain security - validators as a service
(56:05) Cosmos V2: Liquid staking - built into SDK
(57:14) Cosmos V2: Interchain scheduler - gain more fees
(58:09) Cosmos V2: Cross-chain MEV marketplace
(59:16) Cosmos V2: Interchain allocator - ecosystem fund
(1:01:44) Bullish on Cosmos 1:04:34 Solana's Anatoly says app-specific rollups could make sense on Solana
(1:05:56) Conclusion
Good Game Podcast: A podcast for crypto natives.
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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.
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